Prosperity Planning, Inc. historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Prosperity Planning, Inc. opened 46 positions, added to 235, reduced 348 and sold out of 37.
- Q2 2026: Stock AVMV; Country of operation —; Class AVAN US VALU ETF; Shares before 0.
- Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
- Q2 2026: Stock SPYG; Country of operation —; Class ST STR P500GRW; Shares before 0.
- Q2 2026: Stock EGUS; Country of operation —; Class ESG AWARE MSCI; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843292), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AVMV
AMERICAN CENTY ETF TR | | AVAN US VALU ETF | 0 | 157,113 | +157,113 | $0 | $12,653,058 | +$12,653,058 | 2026-07-10 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 0 | 72,692 | +72,692 | $0 | $3,224,609 | +$3,224,609 | 2026-07-10 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | ST STR P500GRW | 0 | 9,598 | +9,598 | $0 | $1,142,103 | +$1,142,103 | 2026-07-10 |
|---|
| Q2 2026 | EGUS
ISHARES TR | | ESG AWARE MSCI | 0 | 4,044 | +4,044 | $0 | $236,250 | +$236,250 | 2026-07-10 |
|---|
| Q2 2026 | XVV
ISHARES TR | | ESG SELECT SCRE | 0 | 3,886 | +3,886 | $0 | $220,686 | +$220,686 | 2026-07-10 |
|---|
| Q2 2026 | DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 0 | 3,710 | +3,710 | $0 | $204,087 | +$204,087 | 2026-07-10 |
|---|
| Q2 2026 | SPIP
SPDR SERIES TRUST | | ST STR TIPS ETF | 0 | 7,826 | +7,826 | $0 | $200,972 | +$200,972 | 2026-07-10 |
|---|
| Q1 2026 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 1,003 | +1,003 | $0 | $578,896 | +$578,896 | 2026-04-10 |
|---|
| Q4 2025 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 9,720 | +9,720 | $0 | $1,037,157 | +$1,037,157 | 2026-01-14 |
|---|
| Q4 2025 | SPIP
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 7,826 | +7,826 | $0 | $203,085 | +$203,085 | 2026-01-14 |
|---|
| Q3 2025 | OEF
ISHARES TR | | S&P 100 ETF | 0 | 655 | +655 | $0 | $218,010 | +$218,010 | 2025-10-09 |
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| Q3 2025 | FIVA
FIDELITY COVINGTON TRUST | | INT VL FCT ETF | 0 | 6,586 | +6,586 | $0 | $206,010 | +$206,010 | 2025-10-09 |
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| Q2 2025 | IEMG
ISHARES INC | | CORE MSCI EMKT | 0 | 5,110 | +5,110 | $0 | $306,748 | +$306,748 | 2025-07-11 |
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| Q1 2025 | SPIP
SPDR SER TR | | PORTFLI TIPS ETF | 0 | 7,826 | +7,826 | $0 | $206,450 | +$206,450 | 2025-04-11 |
|---|
| Q4 2024 | DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 0 | 4,451 | +4,451 | $0 | $228,114 | +$228,114 | 2025-01-17 |
|---|
| Q3 2024 | SPIP
SPDR SER TR | | PORTFLI TIPS ETF | 0 | 7,826 | +7,826 | $0 | $205,667 | +$205,667 | 2024-10-07 |
|---|
| Q3 2024 | FIVA
FIDELITY COVINGTON TRUST | | INT VL FCT ETF | 0 | 7,744 | +7,744 | $0 | $205,612 | +$205,612 | 2024-10-07 |
|---|
| Q2 2024 | ISTB
ISHARES TR | | CORE 1 5 YR USD | 0 | 736,408 | +736,408 | $0 | $34,883,639 | +$34,883,639 | 2024-07-24 |
|---|
| Q2 2024 | VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 0 | 260,115 | +260,115 | $0 | $12,625,979 | +$12,625,979 | 2024-07-24 |
|---|
| Q2 2024 | GNMA
ISHARES TR | | GNMA BOND ETF | 0 | 215,647 | +215,647 | $0 | $9,287,931 | +$9,287,931 | 2024-07-24 |
|---|
| Q2 2024 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 0 | 72,746 | +72,746 | $0 | $5,579,618 | +$5,579,618 | 2024-07-24 |
|---|
| Q2 2024 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 0 | 30,151 | +30,151 | $0 | $3,152,257 | +$3,152,257 | 2024-07-24 |
|---|
| Q2 2024 | MUB
ISHARES TR | | NATIONAL MUN ETF | 0 | 27,389 | +27,389 | $0 | $2,918,298 | +$2,918,298 | 2024-07-24 |
|---|
| Q2 2024 | AGG
ISHARES TR | | CORE US AGGBD ET | 0 | 27,177 | +27,177 | $0 | $2,638,069 | +$2,638,069 | 2024-07-24 |
|---|
| Q2 2024 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 0 | 33,862 | +33,862 | $0 | $2,439,757 | +$2,439,757 | 2024-07-24 |
|---|
| Q2 2024 | IAGG
ISHARES TR | | CORE INTL AGGR | 0 | 37,162 | +37,162 | $0 | $1,855,132 | +$1,855,132 | 2024-07-24 |
|---|
| Q2 2024 | STIP
ISHARES TR | | 0-5 YR TIPS ETF | 0 | 15,274 | +15,274 | $0 | $1,519,610 | +$1,519,610 | 2024-07-24 |
|---|
| Q2 2024 | TIP
ISHARES TR | | TIPS BD ETF | 0 | 13,501 | +13,501 | $0 | $1,441,626 | +$1,441,626 | 2024-07-24 |
|---|
| Q2 2024 | AVMV
AMERICAN CENTY ETF TR | | AVANTIS US MID C | 0 | 21,004 | +21,004 | $0 | $1,252,893 | +$1,252,893 | 2024-07-24 |
|---|
| Q2 2024 | AVLC
AMERICAN CENTY ETF TR | | AVANTIS US LARG | 0 | 19,457 | +19,457 | $0 | $1,221,316 | +$1,221,316 | 2024-07-24 |
|---|
| Q2 2024 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 0 | 10,617 | +10,617 | $0 | $1,069,268 | +$1,069,268 | 2024-07-24 |
|---|
| Q2 2024 | VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 0 | 21,069 | +21,069 | $0 | $1,055,768 | +$1,055,768 | 2024-07-24 |
|---|
| Q2 2024 | SHM
SPDR SER TR | | NUVEEN BLMBRG SH | 0 | 22,232 | +22,232 | $0 | $1,049,109 | +$1,049,109 | 2024-07-24 |
|---|
| Q2 2024 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 0 | 11,172 | +11,172 | $0 | $863,316 | +$863,316 | 2024-07-24 |
|---|
| Q2 2024 | AVLV
AMERICAN CENTY ETF TR | | US LARGE CAP VLU | 0 | 11,983 | +11,983 | $0 | $753,012 | +$753,012 | 2024-07-24 |
|---|
| Q2 2024 | LQD
ISHARES TR | | IBOXX INV CP ETF | 0 | 6,197 | +6,197 | $0 | $663,813 | +$663,813 | 2024-07-24 |
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| Q2 2024 | IBDT
ISHARES TR | | IBDS DEC28 ETF | 0 | 26,317 | +26,317 | $0 | $651,883 | +$651,883 | 2024-07-24 |
|---|
| Q2 2024 | IUSB
ISHARES TR | | CORE TOTAL USD | 0 | 13,708 | +13,708 | $0 | $619,876 | +$619,876 | 2024-07-24 |
|---|
| Q2 2024 | AVIV
AMERICAN CENTY ETF TR | | INTERNATIONAL LR | 0 | 8,476 | +8,476 | $0 | $444,481 | +$444,481 | 2024-07-24 |
|---|
| Q2 2024 | IBDU
ISHARES TR | | IBONDS DEC 29 | 0 | 14,243 | +14,243 | $0 | $322,885 | +$322,885 | 2024-07-24 |
|---|
| Q2 2024 | IBDV
ISHARES TR | | IBONDS DEC 2030 | 0 | 15,174 | +15,174 | $0 | $322,597 | +$322,597 | 2024-07-24 |
|---|
| Q2 2024 | IBTI
ISHARES TR | | IBONDS 28 TRM TS | 0 | 10,288 | +10,288 | $0 | $224,582 | +$224,582 | 2024-07-24 |
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| Q2 2024 | IEMG
ISHARES INC | | CORE MSCI EMKT | 0 | 3,951 | +3,951 | $0 | $211,492 | +$211,492 | 2024-07-24 |
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| Q2 2024 | EFG
ISHARES TR | | EAFE GRWTH ETF | 0 | 2,020 | +2,020 | $0 | $206,646 | +$206,646 | 2024-07-24 |
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| Q2 2024 | ISHARES TR
CUSIP 46436E874 | United States | IBONDS 24 TRM TS | 0 | 8,584 | +8,584 | $0 | $205,844 | +$205,844 | 2024-07-24 |
|---|
| Q1 2024 | DYNF
BLACKROCK ETF TRUST | | US EQT FACTOR | 0 | 5,033 | +5,033 | $0 | $223,465 | +$223,465 | 2024-04-16 |
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