☆Prosperity Planning, Inc.
Quality Q
0.607
AUM ($M)
436
Positions
117
Turnover
0.03
Top-10 wt
50%
Herfindahl
0.038
History (qtrs)
6
Excess Return
—
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Holdings · 120 positions · portfolio value $436M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆ISTB funds › | ISHARES TR | ADD | — | 12.1% | -0.4% | 53.0 | 1,098,252 | +80,407 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 6.1% | -0.1% | 26.5 | 255,360 | +5,690 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 5.8% | +0.5% | 25.4 | 295,226 | +246,955 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | ADD | — | 4.4% | -0.1% | 19.3 | 384,318 | +26,867 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 4.4% | -0.2% | 19.1 | 185,156 | +3,614 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | TRIM | — | 4.0% | -0.2% | 17.4 | 472,299 | -16,461 | 5 | — |
| ☆IGSB funds › | ISHARES TR | ADD | — | 3.8% | -0.1% | 16.6 | 317,095 | +24,103 | 5 | — |
| ☆GNMA funds › | ISHARES TR | ADD | — | 3.5% | -0.0% | 15.1 | 340,879 | +32,240 | 5 | — |
| ☆AVLC funds › | AMERICAN CENTY ETF TR | ADD | — | 3.1% | +0.3% | 13.6 | 151,352 | +7,662 | 5 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | TRIM | — | 3.1% | +0.2% | 13.5 | 139,840 | -803 | 5 | — |
| ☆AVMV funds › | AMERICAN CENTY ETF TR | ADD | — | 2.9% | +0.2% | 12.7 | 157,113 | +11,395 | 5 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 2.8% | -0.1% | 12.0 | 52,845 | -433 | 5 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | ADD | — | 2.4% | +0.2% | 10.5 | 34,198 | +833 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 2.4% | +0.1% | 10.4 | 83,175 | +3,525 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 2.3% | -0.0% | 10.0 | 41,134 | -832 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | TRIM | — | 2.1% | -0.1% | 9.1 | 46,036 | -704 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | ADD | — | 1.9% | +0.1% | 8.4 | 91,798 | +4,181 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | ADD | — | 1.7% | +0.1% | 7.3 | 57,080 | +1,242 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | TRIM | — | 1.6% | +0.1% | 6.9 | 18,831 | -101 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.3% | -0.1% | 5.5 | 70,006 | -99 | 5 | — |
| ☆CBRE funds › | CBRE GROUP INC | ADD | — | 1.2% | -0.1% | 5.2 | 38,501 | +2,072 | 5 | — |
| ☆USRT funds › | ISHARES TR | ADD | — | 1.2% | +0.0% | 5.2 | 77,786 | +625 | 5 | — |
| ☆IVLU funds › | ISHARES TR | TRIM | — | 1.2% | -0.1% | 5.1 | 122,191 | -3,965 | 5 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | ADD | — | 1.1% | -0.0% | 5.0 | 64,160 | +3,884 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 1.0% | +0.0% | 4.4 | 5,927 | -170 | 5 | — |
| ☆SUB funds › | ISHARES TR | ADD | — | 0.9% | -0.1% | 4.0 | 37,536 | +261 | 5 | — |
| ☆IWN funds › | ISHARES TR | TRIM | — | 0.9% | +0.0% | 4.0 | 17,945 | -476 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.9% | -0.0% | 3.9 | 17,856 | -296 | 5 | — |
| ☆IJJ funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 3.5 | 23,372 | -283 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.8% | +0.1% | 3.4 | 11,657 | +987 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.7% | +0.0% | 3.2 | 72,692 | -1,699 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.7% | -0.1% | 3.2 | 32,446 | +1,193 | 5 | — |
| ☆SGOV funds › | ISHARES TR | TRIM | — | 0.7% | -0.1% | 2.8 | 28,309 | -800 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.6% | +0.0% | 2.7 | 19,803 | -339 | 5 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 0.6% | -0.1% | 2.6 | 23,787 | +106 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | ADD | — | 0.6% | -0.0% | 2.5 | 28,436 | +501 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.6% | -0.1% | 2.5 | 34,137 | +4 | 5 | — |
| ☆SCZ funds › | ISHARES TR | TRIM | — | 0.6% | -0.0% | 2.5 | 30,107 | -396 | 5 | — |
| ☆VNQI funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.5% | -0.0% | 2.2 | 49,434 | +1,410 | 5 | — |
| ☆EEM funds › | ISHARES TR | TRIM | — | 0.5% | +0.0% | 2.2 | 31,693 | -901 | 5 | — |
| ☆IAGG funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 2.2 | 42,633 | -2,231 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.5% | -0.0% | 2.0 | 4,067 | +11 | 5 | — |
| ☆ITOT funds › | ISHARES TR | TRIM | — | 0.4% | -0.0% | 1.8 | 11,102 | -1,850 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | ADD | — | 0.4% | +0.0% | 1.8 | 28,772 | +4,506 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.4% | -0.0% | 1.8 | 7,233 | -429 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.4% | -0.0% | 1.7 | 23,783 | -544 | 5 | — |
| ☆TIP funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 1.7 | 15,367 | -363 | 5 | — |
| ☆STIP funds › | ISHARES TR | TRIM | — | 0.4% | -0.0% | 1.6 | 15,500 | -159 | 5 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.3% | -0.1% | 1.4 | 36,089 | -4,301 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.3% | -0.0% | 1.4 | 26,799 | -286 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.3% | +0.1% | 1.2 | 1,648 | +285 | 5 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.3% | -0.0% | 1.2 | 25,617 | -114 | 5 | — |
| ☆IWO funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 1.2 | 3,006 | -110 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | +0.0% | 1.2 | 3,126 | -89 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | TRIM | — | 0.3% | +0.0% | 1.1 | 9,598 | -99 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 1.1 | 8,747 | +6,560 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | -0.1% | 1.0 | 19,384 | -2,823 | 5 | — |
| ☆IWS funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 1.0 | 6,086 | -16 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | TRIM | — | 0.2% | -0.0% | 1.0 | 1,404 | -56 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.2% | -0.0% | 1.0 | 16,441 | -56 | 5 | — |
| ☆IWV funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.0 | 2,280 | +0 | 5 | — |
| ☆SHM funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | -0.0% | 0.9 | 19,457 | +0 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.2% | -0.0% | 0.9 | 10,777 | -3 | 5 | — |
| ☆IBDT funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.8 | 33,265 | +0 | 5 | — |
| ☆IBDR funds › | ISHARES TR | TRIM | — | 0.2% | -0.1% | 0.8 | 33,867 | -5,448 | 5 | — |
| ☆NWL funds › | NEWELL BRANDS INC | ADD | — | 0.2% | +0.1% | 0.8 | 129,776 | +30,424 | 5 | — |
| ☆IJK funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.8 | 6,686 | -224 | 5 | — |
| ☆IBTI funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.8 | 34,851 | +4,518 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.2% | -0.0% | 0.8 | 9,092 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.2% | +0.0% | 0.7 | 991 | -12 | 2 | — |
| ☆IBTG funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 31,844 | +8,746 | 3 | — |
| ☆COMT funds › | ISHARES U S ETF TR | TRIM | — | 0.2% | -0.0% | 0.7 | 23,925 | -1,041 | 5 | — |
| ☆IBTH funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 30,928 | +6,706 | 3 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 0.1% | -0.0% | 0.6 | 7,533 | -213 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.1% | +0.0% | 0.6 | 508 | +0 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 13,174 | +3,424 | 5 | — |
| ☆IBDS funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.6 | 24,751 | -616 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.6 | 7,486 | -68 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | +0.0% | 0.5 | 12,784 | -212 | 5 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.5 | 3,308 | -60 | 5 | — |
| ☆FBTC funds › | FIDELITY WISE ORIGIN BITCOIN | ADD | — | 0.1% | -0.0% | 0.5 | 9,330 | +30 | 5 | — |
| ☆IBDU funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 20,007 | -741 | 5 | — |
| ☆IBDV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 19,751 | -765 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.1% | +0.0% | 0.4 | 2,710 | +38 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.1% | +0.0% | 0.4 | 794 | +0 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.4 | 1,192 | -50 | 5 | — |
| ☆IJT funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.4 | 2,238 | -80 | 5 | — |
| ☆IBTJ funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 17,889 | +2,311 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.4 | 4,618 | +3,455 | 5 | — |
| ☆IDXX funds › | IDEXX LABS INC | HOLD | — | 0.1% | -0.0% | 0.4 | 700 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 1,188 | -128 | 5 | — |
| ☆IBTL funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.4 | 17,434 | +17,434 | 1 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.1% | -0.0% | 0.3 | 3,904 | -1,336 | 5 | — |
| ☆IFGL funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 14,344 | -1,519 | 5 | — |
| ☆IWP funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 2,184 | -177 | 5 | — |
| ☆EFV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 4,173 | -1,687 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 3,304 | +0 | 5 | — |
| ☆IBTK funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 15,517 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.1% | +0.0% | 0.3 | 838 | -8 | 2 | — |
| ☆INDA funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 5,858 | +0 | 5 | — |
| ☆IBDW funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 13,850 | +13,850 | 1 | — |
| ☆FCX funds › | FREEPORT MCMORAN INC | ADD | — | 0.1% | -0.0% | 0.3 | 4,521 | +21 | 2 | — |
| ☆BAC funds › | BANK OF AMER CORP | NEW | — | 0.1% | +0.1% | 0.3 | 4,956 | +4,956 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.3 | 389 | +389 | 1 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | TRIM | — | 0.1% | +0.0% | 0.3 | 3,777 | -171 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.1% | +0.0% | 0.2 | 1,023 | +20 | 2 | — |
| ☆EGUS funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 4,044 | +4,044 | 1 | — |
| ☆FIVA funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.1% | -0.0% | 0.2 | 5,889 | -163 | 4 | — |
| ☆WMT funds › | WALMART INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,954 | +1,954 | 1 | — |
| ☆XVV funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 3,886 | +3,886 | 1 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 0.1% | -0.0% | 0.2 | 995 | +9 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.0% | -0.0% | 0.2 | 1,318 | -70 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 3,710 | +3,710 | 1 | — |
| ☆YUM funds › | YUM BRANDS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,275 | +1,275 | 1 | — |
| ☆SPIP funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | -0.0% | 0.2 | 7,826 | +0 | 5 | — |
| ☆REET funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 7,267 | +7,267 | 1 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 2,074 | -157 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,770 | 0 | — |
| ☆TYL funds › | TYLER TECHNOLOGIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,334 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,304 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 436 | 117 | 0.03 | 50% | 0.038 | 0.605 | — | in |
| 2026Q1 | 395 | 110 | 0.03 | 50% | 0.039 | 0.605 | — | in |
| 2025Q4 | 382 | 108 | 0.03 | 50% | 0.039 | 0.553 | — | in |
| 2025Q3 | 371 | 109 | 0.02 | 50% | 0.038 | 0.566 | — | in |
| 2025Q2 | 347 | 106 | 0.04 | 50% | 0.038 | 0.563 | — | entered |
| 2025Q1 | 319 | 104 | 0.00 | 51% | 0.039 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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