§ 13F · FUND PROFILE
Prosperity Planning, Inc..
AUM · $436M (13F)Positions · 117Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | 1.10M | $53M | 12.1% | +8% |
| 2 | EFA | ISHARES TR | 255K | $27M | 6.1% | +2% |
| 3 | VUG | VANGUARD INDEX FDS | 295K | $25M | 5.8% | +512% |
| 4 | VTIP | VANGUARD MALVERN FDS | 384K | $19M | 4.4% | +8% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 185K | $19M | 4.4% | +2% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 472K | $17M | 4.0% | −3% |
| 7 | IGSB | ISHARES TR | 317K | $17M | 3.8% | +8% |
| 8 | GNMA | ISHARES TR | 341K | $15M | 3.5% | +10% |
| 9 | AVLC | AMERICAN CENTY ETF TR | 151K | $14M | 3.1% | +5% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 140K | $13M | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERITY SIGNAL
AC read
Prosperity Planning, Inc. is a Other fund managing $436 million in assets. The fund runs a portfolio of 117 positions.
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