13F HOLDINGS REPORT

Prosperity Planning, Inc.

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001085146-25-005863

Total Value

$370.7M

Positions

109

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (109)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	46432F859	904,807	$44.2M	11.92%
2	ISHARES TR	464287465	247,489	$23.1M	6.23%
3	VANGUARD INDEX FDS	922908736	46,652	$22.4M	6.04%
4	DIMENSIONAL ETF TRUST	25434V880	542,419	$17.0M	4.59%
5	AMERICAN CENTY ETF TR	025072802	178,679	$15.9M	4.29%
6	VANGUARD MALVERN FDS	922020805	312,837	$15.8M	4.27%
7	ISHARES TR	464288646	255,348	$13.5M	3.65%
8	ISHARES TR	46429B333	267,109	$11.8M	3.20%
9	ISHARES TR	464287408	55,293	$11.4M	3.08%
10	AMERICAN CENTY ETF TR	025072604	138,088	$10.4M	2.80%
11	VANGUARD INDEX FDS	922908538	32,296	$9.5M	2.56%
12	AMERICAN CENTY ETF TR	025072158	123,606	$9.5M	2.55%
13	VANGUARD INDEX FDS	922908611	42,922	$9.0M	2.42%
14	VANGUARD INDEX FDS	922908512	48,669	$8.5M	2.29%
15	AMERICAN CENTY ETF TR	025072133	122,530	$8.4M	2.28%
16	AMERICAN CENTY ETF TR	025072877	71,045	$7.1M	1.91%
17	CBRE GROUP INC	CBRE	43,562	$6.9M	1.85%
18	VANGUARD BD INDEX FDS	921937827	69,623	$5.5M	1.48%
19	VANGUARD INDEX FDS	922908595	18,441	$5.5M	1.48%
20	AMERICAN CENTY ETF TR	025072349	75,652	$5.5M	1.47%
21	AMERICAN CENTY ETF TR	025072885	48,349	$5.3M	1.42%
22	ISHARES TR	46435G409	136,523	$4.8M	1.31%
23	ISHARES TR	464288521	70,433	$4.1M	1.12%
24	VANGUARD INDEX FDS	922908744	21,415	$4.0M	1.08%
25	ISHARES TR	464288158	35,320	$3.8M	1.02%
26	AMERICAN CENTY ETF TR	025072364	53,442	$3.6M	0.97%
27	DIMENSIONAL ETF TRUST	25434V708	92,198	$3.6M	0.96%
28	ISHARES TR	464287630	18,158	$3.2M	0.87%
29	ISHARES TR	464287309	25,145	$3.0M	0.82%
30	ISHARES TR	464287705	22,925	$3.0M	0.80%
31	ISHARES TR	464287226	29,516	$3.0M	0.80%
32	SPDR S&P 500 ETF TR	SPY	4,223	$2.8M	0.76%
33	APPLE INC	AAPL	10,349	$2.6M	0.71%
34	ISHARES TR	464288273	32,223	$2.5M	0.67%
35	ISHARES TR	464288414	23,143	$2.5M	0.66%
36	VANGUARD BD INDEX FDS	921937835	30,636	$2.3M	0.61%
37	ISHARES TR	46436E718	21,192	$2.1M	0.58%
38	ISHARES TR	46435G672	41,481	$2.1M	0.57%
39	VANGUARD INTL EQUITY INDEX F	922042676	44,210	$2.1M	0.57%
40	BERKSHIRE HATHAWAY INC DEL	BRK-A	3,996	$2.0M	0.54%
41	AMERICAN CENTY ETF TR	025072703	25,336	$2.0M	0.54%
42	ISHARES TR	464287150	12,989	$1.9M	0.51%
43	ISHARES TR	464287598	8,914	$1.8M	0.49%
44	DIMENSIONAL ETF TRUST	25434V781	48,496	$1.7M	0.47%
45	ISHARES TR	46429B747	15,748	$1.6M	0.44%
46	ISHARES TR	464287234	29,363	$1.6M	0.42%
47	REALTY INCOME CORP	O	24,266	$1.5M	0.40%
48	VANGUARD TAX-MANAGED FDS	921943858	23,741	$1.4M	0.38%
49	VANGUARD MUN BD FDS	922907746	27,468	$1.4M	0.37%
50	ISHARES TR	464287176	11,570	$1.3M	0.35%
51	VANGUARD SCOTTSDALE FDS	92206C771	25,736	$1.2M	0.33%
52	SPDR SERIES TRUST	78468R739	22,284	$1.1M	0.29%
53	ISHARES TR	464287614	2,270	$1.1M	0.29%
54	DIMENSIONAL ETF TRUST	25434V807	22,410	$1.0M	0.28%
55	SPDR SERIES TRUST	78464A409	9,793	$1.0M	0.28%
56	ISHARES TR	464287648	3,161	$1.0M	0.27%
57	VANGUARD INDEX FDS	922908769	3,045	$999,399	0.27%
58	ISHARES TR	464287689	2,485	$941,666	0.25%
59	FIDELITY WISE ORIGIN BITCOIN	FBTC	9,300	$928,226	0.25%
60	SPDR S&P MIDCAP 400 ETF TR	MDY	1,521	$906,562	0.24%
61	VANGUARD INTL EQUITY INDEX F	922042858	16,001	$866,960	0.23%
62	VANGUARD SCOTTSDALE FDS	92206C409	10,761	$860,127	0.23%
63	ISHARES TR	464287473	6,113	$853,803	0.23%
64	ISHARES TR	46435U515	30,909	$788,809	0.21%
65	VANGUARD SCOTTSDALE FDS	92206C870	8,987	$755,886	0.20%
66	TYLER TECHNOLOGIES INC	TYL	1,334	$697,895	0.19%
67	ISHARES TR	464287606	6,916	$663,175	0.18%
68	ISHARES TR	464287200	949	$635,166	0.17%
69	ISHARES U S ETF TR	46431W853	22,662	$608,471	0.16%
70	ISHARES TR	464287507	8,819	$575,514	0.16%
71	VANGUARD STAR FDS	921909768	7,794	$572,513	0.15%
72	NEWELL BRANDS INC	NWL	99,352	$520,604	0.14%
73	ISHARES TR	46435UAA9	21,248	$517,184	0.14%
74	ISHARES TR	46435GAA0	21,241	$516,162	0.14%
75	ISHARES TR	46434VBD1	20,475	$515,767	0.14%
76	ISHARES TR	46434V613	10,596	$494,939	0.13%
77	VANGUARD INTL EQUITY INDEX F	922042718	3,469	$494,455	0.13%
78	ISHARES TR	464288877	7,186	$487,426	0.13%
79	ISHARES TR	46436E205	19,254	$451,887	0.12%
80	IDEXX LABS INC	45168D104	700	$447,223	0.12%
81	DIMENSIONAL ETF TRUST	25434V302	14,039	$442,650	0.12%
82	VANGUARD INDEX FDS	922908637	1,254	$386,056	0.10%
83	ISHARES TR	464287655	1,575	$381,177	0.10%
84	SPDR DOW JONES INDL AVERAGE	78467X109	804	$372,917	0.10%
85	VANGUARD INTL EQUITY INDEX F	922042742	2,686	$370,131	0.10%
86	ISHARES TR	46436E833	15,781	$353,250	0.10%
87	ISHARES TR	46436E726	15,752	$348,905	0.09%
88	VANGUARD INDEX FDS	922908629	1,163	$341,620	0.09%
89	ISHARES TR	464288489	14,648	$337,270	0.09%
90	ISHARES TR	464287481	2,367	$337,084	0.09%
91	ISHARES INC	46434G103	5,044	$332,494	0.09%
92	ELI LILLY & CO	LLY	430	$328,090	0.09%
93	ISHARES TR	464287887	2,299	$325,309	0.09%
94	BLACKROCK ETF TRUST	BLK	5,325	$315,240	0.09%
95	ISHARES TR	46436E593	15,517	$308,405	0.08%
96	ISHARES TR	46436E825	13,984	$307,021	0.08%
97	ISHARES TR	46429B598	5,858	$304,967	0.08%
98	VANGUARD INDEX FDS	922908553	3,304	$302,052	0.08%
99	ISHARES TR	46436E866	11,955	$279,322	0.08%
100	ISHARES TR	46432F339	1,386	$269,577	0.07%
101	VANGUARD WHITEHALL FDS	921946406	1,863	$262,531	0.07%
102	LOWES COS INC	548661107	986	$247,792	0.07%
103	ISHARES TR	46436E239	4,421	$228,098	0.06%
104	ISHARES TR	464287101	655	$218,010	0.06%
105	ORACLE CORP	ORCL-PD	764	$214,867	0.06%
106	FIDELITY COVINGTON TRUST	316092717	6,586	$206,010	0.06%
107	SPDR SERIES TRUST	78464A656	7,826	$205,941	0.06%
108	ISHARES TR	46432F842	2,322	$202,773	0.05%
109	ISHARES TR	46436E569	3,886	$200,211	0.05%