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: $370.7M109 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.4M	2.8%Prev: 3.1%	138,088 SH	Decreased-1,752 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$9.5M	2.6%Prev: 3.1%	123,606 SH	Decreased-27,746 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$8.4M	2.3%	122,530 SH	New
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$3.6M	1.0%Prev: 1.1%	53,442 SH	Decreased-10,718 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.0M	0.5%Prev: 0.6%	25,336 SH	Decreased-3,100 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$15.9M	4.3%Prev: 4.4%	178,679 SH	Decreased-6,477 SH
AMERICAN CENTY ETF TR	US EQT ETF	$5.3M	1.4%Prev: 1.7%	48,349 SH	Decreased-8,731 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.5M	1.5%Prev: 1.9%	75,652 SH	Decreased-16,146 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.1M	1.9%Prev: 2.4%	71,045 SH	Decreased-12,130 SH
APPLE INC	COM	$2.6M	0.7%Prev: 0.8%	10,349 SH	Decreased-1,308 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.5%	3,996 SH	Decreased-71 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$315K	0.1%Prev: 0.1%	5,325 SH	Increased+1,548 SH
CBRE GROUP INC	CL A	$6.9M	1.9%Prev: 1.2%	43,562 SH	Increased+5,061 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$443K	0.1%Prev: 0.1%	14,039 SH	Decreased+1,255 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.0M	0.3%Prev: 0.2%	22,410 SH	Decreased+3,026 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.7M	0.5%Prev: 0.3%	48,496 SH	Increased+12,407 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.6M	1.0%	92,198 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$17.0M	4.6%Prev: 4.0%	542,419 SH	Decreased+70,120 SH
ELI LILLY & CO	COM	$328K	0.1%Prev: 0.1%	430 SH	Decreased-78 SH
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$206K	0.1%Prev: 0.1%	6,586 SH	Decreased+697 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$928K	0.3%Prev: 0.1%	9,300 SH	Increased-30 SH
IDEXX LABS INC	COM	$447K	0.1%Prev: 0.1%	700 SH	Increased
ISHARES INC	CORE MSCI EMKT	$332K	0.1%Prev: 0.1%	5,044 SH	Increased+1,140 SH
ISHARES TR	0-3 MNTH TREASRY	$2.1M	0.6%	21,192 PRN	New
ISHARES TR	0-5 YR TIPS ETF	$1.6M	0.4%Prev: 0.4%	15,748 PRN	Increased+248 PRN
ISHARES TR	CORE 1 5 YR USD	$44.2M	11.9%Prev: 12.1%	904,807 PRN	Decreased-193,445 PRN
ISHARES TR	CORE INTL AGGR	$2.1M	0.6%Prev: 0.5%	41,481 PRN	Decreased-1,152 PRN
ISHARES TR	CORE MSCI EAFE	$203K	0.1%Prev: 0.0%	2,322 SH	Increased+248 SH
ISHARES TR	CORE S&P MCP ETF	$576K	0.2%Prev: 0.1%	8,819 SH	Decreased+1,333 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	0.5%Prev: 0.4%	12,989 SH	Increased+1,887 SH
ISHARES TR	CORE S&P500 ETF	$635K	0.2%Prev: 0.3%	949 SH	Decreased-699 SH
ISHARES TR	CORE TOTAL USD	$495K	0.1%	10,596 PRN	New
ISHARES TR	CORE US AGGBD ET	$3.0M	0.8%Prev: 0.7%	29,516 PRN	Decreased-2,930 PRN
ISHARES TR	CRE U S REIT ETF	$4.1M	1.1%Prev: 1.2%	70,433 SH	Decreased-7,353 SH
ISHARES TR	EAFE SML CP ETF	$2.5M	0.7%Prev: 0.6%	32,223 SH	Decreased+2,116 SH
ISHARES TR	EAFE VALUE ETF	$487K	0.1%Prev: 0.1%	7,186 SH	Increased+3,013 SH
ISHARES TR	ESG AWARE MSCI	$228K	0.1%Prev: 0.1%	4,421 PRN	Decreased+377 PRN
ISHARES TR	ESG SELECT SCRE	$200K	0.1%Prev: 0.1%	3,886 PRN	Decreased
ISHARES TR	GNMA BOND ETF	$11.8M	3.2%Prev: 3.5%	267,109 PRN	Decreased-73,770 PRN
ISHARES TR	IBDS DEC28 ETF	$789K	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	$517K	0.1%Prev: 0.1%	21,248 PRN	Decreased-3,503 PRN
ISHARES TR	IBONDS 28 TRM TS	$353K	0.1%Prev: 0.2%	15,781 PRN	Decreased-19,070 PRN
ISHARES TR	IBONDS 29 TRM TS	$307K	0.1%Prev: 0.1%	13,984 PRN	Decreased-3,905 PRN
ISHARES TR	IBONDS DEC 2030	$349K	0.1%Prev: 0.1%	15,752 PRN	Decreased-3,999 PRN
ISHARES TR	IBONDS DEC 29	$452K	0.1%Prev: 0.1%	19,254 PRN	Decreased-753 PRN
ISHARES TR	IBONDS DEC2026	$516K	0.1%Prev: 0.2%	21,241 PRN	Decreased-12,626 PRN
ISHARES TR	IBONDS DEC25 ETF	$516K	0.1%	20,475 PRN	New
ISHARES TR	INTL DEV RE ETF	$337K	0.1%Prev: 0.1%	14,648 SH	Increased+304 SH
ISHARES TR	ISHS 1-5YR INVS	$13.5M	3.7%Prev: 3.8%	255,348 SH	Decreased-61,747 SH
ISHARES TR	MSCI EAFE ETF	$23.1M	6.2%Prev: 6.1%	247,489 SH	Decreased-7,871 SH
ISHARES TR	MSCI EMG MKT ETF	$1.6M	0.4%Prev: 0.5%	29,363 SH	Decreased-2,330 SH
ISHARES TR	MSCI INDIA ETF	$305K	0.1%Prev: 0.1%	5,858 SH	Increased
ISHARES TR	MSCI INTL VLU FT	$4.8M	1.3%Prev: 1.2%	136,523 SH	Decreased+14,332 SH
ISHARES TR	MSCI USA QLT FCT	$270K	0.1%	1,386 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.5M	0.7%Prev: 0.6%	23,143 PRN	Decreased-644 PRN
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.3%Prev: 0.2%	2,270 SH	Decreased-6,477 SH
ISHARES TR	RUS 1000 VAL ETF	$1.8M	0.5%Prev: 0.4%	8,914 SH	Increased+1,681 SH
ISHARES TR	RUS 2000 GRW ETF	$1.0M	0.3%Prev: 0.3%	3,161 SH	Decreased+155 SH
ISHARES TR	RUS 2000 VAL ETF	$3.2M	0.9%Prev: 0.9%	18,158 SH	Decreased+213 SH
ISHARES TR	RUS MD CP GR ETF	$337K	0.1%Prev: 0.1%	2,367 SH	Increased+183 SH
ISHARES TR	RUS MDCP VAL ETF	$854K	0.2%Prev: 0.2%	6,113 SH	Decreased+27 SH
ISHARES TR	RUSSELL 2000 ETF	$381K	0.1%Prev: 0.1%	1,575 SH	Increased+387 SH
ISHARES TR	RUSSELL 3000 ETF	$942K	0.3%Prev: 0.2%	2,485 SH	Decreased+205 SH
ISHARES TR	S&P 100 ETF	$218K	0.1%	655 SH	New
ISHARES TR	S&P 500 GRWT ETF	$3.0M	0.8%Prev: 0.6%	25,145 SH	Increased+5,342 SH
ISHARES TR	S&P 500 VAL ETF	$11.4M	3.1%Prev: 2.8%	55,293 SH	Decreased+2,448 SH
ISHARES TR	S&P MC 400GR ETF	$663K	0.2%Prev: 0.2%	6,916 SH	Decreased+230 SH
ISHARES TR	S&P MC 400VL ETF	$3.0M	0.8%Prev: 0.8%	22,925 SH	Decreased-447 SH
ISHARES TR	S&P SML 600 GWT	$325K	0.1%Prev: 0.1%	2,299 SH	Decreased+61 SH
ISHARES TR	SHRT NAT MUN ETF	$3.8M	1.0%Prev: 0.9%	35,320 PRN	Decreased-2,216 PRN
ISHARES TR	TIPS BD ETF	$1.3M	0.3%Prev: 0.4%	11,570 PRN	Decreased-3,797 PRN
ISHARES U S ETF TR	GSCI CMDTY STGY	$608K	0.2%Prev: 0.2%	22,662 SH	Decreased-1,263 SH
LOWES COS INC	COM	$248K	0.1%Prev: 0.1%	986 SH	Increased-9 SH
NEWELL BRANDS INC	COM	$521K	0.1%Prev: 0.2%	99,352 SH	Decreased-30,424 SH
ORACLE CORP	COM	$215K	0.1%	764 SH	New
REALTY INCOME CORP	COM	$1.5M	0.4%Prev: 0.4%	24,266 SH	Decreased-4,506 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$373K	0.1%	804 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	0.8%	4,223 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$907K	0.2%	1,521 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.1M	0.3%	22,284 PRN	New
SPDR SERIES TRUST	PORTFLI TIPS ETF	$206K	0.1%	7,826 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$1.0M	0.3%	9,793 SH	New
TYLER TECHNOLOGIES INC	COM	$698K	0.2%	1,334 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.5M	1.5%Prev: 1.3%	69,623 PRN	Increased-383 PRN
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.6%Prev: 0.6%	30,636 PRN	Decreased-3,501 PRN
VANGUARD INDEX FDS	GROWTH ETF	$22.4M	6.0%Prev: 5.8%	46,652 SH	Decreased-248,574 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$386K	0.1%Prev: 0.1%	1,254 SH	Decreased+62 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.5M	2.6%Prev: 2.4%	32,296 SH	Decreased-1,902 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$8.5M	2.3%Prev: 2.1%	48,669 SH	Decreased+2,633 SH
VANGUARD INDEX FDS	MID CAP ETF	$342K	0.1%Prev: 0.1%	1,163 SH	Decreased-3,455 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$302K	0.1%Prev: 0.1%	3,304 SH	Decreased
VANGUARD INDEX FDS	SM CP VAL ETF	$9.0M	2.4%Prev: 2.3%	42,922 SH	Decreased+1,788 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$5.5M	1.5%Prev: 1.6%	18,441 SH	Decreased-390 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$999K	0.3%Prev: 0.3%	3,045 SH	Decreased-81 SH
VANGUARD INDEX FDS	VALUE ETF	$4.0M	1.1%Prev: 0.9%	21,415 SH	Increased+3,559 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$867K	0.2%Prev: 0.2%	16,001 SH	Decreased-440 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$494K	0.1%Prev: 0.1%	3,469 SH	Decreased+161 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.1M	0.6%Prev: 0.5%	44,210 SH	Decreased-5,224 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$370K	0.1%Prev: 0.1%	2,686 SH	Decreased-24 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$15.8M	4.3%Prev: 4.4%	312,837 PRN	Decreased-71,481 PRN
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	0.4%Prev: 0.3%	27,468 PRN	Increased+669 PRN
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$756K	0.2%Prev: 0.2%	8,987 PRN	Increased-105 PRN
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.2M	0.3%Prev: 0.3%	25,736 SH	Increased+119 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$860K	0.2%Prev: 0.2%	10,761 PRN	Increased-16 PRN
VANGUARD STAR FDS	VG TL INTL STK F	$573K	0.2%Prev: 0.1%	7,794 SH	Decreased+261 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.4%Prev: 0.4%	23,741 SH	Decreased-42 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$263K	0.1%Prev: 0.0%	1,863 SH	Increased+545 SH

Sold (vs prior filing)

ALPHABET INC — $299K
AMAZON COM INC — $244K
AMERICAN CENTY ETF TR — $12.7M
APPLIED MATLS INC — $281K
BANK OF AMER CORP — $282K
DIMENSIONAL ETF TRUST — $3.2M
DIMENSIONAL ETF TRUST — $204K
FREEPORT MCMORAN INC — $284K
INVESCO QQQ TR — $730K
ISHARES TR — $2.8M
ISHARES TR — $608K
ISHARES TR — $201K
ISHARES TR — $729K
ISHARES TR — $692K
ISHARES TR — $641K
SPDR SERIES TRUST — $933K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $201K
STATE STR SPDR DOW JONES IND — $415K
STATE STR SPDR S&P 500 ETF T — $4.4M
… and 3 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