Prosperity Planning, Inc. — 13F holdings

Prosperity Planning, Inc. reported 119 holdings worth $451M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. ISTB ISHARES TR — $55.0M (12.2%)
  2. VUG VANGUARD INDEX FDS — $27.4M (6.1%)
  3. EFA ISHARES TR — $27.1M (6.0%)
  4. AVDV AMERICAN CENTY ETF TR — $21.1M (4.7%)
  5. VTIP VANGUARD MALVERN FDS — $20.3M (4.5%)
  6. IGSB ISHARES TR — $17.5M (3.9%)
  7. DFAX DIMENSIONAL ETF TRUST — $16.8M (3.7%)
  8. GNMA ISHARES TR — $15.3M (3.4%)
  9. AVLC AMERICAN CENTY ETF TR — $14.7M (3.3%)
  10. AVEM AMERICAN CENTY ETF TR — $13.7M (3.0%)