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: $436.3M116 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$299K	0.1%	838 SH	New
AMAZON COM INC	COM	$244K	0.1%	1,023 SH	New
AMERICAN CENTY ETF TR	AVAN US VALU ETF	$12.7M	2.9%	157,113 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$13.5M	3.1%Prev: 2.7%	139,840 SH	Increased+1,990 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$13.6M	3.1%Prev: 2.3%	151,352 SH	Increased+40,328 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$5.0M	1.1%Prev: 0.9%	64,160 SH	Increased+12,504 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.5M	0.6%Prev: 0.5%	28,436 SH	Increased+4,099 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$19.1M	4.4%Prev: 4.2%	185,156 SH	Increased+2,919 SH
AMERICAN CENTY ETF TR	US EQT ETF	$7.3M	1.7%Prev: 1.3%	57,080 SH	Increased+11,619 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.4M	1.9%Prev: 1.3%	91,798 SH	Increased+24,872 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$10.4M	2.4%Prev: 1.7%	83,175 SH	Increased+17,149 SH
APPLE INC	COM	$3.4M	0.8%Prev: 0.6%	11,657 SH	Increased+1,308 SH
APPLIED MATLS INC	COM	$281K	0.1%	389 SH	New
BANK OF AMER CORP	COM	$282K	0.1%	4,956 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.6%	4,067 SH	Increased+71 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$257K	0.1%Prev: 0.1%	3,777 SH	Increased-667 SH
CBRE GROUP INC	CL A	$5.2M	1.2%Prev: 1.8%	38,501 SH	Decreased-5,061 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$514K	0.1%Prev: 0.1%	12,784 SH	Increased-1,636 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.0M	0.2%Prev: 0.3%	19,384 SH	Increased-3,259 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.4M	0.3%Prev: 0.5%	36,089 SH	Decreased-13,454 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$3.2M	0.7%	72,692 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$204K	0.0%	3,710 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$17.4M	4.0%Prev: 4.8%	472,299 SH	Increased-89,769 SH
ELI LILLY & CO	COM	$609K	0.1%Prev: 0.1%	508 SH	Increased+78 SH
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$227K	0.1%	5,889 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$476K	0.1%Prev: 0.3%	9,330 SH	Decreased+30 SH
FREEPORT MCMORAN INC	CL B	$284K	0.1%	4,521 SH	New
IDEXX LABS INC	COM	$369K	0.1%Prev: 0.1%	700 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$730K	0.2%	991 SH	New
ISHARES INC	CORE MSCI EMKT	$323K	0.1%Prev: 0.1%	3,904 SH	Increased-1,206 SH
ISHARES TR	0-3 MTH TREASURY	$2.8M	0.7%	28,309 PRN	New
ISHARES TR	0-5 YR TIPS ETF	$1.6M	0.4%Prev: 0.5%	15,500 PRN	Decreased-284 PRN
ISHARES TR	CORE 1 5 YR USD	$53.0M	12.1%Prev: 12.0%	1,098,252 PRN	Increased+242,694 PRN
ISHARES TR	CORE INTL AGGR	$2.2M	0.5%Prev: 0.6%	42,633 PRN	Increased+4,252 PRN
ISHARES TR	CORE MSCI EAFE	$200K	0.0%Prev: 0.1%	2,074 SH	Decreased-461 SH
ISHARES TR	CORE S&P MCP ETF	$577K	0.1%Prev: 0.2%	7,486 SH	Increased-1,422 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	0.4%Prev: 0.5%	11,102 SH	Increased-1,946 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.3%Prev: 0.2%	1,648 SH	Increased+690 SH
ISHARES TR	CORE UNIVRSL USD	$608K	0.1%	13,174 PRN	New
ISHARES TR	CORE US AGGBD ET	$3.2M	0.7%Prev: 0.8%	32,446 PRN	Increased+3,325 PRN
ISHARES TR	CRE U S REIT ETF	$5.2M	1.2%Prev: 1.1%	77,786 SH	Increased+10,248 SH
ISHARES TR	EAFE SML CP ETF	$2.5M	0.6%Prev: 0.7%	30,107 SH	Increased-3,295 SH
ISHARES TR	EAFE VALUE ETF	$319K	0.1%Prev: 0.1%	4,173 SH	Decreased-3,830 SH
ISHARES TR	ESG AWARE MSCI	$236K	0.1%Prev: 0.1%	4,044 SH	Increased-377 SH
ISHARES TR	ESG SELECT SCRE	$221K	0.1%	3,886 SH	New
ISHARES TR	GLOBAL REIT ETF	$201K	0.0%	7,267 PRN	New
ISHARES TR	GNMA BOND ETF	$15.1M	3.5%Prev: 3.2%	340,879 PRN	Increased+89,619 PRN
ISHARES TR	IBDS DEC28 ETF	$840K	0.2%Prev: 0.2%	33,265 PRN	Increased+2,356 PRN
ISHARES TR	IBOND DEC 2030	$303K	0.1%Prev: 0.1%	15,517 PRN	Decreased
ISHARES TR	IBONDS 26 TRM TS	$729K	0.2%	31,844 PRN	New
ISHARES TR	IBONDS 27 ETF	$599K	0.1%Prev: 0.1%	24,751 PRN	Increased+3,503 PRN
ISHARES TR	IBONDS 27 TRM TS	$692K	0.2%	30,928 PRN	New
ISHARES TR	IBONDS 28 TRM TS	$772K	0.2%Prev: 0.1%	34,851 PRN	Increased+19,070 PRN
ISHARES TR	IBONDS 29 TRM TS	$387K	0.1%Prev: 0.1%	17,889 PRN	Increased+3,905 PRN
ISHARES TR	IBONDS DEC 2030	$431K	0.1%Prev: 0.1%	19,751 PRN	Increased+3,999 PRN
ISHARES TR	IBONDS DEC 2031	$641K	0.1%	31,284 PRN	New
ISHARES TR	IBONDS DEC 29	$463K	0.1%Prev: 0.1%	20,007 PRN	Increased+753 PRN
ISHARES TR	IBONDS DEC2026	$821K	0.2%Prev: 0.1%	33,867 PRN	Increased+12,626 PRN
ISHARES TR	INTL DEV RE ETF	$320K	0.1%Prev: 0.1%	14,344 SH	Decreased-88 SH
ISHARES TR	ISHS 1-5YR INVS	$16.6M	3.8%Prev: 3.6%	317,095 SH	Increased+77,777 SH
ISHARES TR	MSCI EAFE ETF	$26.5M	6.1%Prev: 6.4%	255,360 SH	Increased+8,638 SH
ISHARES TR	MSCI EMG MKT ETF	$2.2M	0.5%Prev: 0.4%	31,693 SH	Increased+1,610 SH
ISHARES TR	MSCI INDIA ETF	$289K	0.1%Prev: 0.1%	5,858 SH	Decreased
ISHARES TR	MSCI INTL VLU FT	$5.1M	1.2%Prev: 1.4%	122,191 SH	Increased-24,264 SH
ISHARES TR	NATIONAL MUN ETF	$2.6M	0.6%Prev: 0.7%	23,787 PRN	Increased+809 PRN
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.2%Prev: 0.3%	8,747 SH	Increased+6,446 SH
ISHARES TR	RUS 1000 VAL ETF	$1.8M	0.4%Prev: 0.5%	7,233 SH	Increased-1,681 SH
ISHARES TR	RUS 2000 GRW ETF	$1.2M	0.3%Prev: 0.3%	3,006 SH	Increased-233 SH
ISHARES TR	RUS 2000 VAL ETF	$4.0M	0.9%Prev: 0.9%	17,945 SH	Increased-1,870 SH
ISHARES TR	RUS MD CP GR ETF	$320K	0.1%Prev: 0.1%	2,184 SH	Decreased-266 SH
ISHARES TR	RUS MDCP VAL ETF	$1.0M	0.2%Prev: 0.2%	6,086 SH	Increased-74 SH
ISHARES TR	RUSSELL 2000 ETF	$357K	0.1%Prev: 0.1%	1,188 SH	Increased-387 SH
ISHARES TR	RUSSELL 3000 ETF	$972K	0.2%Prev: 0.3%	2,280 SH	Increased-205 SH
ISHARES TR	S&P 500 GRWT ETF	$2.7M	0.6%Prev: 0.8%	19,803 SH	Decreased-5,851 SH
ISHARES TR	S&P 500 VAL ETF	$12.0M	2.8%Prev: 3.3%	52,845 SH	Increased-5,740 SH
ISHARES TR	S&P MC 400GR ETF	$786K	0.2%Prev: 0.2%	6,686 SH	Increased-333 SH
ISHARES TR	S&P MC 400VL ETF	$3.5M	0.8%Prev: 0.8%	23,372 SH	Increased+53 SH
ISHARES TR	S&P SML 600 GWT	$400K	0.1%Prev: 0.1%	2,238 SH	Increased-123 SH
ISHARES TR	SHRT NAT MUN ETF	$4.0M	0.9%Prev: 1.0%	37,536 PRN	Increased+5,492 PRN
ISHARES TR	TIPS BD ETF	$1.7M	0.4%Prev: 0.4%	15,367 PRN	Increased+4,205 PRN
ISHARES U S ETF TR	GSCI CMDTY STGY	$727K	0.2%Prev: 0.2%	23,925 SH	Increased+1,840 SH
LOWES COS INC	COM	$219K	0.1%Prev: 0.1%	995 SH	Increased+9 SH
NEWELL BRANDS INC	COM	$797K	0.2%Prev: 0.2%	129,776 SH	Increased+30,424 SH
REALTY INCOME CORP	COM	$1.8M	0.4%Prev: 0.4%	28,772 SH	Increased+4,506 SH
SPDR SERIES TRUST	ST NUVE TERM ETF	$933K	0.2%	19,457 PRN	New
SPDR SERIES TRUST	ST STR P500GRW	$1.1M	0.3%	9,598 SH	New
SPDR SERIES TRUST	ST STR TIPS ETF	$201K	0.0%	7,826 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$415K	0.1%	794 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.4M	1.0%	5,927 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$987K	0.2%	1,404 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.5M	1.3%Prev: 1.5%	70,006 PRN	Increased+1,877 PRN
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.5M	0.6%Prev: 0.7%	34,137 PRN	Increased+2,557 PRN
VANGUARD INDEX FDS	GROWTH ETF	$25.4M	5.8%Prev: 5.9%	295,226 SH	Increased+248,442 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$410K	0.1%Prev: 0.1%	1,192 SH	Decreased-279 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$10.5M	2.4%Prev: 2.7%	34,198 SH	Increased+1,853 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$9.1M	2.1%Prev: 2.5%	46,036 SH	Increased-5,665 SH
VANGUARD INDEX FDS	MID CAP ETF	$372K	0.1%Prev: 0.1%	4,618 SH	Increased+3,437 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$319K	0.1%Prev: 0.1%	3,304 SH	Increased-55 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$10.0M	2.3%Prev: 2.6%	41,134 SH	Increased-4,659 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$6.9M	1.6%Prev: 1.5%	18,831 SH	Increased-10 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.3%Prev: 0.3%	3,126 SH	Increased-202 SH
VANGUARD INDEX FDS	VALUE ETF	$3.9M	0.9%Prev: 1.1%	17,856 SH	Decreased-4,201 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$981K	0.2%Prev: 0.2%	16,441 SH	Increased+369 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$510K	0.1%Prev: 0.1%	3,308 SH	Increased-204 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.2M	0.5%Prev: 0.6%	49,434 SH	Increased+6,515 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$425K	0.1%Prev: 0.1%	2,710 SH	Increased+41 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$19.3M	4.4%Prev: 4.3%	384,318 PRN	Increased+86,453 PRN
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	0.3%Prev: 0.4%	26,799 PRN	Increased-662 PRN
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$751K	0.2%Prev: 0.2%	9,092 PRN	Increased+105 PRN
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.2M	0.3%Prev: 0.3%	25,617 SH	Increased+989 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$852K	0.2%Prev: 0.2%	10,777 PRN	Decreased+7 PRN
VANGUARD STAR FDS	VG TL INTL STK F	$644K	0.1%Prev: 0.2%	7,533 SH	Increased-676 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.4%Prev: 0.4%	23,783 SH	Increased-455 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$208K	0.0%Prev: 0.1%	1,318 SH	Decreased-685 SH
WALMART INC	COM	$221K	0.1%	1,954 SH	New
YUM BRANDS INC	COM	$204K	0.0%	1,275 SH	New

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $7.2M
DIMENSIONAL ETF TRUST — $3.3M
IMMUCELL CORP — $111K
ISHARES TR — $1.1M
ISHARES TR — $576K
ISHARES TR — $279K
ISHARES TR — $516K
ISHARES TR — $326K
SPDR DOW JONES INDL AVERAGE — $354K
SPDR S&P 500 ETF TR — $2.8M
SPDR S&P MIDCAP 400 ETF TR — $915K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $204K
SPDR SERIES TRUST — $1.0M
TYLER TECHNOLOGIES INC — $791K

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