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Noble Family Wealth, Llc

Portfolio Manager
Noble Family Wealth, LLC
Performance
+1.57% (2026 Q1)
AUM (13F)
$484.42M
# of Holdings
76
Performance Rank
Allocation (Top 20)
86.77%

Noble Family Wealth, Llc Holdings Map

Top 50 Noble Family Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
10%246.8K$48.4M
+2.62%(+6.29K)
2025-Q1: 203.5K shares2025-Q2: 215.7K shares2025-Q3: 229.9K shares2025-Q4: 240.5K shares2026-Q1: 246.8K shares
$148.50(+39.07%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
9.97%224.5K$48.3M
-0.65%(-1.46K)
2025-Q1: 206.0K shares2025-Q2: 218.3K shares2025-Q3: 221.7K shares2025-Q4: 226.0K shares2026-Q1: 224.5K shares
$160.55(+42.56%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
9.53%1.51M$46.2M
+5.42%(+77.36K)
2025-Q1: 1.27M shares2025-Q2: 1.29M shares2025-Q3: 1.37M shares2025-Q4: 1.43M shares2026-Q1: 1.51M shares
$25.61(+23.76%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
9.46%715.1K$45.8M
+4.84%(+32.98K)
2025-Q1: 579.9K shares2025-Q2: 587.4K shares2025-Q3: 639.4K shares2025-Q4: 682.1K shares2026-Q1: 715.1K shares
$49.49(+39.39%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
5.92%986.3K$28.7M
+0.66%(+6.46K)
2025-Q1: 906.4K shares2025-Q2: 962.5K shares2025-Q3: 976.4K shares2025-Q4: 979.8K shares2026-Q1: 986.3K shares
$21.41(+54.82%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
4.56%724.8K$22.1M
-0.64%(-4.68K)
2025-Q1: 671.3K shares2025-Q2: 723.3K shares2025-Q3: 733.3K shares2025-Q4: 729.5K shares2026-Q1: 724.8K shares
$22.40(+45.32%)
2026-03-31
VB
VANGUARD INDEX FDS
4.44%82.2K$21.5M
+4.13%(+3.26K)
2025-Q1: 61.3K shares2025-Q2: 62.1K shares2025-Q3: 68.7K shares2025-Q4: 78.9K shares2026-Q1: 82.2K shares
$216.01(+32.72%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
4.4%861.0K$21.3M
+0.87%(+7.41K)
2025-Q1: 727.2K shares2025-Q2: 823.0K shares2025-Q3: 853.1K shares2025-Q4: 853.6K shares2026-Q1: 861.0K shares
$18.04(+47.71%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
4.3%672.7K$20.8M
-1.14%(-7.79K)
2025-Q1: 622.4K shares2025-Q2: 677.2K shares2025-Q3: 672.9K shares2025-Q4: 680.4K shares2026-Q1: 672.7K shares
$22.74(+51.42%)
2026-03-31
VUG
VANGUARD INDEX FDS
4.24%47.0K$20.6M
-3.41%(-1.66K)
2025-Q1: 45.0K shares2025-Q2: 48.4K shares2025-Q3: 47.5K shares2025-Q4: 48.7K shares2026-Q1: 47.0K shares
$41.52(+103.05%)
2026-03-31

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