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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 :
23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAX |
Dimensional Funds plc - Wor... |
3 |
- |
$26.36 |
$16,042,000 |
630,565 |
7.77% |
506,000 |
-5,617 |
0.07 |
N/A |
|
|
DFAC |
Dimensional U S Core Equity... |
13 |
- |
$32.05 |
$3,919,000 |
122,670 |
1.9% |
256,000 |
-2,630 |
0.014 |
N/A |
|
|
IWN |
iShares Russell 2000 Value |
16 |
- |
$158.71 |
$3,690,000 |
23,233 |
1.79% |
72,000 |
-60 |
0.028 |
Closed - End Fund - E... |
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IJJ |
iShares S&P MC 400/BARRA VL |
18 |
- |
$117.71 |
$3,196,000 |
27,021 |
1.55% |
107,000 |
-63 |
0.043 |
Closed - End Fund - E... |
|
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SPY |
Standard & Poors Depository... |
19 |
- |
$529.45 |
$2,977,000 |
5,692 |
1.44% |
22,000 |
-524 |
0 |
Closed - End Fund - E... |
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ITOT |
iShares Core S&P Total US |
21 |
- |
$116.35 |
$2,245,000 |
19,469 |
1.09% |
182,000 |
-132 |
0.005 |
Closed - End Fund - E... |
|
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AVUV |
Avantis Us Small Cap Value Etf |
25 |
- |
$93.45 |
$1,880,000 |
20,063 |
0.91% |
71,000 |
-81 |
0.022 |
N/A |
|
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IWD |
iShares Russell 1000 Value |
27 |
- |
$179.05 |
$1,752,000 |
9,784 |
0.85% |
126,000 |
-55 |
0.003 |
Closed - End Fund - E... |
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DISV |
Dfa Dimensional Internation... |
29 |
- |
$0.00 |
$1,553,000 |
57,115 |
0.75% |
76,000 |
-176 |
0.063 |
N/A |
|
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IVV |
iShares Core S&P 500 Etf |
32 |
- |
$532.13 |
$1,144,000 |
2,176 |
0.55% |
-333,000 |
-917 |
0.003 |
Closed - End Fund - E... |
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VMBS |
Vanguard Mortgage-Backed S |
33 |
- |
$45.15 |
$1,144,000 |
25,091 |
0.55% |
-46,000 |
-575 |
0 |
Closed - End Fund - Debt |
|
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SPYG |
SPDR Dow Jones Wilshire Lar... |
34 |
- |
$74.75 |
$1,079,000 |
14,745 |
0.52% |
114,000 |
-82 |
0.001 |
Closed - End Fund - E... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
35 |
- |
$551.69 |
$1,032,000 |
1,855 |
0.5% |
85,000 |
-11 |
0.004 |
Closed - End Fund - E... |
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IWO |
iShares Russell 2000 Growth |
36 |
- |
$265.15 |
$1,009,000 |
3,726 |
0.49% |
62,000 |
-30 |
0.009 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
37 |
- |
$262.30 |
$990,000 |
3,810 |
0.48% |
13,000 |
-307 |
0 |
Closed - End Fund - E... |
|
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DFAE |
Dfa Dimensional Emerging Co... |
52 |
- |
$0.00 |
$422,000 |
17,064 |
0.2% |
10,000 |
-20 |
0.003 |
N/A |
|
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EFV |
iShares MSCI EAFE Value Ind... |
53 |
- |
$0.00 |
$408,000 |
7,503 |
0.2% |
-41,000 |
-1,124 |
0 |
Closed - End Fund - E... |
|
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VV |
Vanguard Large Cap VIPERS |
56 |
- |
$243.09 |
$371,000 |
1,547 |
0.18% |
14,000 |
-89 |
0.001 |
Closed - End Fund - E... |
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IWP |
iShares Tr Russell MidCap Gr |
57 |
- |
$112.01 |
$329,000 |
2,884 |
0.16% |
21,000 |
-61 |
0 |
Closed - End Fund - E... |
|
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VO |
Vanguard Mid Cap VIPERS |
64 |
- |
$248.71 |
$284,000 |
1,138 |
0.14% |
16,000 |
-15 |
0.001 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
67 |
- |
$0.00 |
$244,000 |
1,485 |
0.12% |
24,000 |
-11 |
0 |
N/A |
|
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IJS |
iShares S&P SmCp 600/BRR Vl |
68 |
- |
$101.87 |
$239,000 |
2,321 |
0.12% |
-11,000 |
-103 |
0.003 |
Closed - End Fund - E... |
|
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IEFA |
Ishares Core Msci Eafe |
69 |
- |
$0.00 |
$228,000 |
3,074 |
0.11% |
10,000 |
-18 |
0 |
N/A |
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