Noble Family Wealth

Noble Family Wealth as of Dec. 31, 2025

Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 80 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 10.5 $50M 226k 219.78
Vanguard Index Fds Value Etf (VTV) 9.7 $46M 241k 190.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.0 $43M 682k 62.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.3 $39M 1.4M 27.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.9 $28M 980k 28.48
Vanguard Index Fds Growth Etf (VUG) 5.0 $24M 49k 487.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.6 $22M 730k 29.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $21M 854k 24.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.3 $21M 680k 30.07
Vanguard Index Fds Small Cp Etf (VB) 4.3 $20M 79k 257.95
Ishares Tr Rus 1000 Val Etf (IWD) 3.7 $18M 84k 210.34
Ishares Tr Msci Eafe Etf (EFA) 2.8 $13M 139k 96.03
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $12M 41k 290.22
Wisdomtree Tr Us Ai Enhanced (AIVL) 2.2 $10M 89k 114.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $9.5M 292k 32.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $8.5M 40k 211.79
Ishares Tr Rus 2000 Grw Etf (IWO) 1.5 $6.9M 22k 323.01
Ishares Msci Emrg Chn (EMXC) 1.2 $5.8M 81k 72.68
Ishares Tr Eafe Value Etf (EFV) 1.2 $5.7M 80k 71.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $5.4M 38k 143.33
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $4.7M 26k 181.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.8M 8.0k 473.30
Ishares Tr Rus Top 200 Etf (IWL) 0.8 $3.8M 22k 170.63
Ishares Tr Micro-cap Etf (IWC) 0.7 $3.4M 21k 157.70
Schwab Strategic Tr Internl Divid (SCHY) 0.6 $3.0M 101k 29.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $2.7M 9.0k 302.11
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $2.7M 34k 77.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $2.7M 101k 26.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.6M 32k 82.82
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $2.6M 56k 45.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $2.4M 41k 58.73
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $2.4M 17k 141.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.9M 36k 53.76
Microsoft Corporation (MSFT) 0.4 $1.9M 4.0k 483.62
Vanguard World Energy Etf (VDE) 0.3 $1.5M 12k 125.92
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.5M 46k 32.75
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.2M 14k 89.46
First Tr Exchange-traded Com Shs Annual (FDM) 0.3 $1.2M 15k 79.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.1M 41k 26.91
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.1M 5.0k 212.07
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.0M 10k 99.88
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.0M 8.2k 121.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $991k 14k 73.56
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) 0.2 $977k 5.6k 174.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $936k 5.3k 177.37
Ishares Tr Russell 2000 Etf (IWM) 0.2 $832k 3.4k 246.16
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $816k 7.2k 113.92
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $755k 1.00 754800.00
United Parcel Service CL B (UPS) 0.2 $730k 7.4k 99.19
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $634k 5.3k 119.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $630k 26k 24.37
McDonald's Corporation (MCD) 0.1 $595k 1.9k 305.63
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $562k 14k 39.45
JPMorgan Chase & Co. (JPM) 0.1 $553k 1.7k 322.22
Ishares Tr Us Industrials (IYJ) 0.1 $533k 3.6k 148.17
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $479k 19k 25.08
Oracle Corporation (ORCL) 0.1 $468k 2.4k 194.91
Merck & Co (MRK) 0.1 $445k 4.2k 105.26
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $415k 11k 38.03
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $411k 12k 34.46
Ishares Tr Core S&p500 Etf (IVV) 0.1 $365k 533.00 684.94
Aon Shs Cl A (AON) 0.1 $325k 920.00 352.88
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $325k 6.5k 49.90
Ishares Tr Core Div Grwth (DGRO) 0.1 $314k 4.5k 69.42
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $310k 13k 24.87
Trane Technologies SHS (TT) 0.1 $304k 780.00 389.20
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $304k 9.6k 31.66
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $301k 5.5k 54.71
Coca-Cola Company (KO) 0.1 $295k 4.2k 69.91
Waste Management (WM) 0.1 $281k 1.3k 219.71
Bank of New York Mellon Corporation (BK) 0.1 $275k 2.4k 116.09
Fastenal Company (FAST) 0.1 $274k 6.8k 40.13
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $254k 4.3k 58.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $248k 396.00 627.13
Prologis (PLD) 0.1 $246k 1.9k 127.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $242k 1.7k 143.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $230k 687.00 335.27
AFLAC Incorporated (AFL) 0.0 $224k 2.0k 110.27
Home Depot (HD) 0.0 $221k 643.00 344.10
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $202k 1.4k 141.16