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| Name: |
Prosperity Planning Inc. |
| City: |
Kansas City |
| State: |
MO |
| Zip: |
64150 |
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data |
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| Holdings
Found :
15 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CBG |
CBRE Group Inc |
15 |
- |
$91.27 |
$3,713,000 |
38,188 |
1.8% |
158,000 |
0 |
0.011 |
Property Management |
|
|
AAPL |
Apple Inc |
26 |
- |
$189.87 |
$1,775,000 |
10,349 |
0.86% |
-217,000 |
0 |
0 |
Personal Computers |
|
|
O |
Realty Income Corp |
39 |
- |
$55.13 |
$880,000 |
16,266 |
0.43% |
-54,000 |
0 |
0.002 |
REIT - Retail |
|
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IWV |
iShares Tr Russell 3000 Indx |
40 |
- |
$302.51 |
$847,000 |
2,823 |
0.41% |
74,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
42 |
- |
$124.51 |
$800,000 |
6,386 |
0.39% |
57,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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IWF |
iShares Russell 1000 Growth |
43 |
- |
$342.87 |
$775,000 |
2,301 |
0.38% |
77,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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TYL |
Tyler Technologies Inc |
47 |
- |
$489.14 |
$567,000 |
1,334 |
0.27% |
9,000 |
0 |
0.003 |
Information Technolog... |
|
|
NWL |
Newell Rubbermaid Inc |
50 |
- |
$8.11 |
$495,000 |
61,626 |
0.24% |
-40,000 |
0 |
0.015 |
Housewares & Accessories |
|
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IDXX |
Idexx Laboratories Inc |
55 |
- |
$543.45 |
$378,000 |
700 |
0.18% |
-11,000 |
0 |
0.001 |
Diagnostic Substances |
|
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DIA |
Diamonds Trust |
58 |
- |
$399.95 |
$316,000 |
795 |
0.15% |
16,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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INDA |
iShares Msci India ETF |
61 |
- |
$0.00 |
$302,000 |
5,858 |
0.15% |
16,000 |
0 |
0.001 |
N/A |
|
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VYM |
Vanguard High Dividend Yiel... |
65 |
- |
$121.51 |
$252,000 |
2,084 |
0.12% |
19,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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LOW |
Lowes Companies Inc |
66 |
- |
$231.11 |
$251,000 |
986 |
0.12% |
32,000 |
0 |
0 |
Home Improvement Stores |
|
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IPE |
Spdr Barclays Capital Tips Etf |
71 |
- |
$25.39 |
$202,000 |
7,882 |
0.1% |
0 |
0 |
0.004 |
Closed - End Fund - E... |
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ICCC |
Immucell Corp |
72 |
- |
$4.81 |
$85,000 |
16,000 |
0.04% |
4,000 |
0 |
0.222 |
Diagnostic Substances |
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