0001843292-23-000003.txt : 20230713 0001843292-23-000003.hdr.sgml : 20230713 20230713161547 ACCESSION NUMBER: 0001843292-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230713 EFFECTIVENESS DATE: 20230713 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: 231086921 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 X0202 13F-HR LIVE false false false 0001843292 XXXXXXXX 06-30-2023 06-30-2023 false Prosperity Planning, Inc.

1805 Nw Platte Rd., Suite 100 Kansas City MO 64150

13F HOLDINGS REPORT 028-20510 000298268 801-113944 N Lucinda Lynn Richey 816-587-7526 /s/ Lucinda Lynn Richey Kansas City MO 07-13-2023 0 89 242254135 INFORMATION TABLE 2 infotable.xml AMERICAN CENTY ETF TR US SML CP VALU 025072877 1527753 19685 SH SOLE 0 0 19685 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 641542 11177 SH SOLE 0 0 11177 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5034048 93552 SH SOLE 0 0 93646 AMERICAN CENTY ETF TR US EQT ETF 025072885 2330032 30989 SH SOLE 0 0 31330 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 7171108 124585 SH SOLE 0 0 124752 APPLE INC COM 037833100 2016706 10397 SH SOLE 0 0 10397 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1528703 4483 SH SOLE 0 0 4483 CBRE GROUP INC CL A 12504L109 3082153 38188 SH SOLE 0 0 38188 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1380427 58369 SH SOLE 0 0 58369 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 736366 22416 SH SOLE 0 0 22416 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 408931 17431 SH SOLE 0 0 17431 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 14946714 641215 SH SOLE 0 0 643432 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3491219 128590 SH SOLE 0 0 128590 IDEXX LABS INC COM 45168D104 351561 700 SH SOLE 0 0 700 IMMUCELL CORP COM PAR 452525306 80000 16000 SH SOLE 0 0 16000 ISHARES INC CORE MSCI EMKT 46434G103 246643 5004 SH SOLE 0 0 5004 ISHARES TR CORE INTL AGGR 46435G672 1651777 33511 PRN SOLE 0 0 33548 ISHARES TR 0-5 YR TIPS ETF 46429B747 1150704 11790 PRN SOLE 0 0 11790 ISHARES TR CORE 1 5 YR USD 46432F859 29252894 627206 PRN SOLE 0 0 629376 ISHARES TR CORE S&P500 ETF 464287200 1197623 2687 SH SOLE 0 0 2687 ISHARES TR CORE S&P MCP ETF 464287507 466417 1784 SH SOLE 0 0 1784 ISHARES TR CORE S&P TTL STK 464287150 1930188 19728 SH SOLE 0 0 19728 ISHARES TR CORE TOTAL USD 46434V613 519176 11418 PRN SOLE 0 0 11418 ISHARES TR CORE US AGGBD ET 464287226 1757041 17938 PRN SOLE 0 0 17948 ISHARES TR MSCI INTL VLU FT 46435G409 5029430 197620 SH SOLE 0 0 197734 ISHARES TR MSCI USA QLT FCT 46432F339 274191 2033 SH SOLE 0 0 2033 ISHARES TR GNMA BOND ETF 46429B333 6490934 148060 PRN SOLE 0 0 148500 ISHARES TR CRE U S REIT ETF 464288521 3077497 59862 SH SOLE 0 0 59917 ISHARES TR IBOXX INV CP ETF 464287242 625167 5781 PRN SOLE 0 0 5781 ISHARES TR INTL DEV RE ETF 464288489 213382 10747 SH SOLE 0 0 10747 ISHARES TR MSCI EAFE ETF 464287465 15052925 207627 SH SOLE 0 0 207744 ISHARES TR EAFE GRWTH ETF 464288885 226885 2378 SH SOLE 0 0 2378 ISHARES TR EAFE SML CP ETF 464288273 1863827 31601 SH SOLE 0 0 31601 ISHARES TR EAFE VALUE ETF 464288877 398469 8142 SH SOLE 0 0 8142 ISHARES TR MSCI EMG MKT ETF 464287234 1157556 29261 SH SOLE 0 0 29261 ISHARES TR MSCI INDIA ETF 46429B598 255995 5858 SH SOLE 0 0 5858 ISHARES TR NATIONAL MUN ETF 464288414 2789389 26135 PRN SOLE 0 0 26193 ISHARES TR RUS 1000 GRW ETF 464287614 645254 2345 SH SOLE 0 0 2345 ISHARES TR RUS 1000 VAL ETF 464287598 1702669 10788 SH SOLE 0 0 10788 ISHARES TR RUSSELL 2000 ETF 464287655 337343 1801 SH SOLE 0 0 1801 ISHARES TR RUS 2000 GRW ETF 464287648 1031305 4250 SH SOLE 0 0 4250 ISHARES TR RUS 2000 VAL ETF 464287630 3352307 23809 SH SOLE 0 0 23809 ISHARES TR RUSSELL 3000 ETF 464287689 811791 3190 SH SOLE 0 0 3190 ISHARES TR RUS MD CP GR ETF 464287481 309313 3201 SH SOLE 0 0 3201 ISHARES TR RUS MDCP VAL ETF 464287473 716376 6522 SH SOLE 0 0 6522 ISHARES TR S&P 500 GRWT ETF 464287309 1635136 23200 SH SOLE 0 0 23200 ISHARES TR S&P 500 VAL ETF 464287408 12531026 77741 SH SOLE 0 0 77778 ISHARES TR S&P MC 400GR ETF 464287606 525375 7005 SH SOLE 0 0 7005 ISHARES TR S&P MC 400VL ETF 464287705 2978428 27802 SH SOLE 0 0 27802 ISHARES TR S&P SML 600 GWT 464287887 269396 2344 SH SOLE 0 0 2344 ISHARES TR SP SMCP600VL ETF 464287879 240007 2524 SH SOLE 0 0 2464 ISHARES TR SHRT NAT MUN ETF 464288158 3555121 34171 PRN SOLE 0 0 34204 ISHARES TR TIPS BD ETF 464287176 1350723 12551 PRN SOLE 0 0 12551 ISHARES TR ISHS 1-5YR INVS 464288646 7881824 157102 SH SOLE 0 0 157752 ISHARES TR 0-3 MNTH TREASRY 46436E718 1931239 19191 PRN SOLE 0 0 19191 ISHARES TR CORE MSCI EAFE 46432F842 211520 3134 SH SOLE 0 0 3134 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 256734 5146 PRN SOLE 0 0 5146 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 441634 16999 SH SOLE 0 0 16999 LOWES COS INC COM 548661107 222540 986 SH SOLE 0 0 986 NEWELL BRANDS INC COM 651229106 536146 61626 SH SOLE 0 0 61626 REALTY INCOME CORP COM 756109104 956580 15999 SH SOLE 0 0 15999 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 273413 795 SH SOLE 0 0 795 SPDR S&P 500 ETF TR TR UNIT 78462F103 2895948 6533 SH SOLE 0 0 6489 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 899393 1878 SH SOLE 0 0 1878 SPDR SER TR PRTFLO S&P500 GW 78464A409 945167 15492 SH SOLE 0 0 15492 SPDR SER TR PORTFLI TIPS ETF 78464A656 203671 7882 SH SOLE 0 0 7882 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1045996 22232 PRN SOLE 0 0 22232 TYLER TECHNOLOGIES INC COM 902252105 555571 1334 SH SOLE 0 0 1334 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2735543 37633 PRN SOLE 0 0 37633 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4904644 64902 PRN SOLE 0 0 64902 VANGUARD INDEX FDS GROWTH ETF 922908736 12259055 43324 SH SOLE 0 0 43333 VANGUARD INDEX FDS VALUE ETF 922908744 3195119 22485 SH SOLE 0 0 22485 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10158254 61416 SH SOLE 0 0 61479 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3607071 15701 SH SOLE 0 0 15705 VANGUARD INDEX FDS LARGE CAP ETF 922908637 351719 1735 SH SOLE 0 0 1735 VANGUARD INDEX FDS MID CAP ETF 922908629 251423 1142 SH SOLE 0 0 1142 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5868396 28519 SH SOLE 0 0 28519 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9434622 68179 SH SOLE 0 0 68115 VANGUARD INDEX FDS TOTAL STK MKT 922908769 820653 3726 SH SOLE 0 0 3726 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1324558 32957 SH SOLE 0 0 32983 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 647376 15914 SH SOLE 0 0 15914 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 428056 3875 SH SOLE 0 0 3875 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 274841 2834 SH SOLE 0 0 2834 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9520058 200760 PRN SOLE 0 0 201598 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1111218 22127 PRN SOLE 0 0 22127 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 764998 10111 PRN SOLE 0 0 10111 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1278982 27810 SH SOLE 0 0 27810 VANGUARD STAR FDS VG TL INTL STK F 921909768 656585 11708 SH SOLE 0 0 11708 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1056645 22881 SH SOLE 0 0 22881