Instuitional Investor - Prosperity Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Prosperity Planning, Inc. |
| Portfolio Value | $312,037,057 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrBOND | 792,445 | $37,855,097 | 12.13% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 45,034 | $18,483,633 | 5.92% | |
| 3. | IEF | 237,922 | $17,989,288 | 5.76% | |
| 4. | Dimensional Etf Trust | 604,898 | $15,037,774 | 4.81% | |
| 5. | Vanguard Malvern FdsBOND | 280,736 | $13,593,254 | 4.35% |
