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Ryan Noble

@Prosperity Planning, Inc.

Latest period2024 - Q4ReportedManaged Assets$312.037MTotal holdings103
Assets growth rate-1.12%Assets growth rate (2-Q avg)3.38%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperity Planning, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Prosperity Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 312.037M in assets, with a quarterly growth rate of -1.12% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Ryan Noble, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBTEIshares Tr
Recent Activity
Exited
0%
$246,049
10,252 shares@ $24.01 avg price
SPIPSpdr Ser Tr
Recent Activity
Exited
0%
$205,667
7,826 shares@ $26.28 avg price
FIVAFidelity Covington Trust
Recent Activity
Exited
0%
$205,612
7,744 shares@ $26.56 avg price