Noble Family Wealth

Noble Family Wealth as of Sept. 30, 2024

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