StockDriftsStockDriftsTop 50 Prosperity Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ISTB | ISHARES TR | 12.5% | 1.02M | $49.3M | +5.41%(+52.20K) | $49.65(-2.81%) | 2026-03-31 | |
| EFA | ISHARES TR | 6.14% | 249.7K | $24.3M | +3.44%(+8.30K) | $71.31(+43.10%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.34% | 48.3K | $21.1M | +3.43%(+1.60K) | $43.26(+94.88%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.59% | 181.5K | $18.1M | +1.49%(+2.67K) | $58.23(+82.22%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.52% | 357.5K | $17.9M | +6.26%(+21.05K) | $49.98(+0.76%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.21% | 488.8K | $16.6M | -4.62%(-23.69K) | $25.59(+43.75%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.9% | 293.0K | $15.4M | +6.47%(+17.81K) | $52.85(-0.94%) | 2026-03-31 | |
| GNMA | ISHARES TR | 3.47% | 308.6K | $13.7M | +7.76%(+22.23K) | $46.22(-4.38%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.87% | 140.6K | $11.3M | +1.92%(+2.65K) | $56.75(+62.51%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.85% | 53.3K | $11.2M | -1.71%(-928) | $134.94(+65.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.48% | +31.22% |
| Top 20 Holdings Unweighted | +10.96% | +36.60% |
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