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Ryan Noble

Prosperity Planning, Inc.

Assets Managed
$394.652M
Holdings
110
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
3.23%(2Q avg: 3.19%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperity Planning, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 110 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 394.652M in assets, with a quarterly growth rate of 3.23% and a 2-quarter average growth rate of 3.19%. 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 5.41%
12.5%
$49.325M
1.018M shares@ $48.47 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 3.45%
6.15%
$24.25M
249,670 shares@ $97.14 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.43%
5.35%
$21.084M
48,271 shares@ $436.79 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 1.5%
4.6%
$18.129M
181,542 shares@ $99.87 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 6.26%
4.53%
$17.855M
357,451 shares@ $49.96 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -4.62%
4.21%
$16.603M
488,760 shares@ $33.97 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 6.48%
3.91%
$15.4M
292,992 shares@ $52.57 avg price
GNMA
Ishares Gnma Bond Etf
Recent Activity
Increased 7.77%
3.47%
$13.682M
308,639 shares@ $44.34 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 1.92%
2.88%
$11.333M
140,643 shares@ $80.59 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -1.71%
2.86%
$11.25M
53,278 shares@ $211.16 avg price

1-10 of 110