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: $346.6M106 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.4M	2.7%Prev: 2.9%	137,850 SH	Decreased-2,793 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$7.9M	2.3%Prev: 2.8%	111,024 SH	Decreased-32,666 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$7.2M	2.1%Prev: 2.7%	109,373 SH	Decreased-36,345 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$3.2M	0.9%Prev: 1.1%	51,656 SH	Decreased-8,620 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.8M	0.5%Prev: 0.6%	24,337 SH	Decreased-3,598 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$14.4M	4.2%Prev: 4.6%	182,237 SH	Decreased+695 SH
AMERICAN CENTY ETF TR	US EQT ETF	$4.6M	1.3%Prev: 1.6%	45,461 SH	Decreased-10,377 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.6M	1.3%Prev: 1.8%	66,926 SH	Decreased-20,691 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$6.0M	1.7%Prev: 2.2%	66,026 SH	Decreased-13,624 SH
APPLE INC	COM	$2.1M	0.6%Prev: 0.7%	10,349 SH	Decreased-321 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.6%Prev: 0.5%	3,996 SH	Decreased-60 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$242K	0.1%Prev: 0.1%	4,444 SH	Increased+496 SH
CBRE GROUP INC	CL A	$6.1M	1.8%Prev: 1.3%	43,562 SH	Increased+7,133 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$417K	0.1%Prev: 0.1%	14,420 SH	Decreased+1,424 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$970K	0.3%Prev: 0.3%	22,643 SH	Decreased+436 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.6M	0.5%Prev: 0.4%	49,543 SH	Increased+9,153 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.3M	1.0%Prev: 0.7%	92,836 SH	Increased+18,445 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.5M	4.8%Prev: 4.2%	562,068 SH	Decreased+73,308 SH
ELI LILLY & CO	COM	$335K	0.1%Prev: 0.1%	430 SH	Decreased-78 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$874K	0.3%Prev: 0.1%	9,300 SH	Increased
IDEXX LABS INC	COM	$375K	0.1%Prev: 0.1%	700 SH	Decreased
IMMUCELL CORP	COM PAR	$111K	0.0%	16,000 SH	New
ISHARES INC	CORE MSCI EMKT	$307K	0.1%Prev: 0.1%	5,110 SH	Decreased-130 SH
ISHARES TR	0-3 MNTH TREASRY	$1.1M	0.3%Prev: 0.7%	11,420 PRN	Decreased-17,689 PRN
ISHARES TR	0-5 YR TIPS ETF	$1.6M	0.5%Prev: 0.4%	15,784 PRN	Increased+125 PRN
ISHARES TR	CORE 1 5 YR USD	$41.6M	12.0%Prev: 12.5%	855,558 PRN	Decreased-162,287 PRN
ISHARES TR	CORE INTL AGGR	$2.0M	0.6%Prev: 0.6%	38,381 PRN	Decreased-6,483 PRN
ISHARES TR	CORE MSCI EAFE	$212K	0.1%Prev: 0.1%	2,535 SH	Increased+304 SH
ISHARES TR	CORE S&P MCP ETF	$552K	0.2%Prev: 0.1%	8,908 SH	Increased+1,354 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	0.5%Prev: 0.5%	13,048 SH	Decreased+96 SH
ISHARES TR	CORE S&P500 ETF	$595K	0.2%Prev: 0.2%	958 SH	Decreased-405 SH
ISHARES TR	CORE TOTAL USD	$576K	0.2%	12,465 PRN	New
ISHARES TR	CORE US AGGBD ET	$2.9M	0.8%Prev: 0.8%	29,121 PRN	Decreased-2,132 PRN
ISHARES TR	CRE U S REIT ETF	$3.8M	1.1%Prev: 1.2%	67,538 SH	Decreased-9,623 SH
ISHARES TR	EAFE SML CP ETF	$2.4M	0.7%Prev: 0.6%	33,402 SH	Increased+2,899 SH
ISHARES TR	EAFE VALUE ETF	$508K	0.1%Prev: 0.1%	8,003 SH	Increased+2,143 SH
ISHARES TR	ESG AWARE MSCI	$207K	0.1%	4,421 PRN	New
ISHARES TR	GNMA BOND ETF	$11.0M	3.2%Prev: 3.5%	251,260 PRN	Decreased-57,379 PRN
ISHARES TR	IBDS DEC28 ETF	$786K	0.2%Prev: 0.2%	30,909 PRN	Decreased-2,356 PRN
ISHARES TR	IBOND DEC 2030	$308K	0.1%Prev: 0.1%	15,517 PRN	Increased
ISHARES TR	IBONDS 25 TRM TS	$279K	0.1%	11,955 PRN	New
ISHARES TR	IBONDS 27 ETF	$516K	0.1%Prev: 0.2%	21,248 PRN	Decreased-4,119 PRN
ISHARES TR	IBONDS 28 TRM TS	$353K	0.1%Prev: 0.2%	15,781 PRN	Decreased-14,552 PRN
ISHARES TR	IBONDS 29 TRM TS	$307K	0.1%Prev: 0.1%	13,984 PRN	Decreased-1,594 PRN
ISHARES TR	IBONDS DEC 2030	$346K	0.1%Prev: 0.1%	15,752 PRN	Decreased-4,764 PRN
ISHARES TR	IBONDS DEC 29	$449K	0.1%Prev: 0.1%	19,254 PRN	Decreased-1,494 PRN
ISHARES TR	IBONDS DEC2026	$515K	0.1%Prev: 0.2%	21,241 PRN	Decreased-18,074 PRN
ISHARES TR	IBONDS DEC25 ETF	$516K	0.1%	20,475 PRN	New
ISHARES TR	INTL DEV RE ETF	$328K	0.1%Prev: 0.1%	14,432 SH	Decreased-1,431 SH
ISHARES TR	ISHS 1-5YR INVS	$12.6M	3.6%Prev: 3.9%	239,318 SH	Decreased-53,674 SH
ISHARES TR	MSCI EAFE ETF	$22.1M	6.4%Prev: 6.1%	246,722 SH	Decreased-2,948 SH
ISHARES TR	MSCI EMG MKT ETF	$1.5M	0.4%Prev: 0.5%	30,083 SH	Decreased-2,511 SH
ISHARES TR	MSCI INDIA ETF	$326K	0.1%Prev: 0.1%	5,858 SH	Increased
ISHARES TR	MSCI INTL VLU FT	$4.8M	1.4%Prev: 1.3%	146,455 SH	Decreased+20,299 SH
ISHARES TR	MSCI USA QLT FCT	$326K	0.1%	1,781 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.4M	0.7%Prev: 0.6%	22,978 PRN	Decreased-703 PRN
ISHARES TR	RUS 1000 GRW ETF	$977K	0.3%Prev: 0.2%	2,301 SH	Increased+114 SH
ISHARES TR	RUS 1000 VAL ETF	$1.7M	0.5%Prev: 0.4%	8,914 SH	Increased+1,252 SH
ISHARES TR	RUS 2000 GRW ETF	$926K	0.3%Prev: 0.2%	3,239 SH	Decreased+123 SH
ISHARES TR	RUS 2000 VAL ETF	$3.1M	0.9%Prev: 0.9%	19,815 SH	Decreased+1,394 SH
ISHARES TR	RUS MD CP GR ETF	$340K	0.1%Prev: 0.1%	2,450 SH	Increased+89 SH
ISHARES TR	RUS MDCP VAL ETF	$814K	0.2%Prev: 0.2%	6,160 SH	Decreased+58 SH
ISHARES TR	RUSSELL 2000 ETF	$340K	0.1%Prev: 0.1%	1,575 SH	Increased+259 SH
ISHARES TR	RUSSELL 3000 ETF	$872K	0.3%Prev: 0.2%	2,485 SH	Increased+205 SH
ISHARES TR	S&P 500 GRWT ETF	$2.8M	0.8%Prev: 0.6%	25,654 SH	Increased+5,512 SH
ISHARES TR	S&P 500 VAL ETF	$11.4M	3.3%Prev: 2.9%	58,585 SH	Increased+5,307 SH
ISHARES TR	S&P MC 400GR ETF	$639K	0.2%Prev: 0.2%	7,019 SH	Decreased+109 SH
ISHARES TR	S&P MC 400VL ETF	$2.9M	0.8%Prev: 0.8%	23,319 SH	Decreased-336 SH
ISHARES TR	S&P SML 600 GWT	$314K	0.1%Prev: 0.1%	2,361 SH	Decreased+43 SH
ISHARES TR	SHRT NAT MUN ETF	$3.4M	1.0%Prev: 1.0%	32,044 PRN	Decreased-5,231 PRN
ISHARES TR	TIPS BD ETF	$1.2M	0.4%Prev: 0.4%	11,162 PRN	Decreased-4,568 PRN
ISHARES U S ETF TR	GSCI CMDTY STGY	$571K	0.2%Prev: 0.2%	22,085 SH	Decreased-2,881 SH
LOWES COS INC	COM	$219K	0.1%Prev: 0.1%	986 SH	Decreased
NEWELL BRANDS INC	COM	$537K	0.2%Prev: 0.1%	99,352 SH	Increased
REALTY INCOME CORP	COM	$1.4M	0.4%Prev: 0.4%	24,266 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$354K	0.1%	804 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	0.8%	4,532 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$915K	0.3%	1,616 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.1M	0.3%	22,284 PRN	New
SPDR SERIES TRUST	PORTFLI TIPS ETF	$204K	0.1%	7,826 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$1.0M	0.3%	10,529 SH	New
TYLER TECHNOLOGIES INC	COM	$791K	0.2%Prev: 0.1%	1,334 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.4M	1.5%Prev: 1.4%	68,129 PRN	Decreased-1,976 PRN
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.7%Prev: 0.6%	31,580 PRN	Decreased-2,553 PRN
VANGUARD INDEX FDS	GROWTH ETF	$20.5M	5.9%Prev: 5.3%	46,784 SH	Decreased-1,487 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$420K	0.1%Prev: 0.1%	1,471 SH	Increased+229 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.2M	2.7%Prev: 2.2%	32,345 SH	Increased-1,020 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$8.5M	2.5%Prev: 2.2%	51,701 SH	Decreased+4,961 SH
VANGUARD INDEX FDS	MID CAP ETF	$330K	0.1%Prev: 0.1%	1,181 SH	Decreased+18 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$299K	0.1%Prev: 0.1%	3,359 SH	Increased+55 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$8.9M	2.6%Prev: 2.3%	45,793 SH	Decreased+3,827 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$5.2M	1.5%Prev: 1.4%	18,841 SH	Decreased-91 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.3%Prev: 0.3%	3,328 SH	Decreased+113 SH
VANGUARD INDEX FDS	VALUE ETF	$3.9M	1.1%Prev: 0.9%	22,057 SH	Increased+3,905 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$795K	0.2%Prev: 0.2%	16,072 SH	Decreased-425 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$472K	0.1%Prev: 0.1%	3,512 SH	Decreased+144 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.0M	0.6%Prev: 0.5%	42,919 SH	Decreased-5,105 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$343K	0.1%Prev: 0.1%	2,669 SH	Decreased-3 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$15.0M	4.3%Prev: 4.5%	297,865 PRN	Decreased-59,586 PRN
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	0.4%Prev: 0.3%	27,461 PRN	Decreased+376 PRN
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$745K	0.2%Prev: 0.2%	8,987 PRN	Decreased-105 PRN
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.1M	0.3%Prev: 0.3%	24,628 SH	Decreased-1,103 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$856K	0.2%Prev: 0.2%	10,770 PRN	Increased-10 PRN
VANGUARD STAR FDS	VG TL INTL STK F	$567K	0.2%Prev: 0.2%	8,209 SH	Decreased+463 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.4%Prev: 0.4%	24,238 SH	Decreased-89 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$267K	0.1%Prev: 0.1%	2,003 SH	Increased+615 SH

Sold (vs prior filing)

ALPHABET INC — $243K
AMAZON COM INC — $209K
CONOCOPHILLIPS — $234K
FIDELITY COVINGTON TRUST — $211K
FREEPORT MCMORAN INC — $265K
INVESCO QQQ TR — $579K
ISHARES TR — $450K
ISHARES TR — $529K
ISHARES TR — $543K
PEPSICO INC — $202K
SPDR SERIES TRUST — $2.1M
STATE STR SPDR DOW JONES IND — $368K
STATE STR SPDR S&P 500 ETF T — $4.0M
STATE STR SPDR S&P MIDCAP 40 — $900K

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