Prosperity Planning, Inc. Purchases in Q4 2025

Prosperity Planning, Inc.

  • $357 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
60.8K
+ 6.72%
$48.64 - $48.99 $2.96M - $2.98M
966K $47M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.78K
+ 42.17%
$653.02 - $687.39 $1.16M - $1.22M
6K $4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23.6K
+ 7.53%
$49.98 - $50.22 $1.18M - $1.18M
336K $16.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.8K
+ 7.77%
$52.76 - $53.18 $1.05M - $1.05M
275K $14.5M
GNMA
Ishares Gnma Bond ETF

ETFs
19.3K
+ 7.22%
$44.32 - $44.89 $855K - $866K
286K $12.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.43K
+ 30.32%
$100.37 - $100.72 $645K - $647K
27.6K $2.78M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22.1K
+ 103.87%
N/A
43.3K $1.03M
AVLV
American Centy ETF Tr Avantis
5.94K
+ 7.85%
$70.14 - $73.74 $417K - $438K
81.6K $5.93M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.13K
+ 35.65%
$110.58 - $112.2 $456K - $463K
15.7K $1.74M
AVUS
American Centy ETF Tr Avantis

ETFs
3.23K
+ 6.68%
$105.96 - $111.17 $342K - $359K
51.6K $5.63M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.2K
New
$22.88 - $22.95 $279K - $280K
12.2K $278K
AVIV
American Centy ETF Tr Avantis
2.64K
+ 4.94%
$66.39 - $70.06 $175K - $185K
56.1K $3.88M
EEM
Ishares Msci Emerging Markets

ETFs
3.4K
+ 11.57%
$51.94 - $56.01 $176K - $190K
32.8K $1.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.17K
+ 10.35%
$74.09 - $75.1 $235K - $238K
33.8K $2.51M
SUB
Ishares Short Term National Mu

ETFs
2.22K
+ 6.28%
$106.22 - $106.81 $236K - $237K
37.5K $4M
AVDV
American Centy ETF Tr Avantis

ETFs
192
+ 0.11%
$87.37 - $90.92 $16.8K - $17.5K
179K $16.1M
AVUV
American Centy ETF Tr Avantis

ETFs
3.65K
+ 5.14%
$95.19 - $100.66 $348K - $368K
74.7K $7.29M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.68K
+ 6.65%
$56.64 - $59.67 $265K - $279K
75.1K $4.34M
VUG
Vanguard Growth ETF

ETFs
19
+ 0.04%
$470.44 - $504.26 $8.94K - $9.58K
46.7K $22.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.04K
+ 7.34%
$51.27 - $51.8 $156K - $158K
44.5K $2.3M
AVDE
American Centy ETF Tr Avantis

ETFs
1.36K
+ 5.35%
$77.65 - $81.2 $105K - $110K
26.7K $2.14M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.91K
+ 6.58%
$46.68 - $48.34 $136K - $141K
47.1K $2.24M
LLY
Eli Lilly & CO

Healthcare
12
+ 2.79%
$799.57 - $1025.28 $9.59K - $12.3K
442 $451K
IBDV
Ishares Tr

Technology
4.76K
+ 30.24%
$22.03 - $22.24 $105K - $106K
20.5K $451K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.12K
+ 19.39%
$24.24 - $24.37 $99.8K - $100K
25.4K $615K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
912
+ 3.98%
$125.45 - $131.1 $114K - $120K
23.8K $3.04M
IWN
Ishares Russell2000 Val ETF

ETFs
577
+ 3.18%
$172.34 - $181.51 $99.4K - $105K
18.7K $3.27M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.68K
+ 16.99%
$22.32 - $22.47 $59.8K - $60.2K
18.5K $412K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.36K
+ 7.62%
$25.38 - $25.57 $59.8K - $60.2K
33.3K $845K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 1.5%
$475.68 - $513.11 $28.5K - $30.8K
4.06K $2.06M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.85K
+ 8.17%
$26.27 - $27.38 $48.6K - $50.7K
24.5K $660K
MUB
Ishares National Muni Bond ETF

ETFs
302
+ 1.3%
$106.36 - $107.61 $32.1K - $32.5K
23.4K $2.51M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.59K
+ 11.4%
$21.9 - $22.08 $34.9K - $35.2K
15.6K $341K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.49K
+ 7.76%
$23.35 - $23.55 $34.9K - $35.2K
20.7K $484K
ITOT
Ishares Core S&P Total U.S. St

ETFs
48
+ 0.37%
$142.79 - $150.05 $6.85K - $7.2K
13K $1.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
318
+ 0.46%
$78.65 - $79.19 $25K - $25.2K
69.9K $5.51M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.04%
$72.17 - $75.74 $217 - $227
7.8K $584K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30
+ 0.11%
$49.98 - $50.59 $1.5K - $1.52K
27.5K $1.38M
IFGL
Ishares International Develope

ETFs
209
+ 1.43%
$22.57 - $23.43 $4.72K - $4.9K
14.9K $340K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
66
+ 0.26%
$46.85 - $47.44 $3.09K - $3.13K
25.8K $1.21M
American Centy ETF Tr
10.2K
+ 8.29%
N/A
133K $0
American Centy ETF Tr
7.16K
+ 5.79%
N/A
131K $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
20
+ 0.87%
$136.54 - $144.07 $2.73K - $2.88K
2.32K $318K
IJK
Ishares S&P Midcap 400 Growth

ETFs
28
+ 0.4%
$93.11 - $97.9 $2.61K - $2.74K
6.94K $655K
VBK
Vanguard Small Cap Growth ETF

ETFs
74
+ 0.4%
$291.71 - $309.36 $21.6K - $22.9K
18.5K $5.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
102
+ 0.32%
$279.76 - $298.12 $28.5K - $30.4K
32.4K $9.06M
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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