Prosperity Planning, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 104Value: $319.4MLatest: 2025Q1

Prosperity Planning, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 104 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "AVDE",
  "LOW",
  null,
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  null,
  "AVEM",
  null,
  null,
  null,
  "NWL",
  "MUB",
  null,
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  "IVW",
  "IJH",
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  "IWS",
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  "IWD",
  null,
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  "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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46432F859

Shares:—

Value:$40.3M

% of Portfolio:12.6% ($40.3M/$319.4M)

464287465

EFA|464287465

Shares:243.6K

Value:$19.9M

% of Portfolio:6.2% ($19.9M/$319.4M)

922908736

VUG|922908736

Shares:45.5K

Value:$16.9M

% of Portfolio:5.3% ($16.9M/$319.4M)

25434V880

DFAX|25434V880

Shares:594.6K

Value:$15.6M

% of Portfolio:4.9% ($15.6M/$319.4M)

922020805

Shares:—

Value:$14.6M

% of Portfolio:4.6% ($14.6M/$319.4M)

025072802

Shares:177.6K

Value:$12.4M

% of Portfolio:3.9% ($12.4M/$319.4M)

464288646

Shares:234.7K

Value:$12.3M

% of Portfolio:3.8% ($12.3M/$319.4M)

464287408

IVE|464287408

Shares:59.9K

Value:$11.4M

% of Portfolio:3.6% ($11.4M/$319.4M)

46429B333

Shares:—

Value:$10.7M

% of Portfolio:3.3% ($10.7M/$319.4M)

922908611

VBR|922908611

Shares:47.6K

Value:$8.9M

% of Portfolio:2.8% ($8.9M/$319.4M)

922908512

VOE|922908512

Shares:53.1K

Value:$8.5M

% of Portfolio:2.7% ($8.5M/$319.4M)

025072604

AVEM|025072604

Shares:131.5K

Value:$7.9M

% of Portfolio:2.5% ($7.9M/$319.4M)

922908538

VOT|922908538

Shares:31.6K

Value:$7.7M

% of Portfolio:2.4% ($7.7M/$319.4M)

025072158

Shares:92.4K

Value:$5.9M

% of Portfolio:1.9% ($5.9M/$319.4M)

025072133

Shares:90.7K

Value:$5.6M

% of Portfolio:1.7% ($5.6M/$319.4M)

921937827

BSV|921937827

Shares:—

Value:$5.5M

% of Portfolio:1.7% ($5.5M/$319.4M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:41.1K

Value:$5.4M

% of Portfolio:1.7% ($5.4M/$319.4M)

025072877

Shares:55.7K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$319.4M)

922908595

VBK|922908595

Shares:18.3K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$319.4M)

46435G409

Shares:151.5K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$319.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46432F859)✕	—	QoQ - YoY -	All Managers (Combined)	$40.3M	12.6% ($40.3M/$319.4M)	QoQ +6.58% (+$2.5M) YoY +20.24% (+$6.8M)
(EFAcusip464287465)	243.6K	QoQ +2.40% (+5.7K) YoY +7.55% (+17.1K)	All Managers (Combined)	$19.9M	6.2% ($19.9M/$319.4M)	QoQ +10.69% (+$1.9M) YoY +10.07% (+$1.8M)
(VUGcusip922908736)	45.5K	QoQ +1.02% (-463) YoY -0.78% (-358)	All Managers (Combined)	$16.9M	5.3% ($16.9M/$319.4M)	QoQ -8.72% (-$1.6M) YoY +6.89% (-$1.1M)
(DFAXcusip25434V880)	594.6K	QoQ -1.69% (-10.3K) YoY -5.69% (-35.9K)	All Managers (Combined)	$15.6M	4.9% ($15.6M/$319.4M)	QoQ +3.60% (-$541.9K) YoY -2.87% (-$461.9K)
(cusip922020805)✕	—	QoQ - YoY -	All Managers (Combined)	$14.6M	4.6% ($14.6M/$319.4M)	QoQ +7.42% (+$1.0M) YoY +22.47% (+$2.7M)
(cusip025072802)✕	177.6K	QoQ +7.52% (+12.4K) YoY +15.60% (+24.0K)	All Managers (Combined)	$12.4M	3.9% ($12.4M/$319.4M)	QoQ +15.22% (+$1.6M) YoY +22.41% (+$2.3M)
(cusip464288646)✕	234.7K	QoQ +3.86% (+8.7K) YoY +19.92% (+39.0K)	All Managers (Combined)	$12.3M	3.8% ($12.3M/$319.4M)	QoQ +5.21% (+$609.3K) YoY +22.47% (+$2.3M)
(IVEcusip464287408)	59.9K	QoQ -6.39% (-4.1K) YoY -31.55% (-27.6K)	All Managers (Combined)	$11.4M	3.6% ($11.4M/$319.4M)	QoQ -6.53% (-$799.3K) YoY -30.17% (-$4.9M)
(cusip46429B333)✕	—	QoQ - YoY -	All Managers (Combined)	$10.7M	3.3% ($10.7M/$319.4M)	QoQ +3.37% (+$348.7K) YoY +21.15% (+$1.9M)
(VBRcusip922908611)	47.6K	QoQ -6.14% (-3.1K) YoY -33.27% (-23.8K)	All Managers (Combined)	$8.9M	2.8% ($8.9M/$319.4M)	QoQ -11.77% (-$1.2M) YoY -35.22% (-$4.8M)
(VOEcusip922908512)	53.1K	QoQ -6.94% (-4.0K) YoY -32.83% (-26.0K)	All Managers (Combined)	$8.5M	2.7% ($8.5M/$319.4M)	QoQ -7.64% (-$706.4K) YoY -30.83% (-$3.8M)
(AVEMcusip025072604)	131.5K	QoQ +7.54% (+9.2K) YoY +18.07% (+20.1K)	All Managers (Combined)	$7.9M	2.5% ($7.9M/$319.4M)	QoQ +10.06% (+$723.8K) YoY +22.58% (+$1.5M)
(VOTcusip922908538)	31.6K	QoQ +0.72% (-227) YoY +0.58% (+183)	All Managers (Combined)	$7.7M	2.4% ($7.7M/$319.4M)	QoQ -2.89% (-$229.9K) YoY +4.36% (+$322.5K)
(cusip025072158)✕	92.4K	QoQ +29.53% (+21.1K) YoY NEW(+92.4K)	All Managers (Combined)	$5.9M	1.9% ($5.9M/$319.4M)	QoQ +23.10% (+$1.1M) YoY NEW(+$5.9M)
(cusip025072133)✕	90.7K	QoQ +31.04% (+21.5K) YoY NEW(+90.7K)	All Managers (Combined)	$5.6M	1.7% ($5.6M/$319.4M)	QoQ +23.33% (+$1.1M) YoY NEW(+$5.6M)
(BSVcusip921937827)	—	QoQ - YoY -	All Managers (Combined)	$5.5M	1.7% ($5.5M/$319.4M)	QoQ +0.56% (+$31.3K) YoY -2.07% (-$116.8K)
CBRE GROUP, INC.(CBREcusip12504L109)	41.1K	QoQ 0.00% (-0) YoY +7.64% (+2.9K)	All Managers (Combined)	$5.4M	1.7% ($5.4M/$319.4M)	QoQ -0.38% (-$21.0K) YoY +44.77% (+$1.7M)
(cusip025072877)✕	55.7K	QoQ +16.32% (+7.8K) YoY +177.61% (+35.6K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$319.4M)	QoQ +5.04% (+$233.2K) YoY +158.24% (+$3.0M)
(VBKcusip922908595)	18.3K	QoQ +0.37% (-68) YoY -0.25% (-46)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$319.4M)	QoQ -9.76% (-$497.5K) YoY -3.67% (-$175.2K)
(cusip46435G409)✕	151.5K	QoQ -5.32% (-8.5K) YoY -30.64% (-67.0K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$319.4M)	QoQ +5.85% (-$253.9K) YoY -25.53% (-$1.6M)