Prosperity-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AVDE",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "NWL",
  "MUB",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "IWD",
  null,
  null,
  "EEM",
  "IWF",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "IEFA",
  null,
  "O",
  "SPYG",
  "TYL",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "VWO",
  "VSS",
  null,
  "IWV",
  null,
  "IWO",
  "IWN",
  "VYM",
  null,
  "IWP",
  null,
  null,
  "ICCC",
  null,
  "IDXX",
  null,
  "IVE",
  null,
  "VUG",
  "VEA",
  "VNQI",
  null,
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VTV",
  null,
  null,
  "DIA",
  null,
  null,
  null,
  null,
  "BRK-B",
  null,
  "CBRE",
  "DFAX",
  "DFAC",
  "IJT",
  "IJJ",
  "EFA",
  "IWM",
  "MDY",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 104
Total Value: 319385448
Accession Number: 0001085146-25-002051
Form Type: 13F-HR
CIK: prosperity-planning
Manager Name: Prosperity-Planning

Data Enrichment

56% identified

58 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

104 positions • $319.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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025072885

Shares:41.7K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$319.4M)

922908744

VTV|922908744

Shares:22.2K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$319.4M)

464288521

Shares:66.4K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$319.4M)

025072349

Shares:56.9K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$319.4M)

464288158

Shares:—

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$319.4M)

25434V708

DFAC|25434V708

Shares:93.5K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$319.4M)

464287630

IWN|464287630

Shares:19.6K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$319.4M)

464288414

MUB|464288414

Shares:—

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$319.4M)

464287226

Shares:—

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$319.4M)

464287705

IJJ|464287705

Shares:23.4K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$319.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.7K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$319.4M)

025072364

Shares:46.1K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$319.4M)

921937835

BND|921937835

Shares:—

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$319.4M)

464287309

IVW|464287309

Shares:26.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$319.4M)

Apple Inc.

AAPL|037833100

Shares:10.3K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$319.4M)

464288273

Shares:34.7K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$319.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.0K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$319.4M)

46435G672

Shares:—

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$319.4M)

922042676

VNQI|922042676

Shares:42.1K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$319.4M)

464287598

IWD|464287598

Shares:9.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$319.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072885)✕	41.7K	QoQ +2.35% (-962) YoY +30.51% (+9.8K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$319.4M)	QoQ -2.44% (-$96.5K) YoY +34.71% (+$993.3K)
(VTVcusip922908744)	22.2K	QoQ -1.19% (-268) YoY -7.43% (-1.8K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$319.4M)	QoQ +0.81% (-$31.1K) YoY -1.81% (-$71.1K)
(cusip464288521)✕	66.4K	QoQ -0.17% (-117) YoY +6.34% (+4.0K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$319.4M)	QoQ +0.32% (-$12.6K) YoY +13.85% (+$465.1K)
(cusip025072349)✕	56.9K	QoQ +26.64% (+12.0K) YoY NEW(+56.9K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$319.4M)	QoQ +23.68% (+$710.5K) YoY NEW(+$3.7M)
(cusip464288158)✕	—	QoQ - YoY -	All Managers (Combined)	$3.3M	1.0% ($3.3M/$319.4M)	QoQ +6.27% (+$196.7K) YoY +6.88% (+$214.5K)
(DFACcusip25434V708)	93.5K	QoQ +1.72% (-1.6K) YoY -23.78% (-29.2K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$319.4M)	QoQ -2.98% (-$94.8K) YoY -21.30% (-$835.2K)
(IWNcusip464287630)	19.6K	QoQ -1.32% (-263) YoY -15.61% (-3.6K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$319.4M)	QoQ -9.25% (-$301.8K) YoY -19.77% (-$729.5K)
(MUBcusip464288414)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	0.9% ($3.0M/$319.4M)	QoQ -0.46% (-$13.9K) YoY +0.31% (+$9.1K)
(cusip464287226)✕	—	QoQ - YoY -	All Managers (Combined)	$2.9M	0.9% ($2.9M/$319.4M)	QoQ +8.99% (+$242.7K) YoY +12.73% (+$332.4K)
(IJJcusip464287705)	23.4K	QoQ -1.53% (-365) YoY -13.56% (-3.7K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$319.4M)	QoQ -5.65% (-$167.8K) YoY -12.51% (-$399.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.7K	QoQ -1.24% (-59) YoY -17.93% (-1.0K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$319.4M)	QoQ -5.74% (-$159.4K) YoY -12.24% (-$364.6K)
(cusip025072364)✕	46.1K	QoQ +32.73% (+11.4K) YoY NEW(+46.1K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$319.4M)	QoQ +44.95% (+$810.1K) YoY NEW(+$2.6M)
(BNDcusip921937835)	—	QoQ - YoY -	All Managers (Combined)	$2.5M	0.8% ($2.5M/$319.4M)	QoQ +1.58% (+$38.8K) YoY +2.73% (+$66.2K)
(IVWcusip464287309)	26.0K	QoQ -0.08% (-21) YoY +2.76% (+699)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$319.4M)	QoQ -8.64% (-$228.2K) YoY +12.97% (+$277.1K)
Apple Inc.(AAPLcusip037833100)	10.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$319.4M)	QoQ -11.29% (-$292.8K) YoY +29.53% (+$524.2K)
(cusip464288273)✕	34.7K	QoQ +1.65% (+567) YoY +6.37% (+2.1K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$319.4M)	QoQ +6.31% (+$131.0K) YoY +6.71% (+$138.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.0K	QoQ -11.25% (-507) YoY -12.11% (-551)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$319.4M)	QoQ +4.26% (-$87.1K) YoY +11.30% (-$216.1K)
(cusip46435G672)✕	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.6% ($1.8M/$319.4M)	QoQ -2.49% (-$46.3K) YoY +1.52% (+$27.1K)
(VNQIcusip922042676)	42.1K	QoQ +1.08% (+451) YoY +13.89% (+5.1K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$319.4M)	QoQ +3.38% (+$55.7K) YoY +9.35% (+$145.7K)
(IWDcusip464287598)	9.0K	QoQ -2.05% (-188) YoY -8.42% (-824)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$319.4M)	QoQ -0.45% (-$7.7K) YoY -3.79% (-$66.5K)