0001843292-21-000002.txt : 20210412 0001843292-21-000002.hdr.sgml : 20210412 20210412111715 ACCESSION NUMBER: 0001843292-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210412 DATE AS OF CHANGE: 20210412 EFFECTIVENESS DATE: 20210412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prosperity Planning, Inc. CENTRAL INDEX KEY: 0001843292 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: 21819837 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 13F-HR LIVE false false false 0001843292 XXXXXXXX 03-31-2021 03-31-2021 false Prosperity Planning, Inc.

1805 Nw Platte Rd., Suite 100 Kansas City MO 64150

13F HOLDINGS REPORT 028-20510 N Lucinda Lynn Richey 816-587-7526 /s/ Lucinda Lynn Richey Kansas City MO 04-12-2021 0 88 140794 INFORMATION TABLE 2 infotable.xml AMC ENTMT HLDGS INC CL A COM 00165C104 1130 110641 SH SOLE 0 0 110641 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2189 33307 SH SOLE 0 0 33307 AMERICAN CENTY ETF TR US EQT ETF 025072885 580 8363 SH SOLE 0 0 8363 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 3762 60483 SH SOLE 0 0 60483 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1477 20449 SH SOLE 0 0 20449 APPLE INC COM 037833100 1436 11760 SH SOLE 0 0 11760 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1155 4521 SH SOLE 0 0 4521 CBRE GROUP INC CL A 12504L109 1211 15307 SH SOLE 0 0 15307 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 263 9435 SH SOLE 0 0 9435 IDEXX LABS INC COM 45168D104 343 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 145 15000 SH SOLE 0 0 15000 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 40 1577 PRN SOLE 0 0 1577 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 69 3127 PRN SOLE 0 0 3127 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 69 3106 PRN SOLE 0 0 3106 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 68 3204 PRN SOLE 0 0 3204 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 80 3431 PRN SOLE 0 0 3431 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 30 1370 PRN SOLE 0 0 1370 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 40 1841 PRN SOLE 0 0 1841 ISHARES INC ESG AWR MSCI EM 46434G863 258 5946 SH SOLE 0 0 5946 ISHARES TR CORE S&P500 ETF 464287200 1213 3049 SH SOLE 0 0 3049 ISHARES TR CORE S&P MCP ETF 464287507 468 1798 SH SOLE 0 0 1798 ISHARES TR CORE S&P SCP ETF 464287804 284 2618 SH SOLE 0 0 2618 ISHARES TR CORE S&P TTL STK 464287150 1806 19721 SH SOLE 0 0 19721 ISHARES TR CORE TOTAL USD 46434V613 362 6872 PRN SOLE 0 0 6872 ISHARES TR CORE US AGGBD ET 464287226 3164 27800 PRN SOLE 0 0 27800 ISHARES TR CRE U S REIT ETF 464288521 2402 45833 SH SOLE 0 0 45833 ISHARES TR MSCI INTL VLU FT 46435G409 3254 128682 SH SOLE 0 0 128682 ISHARES TR ESG AWRE 1 5 YR 46435G243 82 3164 PRN SOLE 0 0 3164 ISHARES TR ESG AWR MSCI USA 46435G425 618 6805 SH SOLE 0 0 6805 ISHARES TR FALN ANGLS USD 46435G474 19 659 PRN SOLE 0 0 659 ISHARES TR GNMA BOND ETF 46429B333 3954 78629 PRN SOLE 0 0 78629 ISHARES TR CORE INTL AGGR 46435G672 450 8209 PRN SOLE 0 0 8209 ISHARES TR IBONDS DEC21 ETF 46434VBK5 50 2013 PRN SOLE 0 0 2013 ISHARES TR IBONDS DEC22 ETF 46434VBA7 50 1964 PRN SOLE 0 0 1964 ISHARES TR IBONDS DEC23 ETF 46434VAX8 50 1915 PRN SOLE 0 0 1915 ISHARES TR IBONDS DEC24 ETF 46434VBG4 50 1898 PRN SOLE 0 0 1898 ISHARES TR IBONDS DEC25 ETF 46434VBD1 50 1863 PRN SOLE 0 0 1863 ISHARES TR IBONDS DEC2026 46435GAA0 50 1896 PRN SOLE 0 0 1896 ISHARES TR CORE 1 5 YR USD 46432F859 20131 392484 PRN SOLE 0 0 392484 ISHARES TR IBOXX INV CP ETF 464287242 753 5792 PRN SOLE 0 0 5792 ISHARES TR MSCI EAFE ETF 464287465 9495 125152 SH SOLE 0 0 125152 ISHARES TR EAFE GRWTH ETF 464288885 218 2172 SH SOLE 0 0 2172 ISHARES TR EAFE SML CP ETF 464288273 2227 31006 SH SOLE 0 0 31006 ISHARES TR EAFE VALUE ETF 464288877 669 13128 SH SOLE 0 0 13128 ISHARES TR MSCI EMG MKT ETF 464287234 1573 29487 SH SOLE 0 0 29487 ISHARES TR MSCI INDIA ETF 46429B598 247 5858 SH SOLE 0 0 5858 ISHARES TR NATIONAL MUN ETF 464288414 2607 22464 PRN SOLE 0 0 22464 ISHARES TR RUS 1000 GRW ETF 464287614 511 2102 SH SOLE 0 0 2102 ISHARES TR RUS 1000 VAL ETF 464287598 1792 11821 SH SOLE 0 0 11821 ISHARES TR RUSSELL 2000 ETF 464287655 458 2071 SH SOLE 0 0 2071 ISHARES TR RUS 2000 GRW ETF 464287648 765 2543 SH SOLE 0 0 2543 ISHARES TR RUS 2000 VAL ETF 464287630 2470 15490 SH SOLE 0 0 15490 ISHARES TR RUSSELL 3000 ETF 464287689 1140 4805 SH SOLE 0 0 4805 ISHARES TR S&P 500 GRWT ETF 464287309 685 10527 SH SOLE 0 0 10527 ISHARES TR S&P 500 VAL ETF 464287408 6916 48968 SH SOLE 0 0 48968 ISHARES TR S&P MC 400GR ETF 464287606 536 6839 SH SOLE 0 0 6839 ISHARES TR S&P MC 400VL ETF 464287705 2270 22274 SH SOLE 0 0 22274 ISHARES TR S&P SML 600 GWT 464287887 265 2070 SH SOLE 0 0 2070 ISHARES TR SP SMCP600VL ETF 464287879 269 2666 SH SOLE 0 0 2666 ISHARES TR SHRT NAT MUN ETF 464288158 3546 32884 PRN SOLE 0 0 32884 ISHARES TR TIPS BD ETF 464287176 1194 9513 PRN SOLE 0 0 9513 ISHARES TR ISHS 1-5YR INVS 464288646 4498 82260 PRN SOLE 0 0 82260 ISHARES TR US TREAS BD ETF 46429B267 353 13474 PRN SOLE 0 0 13474 ISHARES TR IBONDS 27 ETF 46435UAA9 50 1869 PRN SOLE 0 0 1869 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 322 10757 SH SOLE 0 0 10757 NEWELL BRANDS INC COM 651229106 436 16292 SH SOLE 0 0 16292 REALTY INCOME CORP COM 756109104 254 3999 SH SOLE 0 0 3999 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 254 770 SH SOLE 0 0 770 SPDR S&P 500 ETF TR TR UNIT 78462F103 3290 8301 SH SOLE 0 0 8301 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 966 2030 SH SOLE 0 0 2030 SPDR SER TR PORTFLI TIPS ETF 78464A656 18 603 PRN SOLE 0 0 603 TYLER TECHNOLOGIES INC COM 902252105 566 1334 SH SOLE 0 0 1334 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2181 7940 SH SOLE 0 0 7940 VANGUARD INDEX FDS GROWTH ETF 922908736 6752 26267 SH SOLE 0 0 26267 VANGUARD INDEX FDS VALUE ETF 922908744 1059 8054 SH SOLE 0 0 8054 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5935 44008 SH SOLE 0 0 44008 VANGUARD INDEX FDS TOTAL STK MKT 922908769 326 1576 SH SOLE 0 0 1576 VANGUARD INDEX FDS LARGE CAP ETF 922908637 437 2358 SH SOLE 0 0 2358 VANGUARD INDEX FDS MID CAP ETF 922908629 257 1161 SH SOLE 0 0 1161 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3400 15846 SH SOLE 0 0 15846 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5791 34971 SH SOLE 0 0 34971 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 769 14782 SH SOLE 0 0 14782 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 860 15426 SH SOLE 0 0 15426 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 338 2632 SH SOLE 0 0 2632 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 285 2930 SH SOLE 0 0 2930 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7084 137448 PRN SOLE 0 0 137448 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 143 1538 PRN SOLE 0 0 1538 VANGUARD STAR FDS VG TL INTL STK F 921909768 712 11355 SH SOLE 0 0 11355