0001085146-24-001843.txt : 20240416 0001085146-24-001843.hdr.sgml : 20240416 20240415212157 ACCESSION NUMBER: 0001085146-24-001843 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prosperity Planning, Inc. CENTRAL INDEX KEY: 0001843292 ORGANIZATION NAME: IRS NUMBER: 200974003 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20510 FILM NUMBER: 24845982 BUSINESS ADDRESS: STREET 1: 1805 NW PLATTE RD., SUITE 100 CITY: KANSAS CITY STATE: MO ZIP: 64150 BUSINESS PHONE: 816-587-7526 MAIL ADDRESS: STREET 1: 1805 NW PLATTE RD., SUITE 100 CITY: KANSAS CITY STATE: MO ZIP: 64150 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001843292 XXXXXXXX 03-31-2024 03-31-2024 false Prosperity Planning, Inc.

1805 NW PLATTE RD., SUITE 100 KANSAS CITY MO 64150

13F HOLDINGS REPORT 028-20510 000298268 801-113944 N Lucinda Lynn Richey 816-587-7526 /s/Lucinda Lynn Richey Kansas City MO 04-15-2024 0 94 288751810 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 6456370 111394 SH SOLE 0 0 111394 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 825079 12944 SH SOLE 0 0 12944 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 10116195 153602 SH SOLE 0 0 153602 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 2861474 31972 SH SOLE 0 0 31972 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 1880104 20063 SH SOLE 0 0 20063 APPLE INC COM 037833100 BBG001S5N8V8 1774647 10349 SH SOLE 0 0 10349 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1912104 4547 SH SOLE 0 0 4547 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 BBG00NNWBWQ2 223465 5033 SH SOLE 0 0 5033 CBRE GROUP INC CL A 12504L109 BBG001SC2D27 3713401 38188 SH SOLE 0 0 38188 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 421822 17064 SH SOLE 0 0 17064 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 BBG012G21Y06 889350 24200 SH SOLE 0 0 24200 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 1552957 57115 SH SOLE 0 0 57115 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 3919307 122670 SH SOLE 0 0 122670 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 16041571 630565 SH SOLE 0 0 630565 IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 377951 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 BBG001S5S3P1 84800 16000 SH SOLE 0 0 16000 ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 587301 5832 PRN SOLE 0 0 5832 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 1531123 15399 PRN SOLE 0 0 15399 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 33554649 707307 PRN SOLE 0 0 707307 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1783469 35705 PRN SOLE 0 0 35705 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 228186 3074 SH SOLE 0 0 3074 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 551749 9084 SH SOLE 0 0 9084 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 2244776 19469 SH SOLE 0 0 19469 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1143988 2176 SH SOLE 0 0 2176 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 642409 14091 PRN SOLE 0 0 14091 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 2609682 26646 PRN SOLE 0 0 26646 ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 3357083 62399 SH SOLE 0 0 62399 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 2067408 32645 SH SOLE 0 0 32645 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 408163 7503 SH SOLE 0 0 7503 ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 8814828 203153 PRN SOLE 0 0 203153 ISHARES TR IBDS DEC28 ETF 46435U515 BBG00M0P3SC7 466255 18721 PRN SOLE 0 0 18721 ISHARES TR IBONDS 24 TRM TS 46436E874 BBG00RYR0PY0 205500 8584 PRN SOLE 0 0 8584 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 371463 15608 PRN SOLE 0 0 15608 ISHARES TR IBONDS DEC2026 46435GAA0 BBG00DST7FD2 372310 15611 PRN SOLE 0 0 15611 ISHARES TR IBONDS DEC25 ETF 46434VBD1 BBG0088JX9H8 373597 15058 PRN SOLE 0 0 15058 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 672159 6171 PRN SOLE 0 0 6171 ISHARES TR INTL DEV RE ETF 464288489 BBG001T0KY80 287003 13487 SH SOLE 0 0 13487 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 10036055 195711 SH SOLE 0 0 195711 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 18089939 226521 SH SOLE 0 0 226521 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1271170 30944 SH SOLE 0 0 30944 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 302214 5858 SH SOLE 0 0 5858 ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 6168332 218503 SH SOLE 0 0 218503 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 244060 1485 SH SOLE 0 0 1485 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 2944689 27367 PRN SOLE 0 0 27367 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 775499 2301 SH SOLE 0 0 2301 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 1752411 9784 SH SOLE 0 0 9784 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1009001 3726 SH SOLE 0 0 3726 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 3689633 23233 SH SOLE 0 0 23233 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 329180 2884 SH SOLE 0 0 2884 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 800357 6386 SH SOLE 0 0 6386 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 379039 1802 SH SOLE 0 0 1802 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 847126 2823 SH SOLE 0 0 2823 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 2135488 25290 SH SOLE 0 0 25290 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 16358799 87569 SH SOLE 0 0 87569 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 659555 7228 SH SOLE 0 0 7228 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 3196314 27021 SH SOLE 0 0 27021 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 305255 2335 SH SOLE 0 0 2335 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 3114745 29741 PRN SOLE 0 0 29741 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 238506 2321 SH SOLE 0 0 2321 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1352769 12594 PRN SOLE 0 0 12594 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 BBG0079TF237 498393 18459 SH SOLE 0 0 18459 LOWES COS INC COM 548661107 BBG001S5SVL3 251164 986 SH SOLE 0 0 986 NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 494857 61626 SH SOLE 0 0 61626 REALTY INCOME CORP COM 756109104 BBG001S884K0 879991 16266 SH SOLE 0 0 16266 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 316339 795 SH SOLE 0 0 795 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2977314 5692 SH SOLE 0 0 5692 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 1032122 1855 SH SOLE 0 0 1855 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1054667 22232 PRN SOLE 0 0 22232 SPDR SER TR PORTFLI TIPS ETF 78464A656 BBG001STKCZ6 201937 7882 SH SOLE 0 0 7882 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 1078597 14745 SH SOLE 0 0 14745 TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 566963 1334 SH SOLE 0 0 1334 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 5637698 73532 PRN SOLE 0 0 73532 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 2422211 33350 PRN SOLE 0 0 33350 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 15783224 45855 SH SOLE 0 0 45855 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 370909 1547 SH SOLE 0 0 1547 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 7396155 31368 SH SOLE 0 0 31368 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 12330106 79085 SH SOLE 0 0 79085 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 284341 1138 SH SOLE 0 0 1138 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 313317 3623 SH SOLE 0 0 3623 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 13696209 71379 SH SOLE 0 0 71379 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 4773153 18308 SH SOLE 0 0 18308 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 990250 3810 SH SOLE 0 0 3810 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 3910757 24013 SH SOLE 0 0 24013 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 692081 16569 SH SOLE 0 0 16569 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 449306 3845 SH SOLE 0 0 3845 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 1558119 36975 SH SOLE 0 0 36975 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 287521 2602 SH SOLE 0 0 2602 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 11923158 248970 PRN SOLE 0 0 248970 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1099842 21736 PRN SOLE 0 0 21736 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 1144401 25091 SH SOLE 0 0 25091 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 868346 11232 PRN SOLE 0 0 11232 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 630710 10460 SH SOLE 0 0 10460 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1261675 25148 SH SOLE 0 0 25148 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 252143 2084 SH SOLE 0 0 2084