Instuitional Investor - Prosperity Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Prosperity Planning, Inc. |
| Portfolio Value | $346,634,839 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrBOND | 855,558 | $41,622,904 | 12.01% | |
| 2. | VLUE | 246,722 | $22,054,482 | 6.36% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 46,784 | $20,509,903 | 5.92% | |
| 4. | Dimensional Etf Trust | 562,068 | $16,507,949 | 4.76% | |
| 5. | Vanguard Malvern FdsBOND | 297,865 | $14,973,649 | 4.32% |
