SEC Form 13F

Prosperity Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$436,300,552
Positions117

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRISTBCORE 1 5 YR USD$52,990,6761,098,252
ISHARES TREFAMSCI EAFE ETF$26,526,768255,360
VANGUARD INDEX FDSVUGGROWTH ETF$25,430,759295,226
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$19,304,274384,318
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$19,080,298185,156
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$17,399,492472,299
ISHARES TRIGSBISHS 1-5YR INVS$16,618,962317,095
ISHARES TRGNMAGNMA BOND ETF$15,077,095340,879
AMERICAN CENTY ETF TRAVLCAVANTIS US LARG$13,615,644151,352
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$13,493,150139,840

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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