Noble Family Wealth

Noble Family Wealth as of March 31, 2025

Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 61 positions in its portfolio as reported in the March 2025 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 206k 193.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.8 $36M 1.3M 27.96
Vanguard Index Fds Value Etf (VTV) 9.7 $35M 204k 172.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.1 $30M 580k 50.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.8 $21M 906k 23.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.9 $18M 671k 26.58
Vanguard Index Fds Growth Etf (VUG) 4.6 $17M 45k 370.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $16M 622k 26.20
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $16M 83k 188.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $14M 727k 19.78
Vanguard Index Fds Small Cp Etf (VB) 3.7 $14M 61k 221.75
Ishares Tr Msci Eafe Etf (EFA) 3.1 $11M 136k 81.73
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $10M 40k 258.62
Wisdomtree Tr Us Ai Enhanced (AIVL) 2.5 $8.9M 82k 109.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $8.2M 328k 25.04
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $6.5M 35k 186.29
Ishares Tr Rus 2000 Grw Etf (IWO) 1.4 $5.2M 20k 255.53
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $4.0M 26k 150.98
Ishares Tr Eafe Value Etf (EFV) 1.1 $4.0M 67k 58.94
Ishares Msci Emrg Chn (EMXC) 1.0 $3.7M 67k 55.09
Ishares Tr Rus Top 200 Etf (IWL) 1.0 $3.6M 27k 137.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $3.2M 28k 115.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.7M 7.4k 361.09
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $2.7M 21k 125.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $2.4M 30k 82.73
Vanguard World Energy Etf (VDE) 0.6 $2.3M 18k 129.71
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $2.3M 36k 63.53
Schwab Strategic Tr Internl Divid (SCHY) 0.5 $2.0M 78k 25.38
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $2.0M 55k 35.88
Ishares Tr Micro-cap Etf (IWC) 0.5 $1.9M 18k 110.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $1.6M 6.4k 251.77
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.3M 46k 27.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.1M 25k 45.26
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.0M 14k 75.65
First Tr Dow Jones Select Mi Com Shs Annual (FDM) 0.3 $996k 16k 62.18
Microsoft Corporation (MSFT) 0.3 $960k 2.6k 375.39
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $956k 9.7k 98.92
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $953k 5.0k 190.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $903k 41k 22.08
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $815k 5.1k 160.54
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $798k 1.00 798442.00
United Parcel Service CL B (UPS) 0.2 $773k 7.0k 109.99
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $716k 7.2k 100.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $689k 11k 60.66
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) 0.2 $633k 4.6k 137.71
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $627k 5.3k 118.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $553k 23k 24.34
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $527k 21k 24.86
McDonald's Corporation (MCD) 0.1 $506k 1.6k 312.37
Ishares Tr Us Industrials (IYJ) 0.1 $469k 3.6k 130.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $464k 22k 21.53
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $442k 14k 31.02
Ishares Tr Russell 2000 Etf (IWM) 0.1 $422k 2.1k 199.49
Oracle Corporation (ORCL) 0.1 $336k 2.4k 139.81
Ishares Tr Core S&p500 Etf (IVV) 0.1 $300k 533.00 561.90
Merck & Co (MRK) 0.1 $295k 3.3k 89.76
Trane Technologies SHS (TT) 0.1 $263k 780.00 336.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $240k 5.5k 43.70
Seacoast Bkg Corp Fla Com New (SBCF) 0.1 $239k 9.3k 25.73
JPMorgan Chase & Co. (JPM) 0.1 $233k 950.00 245.30
Coca-Cola Company (KO) 0.1 $213k 3.0k 71.62