Notify me when Prosperity Planning, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 108 | $382,309,234 | +$14,290,566 | -$7,754,934 | +$6,535,632 | ISTB, EFA, VUG, AVDV, DFAX | 13F-HR | 14 Jan 2026, 10:45 |
| Q3 2025 | 109 | $370,661,998 | +$11,229,280 | -$5,154,552 | +$6,074,728 | ISTB, EFA, VUG, DFAX, AVDV | 13F-HR | 09 Oct 2025, 09:46 |
| Q2 2025 | 106 | $346,634,839 | +$12,611,567 | -$4,943,423 | +$7,668,144 | ISTB, EFA, VUG, DFAX, VTIP | 13F-HR | 11 Jul 2025, 17:12 |
| Q1 2025 | 104 | $319,385,448 | +$11,983,103 | -$4,598,045 | +$7,385,058 | ISTB, EFA, VUG, DFAX, VTIP | 13F-HR | 10 Apr 2025, 17:39 |
| Q4 2024 | 103 | $312,037,057 | +$12,296,692 | -$8,153,666 | +$4,143,026 | ISTB, VUG, EFA, DFAX, VTIP | 13F-HR | 16 Jan 2025, 17:32 |
| Q3 2024 | 104 | $315,576,110 | +$99,247,535 | -$92,369,962 | +$6,877,573 | ISTB, EFA, VUG, DFAX, IVE | 13F-HR | 07 Oct 2024, 17:22 |
| Q2 2024 | 102 | $292,544,815 | +$92,643,872 | -$87,882,076 | +$4,761,796 | ISTB, EFA, VUG, DFAX, IVE | 13F-HR | 23 Jul 2024, 21:55 |
| Q1 2024 | 94 | $288,751,810 | +$13,098,954 | -$2,027,691 | +$11,071,263 | ISTB, EFA, IVE, DFAX, VUG | 13F-HR | 15 Apr 2024, 21:21 |
| Q4 2023 | 93 | $267,098,322 | +$10,878,889 | -$2,576,300 | +$8,302,589 | ISTB, EFA, DFAX, IVE, VUG | 13F-HR | 05 Feb 2024, 17:34 |
| Q3 2023 | 87 | $239,298,302 | +$6,959,200 | -$2,421,711 | +$4,537,489 | ISTB, EFA, DFAX, IVE, VUG | 13F-HR | 24 Oct 2023, 21:46 |
| Q2 2023 | 89 | $242,254,135 | +$9,164,131 | -$1,958,163 | +$7,205,968 | ISTB, EFA, DFAX, IVE, VUG | 13F-HR | 13 Jul 2023, 16:15 |
| Q1 2023 | 89 | $229,502,853 | +$38,234,752 | -$11,006,880 | +$27,227,872 | ISTB, DFAX, EFA, IVE, VUG | 13F-HR | 13 Apr 2023, 14:02 |
| Q4 2022 | 76 | $183,778,211 | +$223,215 | -$5,084,000 | -$4,860,785 | ISTB, DFAX, EFA, IVE, VOE | 13F-HR | 24 Jan 2023, 16:52 |
| Q3 2022 | 83 | $191,493,000 | +$18,418,136 | -$3,289,811 | +$15,128,325 | ISTB, DFAX, EFA, IVE, VTIP | 13F-HR | 12 Oct 2022, 11:14 |
| Q2 2022 | 95 | $136,572,000 | +$27,852,000 | -$41,389,000 | -$13,537,000 | ISTB, DFAX, EFA, VTIP, IGSB | 13F-HR | 08 Jul 2022, 17:41 |
| Q1 2022 | 94 | $191,352,000 | +$94,000 | -$489,000 | -$395,000 | ISTB, DFAX, EFA, IVE, VUG | 13F-HR | 18 Apr 2022, 16:57 |
| Q4 2021 | 93 | $197,298,000 | +$13,109,562 | -$4,863,999 | +$8,245,563 | ISTB, DFAX, EFA, VUG, IVE | 13F-HR | 20 Jan 2022, 18:20 |
| Q3 2021 | 93 | $183,370,000 | +$26,013,124 | -$925,576 | +$25,087,548 | ISTB, DFAX, EFA, VUG, IVE | 13F-HR | 08 Oct 2021, 14:14 |
| Q2 2021 | 88 | $161,204,000 | +$61,264,900 | -$49,992,183 | +$11,272,717 | ISTB, EFA, VUG, IVE, VTIP | 13F-HR | 13 Jul 2021, 15:47 |
| Q1 2021 | 88 | $140,794,000 | +$18,310,854 | -$1,836,171 | +$16,474,683 | ISTB, EFA, VTIP, IVE, VUG | 13F-HR | 12 Apr 2021, 11:17 |
| Q4 2020 | 73 | $118,033,000 | $0 | $0 | $0 | ISTB, EFA, VUG, VTIP, IVE | 13F-HR | 01 Feb 2021, 16:15 |