Prosperity Planning, Inc.

CIK 0001843292 • 7 13F filings • Apr 11, 2025 – Oct 9, 2026

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Filer information

Filed by: Prosperity Planning, Inc., CCO
Address: 1920 BUCHANAN STREET, NORTH KANSAS CITY, MO, 64116
Phone: 816-587-7526
AUM: $382.3M

AUM over time

$450.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $382.3M106 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.6M	2.8%Prev: 3.0%	137,998 SH	Decreased-7,728 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$10.3M	2.7%Prev: 3.3%	130,763 SH	Decreased-31,570 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$9.4M	2.5%	132,687 SH	New
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$4.0M	1.0%Prev: 1.2%	56,084 SH	Decreased-14,031 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.2M	0.6%Prev: 0.6%	26,692 SH	Decreased-2,855 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$16.8M	4.4%Prev: 4.7%	178,871 SH	Decreased-13,790 SH
AMERICAN CENTY ETF TR	US EQT ETF	$5.8M	1.5%Prev: 1.6%	51,580 SH	Decreased-6,370 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$6.2M	1.6%Prev: 2.0%	81,591 SH	Decreased-16,460 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.6M	2.0%Prev: 2.3%	74,696 SH	Decreased-13,557 SH
APPLE INC	COM	$2.8M	0.7%Prev: 0.9%	10,334 SH	Decreased-1,406 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.5%	4,056 SH	Decreased-80 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$311K	0.1%Prev: 0.1%	5,119 SH	Increased+1,531 SH
CBRE GROUP INC	CL A	$5.0M	1.3%Prev: 1.1%	31,199 SH	Increased-7,302 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$454K	0.1%Prev: 0.1%	13,940 SH	Decreased+1,774 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.1M	0.3%Prev: 0.2%	22,396 SH	Increased+3,265 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.6M	0.4%Prev: 0.3%	41,856 SH	Increased+6,178 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.0M	0.8%	74,557 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.8M	4.4%Prev: 3.7%	512,453 SH	Decreased+57,643 SH
ELI LILLY & CO	COM	$475K	0.1%Prev: 0.1%	442 SH	Decreased-93 SH
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$220K	0.1%Prev: 0.0%	6,428 SH	Decreased+539 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$709K	0.2%Prev: 0.1%	9,300 SH	Increased
IDEXX LABS INC	COM	$474K	0.1%Prev: 0.1%	700 SH	Increased
ISHARES INC	CORE MSCI EMKT	$325K	0.1%Prev: 0.1%	4,836 SH	Increased+1,513 SH
ISHARES TR	0-3 MNTH TREASRY	$2.8M	0.7%	27,617 PRN	New
ISHARES TR	0-5 YR TIPS ETF	$1.6M	0.4%Prev: 0.3%	15,680 PRN	Increased+205 PRN
ISHARES TR	CORE 1 5 YR USD	$47.1M	12.3%Prev: 12.2%	965,641 PRN	Decreased-198,392 PRN
ISHARES TR	CORE INTL AGGR	$2.2M	0.6%Prev: 0.5%	44,525 PRN	Increased+492 PRN
ISHARES TR	CORE MSCI EAFE	$201K	0.1%Prev: 0.0%	2,249 SH	Increased+185 SH
ISHARES TR	CORE S&P MCP ETF	$582K	0.2%Prev: 0.1%	8,819 SH	Increased+1,333 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	0.5%Prev: 0.4%	13,037 SH	Increased+2,007 SH
ISHARES TR	CORE S&P500 ETF	$622K	0.2%Prev: 0.3%	908 SH	Decreased-872 SH
ISHARES TR	CORE UNIVRSL USD	$477K	0.1%Prev: 0.2%	10,247 PRN	Decreased-5,966 PRN
ISHARES TR	CORE US AGGBD ET	$2.9M	0.8%Prev: 0.8%	29,472 PRN	Decreased-6,478 PRN
ISHARES TR	CRE U S REIT ETF	$4.3M	1.1%Prev: 1.1%	75,117 SH	Decreased-3,245 SH
ISHARES TR	EAFE SML CP ETF	$2.4M	0.6%Prev: 0.6%	31,408 SH	Decreased+1,802 SH
ISHARES TR	EAFE VALUE ETF	$487K	0.1%Prev: 0.1%	6,820 SH	Increased+2,737 SH
ISHARES TR	ESG AWARE MSCI	$234K	0.1%Prev: 0.1%	4,421 PRN	Decreased+377 PRN
ISHARES TR	ESG SELECT SCRE	$205K	0.1%Prev: 0.1%	3,886 PRN	Decreased
ISHARES TR	GNMA BOND ETF	$12.8M	3.3%Prev: 3.4%	286,406 PRN	Decreased-80,096 PRN
ISHARES TR	IBDS DEC28 ETF	$847K	0.2%Prev: 0.2%	33,265 PRN	Increased
ISHARES TR	IBOND DEC 2030	$308K	0.1%Prev: 0.1%	15,517 PRN	Decreased-5,002 PRN
ISHARES TR	IBONDS 26 TRM TS	$279K	0.1%Prev: 0.2%	12,182 PRN	Decreased-29,595 PRN
ISHARES TR	IBONDS 27 ETF	$616K	0.2%Prev: 0.1%	25,367 PRN	Increased+1,233 PRN
ISHARES TR	IBONDS 27 TRM TS	$279K	0.1%Prev: 0.2%	12,434 PRN	Decreased-28,877 PRN
ISHARES TR	IBONDS 28 TRM TS	$413K	0.1%Prev: 0.2%	18,462 PRN	Decreased-20,786 PRN
ISHARES TR	IBONDS 29 TRM TS	$342K	0.1%Prev: 0.1%	15,578 PRN	Decreased-9,164 PRN
ISHARES TR	IBONDS DEC 2030	$453K	0.1%Prev: 0.1%	20,516 PRN	Increased+1,531 PRN
ISHARES TR	IBONDS DEC 29	$486K	0.1%Prev: 0.1%	20,748 PRN	Decreased-712 PRN
ISHARES TR	IBONDS DEC2026	$1.0M	0.3%Prev: 0.2%	43,305 PRN	Increased+9,944 PRN
ISHARES TR	INTL DEV RE ETF	$343K	0.1%Prev: 0.1%	14,857 SH	Increased+29 SH
ISHARES TR	ISHS 1-5YR INVS	$14.6M	3.8%Prev: 3.9%	275,185 SH	Decreased-66,405 SH
ISHARES TR	MSCI EAFE ETF	$23.2M	6.1%Prev: 6.0%	241,365 SH	Decreased-19,426 SH
ISHARES TR	MSCI EMG MKT ETF	$1.8M	0.5%Prev: 0.5%	32,760 SH	Decreased+1,590 SH
ISHARES TR	MSCI INDIA ETF	$317K	0.1%Prev: 0.1%	5,858 SH	Increased
ISHARES TR	MSCI INTL VLU FT	$5.0M	1.3%Prev: 1.1%	132,594 SH	Decreased+14,305 SH
ISHARES TR	MSCI USA QLT FCT	$264K	0.1%	1,330 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.5M	0.7%Prev: 1.3%	23,445 PRN	Decreased-34,440 PRN
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.3%Prev: 0.2%	2,187 SH	Decreased-6,560 SH
ISHARES TR	RUS 1000 VAL ETF	$1.8M	0.5%Prev: 0.4%	8,597 SH	Increased+1,578 SH
ISHARES TR	RUS 2000 GRW ETF	$1.0M	0.3%Prev: 0.2%	3,146 SH	Decreased+180 SH
ISHARES TR	RUS 2000 VAL ETF	$3.4M	0.9%Prev: 0.8%	18,735 SH	Decreased+1,080 SH
ISHARES TR	RUS MD CP GR ETF	$323K	0.1%Prev: 0.1%	2,361 SH	Increased+220 SH
ISHARES TR	RUS MDCP VAL ETF	$862K	0.2%Prev: 0.2%	6,113 SH	Decreased+137 SH
ISHARES TR	RUSSELL 2000 ETF	$351K	0.1%Prev: 0.1%	1,425 SH	Increased+265 SH
ISHARES TR	RUSSELL 3000 ETF	$882K	0.2%Prev: 0.2%	2,280 SH	Decreased+182 SH
ISHARES TR	S&P 100 ETF	$214K	0.1%	625 SH	New
ISHARES TR	S&P 500 GRWT ETF	$2.5M	0.7%Prev: 0.6%	20,263 SH	Decreased+811 SH
ISHARES TR	S&P 500 VAL ETF	$11.5M	3.0%Prev: 2.6%	54,206 SH	Decreased+2,243 SH
ISHARES TR	S&P MC 400GR ETF	$673K	0.2%Prev: 0.2%	6,944 SH	Decreased+602 SH
ISHARES TR	S&P MC 400VL ETF	$3.1M	0.8%Prev: 0.7%	23,837 SH	Decreased+948 SH
ISHARES TR	S&P SML 600 GWT	$327K	0.1%Prev: 0.1%	2,319 SH	Decreased-182 SH
ISHARES TR	SHRT NAT MUN ETF	$4.0M	1.0%Prev: 0.9%	37,539 PRN	Increased+222 PRN
ISHARES TR	TIPS BD ETF	$1.7M	0.5%Prev: 0.4%	15,695 PRN	Increased+187 PRN
ISHARES U S ETF TR	GSCI CMDTY STGY	$610K	0.2%Prev: 0.2%	24,513 SH	Decreased+2,514 SH
LOWES COS INC	COM	$238K	0.1%	986 SH	New
NEWELL BRANDS INC	COM	$370K	0.1%Prev: 0.2%	99,352 SH	Decreased-30,418 SH
REALTY INCOME CORP	COM	$1.4M	0.4%Prev: 0.3%	24,266 SH	Decreased-4,483 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$382K	0.1%	794 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.1M	1.1%	6,004 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$903K	0.2%	1,497 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.3M	0.6%	39,830 SH	New
TYLER TECHNOLOGIES INC	COM	$606K	0.2%	1,334 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.5M	1.4%Prev: 1.3%	69,941 PRN	Decreased-6,707 PRN
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	0.7%Prev: 0.6%	33,806 PRN	Decreased-3,859 PRN
VANGUARD INDEX FDS	GROWTH ETF	$22.8M	6.0%	46,671 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$395K	0.1%	1,254 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.0M	2.4%	32,398 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$8.6M	2.2%	48,384 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$338K	0.1%	1,163 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$292K	0.1%Prev: 0.1%	3,304 SH	Decreased
VANGUARD INDEX FDS	SM CP VAL ETF	$9.0M	2.3%	42,330 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$5.6M	1.5%	18,515 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.3%	3,035 SH	New
VANGUARD INDEX FDS	VALUE ETF	$3.6M	0.9%	18,594 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$812K	0.2%Prev: 0.2%	15,102 SH	Decreased-1,315 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$497K	0.1%Prev: 0.1%	3,466 SH	Decreased+158 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.2M	0.6%Prev: 0.5%	47,118 SH	Decreased-3,817 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$379K	0.1%Prev: 0.1%	2,684 SH	Decreased-26 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$16.6M	4.4%Prev: 4.5%	336,401 PRN	Decreased-75,805 PRN
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	0.4%Prev: 0.3%	27,498 PRN	Increased-895 PRN
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$747K	0.2%Prev: 0.3%	8,915 PRN	Decreased-9,867 PRN
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.2M	0.3%Prev: 0.3%	25,802 SH	Increased+256 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$850K	0.2%Prev: 0.2%	10,663 PRN	Decreased-1,592 PRN
VANGUARD STAR FDS	VG TL INTL STK F	$588K	0.2%Prev: 0.1%	7,797 SH	Decreased+462 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.4%Prev: 0.4%	23,740 SH	Decreased+62 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$267K	0.1%Prev: 0.0%	1,863 SH	Increased+545 SH

Sold (vs prior filing)

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DEERE & CO — $383K
DIMENSIONAL ETF TRUST — $3.1M
DIMENSIONAL ETF TRUST — $204K
FREEPORT MCMORAN INC — $315K
GOLDMAN SACHS BDC INC — $134K
INVESCO QQQ TR — $733K
ISHARES TR — $2.6M
ISHARES TR — $665K
ISHARES TR — $528K
ISHARES TR — $292K
MICROSOFT CORP — $294K
SPDR SERIES TRUST — $422K
SPDR SERIES TRUST — $915K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $698K
STATE STR SPDR DOW JONES IND — $472K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001843292-26-000001	$382.3M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000827	$450.7M	View
Oct 9, 2025	Q3 2025