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: $394.7M108 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$243K	0.1%	846 SH	New
AMAZON COM INC	COM	$209K	0.1%	1,003 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$11.3M	2.9%Prev: 2.5%	140,643 SH	Increased+9,111 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$11.1M	2.8%Prev: 1.9%	143,690 SH	Increased+51,337 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$10.8M	2.7%Prev: 1.7%	145,718 SH	Increased+55,017 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$4.5M	1.1%Prev: 0.8%	60,276 SH	Increased+14,188 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.4M	0.6%Prev: 0.5%	27,935 SH	Increased+4,894 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$18.1M	4.6%Prev: 3.9%	181,542 SH	Increased+3,973 SH
AMERICAN CENTY ETF TR	US EQT ETF	$6.2M	1.6%Prev: 1.2%	55,838 SH	Increased+14,111 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.1M	1.8%Prev: 1.2%	87,617 SH	Increased+30,729 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$8.8M	2.2%Prev: 1.5%	79,650 SH	Increased+23,952 SH
APPLE INC	COM	$2.7M	0.7%Prev: 0.7%	10,670 SH	Increased+321 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.5%Prev: 0.7%	4,056 SH	Decreased+60 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$230K	0.1%Prev: 0.1%	3,948 SH	Increased-514 SH
CBRE GROUP INC	CL A	$4.9M	1.3%Prev: 1.7%	36,429 SH	Decreased-4,678 SH
CONOCOPHILLIPS	COM	$234K	0.1%	1,770 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$440K	0.1%Prev: 0.1%	12,996 SH	Increased-1,642 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	0.3%Prev: 0.3%	22,207 SH	Increased-1,163 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.6M	0.4%Prev: 0.5%	40,390 SH	Increased-11,976 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.9M	0.7%Prev: 1.0%	74,391 SH	Decreased-19,096 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.6M	4.2%Prev: 4.9%	488,760 SH	Increased-105,883 SH
ELI LILLY & CO	COM	$467K	0.1%	508 SH	New
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$211K	0.1%	6,052 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$549K	0.1%Prev: 0.1%	9,300 SH	Increased+6,400 SH
FREEPORT MCMORAN INC	CL B	$265K	0.1%	4,500 SH	New
IDEXX LABS INC	COM	$393K	0.1%Prev: 0.1%	700 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$579K	0.1%	1,003 SH	New
ISHARES INC	CORE MSCI EMKT	$365K	0.1%	5,240 SH	New
ISHARES TR	0-3 MNTH TREASRY	$2.9M	0.7%Prev: 0.4%	29,109 PRN	Increased+15,987 PRN
ISHARES TR	0-5 YR TIPS ETF	$1.6M	0.4%Prev: 0.5%	15,659 PRN	Decreased-508 PRN
ISHARES TR	CORE 1 5 YR USD	$49.3M	12.5%Prev: 12.6%	1,017,845 PRN	Increased+183,336 PRN
ISHARES TR	CORE INTL AGGR	$2.2M	0.6%Prev: 0.6%	44,864 PRN	Increased+8,645 PRN
ISHARES TR	CORE MSCI EAFE	$202K	0.1%Prev: 0.1%	2,231 SH	Decreased-523 SH
ISHARES TR	CORE S&P MCP ETF	$510K	0.1%Prev: 0.2%	7,554 SH	Decreased-1,354 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	0.5%Prev: 0.5%	12,952 SH	Increased-115 SH
ISHARES TR	CORE S&P500 ETF	$890K	0.2%Prev: 0.3%	1,363 SH	Increased-107 SH
ISHARES TR	CORE UNIVRSL USD	$450K	0.1%	9,750 PRN	New
ISHARES TR	CORE US AGGBD ET	$3.1M	0.8%Prev: 0.9%	31,253 PRN	Increased+1,511 PRN
ISHARES TR	CRE U S REIT ETF	$4.6M	1.2%Prev: 1.2%	77,161 SH	Increased+10,803 SH
ISHARES TR	EAFE SML CP ETF	$2.4M	0.6%Prev: 0.7%	30,503 SH	Increased-4,224 SH
ISHARES TR	EAFE VALUE ETF	$436K	0.1%Prev: 0.1%	5,860 SH	Increased-768 SH
ISHARES TR	GNMA BOND ETF	$13.7M	3.5%Prev: 3.3%	308,639 PRN	Increased+65,362 PRN
ISHARES TR	IBDS DEC28 ETF	$843K	0.2%Prev: 0.2%	33,265 PRN	Increased+2,852 PRN
ISHARES TR	IBOND DEC 2030	$306K	0.1%Prev: 0.1%	15,517 PRN	Increased+636 PRN
ISHARES TR	IBONDS 26 TRM TS	$529K	0.1%	23,098 PRN	New
ISHARES TR	IBONDS 27 ETF	$615K	0.2%Prev: 0.2%	25,367 PRN	Increased+4,638 PRN
ISHARES TR	IBONDS 27 TRM TS	$543K	0.1%	24,222 PRN	New
ISHARES TR	IBONDS 28 TRM TS	$676K	0.2%Prev: 0.1%	30,333 PRN	Increased+15,114 PRN
ISHARES TR	IBONDS 29 TRM TS	$340K	0.1%Prev: 0.1%	15,578 PRN	Increased+2,168 PRN
ISHARES TR	IBONDS DEC 2030	$449K	0.1%Prev: 0.1%	20,516 PRN	Increased+5,342 PRN
ISHARES TR	IBONDS DEC 29	$483K	0.1%Prev: 0.1%	20,748 PRN	Increased+2,036 PRN
ISHARES TR	IBONDS DEC2026	$953K	0.2%Prev: 0.2%	39,315 PRN	Increased+18,592 PRN
ISHARES TR	INTL DEV RE ETF	$355K	0.1%Prev: 0.1%	15,863 SH	Increased+1,177 SH
ISHARES TR	ISHS 1-5YR INVS	$15.4M	3.9%Prev: 3.8%	292,992 SH	Increased+58,276 SH
ISHARES TR	MSCI EAFE ETF	$24.3M	6.1%Prev: 6.2%	249,670 SH	Increased+6,025 SH
ISHARES TR	MSCI EMG MKT ETF	$1.9M	0.5%Prev: 0.4%	32,594 SH	Increased+2,144 SH
ISHARES TR	MSCI INDIA ETF	$274K	0.1%Prev: 0.1%	5,858 SH	Decreased
ISHARES TR	MSCI INTL VLU FT	$5.0M	1.3%Prev: 1.4%	126,156 SH	Increased-25,384 SH
ISHARES TR	NATIONAL MUN ETF	$2.5M	0.6%Prev: 0.9%	23,681 PRN	Decreased-4,333 PRN
ISHARES TR	RUS 1000 GRW ETF	$932K	0.2%Prev: 0.3%	2,187 SH	Increased-114 SH
ISHARES TR	RUS 1000 VAL ETF	$1.6M	0.4%Prev: 0.5%	7,662 SH	Decreased-1,298 SH
ISHARES TR	RUS 2000 GRW ETF	$978K	0.2%Prev: 0.3%	3,116 SH	Increased-131 SH
ISHARES TR	RUS 2000 VAL ETF	$3.5M	0.9%Prev: 0.9%	18,421 SH	Increased-1,185 SH
ISHARES TR	RUS MD CP GR ETF	$303K	0.1%Prev: 0.1%	2,361 SH	Increased-167 SH
ISHARES TR	RUS MDCP VAL ETF	$889K	0.2%Prev: 0.2%	6,102 SH	Increased-58 SH
ISHARES TR	RUSSELL 2000 ETF	$326K	0.1%Prev: 0.1%	1,316 SH	Increased-259 SH
ISHARES TR	RUSSELL 3000 ETF	$845K	0.2%Prev: 0.2%	2,280 SH	Increased-205 SH
ISHARES TR	S&P 500 GRWT ETF	$2.3M	0.6%Prev: 0.8%	20,142 SH	Decreased-5,847 SH
ISHARES TR	S&P 500 VAL ETF	$11.2M	2.9%Prev: 3.6%	53,278 SH	Decreased-6,656 SH
ISHARES TR	S&P MC 400GR ETF	$695K	0.2%Prev: 0.2%	6,910 SH	Increased-85 SH
ISHARES TR	S&P MC 400VL ETF	$3.1M	0.8%Prev: 0.9%	23,655 SH	Increased+299 SH
ISHARES TR	S&P SML 600 GWT	$335K	0.1%Prev: 0.1%	2,318 SH	Increased-21 SH
ISHARES TR	SHRT NAT MUN ETF	$4.0M	1.0%Prev: 1.0%	37,275 PRN	Increased+5,748 PRN
ISHARES TR	TIPS BD ETF	$1.7M	0.4%Prev: 0.4%	15,730 PRN	Increased+4,414 PRN
ISHARES U S ETF TR	GSCI CMDTY STGY	$844K	0.2%Prev: 0.2%	24,966 SH	Increased+3,004 SH
LOWES COS INC	COM	$233K	0.1%Prev: 0.1%	986 SH	Increased
NEWELL BRANDS INC	COM	$341K	0.1%Prev: 0.2%	99,352 SH	Decreased+19,441 SH
PEPSICO INC	COM	$202K	0.1%	1,304 SH	New
REALTY INCOME CORP	COM	$1.5M	0.4%Prev: 0.4%	24,266 SH	Increased+4,000 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.1M	0.5%	36,980 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$368K	0.1%	794 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	1.0%	6,097 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$900K	0.2%	1,460 SH	New
TYLER TECHNOLOGIES INC	COM	$457K	0.1%Prev: 0.2%	1,334 SH	Decreased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.5M	1.4%Prev: 1.7%	70,105 PRN	Decreased-423 PRN
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	0.6%Prev: 0.8%	34,133 PRN	Increased+254 PRN
VANGUARD INDEX FDS	GROWTH ETF	$21.1M	5.3%Prev: 5.3%	48,271 SH	Increased+2,774 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$371K	0.1%Prev: 0.1%	1,242 SH	Decreased-255 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$8.6M	2.2%Prev: 2.4%	33,365 SH	Increased+1,814 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$8.6M	2.2%Prev: 2.7%	46,740 SH	Increased-6,381 SH
VANGUARD INDEX FDS	MID CAP ETF	$334K	0.1%Prev: 0.1%	1,163 SH	Increased-18 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$293K	0.1%Prev: 0.1%	3,304 SH	Decreased-304 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$9.1M	2.3%Prev: 2.8%	41,966 SH	Increased-5,660 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$5.7M	1.4%Prev: 1.4%	18,932 SH	Increased+670 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.3%Prev: 0.3%	3,215 SH	Increased-342 SH
VANGUARD INDEX FDS	VALUE ETF	$3.6M	0.9%Prev: 1.2%	18,152 SH	Decreased-4,076 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$892K	0.2%Prev: 0.2%	16,497 SH	Increased-119 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$491K	0.1%Prev: 0.1%	3,368 SH	Increased-273 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.1M	0.5%Prev: 0.5%	48,024 SH	Increased+5,913 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$370K	0.1%Prev: 0.1%	2,672 SH	Increased+62 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$17.9M	4.5%Prev: 4.6%	357,451 PRN	Increased+64,811 PRN
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	0.3%Prev: 0.3%	27,085 PRN	Increased+9,980 PRN
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$752K	0.2%	9,092 PRN	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.2M	0.3%Prev: 0.4%	25,731 SH	Increased+1,010 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$855K	0.2%Prev: 0.3%	10,780 PRN	Decreased-55 PRN
VANGUARD STAR FDS	VG TL INTL STK F	$597K	0.2%Prev: 0.2%	7,746 SH	Increased-834 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.4%Prev: 0.4%	24,327 SH	Increased-1,176 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$206K	0.1%Prev: 0.1%	1,388 SH	Decreased-623 SH

Sold (vs prior filing)

IMMUCELL CORP — $77K
ISHARES TR — $595K
ISHARES TR — $219K
ISHARES TR — $267K
ISHARES TR — $502K
ISHARES TR — $671K
ISHARES TR — $301K
SPDR DOW JONES INDL AVERAGE — $338K
SPDR S&P 500 ETF TR — $2.6M
SPDR S&P MIDCAP 400 ETF TR — $862K
SPDR SER TR — $1.1M
SPDR SER TR — $206K
SPDR SER TR — $847K

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