Prosperity Planning, Inc. Reduced Holdings in Q3 2024

Prosperity Planning, Inc.

  • $309 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-8.55K
- 10.5%
$181.06 - $197.17 $1.55M - $1.69M
72.9K $14.4M
SUB
Ishares Short Term National Mu

ETFs
-2.92K
- 9.68%
$104.3 - $106.3 $304K - $310K
27.2K $2.89M
VBR
Vanguard Small Cap Value ETF

ETFs
-6.87K
- 10.45%
$179.99 - $201.6 $1.24M - $1.38M
58.8K $11.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.73K
- 17.71%
$49.93 - $51.15 $186K - $191K
17.3K $886K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-19.3K
- 9.84%
$26.43 - $29.86 $509K - $575K
176K $5.21M
VOE
Vanguard Mid Cap Value Index F

ETFs
-8.04K
- 11.09%
$149.02 - $167.67 $1.2M - $1.35M
64.5K $10.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-233
- 12.37%
$520.18 - $576.82 $121K - $134K
1.65K $952K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.52K
- 7.83%
$113.41 - $125.62 $173K - $191K
17.9K $2.25M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-101
- 2.09%
$44.24 - $49.47 $4.47K - $5K
4.73K $233K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-193
- 5.07%
$112.99 - $126.45 $21.8K - $24.4K
3.62K $455K
SPYG
Spdr Portfolio

ETFs
-248
- 2.01%
$73.38 - $84.1 $18.2K - $20.9K
12.1K $1M
IEFA
Ishares Tr

ETFs
-22
- 0.72%
$70.09 - $78.74 $1.54K - $1.73K
3.02K $235K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-102
- 0.91%
$76.94 - $79.54 $7.85K - $8.11K
11.1K $879K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-108
- 1.5%
$84.81 - $93.54 $9.16K - $10.1K
7.08K $650K
IWP
Ishares Russell Mid Cap Growth

ETFs
-30
- 1.05%
$103.87 - $117.59 $3.12K - $3.53K
2.83K $332K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-213
- 5.74%
$256.4 - $289.78 $54.6K - $61.7K
3.5K $993K
DFAE
Dimensional ETF Tr

ETFs
-27
- 0.17%
$24.46 - $27.82 $660 - $751
15.7K $431K
IWM
Ishares Russell 2000 ETF

ETFs
-22
- 1.32%
$200.87 - $224.6 $4.42K - $4.94K
1.64K $363K
SPY
Spdr S&P 500 ETF Trust

ETFs
-205
- 4.04%
$517.38 - $573.86 $106K - $118K
4.87K $2.79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-42
- 0.46%
$57.32 - $62.65 $2.41K - $2.63K
9.04K $563K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-20
- 0.32%
$106.11 - $113.72 $2.12K - $2.27K
6.18K $697K
VTI
Vanguard Total Stock Market Et

ETFs
-84
- 2.17%
$255.18 - $283.2 $21.4K - $23.8K
3.79K $1.07M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-152
- 0.61%
$44.9 - $47.55 $6.82K - $7.23K
24.9K $1.18M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-37
- 2.01%
$523.84 - $572.02 $19.4K - $21.2K
1.81K $1.03M
VNQ
Vanguard Specialized Funds Van

ETFs
-11
- 0.3%
$82.97 - $98.97 $913 - $1.09K
3.61K $351K
DFIV
Dimensional ETF Tr

ETFs
-9
- 0.04%
$34.66 - $38.38 $312 - $345
23.4K $889K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-174
- 0.47%
$49.77 - $51.95 $8.66K - $9.04K
37K $1.92M
IWS
Ishares Russell Midcap Value E

ETFs
-86
- 1.35%
$119.52 - $132.25 $10.3K - $11.4K
6.3K $833K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-102
- 0.62%
$41.9 - $48.26 $4.27K - $4.92K
16.4K $786K
IVW
Ishares S&P 500 Growth ETF

ETFs
-223
- 0.84%
$84.77 - $97.13 $18.9K - $21.7K
26.2K $2.51M
EEM
Ishares Msci Emerging Markets

ETFs
-428
- 1.4%
$40.42 - $46.7 $17.3K - $20K
30.1K $1.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-726
- 1.0%
$76.38 - $78.87 $55.5K - $57.3K
72K $5.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
-283
- 2.92%
$173.36 - $189.8 $49.1K - $53.7K
9.4K $1.78M
DISV
Dimensional ETF Tr Dimensional

ETFs
-128
- 0.24%
$26.06 - $29.18 $3.34K - $3.74K
53.9K $1.57M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-739
- 0.77%
$31.05 - $34.29 $22.9K - $25.3K
94.8K $3.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-90
- 0.27%
$60.13 - $68.17 $5.41K - $6.14K
32.7K $2.21M
IWN
Ishares Russell2000 Val ETF

ETFs
-804
- 3.51%
$150.05 - $171.34 $121K - $138K
22.1K $3.69M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-502
- 1.9%
$111.9 - $124.28 $56.2K - $62.4K
25.9K $3.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 1.1%
$405.19 - $478.57 $20.3K - $23.9K
4.5K $2.07M
VTV
Vanguard Value ETF

ETFs
-127
- 0.55%
$159.75 - $174.57 $20.3K - $22.2K
23K $4.02M
VUG
Vanguard Growth ETF

ETFs
-25
- 0.05%
$341.08 - $391.94 $8.53K - $9.8K
45.4K $17.4M
DFAX
Dimensional ETF Tr
-11.7K
- 1.89%
$24.29 - $27.25 $285K - $319K
608K $16.4M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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