Institutional Fund
Prosperity Planning, Inc.
North Kansas City, MOCIK 18432925 filings on record
Portfolio Value
$277.59M
Q1 2026
Holdings
83
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.8%
from $270.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.7%
- Vanguard Index Fds7.6%
- American Centy ETF Tr6.5%
- Dimensional ETF Trust6.0%
- Ishares Tr5.5%
- American Centy ETF Tr4.1%
- Other61.5%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 249.7K | $24.25M | 8.7% | +8.3K | Added |
| 2 | Vanguard Index Fds | 48.3K | $21.08M | 7.6% | +1.6K | Added |
| 3 | American Centy ETF Tr | 181.5K | $18.13M | 6.5% | +2.7K | Added |
| 4 | Dimensional ETF Trust | 488.8K | $16.60M | 6.0% | −23.7K | Reduced |
| 5 | Ishares Tr | 293.0K | $15.40M | 5.5% | +17.8K | Added |
| 6 | American Centy ETF Tr | 140.6K | $11.33M | 4.1% | +2.6K | Added |
| 7 | Ishares Tr | 53.3K | $11.25M | 4.1% | −928 | Reduced |
| 8 | American Centy ETF Tr | 143.7K | $11.14M | 4.0% | +12.9K | Added |
| 9 | American Centy ETF Tr | 145.7K | $10.81M | 3.9% | +13.0K | Added |
| 10 | Vanguard Index Fds | 42.0K | $9.12M | 3.3% | −364 | Reduced |
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