0001843292-22-000001.txt : 20220121 0001843292-22-000001.hdr.sgml : 20220121 20220120182026 ACCESSION NUMBER: 0001843292-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220121 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220121 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: 22543524 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 12-31-2021 12-31-2021 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 01-20-2022 0 93 197298 INFORMATION TABLE 2 infotable.xml AMERICAN CENTY ETF TR US SML CP VALU 025072877 1589 19921 SH SOLE 0 0 19921 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2910 45960 SH SOLE 0 0 45960 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 515 8122 SH SOLE 0 0 8122 AMERICAN CENTY ETF TR US EQT ETF 025072885 1202 15001 SH SOLE 0 0 15001 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4921 76238 SH SOLE 0 0 76238 APPLE INC COM 037833100 1804 10160 SH SOLE 0 0 10160 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1358 4543 SH SOLE 0 0 4543 CBRE GROUP INC CL A 12504L109 1661 15307 SH SOLE 0 0 15307 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 16086 616088 SH SOLE 0 0 616088 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3650 126000 SH SOLE 0 0 126000 IDEXX LABS INC COM 45168D104 461 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 120 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 68 3127 PRN SOLE 0 0 3127 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 68 3106 PRN SOLE 0 0 3106 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 68 3204 PRN SOLE 0 0 3204 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 72 3911 PRN SOLE 0 0 3911 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 130 800 PRN SOLE 0 0 800 INVESCO QQQ TR UNIT SER 1 46090E103 158 396 PRN SOLE 0 0 396 ISHARES INC CORE MSCI EMKT 46434G103 126 2109 PRN SOLE 0 0 2109 ISHARES INC ESG AWR MSCI EM 46434G863 104 2623 PRN SOLE 0 0 2623 ISHARES TR CORE MSCI EAFE 46432F842 234 3130 SH SOLE 0 0 3130 ISHARES TR CORE INTL AGGR 46435G672 626 11484 PRN SOLE 0 0 11484 ISHARES TR CORE MSCI TOTAL 46432F834 138 1946 PRN SOLE 0 0 1946 ISHARES TR CORE S&P500 ETF 464287200 1131 2372 SH SOLE 0 0 2372 ISHARES TR CORE S&P MCP ETF 464287507 507 1790 SH SOLE 0 0 1790 ISHARES TR CORE S&P SCP ETF 464287804 234 2045 SH SOLE 0 0 2045 ISHARES TR CORE S&P TTL STK 464287150 2114 19758 SH SOLE 0 0 19758 ISHARES TR CORE TOTAL USD 46434V613 361 6818 SH SOLE 0 0 6818 ISHARES TR CRE U S REIT ETF 464288521 3213 47536 PRN SOLE 0 0 47536 ISHARES TR MSCI INTL VLU FT 46435G409 3943 154985 SH SOLE 0 0 154985 ISHARES TR ESG AWR MSCI USA 46435G425 609 5641 SH SOLE 0 0 5641 ISHARES TR GNMA BOND ETF 46429B333 5562 111831 PRN SOLE 0 0 111831 ISHARES TR CORE US AGGBD ET 464287226 3793 33253 SH SOLE 0 0 33253 ISHARES TR IBONDS DEC22 ETF 46434VBA7 49 1964 PRN SOLE 0 0 1964 ISHARES TR IBONDS DEC24 ETF 46434VBG4 49 1898 PRN SOLE 0 0 1898 ISHARES TR IBONDS DEC25 ETF 46434VBD1 49 1863 PRN SOLE 0 0 1863 ISHARES TR IBONDS DEC2026 46435GAA0 49 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 786 5930 PRN SOLE 0 0 5930 ISHARES TR INTL DEV RE ETF 464288489 138 4836 PRN SOLE 0 0 4836 ISHARES TR MSCI EAFE ETF 464287465 12233 155474 PRN SOLE 0 0 155474 ISHARES TR EAFE GRWTH ETF 464288885 242 2197 PRN SOLE 0 0 2197 ISHARES TR EAFE SML CP ETF 464288273 2314 31659 SH SOLE 0 0 31659 ISHARES TR EAFE VALUE ETF 464288877 580 11506 SH SOLE 0 0 11506 ISHARES TR MSCI EMG MKT ETF 464287234 1502 30744 SH SOLE 0 0 30744 ISHARES TR MSCI INDIA ETF 46429B598 269 5858 SH SOLE 0 0 5858 ISHARES TR NATIONAL MUN ETF 464288414 2971 25551 SH SOLE 0 0 25551 ISHARES TR RUS 1000 GRW ETF 464287614 827 2707 SH SOLE 0 0 2707 ISHARES TR RUS 1000 VAL ETF 464287598 1910 11376 PRN SOLE 0 0 11376 ISHARES TR RUSSELL 2000 ETF 464287655 400 1799 SH SOLE 0 0 1799 ISHARES TR RUS 2000 GRW ETF 464287648 755 2576 SH SOLE 0 0 2576 ISHARES TR RUS 2000 VAL ETF 464287630 2576 15516 SH SOLE 0 0 15516 ISHARES TR RUSSELL 3000 ETF 464287689 1031 3714 SH SOLE 0 0 3714 ISHARES TR S&P 500 GRWT ETF 464287309 863 10314 SH SOLE 0 0 10314 ISHARES TR S&P 500 VAL ETF 464287408 9944 63485 SH SOLE 0 0 63485 ISHARES TR S&P MC 400GR ETF 464287606 538 6305 SH SOLE 0 0 6305 ISHARES TR S&P MC 400VL ETF 464287705 2291 20696 SH SOLE 0 0 20696 ISHARES TR S&P SML 600 GWT 464287887 274 1972 SH SOLE 0 0 1972 ISHARES TR SP SMCP600VL ETF 464287879 279 2666 SH SOLE 0 0 2666 ISHARES TR SHRT NAT MUN ETF 464288158 4136 38520 SH SOLE 0 0 38520 ISHARES TR TIPS BD ETF 464287176 1766 13667 SH SOLE 0 0 13667 ISHARES TR ISHS 1-5YR INVS 464288646 6255 116087 SH SOLE 0 0 116087 ISHARES TR U.S. ENERGY ETF 464287796 49 1628 PRN SOLE 0 0 1628 ISHARES TR U.S. REAL ES ETF 464287739 147 1268 PRN SOLE 0 0 1268 ISHARES TR US TREAS BD ETF 46429B267 252 9453 PRN SOLE 0 0 9453 ISHARES TR CORE 1 5 YR USD 46432F859 25879 513160 PRN SOLE 0 0 513160 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 497 16108 SH SOLE 0 0 16108 KEYSIGHT TECHNOLOGIES INC COM 49338L103 91 440 PRN SOLE 0 0 440 LOWES COS INC COM 548661107 255 986 SH SOLE 0 0 986 NEWELL BRANDS INC COM 651229106 1078 49377 SH SOLE 0 0 49377 REALTY INCOME CORP COM 756109104 573 7999 SH SOLE 0 0 7999 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 284 782 SH SOLE 0 0 782 SPDR S&P 500 ETF TR TR UNIT 78462F103 3554 7483 SH SOLE 0 0 7483 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1009 1949 SH SOLE 0 0 1949 TYLER TECHNOLOGIES INC COM 902252105 718 1334 SH SOLE 0 0 1334 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 54 978 PRN SOLE 0 0 978 VANGUARD INDEX FDS GROWTH ETF 922908736 10088 31437 SH SOLE 0 0 31437 VANGUARD INDEX FDS TOTAL STK MKT 922908769 824 3413 SH SOLE 0 0 3413 VANGUARD INDEX FDS VALUE ETF 922908744 1245 8465 PRN SOLE 0 0 8465 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7721 43168 PRN SOLE 0 0 43168 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2771 9832 SH SOLE 0 0 9832 VANGUARD INDEX FDS LARGE CAP ETF 922908637 463 2097 SH SOLE 0 0 2097 VANGUARD INDEX FDS MID CAP ETF 922908629 291 1142 SH SOLE 0 0 1142 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4639 18218 PRN SOLE 0 0 18218 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7847 52196 SH SOLE 0 0 52196 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 278 2591 PRN SOLE 0 0 2591 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 730 14756 SH SOLE 0 0 14756 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 977 18105 SH SOLE 0 0 18105 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 343 2564 SH SOLE 0 0 2564 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8678 168835 SH SOLE 0 0 168835 VANGUARD STAR FDS VG TL INTL STK F 921909768 1059 16656 SH SOLE 0 0 16656 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 202 1799 SH SOLE 0 0 1799