Prosperity Planning, Inc.
CIK 0001843292 · NORTH KANSAS CITY, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$436.3M
2026 Q2
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ISTB
ISHARES TR
12.1%
EFA
ISHARES TR
6.1%
VUG
VANGUARD INDEX FDS
5.8%
VTIP
VANGUARD MALVERN FDS
4.4%
AVDV
AMERICAN CENTY ETF TR
4.4%
DFAX
DIMENSIONAL ETF TRUST
4.0%
IGSB
ISHARES TR
3.8%
GNMA
ISHARES TR
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.