Noble Family Wealth

Noble Family Wealth as of June 30, 2026

Portfolio Holdings for Noble Family Wealth

Noble Family Wealth holds 74 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 10.0 $56M 236k 236.62
Vanguard Index Fds Value Etf (VTV) 10.0 $56M 256k 217.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.8 $55M 771k 71.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.1 $51M 1.6M 31.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 6.4 $36M 989k 36.13
Vanguard Index Fds Small Cp Etf (VB) 4.9 $27M 90k 303.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.5 $25M 728k 34.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $25M 894k 27.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.4 $25M 668k 36.87
Vanguard Index Fds Growth Etf (VUG) 4.3 $24M 277k 86.14
Ishares Tr Rus 1000 Val Etf (IWD) 3.6 $20M 82k 242.43
Ishares Tr Msci Eafe Etf (EFA) 2.6 $15M 139k 103.88
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $13M 161k 80.57
Wisdomtree Tr Us Ai Enhanced (AIVL) 2.0 $11M 87k 131.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $11M 45k 242.99
Ishares Msci Emrg Chn (EMXC) 1.7 $9.5M 93k 102.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $9.4M 279k 33.84
Ishares Tr Rus 2000 Grw Etf (IWO) 1.5 $8.4M 21k 393.96
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $7.5M 49k 154.29
Ishares Tr Eafe Value Etf (EFV) 1.3 $7.0M 92k 76.55
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $5.7M 26k 221.20
Ishares Tr Micro-cap Etf (IWC) 0.8 $4.2M 21k 200.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $4.0M 32k 124.17
Schwab Strategic Tr Internl Divid (SCHY) 0.6 $3.6M 113k 31.73
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $3.2M 8.9k 365.70
Ishares Tr Rus Top 200 Etf (IWL) 0.5 $3.0M 16k 184.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $2.9M 100k 28.96
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $2.8M 34k 82.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.7M 46k 59.69
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $2.7M 56k 48.12
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $2.7M 16k 164.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $2.5M 31k 82.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.7M 46k 36.26
Vanguard World Energy Etf (VDE) 0.3 $1.5M 10k 150.13
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.4M 7.0k 197.60
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 14k 96.58
First Tr Exchange-traded Com Shs Annual (FDM) 0.2 $1.3M 14k 93.11
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) 0.2 $1.2M 4.6k 260.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.2M 40k 29.43
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.2M 42k 27.41
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.1M 5.0k 227.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.1M 13k 83.75
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.0M 3.4k 300.45
Microsoft Corporation (MSFT) 0.2 $953k 2.6k 373.02
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $891k 7.2k 124.42
United Parcel Svcs CL B (UPS) 0.1 $777k 7.2k 107.50
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $671k 12k 58.20
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $623k 5.3k 117.45
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $622k 26k 24.14
Ishares Tr Us Industrials (IYJ) 0.1 $600k 3.6k 166.65
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $590k 14k 41.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $523k 3.3k 158.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $491k 1.3k 370.04
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $443k 4.5k 98.98
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $438k 12k 37.26
Advanced Micro Devices (AMD) 0.1 $400k 689.00 580.91
Ishares Tr Core S&p500 Etf (IVV) 0.1 $399k 533.00 748.89
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $395k 16k 24.66
McDonald's Corporation (MCD) 0.1 $392k 1.5k 270.31
Trane Technologies SHS (TT) 0.1 $383k 780.00 491.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $376k 5.5k 68.41
Merck & Co (MRK) 0.1 $352k 2.7k 128.50
Oracle Corporation (ORCL) 0.1 $352k 2.4k 146.55
Ishares Tr Core Div Grwth (DGRO) 0.1 $349k 4.6k 75.79
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $316k 5.8k 54.02
JPMorgan Chase & Co. (JPM) 0.1 $311k 950.00 327.33
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $292k 5.0k 58.98
Aon Shs Cl A (AON) 0.1 $284k 855.00 331.69
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $256k 1.4k 178.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $253k 369.00 686.81
American Centy Etf Tr Avan Us Smal Etf (AVSC) 0.0 $248k 3.4k 73.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $245k 2.9k 85.49
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $237k 6.9k 34.13