Prosperity Planning, Inc.
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$789.3M
Holdings
110
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 82%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ISTB
ISHARES TR
Q1 2026: Exited (was 965.6k shares)
12.5%
02
$EFA
ISHARES TR
Q1 2026: Sold 96.6% (241.4k → 8.2k shares)
6.1%
03
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 95.2% (46.7k → 2.3k shares)
5.3%
04
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Sold 26.3% (178.9k → 131.8k shares)
4.6%
05
$VTIP
VANGUARD MALVERN FDS
Q1 2026: Exited (was 336.4k shares)
4.5%
06
$DFAX
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 512.5k shares)
4.2%
07
$IGSB
ISHARES TR
Q1 2026: Exited (was 275.2k shares)
3.9%
08
$GNMA
ISHARES TR
Q1 2026: Exited (was 286.4k shares)
3.5%
09
$AVEM
AMERICAN CENTY ETF TR
Q1 2026: Sold 24.6% (138.0k → 104.0k shares)
2.9%
10
$IVE
ISHARES TR
Q1 2026: Exited (was 54.2k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.