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 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