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 $394.7M across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ISTB ($49.3M, 12.50%), EFA ($24.3M, 6.14%), VUG ($21.1M, 5.34%), AVDV ($18.1M, 4.59%), VTIP ($17.9M, 4.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ISTB | ISHARES TR | $49.3M | 12.50% | 1.0M | Added |
| 2 | EFA | ISHARES TR | $24.3M | 6.14% | 249,670 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $21.1M | 5.34% | 48,271 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $18.1M | 4.59% | 181,542 | Added |
| 5 | VTIP | VANGUARD MALVERN FDS | $17.9M | 4.52% | 357,451 | Added |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $16.6M | 4.21% | 488,760 | Trimmed |
| 7 | IGSB | ISHARES TR | $15.4M | 3.90% | 292,992 | Added |
| 8 | GNMA | ISHARES TR | $13.7M | 3.47% | 308,639 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $11.3M | 2.87% | 140,643 | Added |
| 10 | IVE | ISHARES TR | $11.2M | 2.85% | 53,278 | Trimmed |
| 11 | AVLC | AMERICAN CENTY ETF TR | $11.1M | 2.82% | 143,690 | Added |
| 12 | AVMV | AMERICAN CENTY ETF TR | $10.8M | 2.74% | 145,718 | Added |
| 13 | VBR | VANGUARD INDEX FDS | $9.1M | 2.31% | 41,966 | Trimmed |
| 14 | AVUV | AMERICAN CENTY ETF TR | $8.8M | 2.23% | 79,650 | Added |
| 15 | VOE | VANGUARD INDEX FDS | $8.6M | 2.18% | 46,740 | Trimmed |
| 16 | VOT | VANGUARD INDEX FDS | $8.6M | 2.18% | 33,365 | Added |
| 17 | AVLV | AMERICAN CENTY ETF TR | $7.1M | 1.79% | 87,617 | Added |
| 18 | AVUS | AMERICAN CENTY ETF TR | $6.2M | 1.57% | 55,838 | Added |
| 19 | VBK | VANGUARD INDEX FDS | $5.7M | 1.45% | 18,932 | Added |
| 20 | BSV | VANGUARD BD INDEX FDS | $5.5M | 1.39% | 70,105 | Added |
| 21 | IVLU | ISHARES TR | $5.0M | 1.27% | 126,156 | Trimmed |
| 22 | CBRE | CBRE GROUP INC | $4.9M | 1.25% | 36,429 | Added |
| 23 | USRT | ISHARES TR | $4.6M | 1.16% | 77,161 | Added |
| 24 | AVIV | AMERICAN CENTY ETF TR | $4.5M | 1.14% | 60,276 | Added |
| 25 | SUB | ISHARES TR | $4.0M | 1.01% | 37,275 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31