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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 41.83% of Noble Family Wealth's stock portfolio.
Added to shares of these 10 stocks: VEA, SCHD, VB, VTV, KO, SCHA, EMXC, SCHF, VSS, VEU.
Started 1 new stock position in KO.
Reduced shares in these 10 stocks: VUG, VO, SCHM, GUNR, VDE, VOE, IWF, IVV, IWC, IJH.
Sold out of its positions in IVV, IJH, TT.
Noble Family Wealth was a net seller of stock by $-1.2M.
Noble Family Wealth has $372M in assets under management (AUM), dropping by 7.06%.
Central Index Key (CIK): 0001976065

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Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	10.8	$40M		202k	198.06	View chart
Vanguard Index Fds Value Etf (VTV)	9.3	$35M		197k	174.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.7	$32M	+5%	381k	84.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.2	$27M	+12%	510k	52.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.9	$22M		426k	51.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	5.5	$20M	-5%	244k	83.09	View chart
Vanguard Index Fds Growth Etf (VUG)	5.4	$20M	-8%	52k	383.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	5.0	$19M		230k	80.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.3	$16M		85k	189.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.4	$13M	+8%	53k	237.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.3	$12M		301k	41.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.1	$12M		137k	83.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$11M	-9%	41k	263.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$9.8M		95k	104.18	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	2.5	$9.3M		84k	111.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$6.9M		34k	200.78	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.5	$5.8M		20k	284.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.2	$4.4M		27k	166.82	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.0	$3.8M		27k	140.44	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$3.7M	+4%	61k	61.11	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$3.6M		63k	57.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$3.4M		27k	125.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$3.3M	-9%	8.9k	375.38	View chart
Vanguard World Energy Etf (VDE)	0.8	$2.9M	-12%	24k	122.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$2.9M	-7%	35k	83.15	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$2.8M	-8%	21k	132.25	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$2.5M	-9%	21k	123.32	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.1M		31k	67.70	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$2.1M	-3%	54k	38.53	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.5	$2.0M		75k	26.17	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$1.8M		6.8k	267.37	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$1.5M	-28%	36k	41.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.3M		46k	29.18	View chart
First Tr Dow Jones Select Mi Com Shs Annual (FDM)	0.3	$1.3M	-9%	20k	64.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.2M		25k	47.85	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.1M	-25%	6.6k	167.67	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M		2.6k	430.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$990k		13k	78.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$986k		5.0k	197.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$980k		9.7k	101.27	View chart
United Parcel Service CL B (UPS)	0.3	$959k	-3%	7.0k	136.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$944k		14k	67.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$777k		6.5k	119.61	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$771k		7.2k	107.65	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.2	$709k		4.6k	152.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$691k		1.00	691180.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$689k		11k	63.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$581k	-7%	12k	48.98	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$542k		11k	50.60	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$495k		7.4k	66.52	View chart
McDonald's Corporation (MCD)	0.1	$493k		1.6k	304.51	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$481k		3.6k	133.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$477k		2.2k	220.89	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$431k		14k	30.23	View chart
Oracle Corporation (ORCL)	0.1	$409k		2.4k	170.40	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.1	$393k		15k	26.65	View chart
Merck & Co (MRK)	0.1	$374k		3.3k	113.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$252k		5.5k	45.86	View chart
Coca-Cola Company (KO)	0.1	$213k	NEW	3.0k	71.86	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 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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