Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (ISTB) | 707,307 | +58,482 | $33,555 |
ISTB | 707,307 | +58,482 | $33,555 |
ISHARES TR (EFA) | 226,521 | +7,542 | $18,090 |
EFA | 226,521 | +7,542 | $18,090 |
ISHARES TR (IVE) | 87,569 | +4,360 | $16,359 |
IVE | 87,569 | +4,360 | $16,359 |
DIMENSIONAL ETF TRUST (DFAX) | 630,565 | -5,617 | $16,042 |
DFAX | 630,565 | -5,617 | $16,042 |
VANGUARD INDEX FDS (VUG) | 45,855 | +708 | $15,783 |
VUG | 45,855 | +708 | $15,783 |
VANGUARD INDEX FDS (VBR) | 71,379 | +3,638 | $13,696 |
VBR | 71,379 | +3,638 | $13,696 |
VANGUARD INDEX FDS (VOE) | 79,085 | +4,028 | $12,330 |
VOE | 79,085 | +4,028 | $12,330 |
VANGUARD MALVERN FDS (VTIP) | 248,970 | +29,901 | $11,923 |
VTIP | 248,970 | +29,901 | $11,923 |
AMERICAN CENTY ETF TR (AVDV) | 153,602 | +11,168 | $10,116 |
AVDV | 153,602 | +11,168 | $10,116 |
ISHARES TR (IGSB) | 195,711 | +19,208 | $10,036 |
IGSB | 195,711 | +19,208 | $10,036 |
ISHARES TR (GNMA) | 203,153 | +29,529 | $8,815 |
GNMA | 203,153 | +29,529 | $8,815 |
VANGUARD INDEX FDS (VOT) | 31,368 | +969 | $7,396 |
VOT | 31,368 | +969 | $7,396 |
AMERICAN CENTY ETF TR (AVEM) | 111,394 | +8,410 | $6,456 |
AVEM | 111,394 | +8,410 | $6,456 |
ISHARES TR (IVLU) | 218,503 | +11,872 | $6,168 |
IVLU | 218,503 | +11,872 | $6,168 |
VANGUARD BD INDEX FDS (BSV) | 73,532 | -760 | $5,638 |
BSV | 73,532 | -760 | $5,638 |
VANGUARD INDEX FDS (VBK) | 18,308 | +887 | $4,773 |
VBK | 18,308 | +887 | $4,773 |
DIMENSIONAL ETF TRUST (DFAC) | 122,670 | -2,630 | $3,919 |
DFAC | 122,670 | -2,630 | $3,919 |
VANGUARD INDEX FDS (VTV) | 24,013 | +84 | $3,911 |
VTV | 24,013 | +84 | $3,911 |
CBRE GROUP INC | 38,188 | UNCH | $3,713 |
CBRE | 38,188 | UNCH | $3,713 |
ISHARES TR (IWN) | 23,233 | -60 | $3,690 |
IWN | 23,233 | -60 | $3,690 |
ISHARES TR (USRT) | 62,399 | +1,873 | $3,357 |
USRT | 62,399 | +1,873 | $3,357 |
ISHARES TR (IJJ) | 27,021 | -63 | $3,196 |
IJJ | 27,021 | -63 | $3,196 |
ISHARES TR (SUB) | 29,741 | +602 | $3,115 |
SUB | 29,741 | +602 | $3,115 |
SPDR S&P 500 ETF TR (SPY) | 5,692 | -524 | $2,977 |
SPY | 5,692 | -524 | $2,977 |
ISHARES TR (MUB) | 27,367 | +350 | $2,945 |
MUB | 27,367 | +350 | $2,945 |
AMERICAN CENTY ETF TR (AVUS) | 31,972 | +4 | $2,861 |
AVUS | 31,972 | +4 | $2,861 |
ISHARES TR (AGG) | 26,646 | +683 | $2,610 |
AGG | 26,646 | +683 | $2,610 |
VANGUARD BD INDEX FDS (BND) | 33,350 | -70 | $2,422 |
BND | 33,350 | -70 | $2,422 |
ISHARES TR (ITOT) | 19,469 | -132 | $2,245 |
ITOT | 19,469 | -132 | $2,245 |
ISHARES TR (IVW) | 25,290 | +1,116 | $2,135 |
IVW | 25,290 | +1,116 | $2,135 |
ISHARES TR (SCZ) | 32,645 | +765 | $2,067 |
SCZ | 32,645 | +765 | $2,067 |
BERKSHIRE HATHAWAY INC DEL | $1,912 | ||
BRK.B | 4,547 | +1 | $1,912 |
AMERICAN CENTY ETF TR (AVUV) | 20,063 | -81 | $1,880 |
AVUV | 20,063 | -81 | $1,880 |
ISHARES TR (IAGG) | 35,705 | +710 | $1,783 |
IAGG | 35,705 | +710 | $1,783 |
APPLE INC | 10,349 | UNCH | $1,775 |
AAPL | 10,349 | UNCH | $1,775 |
ISHARES TR (IWD) | 9,784 | -55 | $1,752 |
IWD | 9,784 | -55 | $1,752 |
VANGUARD INTL EQUITY INDEX F (VNQI) | 36,975 | +2,279 | $1,558 |
VNQI | 36,975 | +2,279 | $1,558 |
DIMENSIONAL ETF TRUST (DISV) | 57,115 | -176 | $1,553 |
DISV | 57,115 | -176 | $1,553 |
ISHARES TR (STIP) | 15,399 | +85 | $1,531 |
STIP | 15,399 | +85 | $1,531 |
ISHARES TR (TIP) | 12,594 | +99 | $1,353 |
TIP | 12,594 | +99 | $1,353 |
ISHARES TR (EEM) | 30,944 | +926 | $1,271 |
EEM | 30,944 | +926 | $1,271 |
VANGUARD TAX MANAGED FDS (VEA) | 25,148 | +162 | $1,262 |
VEA | 25,148 | +162 | $1,262 |
ISHARES TR (IVV) | 2,176 | -917 | $1,144 |
IVV | 2,176 | -917 | $1,144 |
VANGUARD SCOTTSDALE FDS (VMBS) | 25,091 | -575 | $1,144 |
VMBS | 25,091 | -575 | $1,144 |
VANGUARD MUN BD FDS (VTEB) | 21,736 | +401 | $1,100 |
VTEB | 21,736 | +401 | $1,100 |
SPDR SER TR (SPYG) | 14,745 | -82 | $1,079 |
SPYG | 14,745 | -82 | $1,079 |
SPDR SER TR (SHM) | 22,232 | UNCH | $1,055 |
SHM | 22,232 | UNCH | $1,055 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 1,855 | -11 | $1,032 |
MDY | 1,855 | -11 | $1,032 |
ISHARES TR (IWO) | 3,726 | -30 | $1,009 |
IWO | 3,726 | -30 | $1,009 |
VANGUARD INDEX FDS (VTI) | 3,810 | -307 | $990 |
VTI | 3,810 | -307 | $990 |
See Full List: All Stocks Held By Prosperity Planning Inc.
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See Details: Top 10 Stocks Held By Prosperity Planning Inc.
Size ($ in 1000's)
At 03/31/2024: $288,746 At 12/31/2023: $267,104 Prosperity Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prosperity Planning Inc. 13F filings. Link to 13F filings: SEC filings |