Noble Family Wealth

Noble Family Wealth as of March 31, 2026

Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 10.0 $48M 247k 196.20
Vanguard Specialized Funds Div App Etf (VIG) 10.0 $48M 225k 215.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.5 $46M 1.5M 30.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.5 $46M 715k 64.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.9 $29M 986k 29.08
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.6 $22M 725k 30.50
Vanguard Index Fds Small Cp Etf (VB) 4.4 $22M 82k 261.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $21M 861k 24.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.3 $21M 673k 30.96
Vanguard Index Fds Growth Etf (VUG) 4.2 $21M 47k 436.79
Ishares Tr Rus 1000 Val Etf (IWD) 3.7 $18M 83k 213.67
Ishares Tr Msci Eafe Etf (EFA) 2.8 $14M 139k 97.13
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $12M 41k 287.18
Wisdomtree Tr Us Ai Enhanced (AIVL) 2.1 $10M 88k 115.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $9.3M 43k 217.25
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $8.2M 282k 29.13
Ishares Msci Emrg Chn (EMXC) 1.4 $6.9M 87k 78.66
Ishares Tr Rus 2000 Grw Etf (IWO) 1.4 $6.7M 22k 313.81
Ishares Tr Eafe Value Etf (EFV) 1.3 $6.4M 86k 74.35
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $6.1M 42k 145.79
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $4.9M 26k 189.59
Shares Tr Rus 1000 Grw Etf (IWF) 0.7 $3.4M 8.0k 426.40
Ishares Tr Micro-cap Etf (IWC) 0.7 $3.4M 21k 159.61
Schwab Strategic Tr Internl Divid (SCHY) 0.7 $3.3M 105k 31.66
Ishares Tr Rus Top 200 Etf (IWL) 0.7 $3.2M 20k 160.48
Shares Tr Eafe Sml Cp Etf (SCZ) 0.6 $2.7M 34k 78.41
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $2.7M 8.9k 302.25
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $2.6M 56k 46.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.6M 31k 82.57
Chwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $2.5M 99k 25.10
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $2.5M 17k 145.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.1M 39k 54.05
Vanguard World Energy Etf (VDE) 0.4 $2.0M 12k 173.04
Chwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.5M 46k 32.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.3M 7.0k 184.28
Microsoft Corporation (MSFT) 0.3 $1.3M 3.4k 370.17
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.2M 14k 90.53
First Tr Exchange-traded Com Shs Annual (FDM) 0.2 $1.2M 14k 82.09
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.1M 8.2k 135.72
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) 0.2 $1.1M 5.6k 194.53
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.1M 5.0k 211.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.0M 41k 25.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $982k 13k 75.10
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $979k 9.9k 99.27
Ishares Tr Russell 2000 Etf (IWM) 0.2 $839k 3.4k 248.00
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $797k 7.2k 111.37
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
United Parcel Svcs CL B (UPS) 0.1 $711k 7.2k 98.38
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $630k 5.3k 118.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $626k 26k 24.27
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $606k 14k 42.56
McDonald's Corporation (MCD) 0.1 $552k 1.8k 310.79
Ishares Tr Us Industrials (IYJ) 0.1 $531k 3.6k 147.54
JPMorgan Chase & Co. (JPM) 0.1 $505k 1.7k 294.16
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $468k 8.0k 58.54
Merck & Co (MRK) 0.1 $442k 3.7k 120.29
Imensional Etf Trust Intl Core Equity (DFIC) 0.1 $417k 12k 35.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $416k 2.8k 148.10
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $399k 16k 24.91
Oracle Corporation (ORCL) 0.1 $353k 2.4k 147.11
Ishares Tr Core S&p500 Etf (IVV) 0.1 $348k 533.00 653.21
Trane Technologies SHS (TT) 0.1 $325k 780.00 416.74
Ishares Tr Core Div Grwth (DGRO) 0.1 $317k 4.5k 70.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $313k 977.00 320.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $312k 5.5k 56.79
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $309k 13k 24.79
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $308k 5.8k 52.78
Aon Shs Cl A (AON) 0.1 $297k 920.00 322.78
Waste Management (WM) 0.1 $294k 1.3k 229.79
Bank of New York Mellon Corporation (BK) 0.1 $281k 2.4k 118.63
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $275k 8.5k 32.22
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $242k 3.9k 62.30
AFLAC Incorporated (AFL) 0.0 $223k 2.0k 109.71
Fastenal Company (FAST) 0.0 $213k 4.6k 46.40
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $207k 1.4k 144.71
Johnson & Johnson (JNJ) 0.0 $202k 825.00 244.44