§ 13F · FUND PROFILE
Prosperity Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $346.6T (13F)Positions · 106Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$558.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | 966K | $47.1T | 12.3% | +7% |
| 2 | EFA | ISHARES TR | 241K | $23.2T | 6.1% | −2% |
| 3 | VUG | VANGUARD INDEX FDS | 47K | $22.8T | 6.0% | ±0% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 179K | $16.8T | 4.4% | ±0% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 512K | $16.8T | 4.4% | −6% |
| 6 | VTIP | VANGUARD MALVERN FDS | 336K | $16.6T | 4.4% | +8% |
| 7 | IGSB | ISHARES TR | 275K | $14.6T | 3.8% | +8% |
| 8 | GNMA | ISHARES TR | 286K | $12.8T | 3.3% | +7% |
| 9 | IVE | ISHARES TR | 54K | $11.5T | 3.0% | −2% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 138K | $10.6T | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERITY SIGNAL
AC read
Prosperity Planning, Inc. is a Other fund managing $346634.8 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed