Top 50 Noble Family Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10% | 246.8K | $48.4M | +2.62%(+6.29K) | $148.50(+39.07%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.97% | 224.5K | $48.3M | -0.65%(-1.46K) | $160.55(+42.56%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 9.53% | 1.51M | $46.2M | +5.42%(+77.36K) | $25.61(+23.76%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.46% | 715.1K | $45.8M | +4.84%(+32.98K) | $49.49(+39.39%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 5.92% | 986.3K | $28.7M | +0.66%(+6.46K) | $21.41(+54.82%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.56% | 724.8K | $22.1M | -0.64%(-4.68K) | $22.40(+45.32%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.44% | 82.2K | $21.5M | +4.13%(+3.26K) | $216.01(+32.72%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.4% | 861.0K | $21.3M | +0.87%(+7.41K) | $18.04(+47.71%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.3% | 672.7K | $20.8M | -1.14%(-7.79K) | $22.74(+51.42%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.24% | 47.0K | $20.6M | -3.41%(-1.66K) | $41.52(+103.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.44% |
| Top 20 Holdings Unweighted | +12.71% | +43.17% |
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