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Noble Family Wealth

Latest statistics and disclosures from Noble Family Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, VTV, SCHD, VEA, SCHA, and represent 42.18% of Noble Family Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$22M), SCHV (+$12M), SCHM (+$12M), SCHA (+$11M), SCHG (+$7.3M), SCHF (+$6.9M), VB, SCHX, VEA, SCHB.
Started 3 new stock positions in TT, JPM, IVV.
Reduced shares in these 10 stocks: GUNR, VUG, VDE, VSS, IWF, SHY, IWC, KO, AIVL, VOE.
Sold out of its position in KO.
Noble Family Wealth was a net buyer of stock by $72M.
Noble Family Wealth has $363M in assets under management (AUM), dropping by -2.37%.
Central Index Key (CIK): 0001976065

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Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 61 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	11.0	$40M		204k	195.80	View chart
Vanguard Index Fds Value Etf (VTV)	9.2	$33M		198k	168.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.0	$33M	+215%	1.2M	27.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$25M		517k	47.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.2	$22M	+103%	867k	25.84	View chart
Vanguard Index Fds Growth Etf (VUG)	5.7	$21M	-3%	50k	414.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	5.1	$19M	+174%	671k	27.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.9	$18M	+200%	691k	25.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.3	$16M		85k	184.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.7	$13M	+6%	56k	240.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.4	$13M	+123%	673k	18.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.0	$11M		41k	264.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.8	$10M		136k	75.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$9.9M	+274%	353k	28.14	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	2.4	$8.7M	-2%	82k	106.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$6.8M		34k	197.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.6	$5.8M		20k	288.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.2	$4.3M		26k	163.70	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.1	$3.9M		27k	145.43	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$3.4M		62k	55.52	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$3.4M		64k	52.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$3.3M	-7%	8.2k	405.20	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$2.8M	-10%	24k	114.32	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$2.7M		21k	129.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.6M	-8%	32k	81.93	View chart
Vanguard World Energy Etf (VDE)	0.7	$2.5M	-11%	21k	119.65	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$2.5M	-8%	19k	130.71	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.2M	+18%	36k	60.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$1.9M		6.8k	280.47	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$1.8M		53k	34.21	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.5	$1.7M		75k	23.11	View chart
First Tr Dow Jones Select Mi Com Shs Annual (FDM)	0.4	$1.3M	-2%	19k	67.97	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.2M		46k	26.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.1M		25k	44.11	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M		2.6k	424.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$972k	+200%	42k	23.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$967k	+8%	14k	70.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$953k		5.0k	190.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$939k		9.7k	97.02	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$883k	-16%	5.5k	161.38	View chart
United Parcel Service CL B (UPS)	0.2	$881k		7.0k	125.32	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$716k		4.6k	154.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$695k		7.2k	97.02	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$683k	-9%	5.9k	115.54	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$678k		1.00	678120.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$630k		11k	57.41	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$572k	+100%	24k	24.12	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$516k	+97%	21k	24.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$507k	+199%	22k	22.78	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$481k		3.6k	133.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$477k		2.2k	220.68	View chart
McDonald's Corporation (MCD)	0.1	$469k		1.6k	289.60	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$411k	-68%	11k	36.15	View chart
Oracle Corporation (ORCL)	0.1	$401k		2.4k	166.91	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$389k		14k	27.32	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.1	$334k	-17%	12k	27.32	View chart
Merck & Co (MRK)	0.1	$324k		3.3k	98.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$315k	NEW	533.00	590.98	View chart
Trane Technologies SHS (TT)	0.1	$289k	NEW	780.00	370.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$231k		5.5k	41.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$227k	NEW	950.00	239.32	View chart

Past Filings by Noble Family Wealth

SEC 13F filings are viewable for Noble Family Wealth going back to 2023

Noble Family Wealth 2024 Q4 filed Jan. 13, 2025
Noble Family Wealth 2024 Q3 filed Nov. 4, 2024
Noble Family Wealth 2024 Q2 filed July 16, 2024
Noble Family Wealth 2024 Q1 filed April 16, 2024
Noble Family Wealth 2023 Q4 filed Jan. 18, 2024
Noble Family Wealth 2023 Q3 filed Oct. 10, 2023
Noble Family Wealth 2023 Q2 filed July 18, 2023
Noble Family Wealth 2023 Q1 filed May 11, 2023

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