Noble Family Wealth

Noble Family Wealth as of Dec. 31, 2024

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