Prosperity Planning, Inc.: 13F holdings
CIK 18432922026Q2
| Positions | 117 |
|---|
| Reported value | $436.3m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 117 (+7 vs prior quarter) |
|---|
| Reported value | $436.3m (+10.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EFA ISHARES TR | 255,360 | $26.5m | 6.1% |
| VUG VANGUARD INDEX FDS | 295,226 | $25.4m | 5.8% |
| AVDV AMERICAN CENTY ETF TR | 185,156 | $19.1m | 4.4% |
| DFAX DIMENSIONAL ETF TRUST | 472,299 | $17.4m | 4.0% |
| IGSB ISHARES TR | 317,095 | $16.6m | 3.8% |
| SPYM AMERICAN CENTY ETF TR | 151,352 | $13.6m | 3.1% |
| AVEM AMERICAN CENTY ETF TR | 139,840 | $13.5m | 3.1% |
| AMERICAN CENTY ETF TR | 157,113 | $12.7m | 2.9% |
| IVE ISHARES TR | 52,845 | $12.0m | 2.8% |
| VOT VANGUARD INDEX FDS | 34,198 | $10.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843292")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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