Prosperity Planning, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$312M
Signature - Title
Ryan Noble - CCO
Location
Kansas City, MO
Summary
This page shows a list of all the recent 13F filings made by Prosperity Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prosperity Planning, Inc. reported 103 stock holdings with total value $312M as of Q4 2024. Top holdings included ISTB, VUG, EFA, DFAX, and VTIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 103 $312M +$12.3M -$8.15M +$4.14M ISTB, VUG, EFA, DFAX, VTIP 13F-HR 1/16/2025, 05:32 PM
Q3 2024 104 $316M +$99.2M -$92.4M +$6.88M ISTB, EFA, VUG, DFAX, IVE 13F-HR 10/7/2024, 05:22 PM
Q2 2024 102 $293M +$92.6M -$87.9M +$4.76M ISTB, EFA, VUG, DFAX, IVE 13F-HR 7/23/2024, 09:55 PM
Q1 2024 94 $289M +$13.1M -$2.03M +$11.1M ISTB, EFA, IVE, DFAX, VUG 13F-HR 4/15/2024, 09:21 PM
Q4 2023 93 $267M +$10.9M -$2.58M +$8.3M ISTB, EFA, DFAX, IVE, VUG 13F-HR 2/5/2024, 05:34 PM
Q3 2023 87 $239M +$6.96M -$2.42M +$4.54M ISTB, EFA, DFAX, IVE, VUG 13F-HR 10/24/2023, 09:46 PM
Q2 2023 89 $242M +$9.16M -$1.96M +$7.21M ISTB, EFA, DFAX, IVE, VUG 13F-HR 7/13/2023, 04:15 PM
Q1 2023 89 $230M +$38.2M -$11M +$27.2M ISTB, DFAX, EFA, IVE, VUG 13F-HR 4/13/2023, 02:02 PM
Q4 2022 76 $184M +$223K -$5.08M -$4.86M ISTB, DFAX, EFA, IVE, VOE 13F-HR 1/24/2023, 04:52 PM
Q3 2022 83 $191M +$18.4M -$3.29M +$15.1M ISTB, DFAX, EFA, IVE, VTIP 13F-HR 10/12/2022, 11:14 AM
Q2 2022 95 $137M +$27.9M -$41.4M -$13.5M ISTB, DFAX, EFA, VTIP, IGSB 13F-HR 7/8/2022, 05:41 PM
Q1 2022 94 $191M +$94K -$489K -$395K ISTB, DFAX, EFA, IVE, VUG 13F-HR 4/18/2022, 04:57 PM
Q4 2021 93 $197M +$13.1M -$4.86M +$8.25M ISTB, DFAX, EFA, VUG, IVE 13F-HR 1/20/2022, 06:20 PM
Q3 2021 93 $183M +$26M -$926K +$25.1M ISTB, DFAX, EFA, VUG, IVE 13F-HR 10/8/2021, 02:14 PM
Q2 2021 88 $161M +$61.3M -$50M +$11.3M ISTB, EFA, VUG, IVE, VTIP 13F-HR 7/13/2021, 03:47 PM
Q1 2021 88 $141M +$18.3M -$1.84M +$16.5M ISTB, EFA, VTIP, IVE, VUG 13F-HR 4/12/2021, 11:17 AM
Q4 2020 73 $118M $0 $0 ISTB, EFA, VUG, VTIP, IVE 13F-HR 2/1/2021, 04:15 PM