0001843292-21-000004.txt : 20211008 0001843292-21-000004.hdr.sgml : 20211008 20211008141450 ACCESSION NUMBER: 0001843292-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211008 DATE AS OF CHANGE: 20211008 EFFECTIVENESS DATE: 20211008 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: 211314929 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 09-30-2021 09-30-2021 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 10-08-2021 0 93 183370 INFORMATION TABLE 2 infotable.xml AMC ENTMT HLDGS INC CL A COM 00165C104 3514 92318 SH SOLE 0 0 89179 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2561 39702 SH SOLE 0 0 36931 AMERICAN CENTY ETF TR US EQT ETF 025072885 856 11608 SH SOLE 0 0 10272 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4303 66603 SH SOLE 0 0 68150 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1513 20011 SH SOLE 0 0 20210 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 284 4537 SH SOLE 0 0 2362 APPLE INC COM 037833100 1438 10160 SH SOLE 0 0 11760 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1240 4543 SH SOLE 0 0 4545 CBRE GROUP INC CL A 12504L109 1490 15307 SH SOLE 0 0 15307 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 15418 595758 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3196 120303 SH SOLE 0 0 141207 IDEXX LABS INC COM 45168D104 435 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 140 15000 SH SOLE 0 0 15000 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 2024 CB 46138J841 69 3127 PRN SOLE 0 0 3127 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 40 1577 PRN SOLE 0 0 1577 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 69 3911 PRN SOLE 0 0 3911 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 120 800 PRN SOLE 0 0 800 INVESCO QQQ TR UNIT SER 1 46090E103 142 396 PRN SOLE 0 0 396 ISHARES INC CORE MSCI EMKT 46434G103 124 2003 PRN SOLE 0 0 1850 ISHARES INC ESG AWR MSCI EM 46434G863 166 4002 PRN SOLE 0 0 6018 ISHARES TR CORE MSCI EAFE 46432F842 232 3130 SH SOLE 0 0 2527 ISHARES TR CORE INTL AGGR 46435G672 531 9645 PRN SOLE 0 0 9559 ISHARES TR CORE 1 5 YR USD 46432F859 24347 476736 PRN SOLE 0 0 444902 ISHARES TR CORE MSCI TOTAL 46432F834 130 1829 PRN SOLE 0 0 1815 ISHARES TR CORE S&P500 ETF 464287200 1110 2576 SH SOLE 0 0 2887 ISHARES TR CORE S&P MCP ETF 464287507 471 1790 SH SOLE 0 0 1791 ISHARES TR CORE S&P SCP ETF 464287804 260 2380 SH SOLE 0 0 2495 ISHARES TR CORE TOTAL USD 46434V613 463 8704 SH SOLE 0 0 7874 ISHARES TR CORE US AGGBD ET 464287226 3827 33331 SH SOLE 0 0 29000 ISHARES TR MSCI INTL VLU FT 46435G409 3621 140859 SH SOLE 0 0 137394 ISHARES TR ESG AWR MSCI USA 46435G425 709 7200 SH SOLE 0 0 6689 ISHARES TR GNMA BOND ETF 46429B333 4996 99945 PRN SOLE 0 0 94460 ISHARES TR CRE U S REIT ETF 464288521 2661 45368 PRN SOLE 0 0 45719 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 50 1869 PRN SOLE 0 0 1869 ISHARES TR IBOXX INV CP ETF 464287242 799 6006 PRN SOLE 0 0 5933 ISHARES TR INTL DEV RE ETF 464288489 127 4526 PRN SOLE 0 0 4461 ISHARES TR MSCI EAFE ETF 464287465 10750 137809 PRN SOLE 0 0 134818 ISHARES TR EAFE GRWTH ETF 464288885 297 2791 PRN SOLE 0 0 2105 ISHARES TR EAFE SML CP ETF 464288273 2255 30299 SH SOLE 0 0 30405 ISHARES TR EAFE VALUE ETF 464288877 653 12848 SH SOLE 0 0 13744 ISHARES TR MSCI EMG MKT ETF 464287234 1478 29327 SH SOLE 0 0 29058 ISHARES TR MSCI INDIA ETF 46429B598 285 5858 SH SOLE 0 0 5858 ISHARES TR NATIONAL MUN ETF 464288414 2865 24661 SH SOLE 0 0 23998 ISHARES TR RUS 1000 GRW ETF 464287614 788 2874 SH SOLE 0 0 2858 ISHARES TR RUS 1000 VAL ETF 464287598 1799 11493 PRN SOLE 0 0 11597 ISHARES TR RUSSELL 2000 ETF 464287655 393 1799 SH SOLE 0 0 1815 ISHARES TR RUS 2000 GRW ETF 464287648 757 2579 SH SOLE 0 0 2543 ISHARES TR RUS 2000 VAL ETF 464287630 2490 15542 SH SOLE 0 0 15244 ISHARES TR RUSSELL 3000 ETF 464287689 1040 4079 SH SOLE 0 0 4210 ISHARES TR S&P 500 GRWT ETF 464287309 780 10560 SH SOLE 0 0 10518 ISHARES TR S&P 500 VAL ETF 464287408 8343 57371 SH SOLE 0 0 54963 ISHARES TR S&P MC 400GR ETF 464287606 503 6352 SH SOLE 0 0 6415 ISHARES TR S&P MC 400VL ETF 464287705 2171 21068 SH SOLE 0 0 21217 ISHARES TR S&P SML 600 GWT 464287887 259 1988 SH SOLE 0 0 1979 ISHARES TR SP SMCP600VL ETF 464287879 268 2666 SH SOLE 0 0 2666 ISHARES TR SHRT NAT MUN ETF 464288158 4031 37473 SH SOLE 0 0 36135 ISHARES TR TIPS BD ETF 464287176 1759 13773 SH SOLE 0 0 10942 ISHARES TR ISHS 1-5YR INVS 464288646 5586 102229 SH SOLE 0 0 96467 ISHARES TR U.S. ENERGY ETF 464287796 67 2370 PRN SOLE 0 0 3920 ISHARES TR U.S. REAL ES ETF 464287739 130 1268 PRN SOLE 0 0 1268 ISHARES TR US TREAS BD ETF 46429B267 327 12340 PRN SOLE 0 0 14000 ISHARES TR CORE S&P TTL STK 464287150 1939 19714 SH SOLE 0 0 19699 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 471 13138 SH SOLE 0 0 13025 KEYSIGHT TECHNOLOGIES INC COM 49338L103 72 440 PRN SOLE 0 0 440 LOWES COS INC COM 548661107 200 986 SH SOLE 0 0 986 NEWELL BRANDS INC COM 651229106 1093 49377 SH SOLE 0 0 16292 REALTY INCOME CORP COM 756109104 519 7999 SH SOLE 0 0 6665 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 202 1588 SH SOLE 0 0 1588 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 260 770 SH SOLE 0 0 770 SPDR S&P 500 ETF TR TR UNIT 78462F103 3333 7766 SH SOLE 0 0 7831 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 939 1952 SH SOLE 0 0 1971 TYLER TECHNOLOGIES INC COM 902252105 612 1334 SH SOLE 0 0 1334 VANGUARD INDEX FDS TOTAL STK MKT 922908769 354 1593 SH SOLE 0 0 1644 VANGUARD INDEX FDS VALUE ETF 922908744 1156 8540 PRN SOLE 0 0 8038 VANGUARD INDEX FDS GROWTH ETF 922908736 8591 29607 SH SOLE 0 0 28709 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6615 39085 PRN SOLE 0 0 37487 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2509 8956 SH SOLE 0 0 8639 VANGUARD INDEX FDS LARGE CAP ETF 922908637 421 2097 SH SOLE 0 0 2272 VANGUARD INDEX FDS MID CAP ETF 922908629 273 1154 SH SOLE 0 0 1154 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4083 17278 PRN SOLE 0 0 16954 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6743 48301 SH SOLE 0 0 46679 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 737 14744 SH SOLE 0 0 14801 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 341 2554 SH SOLE 0 0 2636 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 285 2797 PRN SOLE 0 0 2998 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 934 16593 SH SOLE 0 0 16001 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8102 154089 SH SOLE 0 0 150460 VANGUARD STAR FDS VG TL INTL STK F 921909768 722 11419 SH SOLE 0 0 11338