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:

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464287689

IWV|464287689

Shares:2.5K

Value:$789.3K

% of Portfolio:0.2% ($789.3K/$319.4M)

464287473

IWS|464287473

Shares:6.2K

Value:$776.0K

% of Portfolio:0.2% ($776.0K/$319.4M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:1.3K

Value:$775.6K

% of Portfolio:0.2% ($775.6K/$319.4M)

46435U515

Shares:—

Value:$768.2K

% of Portfolio:0.2% ($768.2K/$319.4M)

922042858

VWO|922042858

Shares:16.6K

Value:$752.1K

% of Portfolio:0.2% ($752.1K/$319.4M)

464287242

Shares:—

Value:$671.4K

% of Portfolio:0.2% ($671.4K/$319.4M)

46434V613

Shares:—

Value:$595.1K

% of Portfolio:0.2% ($595.1K/$319.4M)

464287606

IJK|464287606

Shares:7.0K

Value:$582.5K

% of Portfolio:0.2% ($582.5K/$319.4M)

46431W853

Shares:22.0K

Value:$581.3K

% of Portfolio:0.2% ($581.3K/$319.4M)

921909768

VXUS|921909768

Shares:8.6K

Value:$532.8K

% of Portfolio:0.2% ($532.8K/$319.4M)

464287507

IJH|464287507

Shares:8.9K

Value:$519.8K

% of Portfolio:0.2% ($519.8K/$319.4M)

46434VBD1

Shares:—

Value:$502.4K

% of Portfolio:0.2% ($502.4K/$319.4M)

46435GAA0

Shares:—

Value:$501.7K

% of Portfolio:0.2% ($501.7K/$319.4M)

46435UAA9

Shares:—

Value:$501.2K

% of Portfolio:0.2% ($501.2K/$319.4M)

NEWELL BRANDS INC.

NWL|651229106

Shares:79.9K

Value:$495.4K

% of Portfolio:0.2% ($495.4K/$319.4M)

46436E205

Shares:—

Value:$432.8K

% of Portfolio:0.1% ($432.8K/$319.4M)

922042718

VSS|922042718

Shares:3.6K

Value:$420.9K

% of Portfolio:0.1% ($420.9K/$319.4M)

464288877

Shares:6.6K

Value:$390.7K

% of Portfolio:0.1% ($390.7K/$319.4M)

922908637

VV|922908637

Shares:1.5K

Value:$384.8K

% of Portfolio:0.1% ($384.8K/$319.4M)

25434V302

Shares:14.6K

Value:$379.0K

% of Portfolio:0.1% ($379.0K/$319.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWVcusip464287689)	2.5K	QoQ -11.97% (-338) YoY -11.97% (-338)	All Managers (Combined)	$789.3K	0.2% ($789.3K/$319.4M)	QoQ -16.34% (-$154.3K) YoY -6.82% (-$57.8K)
(IWScusip464287473)	6.2K	QoQ -1.04% (-65) YoY -3.53% (-226)	All Managers (Combined)	$776.0K	0.2% ($776.0K/$319.4M)	QoQ -3.62% (-$29.2K) YoY -3.04% (-$24.4K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$775.6K	0.2% ($775.6K/$319.4M)	QoQ +0.82% (+$6.3K) YoY +36.79% (+$208.6K)
(cusip46435U515)✕	—	QoQ - YoY -	All Managers (Combined)	$768.2K	0.2% ($768.2K/$319.4M)	QoQ +17.23% (+$112.9K) YoY +64.76% (+$302.0K)
(VWOcusip922042858)	16.6K	QoQ 0.00% (+0) YoY +0.28% (+47)	All Managers (Combined)	$752.1K	0.2% ($752.1K/$319.4M)	QoQ +2.77% (+$20.3K) YoY +8.66% (+$60.0K)
(cusip464287242)✕	—	QoQ - YoY -	All Managers (Combined)	$671.4K	0.2% ($671.4K/$319.4M)	QoQ +1.73% (+$11.4K) YoY -0.11% (-$790)
(cusip46434V613)✕	—	QoQ - YoY -	All Managers (Combined)	$595.1K	0.2% ($595.1K/$319.4M)	QoQ +0.54% (+$3.2K) YoY -7.36% (-$47.3K)
(IJKcusip464287606)	7.0K	QoQ -0.48% (-34) YoY -3.22% (-233)	All Managers (Combined)	$582.5K	0.2% ($582.5K/$319.4M)	QoQ -8.85% (-$56.6K) YoY -11.67% (-$77.0K)
(cusip46431W853)✕	22.0K	QoQ +0.35% (+77) YoY +18.97% (+3.5K)	All Managers (Combined)	$581.3K	0.2% ($581.3K/$319.4M)	QoQ +4.95% (+$27.4K) YoY +16.64% (+$82.9K)
(VXUScusip921909768)	8.6K	QoQ -5.16% (-467) YoY -17.97% (-1.9K)	All Managers (Combined)	$532.8K	0.2% ($532.8K/$319.4M)	QoQ -0.06% (-$324) YoY -15.52% (-$97.9K)
(IJHcusip464287507)	8.9K	QoQ 0.00% (-0) YoY -1.93% (-176)	All Managers (Combined)	$519.8K	0.2% ($519.8K/$319.4M)	QoQ -6.35% (-$35.3K) YoY -5.79% (-$32.0K)
(cusip46434VBD1)✕	—	QoQ - YoY -	All Managers (Combined)	$502.4K	0.2% ($502.4K/$319.4M)	QoQ +26.40% (+$105.0K) YoY +34.48% (+$128.8K)
(cusip46435GAA0)✕	—	QoQ - YoY -	All Managers (Combined)	$501.7K	0.2% ($501.7K/$319.4M)	QoQ +26.69% (+$105.7K) YoY +34.75% (+$129.4K)
(cusip46435UAA9)✕	—	QoQ - YoY -	All Managers (Combined)	$501.2K	0.2% ($501.2K/$319.4M)	QoQ +27.15% (+$107.0K) YoY +34.93% (+$129.8K)
NEWELL BRANDS INC.(NWLcusip651229106)	79.9K	QoQ 0.00% (-0) YoY +29.67% (+18.3K)	All Managers (Combined)	$495.4K	0.2% ($495.4K/$319.4M)	QoQ -37.75% (-$300.5K) YoY +0.11% (+$591)
(cusip46436E205)✕	—	QoQ - YoY NEW	All Managers (Combined)	$432.8K	0.1% ($432.8K/$319.4M)	QoQ +33.27% (+$108.1K) YoY NEW(+$432.8K)
(VSScusip922042718)	3.6K	QoQ -0.05% (-2) YoY -5.30% (-204)	All Managers (Combined)	$420.9K	0.1% ($420.9K/$319.4M)	QoQ +0.92% (-$3.8K) YoY -6.32% (-$28.4K)
(cusip464288877)✕	6.6K	QoQ -20.28% (-1.7K) YoY -11.66% (-875)	All Managers (Combined)	$390.7K	0.1% ($390.7K/$319.4M)	QoQ -10.45% (-$45.6K) YoY -4.28% (-$17.5K)
(VVcusip922908637)	1.5K	QoQ 0.00% (-0) YoY -3.23% (-50)	All Managers (Combined)	$384.8K	0.1% ($384.8K/$319.4M)	QoQ -4.69% (-$19.0K) YoY +3.73% (-$13.9K)
(cusip25434V302)✕	14.6K	QoQ -1.91% (-286) YoY -14.21% (-2.4K)	All Managers (Combined)	$379.0K	0.1% ($379.0K/$319.4M)	QoQ +0.09% (-$356) YoY -10.15% (-$42.8K)