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 GNMA IVE 88 stocks	$314,521 95.18% of portfolio	39	39	2	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$4,794 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,763 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,064 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,800 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$1,378 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,001 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology TYL 1 stocks	$623 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$482 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts

Drug Manufacturers—General \| Healthcare LLY 1 stocks	$451 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive NWL 1 stocks	$339 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$221 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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