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Ryan Noble

Prosperity Planning, Inc.

Assets Managed
$436.301M
Holdings
117
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
10.56%(2Q avg: 6.9%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperity Planning, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 117 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 436.301M in assets, with a quarterly growth rate of 10.56% and a 2-quarter average growth rate of 6.9%. The portfolio is managed by Ryan Noble, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 7.9%
12.15%
$52.991M
1.098M shares@ $48.26 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 2.28%
6.08%
$26.527M
255,360 shares@ $103.88 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 511.61%
5.83%
$25.431M
295,226 shares@ $86.14 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 7.52%
4.43%
$19.304M
384,318 shares@ $50.23 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 2%
4.38%
$19.08M
185,156 shares@ $103.05 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -3.36%
3.99%
$17.399M
472,299 shares@ $36.84 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 8.23%
3.81%
$16.619M
317,095 shares@ $52.42 avg price
GNMA
Ishares Gnma Bond Etf
Recent Activity
Increased 10.45%
3.46%
$15.077M
340,879 shares@ $44.24 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 5.34%
3.13%
$13.616M
151,352 shares@ $89.97 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -0.57%
3.1%
$13.493M
139,840 shares@ $96.49 avg price

1-10 of 117