0001843292-22-000003.txt : 20220711 0001843292-22-000003.hdr.sgml : 20220711 20220708174139 ACCESSION NUMBER: 0001843292-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220708 EFFECTIVENESS DATE: 20220711 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: 221075419 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 06-30-2022 06-30-2022 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 07-08-2022 0 95 195694 INFORMATION TABLE 2 infotable.xml AMERICAN CENTY ETF TR US SML CP VALU 025072877 1356 19921 SH SOLE 0 0 19921 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3146 45960 SH SOLE 0 0 45960 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 540 8122 SH SOLE 0 0 8122 AMERICAN CENTY ETF TR US EQT ETF 025072885 1591 15001 SH SOLE 0 0 15001 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5539 76238 SH SOLE 0 0 76238 APPLE INC COM 037833100 1366 10160 SH SOLE 0 0 10160 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1239 4543 SH SOLE 0 0 4543 CBRE GROUP INC CL A 12504L109 2606 15307 SH SOLE 0 0 15307 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3160 126000 SH SOLE 0 0 126000 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 13622 616088 SH SOLE 0 0 616088 IDEXX LABS INC COM 45168D104 246 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 139 15000 SH SOLE 0 0 15000 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 39 1841 PRN SOLE 0 0 1841 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 36 1577 PRN SOLE 0 0 1577 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 65 3127 PRN SOLE 0 0 3127 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 63 3106 PRN SOLE 0 0 3106 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 62 3204 PRN SOLE 0 0 3204 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 76 3431 PRN SOLE 0 0 3431 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 29 1370 PRN SOLE 0 0 1370 ISHARES TR CORE 1 5 YR USD 46432F859 25213 513160 PRN SOLE 0 0 513160 ISHARES TR CORE INTL AGGR 46435G672 1377 11484 PRN SOLE 0 0 11484 ISHARES TR CONV BD ETF 46435G102 39 561 PRN SOLE 0 0 561 ISHARES TR 10-20 YR TRS ETF 464288653 54 408 PRN SOLE 0 0 408 ISHARES TR CORE S&P MCP ETF 464287507 405 1790 SH SOLE 0 0 1790 ISHARES TR 0-5YR INVT GR CP 46434V100 205 4221 PRN SOLE 0 0 4221 ISHARES TR CORE TOTAL USD 46434V613 404 6818 SH SOLE 0 0 6818 ISHARES TR CORE US AGGBD ET 464287226 3823 33253 SH SOLE 0 0 33253 ISHARES TR CRE U S REIT ETF 464288521 2825 47536 SH SOLE 0 0 47536 ISHARES TR MSCI INTL VLU FT 46435G409 4266 154985 SH SOLE 0 0 154985 ISHARES TR CORE S&P500 ETF 464287200 1079 2372 SH SOLE 0 0 2372 ISHARES TR ESG AWRE 1 5 YR 46435G243 75 3164 PRN SOLE 0 0 3164 ISHARES TR 1 3 YR TREAS BD 464287457 30 376 PRN SOLE 0 0 376 ISHARES TR ESG AWR MSCI USA 46435G425 443 5641 SH SOLE 0 0 5641 ISHARES TR GNMA BOND ETF 46429B333 5798 111831 PRN SOLE 0 0 111831 ISHARES TR CORE S&P TTL STK 464287150 1660 19758 SH SOLE 0 0 19758 ISHARES TR IBONDS DEC22 ETF 46434VBA7 49 1964 PRN SOLE 0 0 1964 ISHARES TR IBONDS DEC23 ETF 46434VAX8 48 1915 PRN SOLE 0 0 1915 ISHARES TR IBONDS DEC24 ETF 46434VBG4 47 1898 PRN SOLE 0 0 1898 ISHARES TR IBONDS DEC25 ETF 46434VBD1 46 1863 PRN SOLE 0 0 1863 ISHARES TR IBONDS DEC2026 46435GAA0 45 1896 PRN SOLE 0 0 1896 ISHARES TR IBONDS 27 ETF 46435UAA9 45 1869 PRN SOLE 0 0 1869 ISHARES TR IBONDS DEC 28 46435U325 47 1886 PRN SOLE 0 0 1886 ISHARES TR IBOXX INV CP ETF 464287242 616 5930 PRN SOLE 0 0 5930 ISHARES TR MSCI EAFE ETF 464287465 10816 155474 SH SOLE 0 0 155474 ISHARES TR EAFE SML CP ETF 464288273 1846 31659 SH SOLE 0 0 31659 ISHARES TR EAFE VALUE ETF 464288877 493 11506 SH SOLE 0 0 11506 ISHARES TR MSCI EMG MKT ETF 464287234 1292 30744 SH SOLE 0 0 30744 ISHARES TR MSCI INDIA ETF 46429B598 231 5858 SH SOLE 0 0 5858 ISHARES TR NATIONAL MUN ETF 464288414 2856 25551 PRN SOLE 0 0 25551 ISHARES TR RUS 1000 GRW ETF 464287614 554 2707 SH SOLE 0 0 2707 ISHARES TR RUS 1000 VAL ETF 464287598 1593 11376 SH SOLE 0 0 11376 ISHARES TR RUSSELL 2000 ETF 464287655 305 1799 SH SOLE 0 0 1799 ISHARES TR RUS 2000 GRW ETF 464287648 835 2576 SH SOLE 0 0 2576 ISHARES TR RUS 2000 VAL ETF 464287630 2199 15516 SH SOLE 0 0 15516 ISHARES TR RUSSELL 3000 ETF 464287689 781 3714 SH SOLE 0 0 3714 ISHARES TR S&P 500 GRWT ETF 464287309 666 10314 SH SOLE 0 0 10314 ISHARES TR S&P 500 VAL ETF 464287408 10557 63485 SH SOLE 0 0 63485 ISHARES TR S&P MC 400GR ETF 464287606 418 6305 SH SOLE 0 0 6305 ISHARES TR S&P MC 400VL ETF 464287705 2071 20696 SH SOLE 0 0 20696 ISHARES TR S&P SML 600 GWT 464287887 217 1972 SH SOLE 0 0 1972 ISHARES TR SP SMCP600VL ETF 464287879 287 2666 SH SOLE 0 0 2666 ISHARES TR SHRT NAT MUN ETF 464288158 3851 38520 PRN SOLE 0 0 38520 ISHARES TR TIPS BD ETF 464287176 1515 13667 SH SOLE 0 0 13667 ISHARES TR ISHS 1-5YR INVS 464288646 6870 116087 SH SOLE 0 0 116087 ISHARES TR US TREAS BD ETF 46429B267 208 9453 PRN SOLE 0 0 9453 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 546 16108 SH SOLE 0 0 16108 NEWELL BRANDS INC COM 651229106 1039 49377 SH SOLE 0 0 49377 REALTY INCOME CORP COM 756109104 819 7999 SH SOLE 0 0 7999 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 241 782 SH SOLE 0 0 782 SPDR S&P 500 ETF TR TR UNIT 78462F103 2723 7483 SH SOLE 0 0 7483 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 789 1949 SH SOLE 0 0 1949 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1521 32184 PRN SOLE 0 0 32184 TYLER TECHNOLOGIES INC COM 902252105 444 1334 SH SOLE 0 0 1334 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 234 1542 PRN SOLE 0 0 1542 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2311 30091 SH SOLE 0 0 30091 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 46 978 PRN SOLE 0 0 978 VANGUARD INDEX FDS TOTAL STK MKT 922908769 769 3413 SH SOLE 0 0 3413 VANGUARD INDEX FDS VALUE ETF 922908744 1244 8465 SH SOLE 0 0 8465 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8482 43168 SH SOLE 0 0 43168 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2546 9832 SH SOLE 0 0 9832 VANGUARD INDEX FDS LARGE CAP ETF 922908637 343 2097 SH SOLE 0 0 2097 VANGUARD INDEX FDS MID CAP ETF 922908629 225 1142 SH SOLE 0 0 1142 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4261 18218 SH SOLE 0 0 18218 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8463 52196 SH SOLE 0 0 52196 VANGUARD INDEX FDS GROWTH ETF 922908736 8967 31437 SH SOLE 0 0 31437 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 618 14756 SH SOLE 0 0 14756 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 313 2564 SH SOLE 0 0 2564 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 240 2591 SH SOLE 0 0 2591 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1003 18105 SH SOLE 0 0 18105 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9663 168835 SH SOLE 0 0 168835 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1238 47 PRN SOLE 0 0 47 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 63 1432 PRN SOLE 0 0 1432 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 547 363 SH SOLE 0 0 363 VANGUARD STAR FDS VG TL INTL STK F 921909768 820 16656 SH SOLE 0 0 16656 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1156 3141 SH SOLE 0 0 3141