§ 13F · FUND PROFILE
Prosperity Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $371M (13F)Positions · 109Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | 1.02M | $49M | 12.5% | +5% |
| 2 | EFA | ISHARES TR | 250K | $24M | 6.1% | +3% |
| 3 | VUG | VANGUARD INDEX FDS | 48K | $21M | 5.3% | +3% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 182K | $18M | 4.6% | +1% |
| 5 | VTIP | VANGUARD MALVERN FDS | 357K | $18M | 4.5% | +6% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 489K | $17M | 4.2% | −5% |
| 7 | IGSB | ISHARES TR | 293K | $15M | 3.9% | +6% |
| 8 | GNMA | ISHARES TR | 309K | $14M | 3.5% | +8% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 141K | $11M | 2.9% | +2% |
| 10 | IVE | ISHARES TR | 53K | $11M | 2.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERITY SIGNAL
AC read
Prosperity Planning, Inc. is a Other fund managing $371 million in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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