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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
VOEVanguard Index Fds
Recent Activity
Decreased -11.45%
2.96%
$9.234M
57,084 shares@ $161.77 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -2.31%
2.55%
$7.949M
31,324 shares@ $253.76 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 2.61%
2.31%
$7.19M
122,308 shares@ $58.79 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -1.35%
1.76%
$5.49M
71,045 shares@ $77.27 avg price
CBRECbre Group Inc
Recent Activity
1.73%
$5.397M
41,107 shares@ $131.29 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -2.24%
1.64%
$5.095M
18,194 shares@ $280.07 avg price
AVLCAmerican Centy Etf Tr
Recent Activity
Increased 48.76%
1.55%
$4.816M
71,298 shares@ $67.56 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 19.41%
1.49%
$4.622M
47,882 shares@ $96.54 avg price
AVMVAmerican Centy Etf Tr
Recent Activity
Increased 44.15%
1.45%
$4.518M
69,213 shares@ $65.29 avg price
IVLUIshares Tr
Recent Activity
Decreased -9.22%
1.4%
$4.339M
160,060 shares@ $27.11 avg price