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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
STIPIshares Tr
Recent Activity
Decreased -2.15%
0.53%
$1.651M
16,413 shares@ $100.61 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Increased 2.1%
0.53%
$1.648M
41,660 shares@ $39.57 avg price
SGOVIshares Tr
Recent Activity
Increased 13.81%
0.48%
$1.493M
14,878 shares@ $100.33 avg price
DISVDimensional Etf Trust
Recent Activity
Decreased -1.82%
0.46%
$1.405M
52,897 shares@ $26.57 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 19.87%
0.43%
$1.323M
21,551 shares@ $61.37 avg price
TIPIshares Tr
Recent Activity
Decreased -11.92%
0.41%
$1.267M
11,892 shares@ $106.55 avg price
EEMIshares Tr
Recent Activity
Increased 0.11%
0.41%
$1.26M
30,132 shares@ $41.82 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.31%
0.39%
$1.207M
25,238 shares@ $47.82 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 0.05%
0.37%
$1.13M
24,914 shares@ $45.35 avg price
ORealty Income Corp
Recent Activity
0.35%
$1.082M
20,266 shares@ $53.41 avg price