Instuitional Investor - Prosperity Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Prosperity Planning, Inc. |
| Portfolio Value | $394,652,005 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrustBOND | VLUE | 1,017,845 | $49,324,776 | 12.5% |
| 2. | VLUE | 249,670 | $24,250,465 | 6.14% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 48,271 | $21,084,143 | 5.34% | |
| 4. | American Centy Etf Tr | 181,542 | $18,128,809 | 4.59% | |
| 5. | Vanguard Malvern FdsBOND | 357,451 | $17,854,690 | 4.52% |
Hedge Fund Resource Center 
