0001843292-22-000002.txt : 20220418 0001843292-22-000002.hdr.sgml : 20220418 20220418165727 ACCESSION NUMBER: 0001843292-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 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: 22832670 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 03-31-2022 03-31-2022 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 04-18-2022 0 94 204269 INFORMATION TABLE 2 infotable.xml AMERICAN CENTY ETF TR US SML CP VALU 025072877 1586 19921 SH SOLE 0 0 19921 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3208 45960 SH SOLE 0 0 45960 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5731 76238 SH SOLE 0 0 76238 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 578 8122 SH SOLE 0 0 8122 AMERICAN CENTY ETF TR US EQT ETF 025072885 1242 15001 SH SOLE 0 0 15001 APPLE INC COM 037833100 1774 10160 SH SOLE 0 0 10160 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1601 4543 SH SOLE 0 0 4543 CBRE GROUP INC CL A 12504L109 2836 15307 SH SOLE 0 0 15307 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 15395 616088 SH SOLE 0 0 616088 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3655 126000 SH SOLE 0 0 126000 IDEXX LABS INC COM 45168D104 383 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 145 15000 SH SOLE 0 0 15000 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 39 1577 PRN SOLE 0 0 1577 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 66 3127 PRN SOLE 0 0 3127 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 65 3106 PRN SOLE 0 0 3106 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 64 3204 PRN SOLE 0 0 3204 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 77 3911 PRN SOLE 0 0 3911 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 126 800 PRN SOLE 0 0 800 INVESCO QQQ TR UNIT SER 1 46090E103 83 396 PRN SOLE 0 0 396 ISHARES INC CORE MSCI EMKT 46434G103 112 2109 PRN SOLE 0 0 2109 ISHARES INC ESG AWR MSCI EM 46434G863 119 2623 PRN SOLE 0 0 2623 ISHARES TR CORE MSCI EAFE 46432F842 218 3130 SH SOLE 0 0 3130 ISHARES TR CORE INTL AGGR 46435G672 607 11484 PRN SOLE 0 0 11484 ISHARES TR CORE 1 5 YR USD 46432F859 26734 513160 PRN SOLE 0 0 513160 ISHARES TR CORE MSCI TOTAL 46432F834 131 1946 PRN SOLE 0 0 1946 ISHARES TR CORE S&P500 ETF 464287200 1290 2372 SH SOLE 0 0 2372 ISHARES TR CORE S&P TTL STK 464287150 1997 19758 SH SOLE 0 0 19758 ISHARES TR CORE TOTAL USD 46434V613 410 6818 SH SOLE 0 0 6818 ISHARES TR CORE US AGGBD ET 464287226 3523 33253 SH SOLE 0 0 33253 ISHARES TR CRE U S REIT ETF 464288521 3362 47536 PRN SOLE 0 0 47536 ISHARES TR MSCI INTL VLU FT 46435G409 4432 154985 SH SOLE 0 0 154985 ISHARES TR ESG AWR MSCI USA 46435G425 580 5641 SH SOLE 0 0 5641 ISHARES TR GNMA BOND ETF 46429B333 5959 111831 PRN SOLE 0 0 111831 ISHARES TR CORE S&P MCP ETF 464287507 481 1790 SH SOLE 0 0 1790 ISHARES TR IBONDS DEC22 ETF 46434VBA7 49 1964 PRN SOLE 0 0 1964 ISHARES TR IBONDS DEC24 ETF 46434VBG4 48 1898 PRN SOLE 0 0 1898 ISHARES TR IBONDS DEC25 ETF 46434VBD1 47 1863 PRN SOLE 0 0 1863 ISHARES TR IBONDS DEC2026 46435GAA0 47 1896 PRN SOLE 0 0 1896 ISHARES TR IBONDS 27 ETF 46435UAA9 47 1869 PRN SOLE 0 0 1869 ISHARES TR IBONDS DEC 28 46435U325 48 1886 PRN SOLE 0 0 1886 ISHARES TR IBOXX INV CP ETF 464287242 719 5930 PRN SOLE 0 0 5930 ISHARES TR INTL DEV RE ETF 464288489 141 4836 PRN SOLE 0 0 4836 ISHARES TR MSCI EAFE ETF 464287465 12205 155474 PRN SOLE 0 0 155474 ISHARES TR EAFE GRWTH ETF 464288885 116 2197 PRN SOLE 0 0 2197 ISHARES TR EAFE SML CP ETF 464288273 2132 31659 SH SOLE 0 0 31659 ISHARES TR EAFE VALUE ETF 464288877 557 11506 SH SOLE 0 0 11506 ISHARES TR MSCI EMG MKT ETF 464287234 1406 30744 SH SOLE 0 0 30744 ISHARES TR MSCI INDIA ETF 46429B598 261 5858 SH SOLE 0 0 5858 ISHARES TR NATIONAL MUN ETF 464288414 2970 25551 SH SOLE 0 0 25551 ISHARES TR RUS 1000 GRW ETF 464287614 752 2707 SH SOLE 0 0 2707 ISHARES TR RUS 1000 VAL ETF 464287598 1889 11376 PRN SOLE 0 0 11376 ISHARES TR RUSSELL 2000 ETF 464287655 369 1799 SH SOLE 0 0 1799 ISHARES TR RUS 2000 GRW ETF 464287648 663 2576 SH SOLE 0 0 2576 ISHARES TR RUS 2000 VAL ETF 464287630 2533 15516 SH SOLE 0 0 15516 ISHARES TR RUSSELL 3000 ETF 464287689 974 3714 SH SOLE 0 0 3714 ISHARES TR S&P 500 GRWT ETF 464287309 819 10314 SH SOLE 0 0 10314 ISHARES TR S&P 500 VAL ETF 464287408 10865 63485 SH SOLE 0 0 63485 ISHARES TR S&P MC 400GR ETF 464287606 495 6305 SH SOLE 0 0 6305 ISHARES TR S&P MC 400VL ETF 464287705 2266 20696 SH SOLE 0 0 20696 ISHARES TR S&P SML 600 GWT 464287887 248 1972 SH SOLE 0 0 1972 ISHARES TR SP SMCP600VL ETF 464287879 273 2666 SH SOLE 0 0 2666 ISHARES TR SHRT NAT MUN ETF 464288158 4513 38520 SH SOLE 0 0 38520 ISHARES TR TIPS BD ETF 464287176 1607 13667 SH SOLE 0 0 13667 ISHARES TR ISHS 1-5YR INVS 464288646 6795 116087 SH SOLE 0 0 116087 ISHARES TR U.S. ENERGY ETF 464287796 66 1628 PRN SOLE 0 0 1628 ISHARES TR U.S. REAL ES ETF 464287739 137 1268 PRN SOLE 0 0 1268 ISHARES TR US TREAS BD ETF 46429B267 226 9453 PRN SOLE 0 0 9453 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 647 16108 SH SOLE 0 0 16108 KEYSIGHT TECHNOLOGIES INC COM 49338L103 70 440 PRN SOLE 0 0 440 MCKESSON CORP COM 58155Q103 46 150 SH SOLE 0 0 0 NEWELL BRANDS INC COM 651229106 1057 49377 SH SOLE 0 0 49377 REALTY INCOME CORP COM 756109104 554 7999 SH SOLE 0 0 7999 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 271 782 SH SOLE 0 0 782 SPDR S&P 500 ETF TR TR UNIT 78462F103 3278 7483 SH SOLE 0 0 7483 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 943 1949 SH SOLE 0 0 1949 TYLER TECHNOLOGIES INC COM 902252105 593 1334 SH SOLE 0 0 1334 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 48 978 PRN SOLE 0 0 978 VANGUARD INDEX FDS GROWTH ETF 922908736 10039 31437 SH SOLE 0 0 31437 VANGUARD INDEX FDS TOTAL STK MKT 922908769 913 3413 SH SOLE 0 0 3413 VANGUARD INDEX FDS VALUE ETF 922908744 1238 8465 PRN SOLE 0 0 8465 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8887 43168 PRN SOLE 0 0 43168 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2951 9832 SH SOLE 0 0 9832 VANGUARD INDEX FDS LARGE CAP ETF 922908637 432 2097 SH SOLE 0 0 2097 VANGUARD INDEX FDS MID CAP ETF 922908629 272 1142 SH SOLE 0 0 1142 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4722 18218 PRN SOLE 0 0 18218 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8889 52196 SH SOLE 0 0 52196 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 277 2591 PRN SOLE 0 0 2591 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 681 14756 SH SOLE 0 0 14756 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1112 18105 SH SOLE 0 0 18105 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 318 2564 SH SOLE 0 0 2564 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9342 168835 SH SOLE 0 0 168835 VANGUARD STAR FDS VG TL INTL STK F 921909768 924 16656 SH SOLE 0 0 16656 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 671 3141 SH SOLE 0 0 3141 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 202 1799 SH SOLE 0 0 1799