Investor
Prosperity Planning, Inc.
CIK 0001843292 · filed 2026-04-10 · SEC filing
13F book
$394.7M
Positions
110
6 new · 4 sold
Largest name
12.5%
Ishares Tr
Est. mark
−$189.8K
Price effect on 104 names still held. Flow $12.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 1.02M | $49.3M | 12.5% | −$280K | Added$2.25M |
| Ishares Tr | — | 249.7K | $24.3M | 6.1% | $265.6K | Added$1.07M |
| Vanguard Growth Etf | — | 48.3K | $21.1M | 5.3% | −$2.38M | Added−$1.68M |
| American Centy Etf Tr | — | 181.5K | $18.1M | 4.6% | $1.05M | Added$1.32M |
| Vanguard Malvern Fds | — | 357.5K | $17.9M | 4.5% | $164.9K | Added$1.22M |
| Dimensional Etf Trust | — | 488.8K | $16.6M | 4.2% | $606K | Cut−$169.4K |
| Ishares Tr | — | 293K | $15.4M | 3.9% | −$88K | Added$847.9K |
| Ishares Tr | — | 308.6K | $13.7M | 3.5% | −$60.1K | Added$925.5K |
| American Centy Etf Tr | — | 140.6K | $11.3M | 2.9% | $491.3K | Added$704.4K |
| Ishares Tr | — | 53.3K | $11.2M | 2.9% | −$49K | Cut−$245.8K |
| American Centy Etf Tr | — | 143.7K | $11.1M | 2.8% | −$139.9K | Added$862.6K |
| American Centy Etf Tr | — | 145.7K | $10.8M | 2.7% | $395.4K | Added$1.36M |
| Vanguard Index Fds | — | 42K | $9.12M | 2.3% | $229.2K | Cut$152.1K |
| American Centy Etf Tr | — | 79.7K | $8.8M | 2.2% | $634.2K | Added$1.18M |
| Vanguard Index Fds | — | 46.7K | $8.61M | 2.2% | $323K | Cut$31.4K |
| Vanguard Index Fds | — | 33.4K | $8.59M | 2.2% | −$706K | Added−$457.2K |
| American Centy Etf Tr | — | 87.6K | $7.06M | 1.8% | $394.9K | Added$880.7K |
| American Centy Etf Tr | — | 55.8K | $6.21M | 1.6% | −$30.9K | Added$442.5K |
| Vanguard Index Fds | — | 18.9K | $5.72M | 1.5% | $2.37K | Added$128.4K |
| Vanguard Bd Index Fds | — | 70.1K | $5.5M | 1.4% | −$28K | Added−$15.1K |
| Ishares Tr | — | 126.2K | $5.01M | 1.3% | $205.6K | Cut−$39.3K |
| Cbre Group, Inc. | CBRE | 36.4K | $4.93M | 1.3% | −$790.3K | Added−$81.8K |
| Ishares Tr | — | 77.2K | $4.57M | 1.2% | $167.5K | Added$288.5K |
| American Centy Etf Tr | — | 60.3K | $4.51M | 1.1% | $201.9K | Added$515.6K |
| Ishares Tr | — | 37.3K | $3.97M | 1.0% | −$7.45K | Cut−$35.6K |
| Spdr S&P 500 Etf Tr | — | 6.1K | $3.96M | 1.0% | −$189.6K | Added−$129.1K |
| Vanguard Index Fds | — | 18.2K | $3.56M | 0.9% | $94.6K | Cut$10.2K |
| Ishares Tr | — | 18.4K | $3.49M | 0.9% | $154.4K | Cut$97.5K |
| Ishares Tr | — | 23.7K | $3.13M | 0.8% | $21.5K | Cut−$2.42K |
| Ishares Tr | — | 31.3K | $3.1M | 0.8% | −$18K | Added$158.8K |
| Ishares 0-3 Month | — | 29.1K | $2.93M | 0.7% | $7.72K | Added$157.9K |
| Dimensional Etf Trust | — | 74.4K | $2.89M | 0.7% | −$54.3K | Cut−$60.9K |
| Apple Inc. | AAPL | 10.7K | $2.71M | 0.7% | −$186.7K | Added−$101.5K |
| Ishares Tr | — | 23.7K | $2.51M | 0.6% | −$22.5K | Added$2.54K |
| Vanguard Bd Index Fds | — | 34.1K | $2.51M | 0.6% | −$14.5K | Added$9.54K |
| Ishares Tr | — | 30.5K | $2.39M | 0.6% | $26.8K | Cut−$43.3K |
| American Centy Etf Tr | — | 27.9K | $2.37M | 0.6% | $67.3K | Added$172.7K |
| Ishares Tr | — | 20.1K | $2.28M | 0.6% | −$204.4K | Cut−$219.4K |
| Ishares Tr | — | 44.9K | $2.24M | 0.6% | $1.32K | Added$18.3K |
| Vanguard Intl Equity Index F | — | 48K | $2.13M | 0.5% | −$65.5K | Added−$25.2K |
| Berkshire Hathaway Inc Del | — | 4.06K | $1.94M | 0.5% | −$95.1K | Held |
| Ishares Tr | — | 32.6K | $1.85M | 0.5% | $67.8K | Cut$58.7K |
| Ishares Tr | — | 13K | $1.84M | 0.5% | −$81.1K | Cut−$93.7K |
| Ishares Tr | — | 15.7K | $1.74M | 0.4% | $7.06K | Added$10.9K |
| Ishares Tr | — | 7.66K | $1.64M | 0.4% | $25.5K | Cut−$171.2K |
| Ishares Tr | — | 15.7K | $1.62M | 0.4% | $16.3K | Cut$14.1K |
| Dimensional Etf Trust | — | 40.4K | $1.59M | 0.4% | $58.2K | Cut$2.45K |
| Vanguard Tax-Managed Fds | — | 24.3K | $1.56M | 0.4% | $38.2K | Added$75.8K |
| Realty Income Corp | O | 24.3K | $1.48M | 0.4% | $116.7K | Held |
| Vanguard Mun Bd Fds | — | 27.1K | $1.35M | 0.3% | −$10.8K | Cut−$31.6K |
| Vanguard Scottsdale Fds | — | 25.7K | $1.21M | 0.3% | −$3.35K | Cut−$6.69K |
| Dimensional Etf Trust | — | 22.2K | $1.17M | 0.3% | $64K | Cut$54.5K |
| Vanguard Index Fds | — | 3.21K | $1.03M | 0.3% | −$44.2K | Added$13.6K |
| Ishares Tr | — | 3.12K | $977.9K | 0.2% | −$28.7K | Cut−$38.4K |
| Ishares Tr | — | 39.3K | $953K | 0.2% | $395 | Cut−$96.3K |
| Spdr Series Trust | — | 9.7K | $949.5K | 0.2% | −$85.2K | Cut−$87.7K |
| Ishares Tr | — | 2.19K | $932.5K | 0.2% | −$102.6K | Held |
| Spdr Series Trust | — | 19.5K | $930.6K | 0.2% | −$3.12K | Cut−$138.8K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.46K | $900.5K | 0.2% | $19.7K | Cut−$2.64K |
| Vanguard Intl Equity Index F | — | 16.5K | $891.7K | 0.2% | $4.38K | Added$79.8K |
| Ishares Tr | — | 1.36K | $890.3K | 0.2% | −$28.8K | Added$268.4K |
| Ishares Tr | — | 6.1K | $889.3K | 0.2% | $28.6K | Cut$27.1K |
| Vanguard Scottsdale Fds | — | 10.8K | $854.5K | 0.2% | −$4.9K | Added$4.37K |
| Ishares Tr | — | 2.28K | $845.1K | 0.2% | −$36.9K | Held |
| Ishares U S Etf Tr | — | 25K | $844.1K | 0.2% | $218.5K | Added$233.9K |
| Ishares Tr | — | 33.3K | $842.6K | 0.2% | −$4.16K | Held |
| Vanguard Scottsdale Fds | — | 9.09K | $752.4K | 0.2% | −$8.92K | Added$5.73K |
| Ishares Tr | — | 6.91K | $695.3K | 0.2% | $25.8K | Cut$22.5K |
| Ishares Tr | — | 30.3K | $675.9K | 0.2% | −$1.51K | Added$263K |
| Ishares Tr | — | 25.4K | $614.9K | 0.2% | −$1.01K | Held |
| Vanguard Star Fds | — | 7.75K | $597.3K | 0.2% | $12.9K | Cut$9.09K |
| Invesco Qqq Tr | — | 1K | $578.9K | 0.1% | — | New |
| Fidelity Wise Origin Bitcoin | — | 9.3K | $549K | 0.1% | −$160K | Held |
| Ishares Tr | — | 24.2K | $543.3K | 0.1% | −$496 | Added$263.9K |
| Ishares Tr | — | 23.1K | $529.3K | 0.1% | $496 | Added$250.6K |
| Ishares Tr | — | 7.55K | $510.1K | 0.1% | $11.6K | Cut−$71.9K |
| Vanguard Intl Equity Index F | — | 3.37K | $491.1K | 0.1% | $8.29K | Cut−$5.76K |
| Ishares Tr | — | 20.7K | $482.6K | 0.1% | −$3.01K | Held |
| Eli Lilly & Co | LLY | 508 | $467.2K | 0.1% | −$68.5K | Added−$7.77K |
| Tyler Technologies Inc | TYL | 1.33K | $456.7K | 0.1% | −$148.8K | Held |
| Ishares Tr | — | 9.75K | $450.4K | 0.1% | −$3.41K | Cut−$26.5K |
| Ishares Tr | — | 20.5K | $449.1K | 0.1% | −$3.69K | Held |
| Dimensional Etf Trust | — | 13K | $440K | 0.1% | $16.8K | Cut−$14K |
| Ishares Tr | — | 5.86K | $435.7K | 0.1% | $17.2K | Cut−$51.3K |
| Idexx Labs Inc | — | 700 | $393.3K | 0.1% | −$80.2K | Held |
| Vanguard Index Fds | — | 1.24K | $371.2K | 0.1% | −$19.8K | Cut−$23.6K |
| Vanguard Intl Equity Index F | — | 2.67K | $369.5K | 0.1% | −$7.37K | Cut−$9.07K |
| Spdr Dow Jones Indl Average | — | 794 | $367.8K | 0.1% | −$13.9K | Held |
| Ishares Inc | — | 5.24K | $365.5K | 0.1% | $12.2K | Added$40.4K |
| Ishares Tr | — | 15.9K | $354.7K | 0.1% | −$10.8K | Added$11.6K |
| Newell Brands Inc. | NWL | 99.4K | $340.8K | 0.1% | −$28.8K | Held |
| Ishares Tr | — | 15.6K | $340.3K | 0.1% | −$1.59K | Held |
| Ishares Tr | — | 2.32K | $335.4K | 0.1% | $8.23K | Cut$8.09K |
| Vanguard Index Fds | — | 1.16K | $334K | 0.1% | −$3.54K | Held |
| Ishares Tr | — | 1.32K | $326.5K | 0.1% | $2.43K | Cut−$24.4K |
| Ishares Tr | — | 15.5K | $306K | 0.1% | −$1.94K | Held |
| Ishares Tr | — | 2.36K | $302.5K | 0.1% | −$20.8K | Held |
| Vanguard Index Fds | — | 3.3K | $293.1K | 0.1% | $694 | Held |
| Ishares Tr | — | 5.86K | $274.4K | 0.1% | −$42.2K | Held |
| Freeport-Mcmoran Inc | FCX | 4.5K | $264.5K | 0.1% | — | New |
| Alphabet Inc | — | 846 | $243.3K | 0.1% | — | New |
| Conocophillips | COP | 1.77K | $233.6K | 0.1% | — | New |
| Lowes Cos Inc | — | 986 | $233K | 0.1% | −$4.81K | Held |
| Blackrock Etf Trust | — | 3.95K | $229.7K | 0.1% | −$10.4K | Cut−$81.6K |
| Fidelity Covington Trust | — | 6.05K | $210.7K | 0.1% | $3.51K | Cut−$9.36K |
| Amazon Com Inc | AMZN | 1K | $208.9K | 0.1% | — | New |
| Vanguard Whitehall Fds | — | 1.39K | $205.5K | 0.1% | $6.34K | Cut−$61.8K |
| Spdr Series Trust | — | 7.83K | $203.6K | 0.1% | $469 | Held |
| Pepsico Inc | PEP | 1.3K | $202.5K | 0.1% | — | New |
| Ishares Tr | — | 2.23K | $202K | 0.1% | $2.39K | Cut$777 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.