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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Prosperity-Planning
Data Enrichment
56% identified58 identified46 unidentified
Holdings
104 positions • $319.4M total value
Manager:
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315948109
Shares:2.9K
Value:$208.7K
% of Portfolio:0.1% ($208.7K/$319.4M)
78464A656
Shares:7.8K
Value:$206.4K
% of Portfolio:0.1% ($206.4K/$319.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip315948109)✕ | 2.9K | QoQ 0.00% (-0)YoY NEW(+2.9K) | All Managers (Combined) | $208.7K | 0.1% ($208.7K/$319.4M) | YoY NEW(+$208.7K) |
| 2.8K | All Managers (Combined) | $208.4K | 0.1% ($208.4K/$319.4M) | |||
(cusip78464A656)✕ | 7.8K | QoQ NEW(+7.8K) YoY -0.71% (-56) | All Managers (Combined) | $206.4K | 0.1% ($206.4K/$319.4M) | QoQ NEW(+$206.4K) |
| 16.0K | All Managers (Combined) | $76.6K | 0.0% ($76.6K/$319.4M) |