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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
AGGIshares Tr
Recent Activity
Increased 0.94%
0.87%
$2.699M
27,857 shares@ $96.9 avg price
IVWIshares Tr
Recent Activity
Decreased -0.81%
0.85%
$2.641M
26,010 shares@ $101.53 avg price
AAPLApple Inc
Recent Activity
Decreased -0.24%
0.84%
$2.592M
10,349 shares@ $250.43 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 0.57%
0.79%
$2.45M
34,065 shares@ $71.91 avg price
ITOTIshares Tr
Recent Activity
Decreased -2.85%
0.72%
$2.24M
17,415 shares@ $128.62 avg price
SCZIshares Tr
Recent Activity
Increased 4.42%
0.67%
$2.075M
34,160 shares@ $60.75 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.14%
0.66%
$2.041M
4,503 shares@ $453.29 avg price
IAGGIshares Tr
Recent Activity
Increased 0.57%
0.6%
$1.857M
37,197 shares@ $49.93 avg price
AVIVAmerican Centy Etf Tr
Recent Activity
Increased 66.59%
0.58%
$1.802M
34,723 shares@ $51.9 avg price
IWDIshares Tr
Recent Activity
Decreased -2.63%
0.55%
$1.694M
9,148 shares@ $185.13 avg price