Instuitional Investor - Prosperity Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Prosperity Planning, Inc. |
| Portfolio Value | $370,661,998 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrustBOND | VLUE | 904,807 | $44,190,775 | 11.92% |
| 2. | VLUE | 247,489 | $23,108,051 | 6.23% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 46,652 | $22,374,881 | 6.04% | |
| 4. | Dimensional Etf Trust | 542,419 | $17,021,121 | 4.59% | |
| 5. | American Centy Etf Tr | 178,679 | $15,907,753 | 4.29% |
Hedge Fund Resource Center 
