Portfolio (Quarterly) Guide ↗

Prosperity Planning, Inc.

· CIK 0001843292

13F Portfolio $395M AUM 110 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 40 Added 33 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QUAL	ISHARES TR	—	1,330	$264K	0.07%	SOLD
2	EGUS	ISHARES TR	—	4,421	$234K	0.06%	SOLD
3	OEF	ISHARES TR	—	625	$214K	0.06%	SOLD
4	XVV	ISHARES TR	—	3,886	$205K	0.05%	SOLD

Sector Allocation

Real Estate 34.6%

Financial Services 34.3%

Technology 17.1%

Healthcare 4.6%

Consumer Defensive 2.9%

Consumer Cyclical 2.4%

Basic Materials 1.4%

Communication Services 1.3%

Energy 1.3%