Institutional Manager · CIK 0001843292
Prosperity Planning, Inc.
Kansas City, MO · File #028-20510
Latest AUM
$382.3M
Positions
108
Top-10 Concentration
54.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025108 pos · $382.3M
- 13F HOLDINGS REPORTQ/E Sep 2025109 pos · $370.7M
- 13F HOLDINGS REPORTQ/E Jun 2025106 pos · $346.6M
- 13F HOLDINGS REPORTQ/E Mar 2025104 pos · $319.4M
- 13F HOLDINGS REPORTQ/E Dec 2024103 pos · $312.0M
- 13F HOLDINGS REPORTQ/E Sep 2024104 pos · $315.6M
- 13F HOLDINGS REPORTQ/E Jun 2024102 pos · $292.5M
- 13F HOLDINGS REPORTQ/E Mar 202494 pos · $288.8M
- 13F HOLDINGS REPORTQ/E Dec 202387 pos · $239.3M
- 13F HOLDINGS REPORTQ/E Sep 202389 pos · $242.3M
- 13F HOLDINGS REPORTQ/E Jun 202389 pos · $229.5M
- 13F HOLDINGS REPORTQ/E Mar 202376 pos · $202.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F859 | 965,641 | $47.1M | 13.41% |
| 2 | ISHARES TR | 464287465 | 241,365 | $23.2M | 6.60% |
| 3 | VANGUARD INDEX FDS | 922908736 | 46,671 | $22.8M | 6.49% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 178,871 | $16.8M | 4.79% |
| 5 | DIMENSIONAL ETF TRUST | 25434V880 | 512,453 | $16.8M | 4.78% |
| 6 | VANGUARD MALVERN FDS | 922020805 | 336,401 | $16.6M | 4.74% |
| 7 | ISHARES TR | 464288646 | 275,185 | $14.6M | 4.15% |
| 8 | ISHARES TR | 46429B333 | 286,406 | $12.8M | 3.64% |
| 9 | ISHARES TR | 464287408 | 54,206 | $11.5M | 3.28% |
| 10 | AMERICAN CENTY ETF TR | 025072604 | 137,998 | $10.6M | 3.03% |
| 11 | AMERICAN CENTY ETF TR | 025072158 | 130,763 | $10.3M | 2.93% |
| 12 | AMERICAN CENTY ETF TR | 025072133 | 132,687 | $9.4M | 2.69% |
| 13 | VANGUARD INDEX FDS | 922908538 | 32,398 | $9.0M | 2.58% |
| 14 | VANGUARD INDEX FDS | 922908611 | 42,330 | $9.0M | 2.55% |
| 15 | VANGUARD INDEX FDS | 922908512 | 48,384 | $8.6M | 2.45% |
| 16 | AMERICAN CENTY ETF TR | 025072877 | 74,696 | $7.6M | 2.17% |
| 17 | AMERICAN CENTY ETF TR | 025072349 | 81,591 | $6.2M | 1.76% |
| 18 | AMERICAN CENTY ETF TR | 025072885 | 51,580 | $5.8M | 1.64% |
| 19 | VANGUARD INDEX FDS | 922908595 | 18,515 | $5.6M | 1.59% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 69,941 | $5.5M | 1.57% |