- New Purchases: VYM, BNDX,
- Added Positions: ISTB, EFA, IVE, IGSB, VTIP, VBR, AVDV, VOE, VUG, GNMA, DFAX, VTI, AVEM, IVLU, VXUS, AVUS, VBK, VOT, AVDE, DFAC, USRT, SUB, MUB, COMT, SCZ, IAGG, EEM, VNQI, DIA, IFGL, IXUS, IEMG,
- Reduced Positions: ESGU, SPY, IVV, IUSB, IWV, EFV, GOVT, ESGE, EFG, IJR, IWF, IJJ, VT, IYE, IVW, IWD, LQD, VO,
- Sold Out: AMC, XLV,
For the details of Prosperity Planning, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/prosperity+planning%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Prosperity Planning, Inc.- iShares Core 1-5 Year USD Bond ETF (ISTB) - 513,160 shares, 13.12% of the total portfolio. Shares added by 7.64%
- Dimensional World ex U.S. Core Equity 2 ETF (DFAX) - 616,088 shares, 8.15% of the total portfolio. Shares added by 3.41%
- iShares MSCI EAFE ETF (EFA) - 155,474 shares, 6.20% of the total portfolio. Shares added by 12.82%
- Vanguard Growth ETF (VUG) - 31,437 shares, 5.11% of the total portfolio. Shares added by 6.18%
- iShares S&P 500 Value ETF (IVE) - 63,485 shares, 5.04% of the total portfolio. Shares added by 10.66%
Prosperity Planning, Inc. initiated holding in Vanguard High Dividend Yield Indx ETF. The purchase prices were between $103.44 and $112.16, with an estimated average price of $108.07. The stock is now traded at around $111.080000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,799 shares as of 2021-12-31.
New Purchase: Vanguard Total International Bond ETF (BNDX)Prosperity Planning, Inc. initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $54.87 and $55.81, with an estimated average price of $55.32. The stock is now traded at around $54.650000. The impact to a portfolio due to this purchase was 0.03%. The holding were 978 shares as of 2021-12-31.
Added: Vanguard Total Stock Market ETF (VTI)Prosperity Planning, Inc. added to a holding in Vanguard Total Stock Market ETF by 114.25%. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $225.370000. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,413 shares as of 2021-12-31.
Added: Vanguard Total International Stock (VXUS)Prosperity Planning, Inc. added to a holding in Vanguard Total International Stock by 45.86%. The purchase prices were between $61.08 and $65.1, with an estimated average price of $63.41. The stock is now traded at around $63.000000. The impact to a portfolio due to this purchase was 0.17%. The holding were 16,656 shares as of 2021-12-31.
Added: Avantis U.S. Equity ETF (AVUS)Prosperity Planning, Inc. added to a holding in Avantis U.S. Equity ETF by 29.23%. The purchase prices were between $73.64 and $80.53, with an estimated average price of $78.14. The stock is now traded at around $75.720000. The impact to a portfolio due to this purchase was 0.14%. The holding were 15,001 shares as of 2021-12-31.
Added: Avantis International Equity ETF (AVDE)Prosperity Planning, Inc. added to a holding in Avantis International Equity ETF by 79.02%. The purchase prices were between $60.26 and $64.84, with an estimated average price of $62.84. The stock is now traded at around $62.660000. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,122 shares as of 2021-12-31.
Added: iShares Commodities Select Strategy ETF (COMT)Prosperity Planning, Inc. added to a holding in iShares Commodities Select Strategy ETF by 22.61%. The purchase prices were between $28.56 and $32.43, with an estimated average price of $31. The stock is now traded at around $33.090000. The impact to a portfolio due to this purchase was 0.05%. The holding were 16,108 shares as of 2021-12-31.
Sold Out: AMC Entertainment Holdings Inc (AMC)Prosperity Planning, Inc. sold out a holding in AMC Entertainment Holdings Inc. The sale prices were between $23.24 and $45.06, with an estimated average price of $35.13.
Sold Out: Health Care Select Sector SPDR (XLV)Prosperity Planning, Inc. sold out a holding in Health Care Select Sector SPDR. The sale prices were between $124.86 and $141.49, with an estimated average price of $132.44.
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