Instuitional Investor - Prosperity Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Prosperity Planning, Inc. |
| Portfolio Value | $382,309,234 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrustBOND | VLUE | 965,641 | $47,074,998 | 12.31% |
| 2. | VLUE | 241,365 | $23,178,241 | 6.06% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 46,671 | $22,768,934 | 5.96% | |
| 4. | American Centy Etf Tr | 178,871 | $16,808,474 | 4.4% | |
| 5. | Dimensional Etf Trust | 512,453 | $16,772,600 | 4.39% |
Hedge Fund Resource Center 
