Prosperity Planning, Inc. - Portfolio overview

Prosperity Planning, Inc. has 117 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. ISTB - ISHARES TR, 12.44%
2. EFA - ISHARES TR, 6.11%
3. VUG - VANGUARD INDEX FDS, 5.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.