13F HOLDINGS REPORT

Prosperity Planning, Inc.

Quarter ended Q1 2023 · Filed January 24, 2023 · Accession 0001843292-23-000001

Total Value

$202.3M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (76)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	46432F859	529,320	$26.5M	13.07%
2	DIMENSIONAL ETF TRUST	25434V880	649,945	$13.5M	6.67%
3	ISHARES TR	464287465	180,047	$13.1M	6.46%
4	ISHARES TR	464287408	71,504	$10.4M	5.13%
5	VANGUARD INDEX FDS	922908512	61,312	$8.5M	4.18%
6	VANGUARD INDEX FDS	922908611	54,936	$8.4M	4.14%
7	VANGUARD INDEX FDS	922908736	38,507	$8.3M	4.09%
8	VANGUARD MALVERN FDS	922020805	184,808	$8.3M	4.09%
9	ISHARES TR	464288646	136,852	$6.9M	3.39%
10	AMERICAN CENTY ETF TR	025072802	107,518	$6.3M	3.10%
11	ISHARES TR	46429B333	136,960	$5.6M	2.79%
12	VANGUARD INDEX FDS	922908538	25,447	$4.7M	2.33%
13	ISHARES TR	46435G409	188,562	$4.4M	2.18%
14	VANGUARD BD INDEX FDS	921937827	41,890	$4.4M	2.16%
15	AMERICAN CENTY ETF TR	025072604	71,877	$4.2M	2.08%
16	DIMENSIONAL ETF TRUST	25434V708	136,527	$3.4M	1.66%
17	ISHARES TR	464287630	22,712	$3.2M	1.58%
18	ISHARES TR	464288158	35,868	$3.1M	1.55%
19	VANGUARD INDEX FDS	922908744	20,864	$2.9M	1.43%
20	VANGUARD INDEX FDS	922908595	13,621	$2.8M	1.39%
21	ISHARES TR	464288521	52,934	$2.8M	1.39%
22	SPDR S&P 500 ETF TR	SPY	7,209	$2.7M	1.34%
23	ISHARES TR	464288414	22,082	$2.7M	1.33%
24	VANGUARD BD INDEX FDS	921937835	6,091	$2.6M	1.31%
25	ISHARES TR	464287705	27,478	$2.5M	1.21%
26	ISHARES TR	464288273	32,431	$1.8M	0.89%
27	ISHARES TR	464287150	19,728	$1.7M	0.83%
28	ISHARES TR	464287598	10,807	$1.6M	0.78%
29	ISHARES TR	464287226	36,493	$1.6M	0.77%
30	AMERICAN CENTY ETF TR	025072885	27,755	$1.5M	0.76%
31	AMERICAN CENTY ETF TR	025072877	19,861	$1.5M	0.73%
32	ISHARES TR	46435G672	32,427	$1.4M	0.71%
33	DIMENSIONAL ETF TRUST	25434V781	54,662	$1.3M	0.65%
34	APPLE INC	AAPL	9,990	$1.3M	0.64%
35	VANGUARD SCOTTSDALE FDS	92206C771	7,486	$1.3M	0.63%
36	VANGUARD INTL EQUITY INDEX F	922042676	22,446	$1.3M	0.62%
37	ISHARES TR	464287176	6,872	$1.3M	0.62%
38	ISHARES TR	464287309	22,446	$1.2M	0.58%
39	VANGUARD MUN BD FDS	922907746	26,000	$1.1M	0.57%
40	ISHARES TR	464287200	2,840	$1.1M	0.53%
41	ISHARES TR	464287234	30,622	$1.0M	0.52%
42	ISHARES TR	46429B747	5,110	$1.0M	0.52%
43	SPDR SER TR	78468R739	37,319	$1.0M	0.52%
44	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,536	$1.0M	0.51%
45	VANGUARD TAX-MANAGED FDS	921943858	50,093	$943,528	0.47%
46	SPDR S&P MIDCAP 400 ETF TR	MDY	1,909	$834,216	0.41%
47	VANGUARD INDEX FDS	922908769	4,106	$812,653	0.40%
48	VANGUARD SCOTTSDALE FDS	92206C409	10,375	$775,660	0.38%
49	ISHARES TR	464287648	4,190	$746,959	0.37%
50	SPDR SER TR	78464A409	11,591	$719,514	0.36%
51	ISHARES TR	464287473	6,702	$700,827	0.35%
52	DIMENSIONAL ETF TRUST	25434V807	19,453	$674,333	0.33%
53	VANGUARD INTL EQUITY INDEX F	922042858	14,854	$604,302	0.30%
54	ISHARES TR	464287242	5,622	$604,004	0.30%
55	VANGUARD STAR FDS	921909768	12,572	$578,488	0.29%
56	AMERICAN CENTY ETF TR	025072703	12,292	$505,145	0.25%
57	ISHARES TR	464287614	2,357	$504,930	0.25%
58	ISHARES TR	464287606	6,997	$477,349	0.24%
59	ISHARES U S ETF TR	46431W853	13,649	$466,742	0.23%
60	ISHARES TR	46434V613	8,276	$432,047	0.21%
61	TYLER TECHNOLOGIES INC	TYL	1,334	$430,095	0.21%
62	ISHARES TR	464288877	8,848	$428,244	0.21%
63	ISHARES TR	464287689	3,593	$413,554	0.20%
64	VANGUARD INTL EQUITY INDEX F	922042718	3,229	$397,961	0.20%
65	ISHARES TR	46435G425	5,076	$369,002	0.18%
66	DIMENSIONAL ETF TRUST	25434V302	16,352	$355,414	0.18%
67	VANGUARD INDEX FDS	922908637	1,955	$340,561	0.17%
68	ISHARES TR	464287655	1,801	$314,087	0.16%
69	VANGUARD INTL EQUITY INDEX F	922042742	2,865	$253,830	0.13%
70	ISHARES TR	46429B598	5,858	$244,513	0.12%
71	ISHARES TR	464287887	2,215	$243,266	0.12%
72	ISHARES TR	464287481	2,822	$240,935	0.12%
73	VANGUARD INDEX FDS	922908629	1,142	$232,751	0.12%
74	ISHARES TR	464287879	2,666	$231,745	0.11%
75	ISHARES TR	464288489	9,941	$223,215	0.11%
76	SPDR SER TR	78464A656	7,882	$203,040	0.10%