0001843292-21-000003.txt : 20210713
0001843292-21-000003.hdr.sgml : 20210713
20210713154738
ACCESSION NUMBER: 0001843292-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210713
DATE AS OF CHANGE: 20210713
EFFECTIVENESS DATE: 20210713
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: 211087847
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
06-30-2021
06-30-2021
false
Prosperity Planning, Inc.
1805 Nw Platte Rd., Suite 100
Kansas City
MO
64150
13F HOLDINGS REPORT
028-20510
N
Lucinda Lynn Richey
CCO
816-587-7526
/s/ Lucinda Lynn Richey
Kansas City
MO
07-13-2021
0
88
161204
INFORMATION TABLE
2
infotable.xml
AMC ENTMT HLDGS INC
CL A COM
00165C104
5055
89179
SH
SOLE
0
0
89179
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
1536
20210
SH
SOLE
0
0
20210
AMERICAN CENTY ETF TR
US EQT ETF
025072885
762
10272
SH
SOLE
0
0
10272
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
4411
68150
SH
SOLE
0
0
68150
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
2569
36931
SH
SOLE
0
0
36931
APPLE INC
COM
037833100
1611
11760
SH
SOLE
0
0
11760
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1263
4545
SH
SOLE
0
0
4545
CBRE GROUP INC
CL A
12504L109
1312
15307
SH
SOLE
0
0
15307
IDEXX LABS INC
COM
45168D104
442
700
SH
SOLE
0
0
700
IMMUCELL CORP
COM PAR
452525306
143
15000
SH
SOLE
0
0
15000
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
69
3204
PRN
SOLE
0
0
3204
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
40
1577
PRN
SOLE
0
0
1577
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
121
800
PRN
SOLE
0
0
800
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
46137V548
69
3911
PRN
SOLE
0
0
3911
INVESCO QQQ TR
UNIT SER 1
46090E103
140
396
PRN
SOLE
0
0
396
ISHARES INC
ESG AWR MSCI EM
46434G863
272
6018
PRN
SOLE
0
0
6018
ISHARES INC
CORE MSCI EMKT
46434G103
124
1850
PRN
SOLE
0
0
1850
ISHARES TR
CORE 1 5 YR USD
46432F859
22819
444902
PRN
SOLE
0
0
444902
ISHARES TR
CORE INTL AGGR
46435G672
527
9559
PRN
SOLE
0
0
9559
ISHARES TR
CORE MSCI TOTAL
46432F834
133
1815
PRN
SOLE
0
0
1815
ISHARES TR
CORE S&P500 ETF
464287200
1241
2887
SH
SOLE
0
0
2887
ISHARES TR
CORE S&P MCP ETF
464287507
481
1791
SH
SOLE
0
0
1791
ISHARES TR
CORE S&P SCP ETF
464287804
282
2495
SH
SOLE
0
0
2495
ISHARES TR
CORE S&P TTL STK
464287150
1945
19699
SH
SOLE
0
0
19699
ISHARES TR
CORE TOTAL USD
46434V613
421
7874
SH
SOLE
0
0
7874
ISHARES TR
CORE US AGGBD ET
464287226
3345
29000
SH
SOLE
0
0
29000
ISHARES TR
CRE U S REIT ETF
464288521
2667
45719
PRN
SOLE
0
0
45719
ISHARES TR
MSCI INTL VLU FT
46435G409
3548
137394
SH
SOLE
0
0
137394
ISHARES TR
ESG AWR MSCI USA
46435G425
659
6689
SH
SOLE
0
0
6689
ISHARES TR
GNMA BOND ETF
46429B333
4723
94460
PRN
SOLE
0
0
94460
ISHARES TR
IBONDS DEC22 ETF
46434VBA7
50
1964
PRN
SOLE
0
0
1964
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
IBONDS 27 ETF
46435UAA9
51
1869
PRN
SOLE
0
0
1869
ISHARES TR
IBOXX INV CP ETF
464287242
797
5933
PRN
SOLE
0
0
5933
ISHARES TR
INTL DEV RE ETF
464288489
131
4461
PRN
SOLE
0
0
4461
ISHARES TR
MSCI EAFE ETF
464287465
10634
134818
PRN
SOLE
0
0
134818
ISHARES TR
EAFE GRWTH ETF
464288885
226
2105
PRN
SOLE
0
0
2105
ISHARES TR
EAFE SML CP ETF
464288273
2255
30405
SH
SOLE
0
0
30405
ISHARES TR
EAFE VALUE ETF
464288877
711
13744
SH
SOLE
0
0
13744
ISHARES TR
MSCI EMG MKT ETF
464287234
1603
29058
SH
SOLE
0
0
29058
ISHARES TR
MSCI INDIA ETF
46429B598
259
5858
SH
SOLE
0
0
5858
ISHARES TR
NATIONAL MUN ETF
464288414
2813
23998
SH
SOLE
0
0
23998
ISHARES TR
RUS 1000 GRW ETF
464287614
776
2858
SH
SOLE
0
0
2858
ISHARES TR
RUS 1000 VAL ETF
464287598
1839
11597
PRN
SOLE
0
0
11597
ISHARES TR
RUSSELL 2000 ETF
464287655
416
1815
SH
SOLE
0
0
1815
ISHARES TR
RUS 2000 GRW ETF
464287648
793
2543
SH
SOLE
0
0
2543
ISHARES TR
RUS 2000 VAL ETF
464287630
2527
15244
SH
SOLE
0
0
15244
ISHARES TR
RUSSELL 3000 ETF
464287689
1077
4210
SH
SOLE
0
0
4210
ISHARES TR
S&P 500 GRWT ETF
464287309
765
10518
SH
SOLE
0
0
10518
ISHARES TR
S&P 500 VAL ETF
464287408
8115
54963
SH
SOLE
0
0
54963
ISHARES TR
S&P MC 400GR ETF
464287606
519
6415
SH
SOLE
0
0
6415
ISHARES TR
S&P MC 400VL ETF
464287705
2235
21217
SH
SOLE
0
0
21217
ISHARES TR
S&P SML 600 GWT
464287887
262
1979
SH
SOLE
0
0
1979
ISHARES TR
SP SMCP600VL ETF
464287879
281
2666
SH
SOLE
0
0
2666
ISHARES TR
SHRT NAT MUN ETF
464288158
3896
36135
SH
SOLE
0
0
36135
ISHARES TR
TIPS BD ETF
464287176
1401
10942
SH
SOLE
0
0
10942
ISHARES TR
ISHS 1-5YR INVS
464288646
5287
96467
SH
SOLE
0
0
96467
ISHARES TR
U.S. ENERGY ETF
464287796
114
3920
PRN
SOLE
0
0
3920
ISHARES TR
U.S. REAL ES ETF
464287739
129
1268
PRN
SOLE
0
0
1268
ISHARES TR
US TREAS BD ETF
46429B267
372
14000
PRN
SOLE
0
0
14000
ISHARES U S ETF TR
GSCI CMDTY STGY
46431W853
449
13025
SH
SOLE
0
0
13025
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
68
440
PRN
SOLE
0
0
440
NEWELL BRANDS INC
COM
651229106
448
16292
SH
SOLE
0
0
16292
REALTY INCOME CORP
COM
756109104
445
6665
SH
SOLE
0
0
6665
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
200
1588
SH
SOLE
0
0
1588
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
266
770
SH
SOLE
0
0
770
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3352
7831
SH
SOLE
0
0
7831
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
968
1971
SH
SOLE
0
0
1971
TYLER TECHNOLOGIES INC
COM
902252105
603
1334
SH
SOLE
0
0
1334
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
6510
37487
PRN
SOLE
0
0
37487
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
2503
8639
SH
SOLE
0
0
8639
VANGUARD INDEX FDS
GROWTH ETF
922908736
8234
28709
SH
SOLE
0
0
28709
VANGUARD INDEX FDS
VALUE ETF
922908744
1105
8038
PRN
SOLE
0
0
8038
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
6558
46679
SH
SOLE
0
0
46679
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
456
2272
SH
SOLE
0
0
2272
VANGUARD INDEX FDS
MID CAP ETF
922908629
274
1154
SH
SOLE
0
0
1154
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
4007
16954
PRN
SOLE
0
0
16954
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
366
1644
SH
SOLE
0
0
1644
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
360
2636
SH
SOLE
0
0
2636
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
804
14801
SH
SOLE
0
0
14801
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
934
16001
SH
SOLE
0
0
16001
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
311
2998
PRN
SOLE
0
0
2998
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
7886
150460
SH
SOLE
0
0
150460
VANGUARD STAR FDS
VG TL INTL STK F
921909768
745
11338
SH
SOLE
0
0
11338