13F HOLDINGS REPORT

Prosperity Planning, Inc.

Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001085146-25-003753

Total Value

$346.6M

Positions

106

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (106)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	46432F859	855,558	$41.6M	12.01%
2	ISHARES TR	464287465	246,722	$22.1M	6.36%
3	VANGUARD INDEX FDS	922908736	46,784	$20.5M	5.92%
4	DIMENSIONAL ETF TRUST	25434V880	562,068	$16.5M	4.76%
5	VANGUARD MALVERN FDS	922020805	297,865	$15.0M	4.32%
6	AMERICAN CENTY ETF TR	025072802	182,237	$14.4M	4.17%
7	ISHARES TR	464288646	239,318	$12.6M	3.64%
8	ISHARES TR	464287408	58,585	$11.4M	3.30%
9	ISHARES TR	46429B333	251,260	$11.0M	3.19%
10	AMERICAN CENTY ETF TR	025072604	137,850	$9.4M	2.73%
11	VANGUARD INDEX FDS	922908538	32,345	$9.2M	2.65%
12	VANGUARD INDEX FDS	922908611	45,793	$8.9M	2.58%
13	VANGUARD INDEX FDS	922908512	51,701	$8.5M	2.45%
14	AMERICAN CENTY ETF TR	025072158	111,024	$7.9M	2.28%
15	AMERICAN CENTY ETF TR	025072133	109,373	$7.2M	2.06%
16	CBRE GROUP INC	CBRE	43,562	$6.1M	1.76%
17	AMERICAN CENTY ETF TR	025072877	66,026	$6.0M	1.74%
18	VANGUARD BD INDEX FDS	921937827	68,129	$5.4M	1.55%
19	VANGUARD INDEX FDS	922908595	18,841	$5.2M	1.51%
20	ISHARES TR	46435G409	146,455	$4.8M	1.39%
21	AMERICAN CENTY ETF TR	025072885	45,461	$4.6M	1.32%
22	AMERICAN CENTY ETF TR	025072349	66,926	$4.6M	1.32%
23	VANGUARD INDEX FDS	922908744	22,057	$3.9M	1.12%
24	ISHARES TR	464288521	67,538	$3.8M	1.10%
25	ISHARES TR	464288158	32,044	$3.4M	0.98%
26	DIMENSIONAL ETF TRUST	25434V708	92,836	$3.3M	0.96%
27	AMERICAN CENTY ETF TR	025072364	51,656	$3.2M	0.93%
28	ISHARES TR	464287630	19,815	$3.1M	0.90%
29	ISHARES TR	464287226	29,121	$2.9M	0.83%
30	ISHARES TR	464287705	23,319	$2.9M	0.83%
31	ISHARES TR	464287309	25,654	$2.8M	0.81%
32	SPDR S&P 500 ETF TR	SPY	4,532	$2.8M	0.81%
33	ISHARES TR	464288273	33,402	$2.4M	0.70%
34	ISHARES TR	464288414	22,978	$2.4M	0.69%
35	VANGUARD BD INDEX FDS	921937835	31,580	$2.3M	0.67%
36	APPLE INC	AAPL	10,349	$2.1M	0.61%
37	VANGUARD INTL EQUITY INDEX F	922042676	42,919	$2.0M	0.57%
38	ISHARES TR	46435G672	38,381	$2.0M	0.57%
39	BERKSHIRE HATHAWAY INC DEL	BRK-A	3,996	$1.9M	0.56%
40	AMERICAN CENTY ETF TR	025072703	24,337	$1.8M	0.52%
41	ISHARES TR	464287150	13,048	$1.8M	0.51%
42	ISHARES TR	464287598	8,914	$1.7M	0.50%
43	DIMENSIONAL ETF TRUST	25434V781	49,543	$1.6M	0.47%
44	ISHARES TR	46429B747	15,784	$1.6M	0.47%
45	ISHARES TR	464287234	30,083	$1.5M	0.42%
46	REALTY INCOME CORP	O	24,266	$1.4M	0.40%
47	VANGUARD TAX-MANAGED FDS	921943858	24,238	$1.4M	0.40%
48	VANGUARD MUN BD FDS	922907746	27,461	$1.3M	0.39%
49	ISHARES TR	464287176	11,162	$1.2M	0.35%
50	ISHARES TR	46436E718	11,420	$1.1M	0.33%
51	VANGUARD SCOTTSDALE FDS	92206C771	24,628	$1.1M	0.33%
52	SPDR SERIES TRUST	78468R739	22,284	$1.1M	0.31%
53	VANGUARD INDEX FDS	922908769	3,328	$1.0M	0.29%
54	SPDR SERIES TRUST	78464A409	10,529	$1.0M	0.29%
55	ISHARES TR	464287614	2,301	$976,892	0.28%
56	DIMENSIONAL ETF TRUST	25434V807	22,643	$969,800	0.28%
57	ISHARES TR	464287648	3,239	$925,943	0.27%
58	SPDR S&P MIDCAP 400 ETF TR	MDY	1,616	$915,432	0.26%
59	FIDELITY WISE ORIGIN BITCOIN	FBTC	9,300	$874,100	0.25%
60	ISHARES TR	464287689	2,485	$872,235	0.25%
61	VANGUARD SCOTTSDALE FDS	92206C409	10,770	$856,215	0.25%
62	ISHARES TR	464287473	6,160	$813,982	0.23%
63	VANGUARD INTL EQUITY INDEX F	922042858	16,072	$794,941	0.23%
64	TYLER TECHNOLOGIES INC	TYL	1,334	$790,849	0.23%
65	ISHARES TR	46435U515	30,909	$785,718	0.23%
66	VANGUARD SCOTTSDALE FDS	92206C870	8,987	$745,192	0.21%
67	ISHARES TR	464287606	7,019	$638,589	0.18%
68	ISHARES TR	464287200	958	$594,822	0.17%
69	ISHARES TR	46434V613	12,465	$576,257	0.17%
70	ISHARES U S ETF TR	46431W853	22,085	$570,894	0.16%
71	VANGUARD STAR FDS	921909768	8,209	$567,128	0.16%
72	ISHARES TR	464287507	8,908	$552,461	0.16%
73	NEWELL BRANDS INC	NWL	99,352	$536,501	0.15%
74	ISHARES TR	46435UAA9	21,248	$515,697	0.15%
75	ISHARES TR	46434VBD1	20,475	$515,562	0.15%
76	ISHARES TR	46435GAA0	21,241	$515,100	0.15%
77	ISHARES TR	464288877	8,003	$508,030	0.15%
78	VANGUARD INTL EQUITY INDEX F	922042718	3,512	$472,029	0.14%
79	ISHARES TR	46436E205	19,254	$449,191	0.13%
80	VANGUARD INDEX FDS	922908637	1,471	$419,676	0.12%
81	DIMENSIONAL ETF TRUST	25434V302	14,420	$417,459	0.12%
82	IDEXX LABS INC	45168D104	700	$375,438	0.11%
83	SPDR DOW JONES INDL AVERAGE	78467X109	804	$354,349	0.10%
84	ISHARES TR	46436E833	15,781	$352,855	0.10%
85	ISHARES TR	46436E726	15,752	$346,227	0.10%
86	VANGUARD INTL EQUITY INDEX F	922042742	2,669	$343,020	0.10%
87	ISHARES TR	464287655	1,575	$339,950	0.10%
88	ISHARES TR	464287481	2,450	$339,766	0.10%
89	ELI LILLY & CO	LLY	430	$335,198	0.10%
90	VANGUARD INDEX FDS	922908629	1,181	$330,479	0.10%
91	ISHARES TR	464288489	14,432	$327,895	0.09%
92	ISHARES TR	46429B598	5,858	$326,173	0.09%
93	ISHARES TR	46432F339	1,781	$325,602	0.09%
94	ISHARES TR	464287887	2,361	$314,107	0.09%
95	ISHARES TR	46436E593	15,517	$307,861	0.09%
96	ISHARES INC	46434G103	5,110	$306,748	0.09%
97	ISHARES TR	46436E825	13,984	$306,532	0.09%
98	VANGUARD INDEX FDS	922908553	3,359	$299,153	0.09%
99	ISHARES TR	46436E866	11,955	$279,262	0.08%
100	VANGUARD WHITEHALL FDS	921946406	2,003	$266,965	0.08%
101	BLACKROCK ETF TRUST	BLK	4,444	$242,020	0.07%
102	LOWES COS INC	548661107	986	$218,764	0.06%
103	ISHARES TR	46432F842	2,535	$211,659	0.06%
104	ISHARES TR	46436E239	4,421	$206,726	0.06%
105	SPDR SERIES TRUST	78464A656	7,826	$203,946	0.06%
106	IMMUCELL CORP	ICCC	16,000	$111,360	0.03%