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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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 1.25%
1.27%
$3.951M
40,765 shares@ $96.93 avg price
USRTIshares Tr
Recent Activity
Increased 1.08%
1.23%
$3.81M
66,475 shares@ $57.31 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -2.39%
1.23%
$3.809M
22,496 shares@ $169.31 avg price
IWNIshares Tr
Recent Activity
Decreased -10.19%
1.05%
$3.262M
19,869 shares@ $164.18 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -3.07%
1.02%
$3.179M
91,903 shares@ $34.6 avg price
SUBIshares Tr
Recent Activity
Increased 9.06%
1.01%
$3.133M
29,698 shares@ $105.49 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 54.1%
0.97%
$2.999M
44,918 shares@ $66.78 avg price
MUBIshares Tr
Recent Activity
Increased 1.29%
0.96%
$2.968M
27,853 shares@ $106.56 avg price
IJJIshares Tr
Recent Activity
Decreased -8.43%
0.95%
$2.964M
23,721 shares@ $124.96 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.81%
0.89%
$2.772M
4,730 shares@ $586.08 avg price