account_balance
Investment manager · 13F filer · SEC CIK 1843292
Prosperity Planning, Inc.
Reported value$451Mas of Sep 30, 2026
Positions119 8 new, 6 sold out
Top 10 weight50.8%ISTB alone is 12%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ISTBiShares Tr
12.2%Added +6%
VUGVanguard Index FDS
6.1%Added +3%
EFAiShares Tr
6.0%Added +2%
AVDVAmerican Centy ETF Tr
4.7%Added +4%
VTIPVanguard Malvern FDS
4.5%Added +7%
IGSBiShares Tr
3.9%Added +8%
DFAXDimensional ETF Trust
3.7%Trimmed −4%
GNMAiShares Tr
3.4%Added +8%
AVLCAmerican Centy ETF Tr
3.3%Added +7%
AVEMAmerican Centy ETF Tr
3.0%Added +4%
AVMVAmerican Centy ETF Tr
2.9%Added +10%
IVEiShares Tr
2.6%
ISTBiShares Tr
12.2%Added +6%
VUGVanguard Index FDS
6.1%
EFAiShares Tr
6.0%+2%
AVDVAmerican Centy ETF Tr
4.7%+4%
VTIPVanguard Malvern FDS
4.5%+7%
IGSBiShares Tr
3.9%
DFAXDimensional ETF Trust
3.7%
GNMAiShares Tr
3.4%
AVLCAmerican Centy ETF Tr
3.3%
AVEM3.0%
AVMV2.9%
IVE2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ISTB iShares Tr 12.2% Added +6%
VUG Vanguard Index FDS 6.1% Added +3%
EFA iShares Tr 6.0% Added +2%
AVDV American Centy ETF Tr 4.7% Added +4%
VTIP Vanguard Malvern FDS 4.5% Added +7%
IGSB iShares Tr 3.9% Added +8%
DFAX Dimensional ETF Trust 3.7% Trimmed −4%
GNMA iShares Tr 3.4% Added +8%
AVLC American Centy ETF Tr 3.3% Added +7%
AVEM American Centy ETF Tr 3.0% Added +4%
AVMV American Centy ETF Tr 2.9% Added +10%
IVE iShares Tr 2.6% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.