PROSPERITY PLANNING, INC.

Filed: 4/10/2026ACC: 0001843292-26-000002

📋 What this filing means

PROSPERITY PLANNING, INC. filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $394.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

110

Positions

$394.65M

Total AUM (reported)

5.49M

Total Shares

Allocation by class

CORE 1 5 YR USD$49.32M12.5%

MSCI EAFE ETF$24.25M6.1%

GROWTH ETF$21.08M5.3%

INTL SMCP VLU$18.13M4.6%

STRM INFPROIDX$17.85M4.5%

WORLD EX US CORE$16.60M4.2%

ISHS 1-5YR INVS$15.40M3.9%

Portfolio Concentration

Top 3$94.66M24.0%

4–10$104.25M26.4%

11–25$104.55M26.5%

Rest$91.20M23.1%

Top 3 weight

24.0%

Top 10 weight

50.4%

Voting Authority Distribution

Total shares with voting rights: 5.49M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.49M

% of voting shares100.0%

Investment Discretion (by position count)

Sole110

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings110

Rows:

ISHARES TR

SOLE

CORE 1 5 YR USD

Shares1.02M

TypePRN

Market value$49.32M

12.50%

Sole

0.00

Shared

0.00

None

1.02M

ISHARES TR

SOLE

MSCI EAFE ETF

Shares249.67K

TypeSH

Market value$24.25M

6.14%

Sole

0.00

Shared

0.00

None

249.67K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares48.27K

TypeSH

Market value$21.08M

5.34%

Sole

0.00

Shared

0.00

None

48.27K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares181.54K

TypeSH

Market value$18.13M

4.59%

Sole

0.00

Shared

0.00

None

181.54K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares357.45K

TypePRN

Market value$17.85M

4.52%

Sole

0.00

Shared

0.00

None

357.45K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares488.76K

TypeSH

Market value$16.60M

4.21%

Sole

0.00

Shared

0.00

None

488.76K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares292.99K

TypeSH

Market value$15.40M

3.90%

Sole

0.00

Shared

0.00

None

292.99K

ISHARES TR

SOLE

GNMA BOND ETF

Shares308.64K

TypePRN

Market value$13.68M

3.47%

Sole

0.00

Shared

0.00

None

308.64K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares140.64K

TypeSH

Market value$11.33M

2.87%

Sole

0.00

Shared

0.00

None

140.64K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares53.28K

TypeSH

Market value$11.25M

2.85%

Sole

0.00

Shared

0.00

None

53.28K

AMERICAN CENTY ETF TR

SOLE

AVANTIS US LARG

Shares143.69K

TypeSH

Market value$11.14M

2.82%

Sole

0.00

Shared

0.00

None

143.69K

AMERICAN CENTY ETF TR

SOLE

AVANTIS US MID C

Shares145.72K

TypeSH

Market value$10.81M

2.74%

Sole

0.00

Shared

0.00

None

145.72K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares41.97K

TypeSH

Market value$9.12M

2.31%

Sole

0.00

Shared

0.00

None

41.97K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares79.65K

TypeSH

Market value$8.80M

2.23%

Sole

0.00

Shared

0.00

None

79.65K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares46.74K

TypeSH

Market value$8.61M

2.18%

Sole

0.00

Shared

0.00

None

46.74K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares33.37K

TypeSH

Market value$8.59M

2.18%

Sole

0.00

Shared

0.00

None

33.37K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares87.62K

TypeSH

Market value$7.06M

1.79%

Sole

0.00

Shared

0.00

None

87.62K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares55.84K

TypeSH

Market value$6.21M

1.57%

Sole

0.00

Shared

0.00

None

55.84K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares18.93K

TypeSH

Market value$5.72M

1.45%

Sole

0.00

Shared

0.00

None

18.93K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares70.11K

TypePRN

Market value$5.50M

1.39%

Sole

0.00

Shared

0.00

None

70.11K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares126.16K

TypeSH

Market value$5.01M

1.27%

Sole

0.00

Shared

0.00

None

126.16K

CBRE GROUP INC

SOLE

CL A

Shares36.43K

TypeSH

Market value$4.93M

1.25%

Sole

0.00

Shared

0.00

None

36.43K

ISHARES TR

SOLE

CRE U S REIT ETF

Shares77.16K

TypeSH

Market value$4.57M

1.16%

Sole

0.00

Shared

0.00

None

77.16K

AMERICAN CENTY ETF TR

SOLE

INTERNATIONAL LR

Shares60.28K

TypeSH

Market value$4.51M

1.14%

Sole

0.00

Shared

0.00

None

60.28K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares37.27K

TypePRN

Market value$3.97M

1.01%

Sole

0.00

Shared

0.00

None

37.27K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE 1 5 YR USD	1.02M	PRN	$49.32M 12.50%	1.02M
ISHARES TRSOLE	MSCI EAFE ETF	249.67K	SH	$24.25M 6.14%	249.67K
VANGUARD INDEX FDSSOLE	GROWTH ETF	48.27K	SH	$21.08M 5.34%	48.27K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	181.54K	SH	$18.13M 4.59%	181.54K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	357.45K	PRN	$17.85M 4.52%	357.45K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	488.76K	SH	$16.60M 4.21%	488.76K
ISHARES TRSOLE	ISHS 1-5YR INVS	292.99K	SH	$15.40M 3.90%	292.99K
ISHARES TRSOLE	GNMA BOND ETF	308.64K	PRN	$13.68M 3.47%	308.64K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	140.64K	SH	$11.33M 2.87%	140.64K
ISHARES TRSOLE	S&P 500 VAL ETF	53.28K	SH	$11.25M 2.85%	53.28K
AMERICAN CENTY ETF TRSOLE	AVANTIS US LARG	143.69K	SH	$11.14M 2.82%	143.69K
AMERICAN CENTY ETF TRSOLE	AVANTIS US MID C	145.72K	SH	$10.81M 2.74%	145.72K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	41.97K	SH	$9.12M 2.31%	41.97K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	79.65K	SH	$8.80M 2.23%	79.65K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	46.74K	SH	$8.61M 2.18%	46.74K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	33.37K	SH	$8.59M 2.18%	33.37K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	87.62K	SH	$7.06M 1.79%	87.62K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	55.84K	SH	$6.21M 1.57%	55.84K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	18.93K	SH	$5.72M 1.45%	18.93K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	70.11K	PRN	$5.50M 1.39%	70.11K
ISHARES TRSOLE	MSCI INTL VLU FT	126.16K	SH	$5.01M 1.27%	126.16K
CBRE GROUP INCSOLE	CL A	36.43K	SH	$4.93M 1.25%	36.43K
ISHARES TRSOLE	CRE U S REIT ETF	77.16K	SH	$4.57M 1.16%	77.16K
AMERICAN CENTY ETF TRSOLE	INTERNATIONAL LR	60.28K	SH	$4.51M 1.14%	60.28K
ISHARES TRSOLE	SHRT NAT MUN ETF	37.27K	PRN	$3.97M 1.01%	37.27K

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