Prosperity Planning, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Prosperity Planning, Inc. reported 76 stock positions worth $222.0 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 9.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.6%) and Dimensional World Ex US Core (DFAX, 7.0%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 27 and reduced 32. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +2%) and the biggest sale Vngrd Mrngst SL-CP Val ETF-U (VBR, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH KANSAS CITY, MO
- CIK
- 0001843292
- Portfolio Value
- $222.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002051 ↗ filed Apr 11, 2025
Holdings Value
Holdings 76 stocks · $222.0M
| EFA iShares MSCI Eafe ETF | 8.97% | 243,645 | $19.9M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.60% | 45,497 | $16.9M | Add +1.0% |
| DFAX Dimensional World Ex US Core | 7.02% | 594,643 | $15.6M | Reduce -1.7% |
| AVDV Avantis Intl S/C Value ETF | 5.58% | 177,569 | $12.4M | Add +7.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 5.54% | 234,716 | $12.3M | Add +3.9% |
| IVE iShares S&P 500 Value ETF | 5.15% | 59,934 | $11.4M | Reduce -6.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 4.00% | 47,626 | $8.9M | Reduce -6.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.84% | 53,121 | $8.5M | Reduce -6.9% |
| AVEM Avantis Emerging Markets Eq | 3.57% | 131,532 | $7.9M | Add +7.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 3.48% | 31,551 | $7.7M | Add +0.7% |
| AVLC Avantis US LG Cap Eq ETF | 2.67% | 92,353 | $5.9M | Add +29.5% |
| AVMV Avantis US Mid Cap Val ETF | 2.51% | 90,701 | $5.6M | Add +31.1% |
| CBRE CBRE Group Inc. Class A | 2.42% | 41,107 | $5.4M | No change |
| AVUV Avantis US Small Cap Value | 2.19% | 55,698 | $4.9M | Add +16.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.07% | 18,262 | $4.6M | Add +0.4% |
| IVLU iShares MSCI International V | 2.07% | 151,540 | $4.6M | Reduce -5.3% |
| AVUS Avantis U.S. Equity ETF | 1.74% | 41,727 | $3.9M | Add +2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.73% | 22,228 | $3.8M | Reduce -1.2% |
| USRT iShares Core US REIT ETF | 1.72% | 66,358 | $3.8M | Reduce -0.2% |
| AVLV Avantis US Large Cap Value | 1.67% | 56,888 | $3.7M | Add +26.6% |
| DFAC Dimensional US Core Equity 2 | 1.39% | 93,487 | $3.1M | Add +1.7% |
| IWN iShares Russell 2000 Value E | 1.33% | 19,606 | $3.0M | Reduce -1.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.26% | 23,356 | $2.8M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 4,671 | $2.6M | Reduce -1.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.18% | 46,088 | $2.6M | Add +32.7% |
| IVW iShares S&P 500 Growth ETF | 1.09% | 25,989 | $2.4M | Reduce -0.1% |
| AAPL Apple Inc. | 1.04% | 10,349 | $2.3M | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.99% | 34,727 | $2.2M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 3,996 | $2.1M | Reduce -11.3% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.77% | 42,111 | $1.7M | Add +1.1% |
| IWD iShares Russell 1000 Value E | 0.76% | 8,960 | $1.7M | Reduce -2.1% |
| ITOT iShares Core S&P Total U.S. | 0.72% | 13,067 | $1.6M | Reduce -25.0% |
| AVDE Avantis International Equity | 0.69% | 23,041 | $1.5M | Add +6.9% |
| DISV Dimensional International SM | 0.69% | 52,366 | $1.5M | Reduce -1.0% |
| EEM iShares MSCI Emerging Market | 0.60% | 30,450 | $1.3M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.58% | 25,503 | $1.3M | Add +1.1% |
| O Realty Income Corp. | 0.53% | 20,266 | $1.2M | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.52% | 24,721 | $1.1M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 3,557 | $978K | Reduce -3.4% |
| DFIV Dimensional International Va | 0.41% | 23,370 | $920K | Add +0.8% |
| MDY State Street SPDR S&P Midcap | 0.39% | 1,616 | $862K | Reduce -1.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.38% | 10,544 | $847K | Reduce -3.1% |
| IWF iShares Russell 1000 Growth | 0.37% | 2,301 | $831K | No change |
| IWO iShares Russell 2000 Growth | 0.37% | 3,247 | $830K | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.37% | 1,470 | $826K | Reduce -8.6% |
| IWV iShares Russell 3000 ETF | 0.36% | 2,485 | $789K | Reduce -12.0% |
| IWS iShares Russell Mid-Cap Valu | 0.35% | 6,160 | $776K | Reduce -1.0% |
| TYL Tyler Technologies Inc. | 0.35% | 1,334 | $776K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 16,616 | $752K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 6,995 | $583K | Reduce -0.5% |
| COMT iShares Gsci Commodity Dynam | 0.26% | 21,962 | $581K | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.24% | 8,580 | $533K | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 8,908 | $520K | No change |
| NWL Newell Brands Inc. | 0.22% | 79,911 | $495K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.19% | 3,641 | $421K | Reduce -0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.18% | 6,628 | $391K | Reduce -20.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 1,497 | $385K | No change |
| DFAE Dimensional Emerging Core Eq | 0.17% | 14,638 | $379K | Reduce -1.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 804 | $338K | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 0.15% | 3,608 | $327K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 1,575 | $314K | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 1,181 | $305K | No change |
| VT Vanguard Tot World STK ETF | 0.14% | 2,610 | $303K | Add +1.6% |
| INDA iShares MSCI India ETF | 0.14% | 5,858 | $302K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.14% | 1,761 | $301K | Add +16.9% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 2,528 | $297K | Reduce -5.6% |
| IDXX Idexx Laboratories Inc. | 0.13% | 700 | $294K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.13% | 2,339 | $291K | Add +0.4% |
| IFGL iShares International Develo | 0.13% | 14,686 | $290K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 2,011 | $259K | Add +2.6% |
| LOW Lowe's Cos Inc. | 0.10% | 986 | $230K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.10% | 4,462 | $218K | Add +0.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.09% | 2,900 | $209K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 2,754 | $208K | Reduce -8.7% |
| SPIP SS SPDR P Tips ETF | 0.09% | 7,826 | $206K | New |
| ICCC Immucell Corp. | 0.03% | 16,000 | $77K | No change |
Other holdings (28): bonds, preferreds, convertibles and warrants · $97.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ISTB iShares Core 1-5 Year Usd Bo | CORE 1 5 YR USD · principal | 834,509 | $40.3M | Add +5.3% |
| VTIP Vanguard Short-Term Tips | STRM INFPROIDX · principal | 292,640 | $14.6M | Add +4.2% |
| GNMA iShares Gnma Bond ETF | GNMA BOND ETF · principal | 243,277 | $10.7M | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | SHORT TRM BOND · principal | 70,528 | $5.5M | Reduce -0.7% |
| SUB iShares Short-Term National | SHRT NAT MUN ETF · principal | 31,527 | $3.3M | Add +6.2% |
| MUB iShares National Muni Bond E | NATIONAL MUN ETF · principal | 28,014 | $3.0M | Add +0.6% |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 29,742 | $2.9M | Add +6.8% |
| BND Vanguard Total Bond Market | TOTAL BND MRKT · principal | 33,879 | $2.5M | Reduce -0.6% |
| IAGG iShares Intl Aggregate Bond | CORE INTL AGGR · principal | 36,219 | $1.8M | Reduce -2.6% |
| STIP iShares 0-5 Year Tips Bond E | 0-5 YR TIPS ETF · principal | 16,167 | $1.7M | Reduce -1.5% |
| SGOV iShares 0-3 Month Treasury B | 0-3 MTH TREASURY · principal | 13,122 | $1.3M | Reduce -11.8% |
| TIP iShares Tips Bond ETF | TIPS BD ETF · principal | 11,316 | $1.3M | Reduce -4.8% |
| SHM SS SPDR N Ice St Muni ETF | ST NUVE TERM ETF · principal | 22,284 | $1.1M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | 10,835 | $855K | Reduce -2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | TAX EXEMPT BD · principal | 17,105 | $849K | Reduce -1.3% |
| IBDT iShares Ibonds Dec 2028 ETF | IBDS DEC28 ETF · principal | 30,413 | $768K | Add +15.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | 6,177 | $671K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | CORE UNIVRSL USD · principal | 12,914 | $595K | Reduce -1.4% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 19,977 | $502K | Add +25.9% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 20,723 | $502K | Add +26.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 20,729 | $501K | Add +26.0% |
| IBDU iShares Ibonds Dec 2029 Term | IBONDS DEC 29 · principal | 18,712 | $433K | Add +31.4% |
| IBTI iShares Ibonds Dec 2028 Term | IBONDS 28 TRM TS · principal | 15,219 | $339K | Add +13.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | IBONDS DEC 2030 · principal | 15,174 | $330K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | IBOND DEC 2030 · principal | 14,881 | $293K | Add +11.7% |
| IBTJ iShares Ibonds Dec 2029 Term | IBONDS 29 TRM TS · principal | 13,410 | $292K | Add +11.7% |
| IBTF iShares Ibonds Dec 2025 Term | IBONDS 25 TRM TS · principal | 11,419 | $267K | Add +17.7% |
| EGUS iShares ESG Aware MSCI US GR | ESG AWARE MSCI · principal | 5,558 | $219K | New |
Total filed on the 13F, all lines: $319.4M.
Portfolio Sells Q4 2024 → Q1 2025
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.1% | 4.00% | −0.58 |
| IVE iShares S&P 500 Value ETF | Reduce -6.4% | 5.15% | −0.42 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -6.9% | 3.84% | −0.36 |
| ITOT iShares Core S&P Total U.S. | Reduce -25.0% | 0.72% | −0.30 |
| IWN iShares Russell 2000 Value E | Reduce -1.3% | 1.33% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.1% | 1.09% | −0.12 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.5% | 1.26% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 1.18% | −0.08 |
| AMC AMC Entertainment HLDS Class A | Sold out | 0.00% | −0.08 |
| IWV iShares Russell 3000 ETF | Reduce -12.0% | 0.36% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -8.6% | 0.37% | −0.06 |
| IWO iShares Russell 2000 Growth | Reduce -1.3% | 0.37% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.1% | 0.38% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.4% | 0.44% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -1.6% | 0.39% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.5% | 0.26% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -20.3% | 0.18% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -5.6% | 0.13% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 0.14% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.0% | 0.35% | −0.02 |
| USRT iShares Core US REIT ETF | Reduce -0.2% | 1.72% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.1% | 0.76% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.0% | 0.15% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 1.73% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -5.2% | 0.24% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.7% | 0.09% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.9% | 0.17% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.1% | 0.19% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.8% | 0.52% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.3% | 0.96% | +0.03 |
| DISV Dimensional International SM | Reduce -1.0% | 0.69% | +0.05 |
| IVLU iShares MSCI International V | Reduce -5.3% | 2.07% | +0.09 |
| DFAX Dimensional World Ex US Core | Reduce -1.7% | 7.02% | +0.17 |
Portfolio Buys Q4 2024 → Q1 2025
| EFA iShares MSCI Eafe ETF | Add +2.4% | 8.97% | +0.78 |
| AVDV Avantis Intl S/C Value ETF | Add +7.5% | 5.58% | +0.69 |
| AVLC Avantis US LG Cap Eq ETF | Add +29.5% | 2.67% | +0.48 |
| AVMV Avantis US Mid Cap Val ETF | Add +31.1% | 2.51% | +0.45 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +32.7% | 1.18% | +0.36 |
| AVLV Avantis US Large Cap Value | Add +26.6% | 1.67% | +0.31 |
| AVEM Avantis Emerging Markets Eq | Add +7.5% | 3.57% | +0.29 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +3.9% | 5.54% | +0.22 |
| SPIP SS SPDR P Tips ETF | New | 0.09% | +0.09 |
| AVDE Avantis International Equity | Add +6.9% | 0.69% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +16.3% | 2.19% | +0.08 |
| SCZ iShares MSCI Eafe Small-Cap | Add +1.7% | 0.99% | +0.05 |
| DFIV Dimensional International Va | Add +0.8% | 0.41% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 0.58% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +1.1% | 0.60% | +0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +1.1% | 0.77% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +16.9% | 0.14% | +0.01 |
| COMT iShares Gsci Commodity Dynam | Add +0.3% | 0.26% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +2.6% | 0.12% | +0.00 |
| IFGL iShares International Develo | Add +0.3% | 0.13% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +1.6% | 0.14% | −0.00 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +0.3% | 0.10% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.4% | 0.13% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +1.7% | 1.39% | −0.06 |
| AVUS Avantis U.S. Equity ETF | Add +2.4% | 1.74% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.7% | 3.48% | −0.14 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.4% | 2.07% | −0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 7.60% | −0.81 |
Notes & Other Activity Q4 2024 → Q1 2025
| ISTB iShares Core 1-5 Year Usd Bo | CORE 1 5 YR USD · principal | Add +5.3% | 834,509 | $40.3M |
| VTIP Vanguard Short-Term Tips | STRM INFPROIDX · principal | Add +4.2% | 292,640 | $14.6M |
| GNMA iShares Gnma Bond ETF | GNMA BOND ETF · principal | Add +1.1% | 243,277 | $10.7M |
| BSV Vanguard Short-Term Bond ETF | SHORT TRM BOND · principal | Reduce -0.7% | 70,528 | $5.5M |
| SUB iShares Short-Term National | SHRT NAT MUN ETF · principal | Add +6.2% | 31,527 | $3.3M |
| MUB iShares National Muni Bond E | NATIONAL MUN ETF · principal | Add +0.6% | 28,014 | $3.0M |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Add +6.8% | 29,742 | $2.9M |
| BND Vanguard Total Bond Market | TOTAL BND MRKT · principal | Reduce -0.6% | 33,879 | $2.5M |
| IAGG iShares Intl Aggregate Bond | CORE INTL AGGR · principal | Reduce -2.6% | 36,219 | $1.8M |
| STIP iShares 0-5 Year Tips Bond E | 0-5 YR TIPS ETF · principal | Reduce -1.5% | 16,167 | $1.7M |
| SGOV iShares 0-3 Month Treasury B | 0-3 MTH TREASURY · principal | Reduce -11.8% | 13,122 | $1.3M |
| TIP iShares Tips Bond ETF | TIPS BD ETF · principal | Reduce -4.8% | 11,316 | $1.3M |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Reduce -2.1% | 10,835 | $855K |
| VTEB Vanguard Tax-Exempt Bond ETF | TAX EXEMPT BD · principal | Reduce -1.3% | 17,105 | $849K |
| IBDT iShares Ibonds Dec 2028 ETF | IBDS DEC28 ETF · principal | Add +15.6% | 30,413 | $768K |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | CORE UNIVRSL USD · principal | Reduce -1.4% | 12,914 | $595K |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +25.9% | 19,977 | $502K |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +26.0% | 20,723 | $502K |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +26.0% | 20,729 | $501K |
| IBDU iShares Ibonds Dec 2029 Term | IBONDS DEC 29 · principal | Add +31.4% | 18,712 | $433K |
| IBTI iShares Ibonds Dec 2028 Term | IBONDS 28 TRM TS · principal | Add +13.6% | 15,219 | $339K |
| IBTK iShares Ibonds Dec 2030 Trea | IBOND DEC 2030 · principal | Add +11.7% | 14,881 | $293K |
| IBTJ iShares Ibonds Dec 2029 Term | IBONDS 29 TRM TS · principal | Add +11.7% | 13,410 | $292K |
| IBTF iShares Ibonds Dec 2025 Term | IBONDS 25 TRM TS · principal | Add +17.7% | 11,419 | $267K |
| EGUS iShares ESG Aware MSCI US GR | ESG AWARE MSCI · principal | New | 5,558 | $219K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 87 | $311.6M | EFA, VUG, AVDV, DFAX, IGSB |
| Q1 2026 | 83 | $277.6M | EFA, VUG, AVDV, DFAX, IGSB |
| Q4 2025 | 79 | $270.0M | EFA, VUG, AVDV, DFAX, IGSB |
| Q3 2025 | 80 | $265.3M | EFA, VUG, DFAX, AVDV, IGSB |
| Q2 2025 | 78 | $247.5M | EFA, VUG, DFAX, AVDV, IGSB |
| Q1 2025 | 76 | $222.0M | EFA, VUG, DFAX, AVDV, IGSB |
| Q4 2024 | 76 | $219.7M | VUG, EFA, DFAX, IVE, IGSB |
| Q3 2024 | 77 | $224.8M | EFA, VUG, DFAX, IVE, VBR |
| Q2 2024 | 99 | $291.4M | ISTB, EFA, VUG, DFAX, IVE |
| Q1 2024 | 72 | $206.3M | EFA, IVE, DFAX, VUG, VBR |