Prosperity Planning, Inc. Portfolio Holdings by Sector

Prosperity Planning, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ISTB EFA VUG VTIP AVDV IGSB IVE GNMA 84 stocks	$269,648 94.69% of portfolio	37	38	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$5,375 1.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,298 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,098 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,332 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$1,175 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$972 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology TYL 1 stocks	$775 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive NWL 1 stocks	$495 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$293 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$229 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ICCC 1 stocks	$80 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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