Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prosperity Planning, Inc. (CIK 1843292) reported $436.3M across 117 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ISTB ($53.0M, 12.15%), EFA ($26.5M, 6.08%), VUG ($25.4M, 5.83%), VTIP ($19.3M, 4.42%), AVDV ($19.1M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | $53.0M | 12.15% | 0 | Added |
| 2 | EFA | ISHARES TR | $26.5M | 6.08% | 255,360 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $25.4M | 5.83% | 295,226 | Added |
| 4 | VTIP | VANGUARD MALVERN FDS | $19.3M | 4.42% | 0 | Added |
| 5 | AVDV | AMERICAN CENTY ETF TR | $19.1M | 4.37% | 185,156 | Added |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $17.4M | 3.99% | 472,299 | Trimmed |
| 7 | IGSB | ISHARES TR | $16.6M | 3.81% | 317,095 | Added |
| 8 | GNMA | ISHARES TR | $15.1M | 3.46% | 0 | Added |
| 9 | AVLC | AMERICAN CENTY ETF TR | $13.6M | 3.12% | 151,352 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $13.5M | 3.09% | 139,840 | Trimmed |
| 11 | AVMV | AMERICAN CENTY ETF TR | $12.7M | 2.90% | 157,113 | Added |
| 12 | IVE | ISHARES TR | $12.0M | 2.75% | 52,845 | Trimmed |
| 13 | VOT | VANGUARD INDEX FDS | $10.5M | 2.40% | 34,198 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $10.4M | 2.38% | 83,175 | Added |
| 15 | VBR | VANGUARD INDEX FDS | $10.0M | 2.29% | 41,134 | Trimmed |
| 16 | VOE | VANGUARD INDEX FDS | $9.1M | 2.08% | 46,036 | Trimmed |
| 17 | AVLV | AMERICAN CENTY ETF TR | $8.4M | 1.92% | 91,798 | Added |
| 18 | AVUS | AMERICAN CENTY ETF TR | $7.3M | 1.68% | 57,080 | Added |
| 19 | VBK | VANGUARD INDEX FDS | $6.9M | 1.58% | 18,831 | Trimmed |
| 20 | BSV | VANGUARD BD INDEX FDS | $5.5M | 1.25% | 0 | Trimmed |
| 21 | CBRE | CBRE GROUP INC | $5.2M | 1.19% | 38,501 | Added |
| 22 | USRT | ISHARES TR | $5.2M | 1.18% | 77,786 | Added |
| 23 | IVLU | ISHARES TR | $5.1M | 1.17% | 122,191 | Trimmed |
| 24 | AVIV | AMERICAN CENTY ETF TR | $5.0M | 1.14% | 64,160 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $4.4M | 1.01% | 5,927 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30