0001843292-22-000004.txt : 20221012 0001843292-22-000004.hdr.sgml : 20221012 20221012111401 ACCESSION NUMBER: 0001843292-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221012 EFFECTIVENESS DATE: 20221012 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: 221305871 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 09-30-2022 09-30-2022 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 10-12-2022 0 83 191493 INFORMATION TABLE 2 infotable.xml AMERICAN CENTY ETF TR US SML CP VALU 025072877 1314 19861 SH SOLE 0 0 19861 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3301 71877 SH SOLE 0 0 71877 AMERICAN CENTY ETF TR US EQT ETF 025072885 1731 27755 SH SOLE 0 0 27755 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5107 107518 SH SOLE 0 0 107518 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 561 12292 SH SOLE 0 0 12292 APPLE INC COM 037833100 1381 9990 SH SOLE 0 0 9990 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1211 4536 SH SOLE 0 0 4536 CBRE GROUP INC CL A 12504L109 2390 35404 SH SOLE 0 0 35404 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1015 54662 SH SOLE 0 0 54662 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 501 19453 SH SOLE 0 0 19453 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3036 136527 SH SOLE 0 0 136527 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 12277 649945 SH SOLE 0 0 649945 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 329 16352 SH SOLE 0 0 16352 IDEXX LABS INC COM 45168D104 228 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 120 16000 SH SOLE 0 0 16000 ISHARES TR CORE 1 5 YR USD 46432F859 24402 529320 PRN SOLE 0 0 529320 ISHARES TR CORE INTL AGGR 46435G672 1567 32427 PRN SOLE 0 0 32427 ISHARES TR CORE S&P500 ETF 464287200 1019 2840 SH SOLE 0 0 2840 ISHARES TR CORE S&P MCP ETF 464287507 393 1794 SH SOLE 0 0 1794 ISHARES TR CORE S&P TTL STK 464287150 1569 19728 SH SOLE 0 0 19728 ISHARES TR CORE TOTAL USD 46434V613 368 8276 SH SOLE 0 0 8276 ISHARES TR CORE US AGGBD ET 464287226 3516 36493 SH SOLE 0 0 36493 ISHARES TR CRE U S REIT ETF 464288521 2514 52934 SH SOLE 0 0 52934 ISHARES TR MSCI INTL VLU FT 46435G409 3724 188562 SH SOLE 0 0 188562 ISHARES TR 0-5 YR TIPS ETF 46429B747 491 5110 PRN SOLE 0 0 5110 ISHARES TR ESG AWR MSCI USA 46435G425 403 5076 SH SOLE 0 0 5076 ISHARES TR GNMA BOND ETF 46429B333 5891 136960 PRN SOLE 0 0 136960 ISHARES TR IBOXX INV CP ETF 464287242 576 5622 PRN SOLE 0 0 5622 ISHARES TR MSCI EAFE ETF 464287465 10084 180047 SH SOLE 0 0 180047 ISHARES TR EAFE SML CP ETF 464288273 1582 32431 SH SOLE 0 0 32431 ISHARES TR EAFE VALUE ETF 464288877 341 8848 SH SOLE 0 0 8848 ISHARES TR MSCI EMG MKT ETF 464287234 1068 30622 SH SOLE 0 0 30622 ISHARES TR MSCI INDIA ETF 46429B598 239 5858 SH SOLE 0 0 5858 ISHARES TR NATIONAL MUN ETF 464288414 2265 22082 PRN SOLE 0 0 22082 ISHARES TR RUS 1000 GRW ETF 464287614 496 2357 SH SOLE 0 0 2357 ISHARES TR RUS 1000 VAL ETF 464287598 1470 10807 SH SOLE 0 0 10807 ISHARES TR RUSSELL 2000 ETF 464287655 297 1801 SH SOLE 0 0 1801 ISHARES TR RUS 2000 GRW ETF 464287648 866 4190 SH SOLE 0 0 4190 ISHARES TR RUS 2000 VAL ETF 464287630 2928 22712 SH SOLE 0 0 22712 ISHARES TR RUSSELL 3000 ETF 464287689 744 3593 SH SOLE 0 0 3593 ISHARES TR RUS MD CP GR ETF 464287481 221 2822 SH SOLE 0 0 2822 ISHARES TR RUS MDCP VAL ETF 464287473 644 6702 SH SOLE 0 0 6702 ISHARES TR S&P 500 GRWT ETF 464287309 1299 22446 SH SOLE 0 0 22446 ISHARES TR S&P 500 VAL ETF 464287408 9190 71504 SH SOLE 0 0 71504 ISHARES TR S&P MC 400GR ETF 464287606 441 6997 SH SOLE 0 0 6997 ISHARES TR S&P MC 400VL ETF 464287705 2473 27478 SH SOLE 0 0 27478 ISHARES TR S&P SML 600 GWT 464287887 225 2215 SH SOLE 0 0 2215 ISHARES TR SP SMCP600VL ETF 464287879 220 2666 SH SOLE 0 0 2666 ISHARES TR SHRT NAT MUN ETF 464288158 3682 35868 PRN SOLE 0 0 35868 ISHARES TR TIPS BD ETF 464287176 721 6872 SH SOLE 0 0 6872 ISHARES TR ISHS 1-5YR INVS 464288646 6744 136852 SH SOLE 0 0 136852 ISHARES TR US TREAS BD ETF 46429B267 272 11960 PRN SOLE 0 0 11960 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 488 13649 SH SOLE 0 0 13649 NEWELL BRANDS INC COM 651229106 758 54544 SH SOLE 0 0 54544 REALTY INCOME CORP COM 756109104 698 11999 SH SOLE 0 0 11999 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 225 782 SH SOLE 0 0 782 SPDR S&P 500 ETF TR TR UNIT 78462F103 2575 7209 SH SOLE 0 0 7209 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 767 1909 SH SOLE 0 0 1909 SPDR SER TR PRTFLO S&P500 GW 78464A409 581 11591 SH SOLE 0 0 11591 SPDR SER TR PORTFLI TIPS ETF 78464A656 200 7882 SH SOLE 0 0 7882 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1720 37319 PRN SOLE 0 0 37319 TYLER TECHNOLOGIES INC COM 902252105 464 1334 SH SOLE 0 0 1334 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 434 6091 PRN SOLE 0 0 6091 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3134 41890 SH SOLE 0 0 41890 VANGUARD INDEX FDS TOTAL STK MKT 922908769 737 4106 SH SOLE 0 0 4106 VANGUARD INDEX FDS VALUE ETF 922908744 2576 20864 SH SOLE 0 0 20864 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7878 54936 SH SOLE 0 0 54936 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2658 13621 SH SOLE 0 0 13621 VANGUARD INDEX FDS LARGE CAP ETF 922908637 320 1955 SH SOLE 0 0 1955 VANGUARD INDEX FDS MID CAP ETF 922908629 215 1142 SH SOLE 0 0 1142 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4340 25447 SH SOLE 0 0 25447 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7466 61312 SH SOLE 0 0 61312 VANGUARD INDEX FDS GROWTH ETF 922908736 8239 38507 SH SOLE 0 0 38507 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 542 14854 SH SOLE 0 0 14854 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 300 3229 SH SOLE 0 0 3229 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 226 2865 SH SOLE 0 0 2865 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 857 22446 SH SOLE 0 0 22446 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8891 184808 SH SOLE 0 0 184808 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1252 26000 PRN SOLE 0 0 26000 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 771 10375 SH SOLE 0 0 10375 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 338 7486 SH SOLE 0 0 7486 VANGUARD STAR FDS VG TL INTL STK F 921909768 575 12572 SH SOLE 0 0 12572 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1821 50093 SH SOLE 0 0 50093