0001085146-23-003915.txt : 20231025 0001085146-23-003915.hdr.sgml : 20231025 20231024214617 ACCESSION NUMBER: 0001085146-23-003915 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231025 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: 231343789 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 09-30-2023 09-30-2023 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 10-24-2023 0 87 239298302 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 5092930 96475 SH SOLE 0 0 96475 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 624042 11214 SH SOLE 0 0 11214 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 7676806 132702 SH SOLE 0 0 132702 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 2313962 31586 SH SOLE 0 0 31586 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 1529925 19627 SH SOLE 0 0 19627 APPLE INC COM 037833100 BBG001S5N8V8 1788631 10447 SH SOLE 0 0 10447 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1592464 4546 SH SOLE 0 0 4546 CBRE GROUP INC CL A 12504L109 BBG001SC2D27 2820566 38188 SH SOLE 0 0 38188 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 393847 17450 SH SOLE 0 0 17450 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 BBG012G21Y06 729090 22351 SH SOLE 0 0 22351 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 1378051 57950 SH SOLE 0 0 57950 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 3333714 127241 SH SOLE 0 0 127241 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 14431122 640814 SH SOLE 0 0 640814 IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 306089 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 BBG001S5S3P1 85438 16000 SH SOLE 0 0 16000 ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 1434504 14250 PRN SOLE 0 0 14250 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 1134546 11706 PRN SOLE 0 0 11706 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 30316049 653645 PRN SOLE 0 0 653645 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1620003 33210 PRN SOLE 0 0 33210 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 476448 1911 SH SOLE 0 0 1911 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 1855260 19697 SH SOLE 0 0 19697 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1269395 2956 SH SOLE 0 0 2956 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 503466 11517 PRN SOLE 0 0 11517 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1722328 18315 PRN SOLE 0 0 18315 ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 2864526 60715 SH SOLE 0 0 60715 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1770786 31358 SH SOLE 0 0 31358 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 455196 9303 SH SOLE 0 0 9303 ISHARES TR GNMA BOND ETF 46429B333 BBG002N8KM74 6575836 157392 PRN SOLE 0 0 157392 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 644038 6313 PRN SOLE 0 0 6313 ISHARES TR INTL DEV RE ETF 464288489 BBG001T0KY80 210263 11084 SH SOLE 0 0 11084 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 8220200 164965 SH SOLE 0 0 164965 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 14664353 212774 SH SOLE 0 0 212774 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1129459 29762 SH SOLE 0 0 29762 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 259041 5858 SH SOLE 0 0 5858 ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 5100911 201140 SH SOLE 0 0 201140 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 205461 1559 SH SOLE 0 0 1559 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 2718335 26510 PRN SOLE 0 0 26510 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 623705 2345 SH SOLE 0 0 2345 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 1593502 10496 SH SOLE 0 0 10496 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 947482 4227 SH SOLE 0 0 4227 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 3217279 23735 SH SOLE 0 0 23735 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 283459 3103 SH SOLE 0 0 3103 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 667046 6393 SH SOLE 0 0 6393 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 314486 1779 SH SOLE 0 0 1779 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 691804 2823 SH SOLE 0 0 2823 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 1628738 23805 SH SOLE 0 0 23805 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 12333463 80171 SH SOLE 0 0 80171 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 503296 6967 SH SOLE 0 0 6967 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 2724908 26998 SH SOLE 0 0 26998 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 251606 2294 SH SOLE 0 0 2294 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 3118377 30317 PRN SOLE 0 0 30317 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 219838 2464 SH SOLE 0 0 2464 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1337438 12895 PRN SOLE 0 0 12895 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 BBG0087DRNC3 245713 4933 PRN SOLE 0 0 4933 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 BBG0079TF237 485581 16658 SH SOLE 0 0 16658 LOWES COS INC COM 548661107 BBG001S5SVL3 204930 986 SH SOLE 0 0 986 NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 556483 61626 SH SOLE 0 0 61626 REALTY INCOME CORP COM 756109104 BBG001S884K0 798990 15999 SH SOLE 0 0 15999 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 266336 795 SH SOLE 0 0 795 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2679872 6269 SH SOLE 0 0 6269 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 855743 1874 SH SOLE 0 0 1874 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1027766 22232 PRN SOLE 0 0 22232 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 912438 15392 SH SOLE 0 0 15392 TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 515111 1334 SH SOLE 0 0 1334 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 4890936 65065 PRN SOLE 0 0 65065 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 2627217 37650 PRN SOLE 0 0 37650 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 12018304 44135 SH SOLE 0 0 44135 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 332673 1700 SH SOLE 0 0 1700 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 5742217 29482 SH SOLE 0 0 29482 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 9384893 71662 SH SOLE 0 0 71662 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 237602 1141 SH SOLE 0 0 1141 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 10244219 64231 SH SOLE 0 0 64231 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 3514291 16408 SH SOLE 0 0 16408 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 889598 4188 SH SOLE 0 0 4188 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 3156942 22888 SH SOLE 0 0 22888 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 620878 15835 SH SOLE 0 0 15835 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 404575 3810 SH SOLE 0 0 3810 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 1328424 34123 SH SOLE 0 0 34123 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 263606 2829 SH SOLE 0 0 2829 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 10113765 213912 PRN SOLE 0 0 213912 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 1064309 22127 PRN SOLE 0 0 22127 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 1284593 29342 SH SOLE 0 0 29342 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 771791 10270 PRN SOLE 0 0 10270 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 579490 10828 SH SOLE 0 0 10828 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1005035 22988 SH SOLE 0 0 22988 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 358314 3468 SH SOLE 0 0 3468 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 212159 3428 SH SOLE 0 0 3428