Long-term investor
Prosperity Planning, Inc. @prosperityplanninginc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843292).
Record
- Tracked since 2025-06-30 (446 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +20.1% · all +20.1%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46432F859 · 12.1% · long · since 2025-06-30
- 464287465 · 6.1% · long · since 2025-06-30
- 922908736 · 5.8% · long · since 2025-06-30
- 922020805 · 4.4% · long · since 2025-06-30
- 025072802 · 4.4% · long · since 2025-06-30
- 25434V880 · 4.0% · long · since 2025-06-30
- 464288646 · 3.8% · long · since 2025-06-30
- 46429B333 · 3.5% · long · since 2025-06-30
- 025072158 · 3.1% · long · since 2025-06-30
- 025072604 · 3.1% · long · since 2025-06-30
- 025072133 · 2.9% · long · since 2025-06-30
- 464287408 · 2.8% · long · since 2025-06-30