Instuitional Investor - Prosperity Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Prosperity Planning, Inc. |
| Portfolio Value | $319,385,448 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrBOND | 834,509 | $40,348,509 | 12.63% | |
| 2. | VLUE | 243,645 | $19,913,112 | 6.23% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 45,497 | $16,871,026 | 5.28% | |
| 4. | Dimensional Etf Trust | 594,643 | $15,579,657 | 4.88% | |
| 5. | Vanguard Malvern FdsBOND | 292,640 | $14,602,753 | 4.57% |
