Prosperity Planning, Inc. Portfolio Holdings
Q3 2025•109 long positions•$370.7M portfolio value
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Holding110 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $44.2M 12.0% | +$2.4M Bought | — 904.8K shares | 855.6K → 904.8K +$2.4M | +5.76% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $23.1M 6.28% | +$71.6K Bought | — 247.5K shares | 246.7K → 247.5K +$71.6K | +0.31% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.4M 6.08% | -$63.3K Sold | — 46.7K shares | 46.8K → 46.7K −$63.3K | -0.28% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $17.0M 4.62% | -$616.6K Sold | — 542.4K shares | 562.1K → 542.4K −$616.6K | -3.5% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $15.9M 4.32% | -$316.8K Sold | — 178.7K shares | 182.2K → 178.7K −$316.8K | -1.95% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.8M 4.3% | +$758.1K Bought | — 312.8K shares | 297.9K → 312.8K +$758.1K | +5.03% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.5M 3.68% | +$850.1K Bought | — 255.3K shares | 239.3K → 255.3K +$850.1K | +6.7% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $11.8M 3.22% | +$702.9K Bought | — 267.1K shares | 251.3K → 267.1K +$702.9K | +6.31% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $11.4M 3.1% | -$679.8K Sold | — 55.3K shares | 58.6K → 55.3K −$679.8K | -5.62% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.4M 2.82% | +$17.9K Bought | — 138.1K shares | 137.9K → 138.1K +$17.9K | +0.17% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $9.5M 2.58% | -$14.4K Sold | — 32.3K shares | 32.3K → 32.3K −$14.4K | -0.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.5M 2.57% | +$962.6K Bought | — 123.6K shares | 111.0K → 123.6K +$962.6K | +11.33% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.0M 2.43% | -$599.2K Sold | — 42.9K shares | 45.8K → 42.9K −$599.2K | -6.27% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.5M 2.31% | -$529.3K Sold | — 48.7K shares | 51.7K → 48.7K −$529.3K | -5.86% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.4M 2.29% | +$906.4K Bought | — 122.5K shares | 109.4K → 122.5K +$906.4K | +12.03% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.1M 1.92% | +$499.5K Bought | — 71.0K shares | 66.0K → 71.0K +$499.5K | +7.6% | — — | Q4 2020 Held for 4y 11m | |
Real Estate - Services Real Estate | $6.9M 1.86% | — | 0.015% 43.6K shares | — | — | $46.9B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.5M 1.49% | +$117.9K Bought | — 69.6K shares | 68.1K → 69.6K +$117.9K | +2.19% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.5M 1.49% | -$119.0K Sold | — 18.4K shares | 18.8K → 18.4K −$119.0K | -2.12% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.5M 1.48% | +$630.5K Bought | — 75.7K shares | 66.9K → 75.7K +$630.5K | +13.04% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.3M 1.43% | +$313.9K Bought | — 48.3K shares | 45.5K → 48.3K +$313.9K | +6.35% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.8M 1.32% | -$352.4K Sold | — 136.5K shares | 146.5K → 136.5K −$352.4K | -6.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 1.12% | +$170.0K Bought | — 70.4K shares | 67.5K → 70.4K +$170.0K | +4.29% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.0M 1.08% | -$119.7K Sold | — 21.4K shares | 22.1K → 21.4K −$119.7K | -2.91% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.8M 1.02% | +$349.8K Bought | — 35.3K shares | 32.0K → 35.3K +$349.8K | +10.22% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $3.6M 0.979% | +$120.4K Bought | — 53.4K shares | 51.7K → 53.4K +$120.4K | +3.46% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.6M 0.966% | -$24.6K Sold | — 92.2K shares | 92.8K → 92.2K −$24.6K | -0.69% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $3.2M 0.872% | -$293.0K Sold | — 18.2K shares | 19.8K → 18.2K −$293.0K | -8.36% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 0.824% | -$61.4K Sold | — 25.1K shares | 25.7K → 25.1K −$61.4K | -1.98% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 0.808% | -$51.1K Sold | — 22.9K shares | 23.3K → 22.9K −$51.1K | -1.69% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 0.804% | +$39.6K Bought | — 29.5K shares | 29.1K → 29.5K +$39.6K | +1.36% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.8M 0.764% | -$205.8K Sold | — 4.2K shares | 4.5K → 4.2K −$205.8K | -6.82% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $2.6M 0.716% | — | 0.0% 10.3K shares | — | — | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.671% | -$90.5K Sold | — 32.2K shares | 33.4K → 32.2K −$90.5K | -3.53% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.669% | +$17.6K Bought | — 23.1K shares | 23.0K → 23.1K +$17.6K | +0.72% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.3M 0.619% | -$70.2K Sold | — 30.6K shares | 31.6K → 30.6K −$70.2K | -2.99% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.1M 0.579% | +$984.0K Bought | — 21.2K shares | 11.4K → 21.2K +$984.0K | +85.56% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.1M 0.577% | +$158.8K Bought | — 41.5K shares | 38.4K → 41.5K +$158.8K | +8.08% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.1M 0.573% | +$61.6K Bought | — 44.2K shares | 42.9K → 44.2K +$61.6K | +3.01% | — — | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $2.0M 0.546% | — | 0.0% 4.0K shares | — | — | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 0.543% | +$78.8K Bought | — 25.3K shares | 24.3K → 25.3K +$78.8K | +4.1% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.9M 0.514% | -$8.6K Sold | — 13.0K shares | 13.0K → 13.0K −$8.6K | -0.45% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.8M 0.493% | — | — 8.9K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 0.47% | -$37.4K Sold | — 48.5K shares | 49.5K → 48.5K −$37.4K | -2.11% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.6M 0.442% | -$3.7K Sold | — 15.7K shares | 15.8K → 15.7K −$3.7K | -0.23% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.6M 0.426% | -$38.4K Sold | — 29.4K shares | 30.1K → 29.4K −$38.4K | -2.39% | — — | Q4 2020 Held for 4y 11m | |
REIT - Retail Real Estate | $1.5M 0.401% | — | 0.003% 24.3K shares | — | — | $55.6B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.386% | -$29.8K Sold | — 23.7K shares | 24.2K → 23.7K −$29.8K | -2.05% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.4M 0.373% | — | — - shares | — | — | — — | — | |
ETF ETF | $1.3M 0.349% | +$45.4K Bought | — 11.6K shares | 11.2K → 11.6K +$45.4K | +3.66% | — — | Q4 2020 Held for 4y 11m |
