Prosperity Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Kansas City, MO
CIK
0001843292
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 93 267,098 ISTB, EFA, DFAX, IVE 13F-HR 2/5/2024 000108514624000744
Q3 2023 87 239,298 ISTB, EFA, DFAX, IVE 13F-HR 10/24/2023 000108514623003915
Q2 2023 89 242,254 ISTB, EFA, DFAX, IVE 13F-HR 7/13/2023 000184329223000003
Q1 2023 89 229,502 ISTB, DFAX, EFA, IVE 13F-HR 4/13/2023 000184329223000002
Q4 2022 76 202,324 ISTB, DFAX, EFA, IVE 13F-HR 1/24/2023 000184329223000001
Q3 2022 83 191,493 ISTB, DFAX, EFA, IVE 13F-HR 10/12/2022 000184329222000004
Q2 2022 95 195,694 ISTB, DFAX, EFA, IVE 13F-HR 7/11/2022 000184329222000003
Q1 2022 94 204,269 ISTB, DFAX, EFA, IVE 13F-HR 4/18/2022 000184329222000002
Q4 2021 93 197,298 ISTB, DFAX, EFA, VUG 13F-HR 1/20/2022 000184329222000001
Q3 2021 93 183,370 ISTB, DFAX, EFA, VUG 13F-HR 10/8/2021 000184329221000004
Q2 2021 88 161,204 ISTB, EFA, VUG, IVE 13F-HR 7/13/2021 000184329221000003
Q1 2021 88 140,794 ISTB, EFA, VTIP, IVE 13F-HR 4/12/2021 000184329221000002
Q4 2020 73 118,033 ISTB, EFA, VUG, VTIP 13F-HR 2/1/2021 000184329221000001