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Home > Institutional Investor > Prosperity Planning, Inc. > Profile

Instuitional Investor - Prosperity Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Prosperity Planning, Inc.
Portfolio Value $267,098,322
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares TrBOND
 648,825 $30,858,095 11.55%
2.
Ishares Trust
 IEF 218,979 $16,500,041 6.17%
3.
Dimensional Etf Trust
 636,182 $15,535,566 5.81%
4.
Ishares Trust
 IEF 83,209 $14,469,284 5.41%
5.
Vanguard Index Fds
 45,147 $14,035,437 5.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)