Noble Family Wealth, LLC
CIK Number: 0001976065
Main Sectors:
Filing Date: Apr 16, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Divide... | 211.80 | +1.33% | 206.04K | +1.22% | 39.97M | 157.63 | 11.00% | Share |
| 2 | SCHD | Schwab U.S. Div... | 27.93 | +1.49% | 1.27M | +5.63% | 35.51M | 24.98 | 9.78% | Share |
| 3 | VTV | Vanguard Value ... | 183.40 | +1.35% | 203.51K | +2.89% | 35.15M | 140.58 | 9.68% | Share |
| 4 | VEA | Vanguard Develo... | 59.60 | +1.68% | 579.92K | +12.11% | 29.48M | 48.12 | 8.12% | Share |
| 5 | SCHA | Schwab U.S. Sma... | 27.31 | +3.76% | 906.38K | +4.52% | 21.24M | 21.34 | 5.85% | Share |
| 6 | SCHV | Schwab U.S. Lar... | 28.79 | +1.39% | 671.32K | -2.84% | 17.84M | 21.91 | 4.91% | Share |
| 7 | VUG | Vanguard Growth... | 459.44 | +1.83% | 45K | -10.48% | 16.69M | 249.44 | 4.59% | Share |
| 8 | SCHM | Schwab U.S. Mid... | 29.64 | +2.83% | 622.37K | -7.22% | 16.31M | 22.66 | 4.49% | Share |
| 9 | IWD | iShares Russell... | 201.71 | +1.66% | 82.97K | -2.1% | 15.61M | 152.27 | 4.30% | Share |
| 10 | SCHF | Schwab Internat... | 23.07 | +1.61% | 727.15K | +8.09% | 14.38M | 17.81 | 3.96% | Share |
| 11 | VB | Vanguard Small ... | 253.03 | +3.26% | 61.31K | +9.55% | 13.6M | 205.87 | 3.74% | Share |
| 12 | EFA | iShares MSCI EA... | 93.28 | +1.55% | 136.08K | 0.00% | 11.12M | 71.54 | 3.06% | Share |
| 13 | VO | Vanguard Mid Ca... | 291.07 | +2.02% | 39.98K | -1.8% | 10.34M | 211.26 | 2.85% | Share |
| 14 | AIVL | WisdomTree U.S.... | 115.05 | +1.59% | 81.5K | -0.24% | 8.95M | 91.66 | 2.46% | Share |
| 15 | SCHG | Schwab U.S. Lar... | 30.58 | +1.89% | 327.84K | -7.24% | 8.21M | 16.29 | 2.26% | Share |
| 16 | VBR | Vanguard Small ... | 209.42 | +3.29% | 35.02K | +2.07% | 6.52M | 159.57 | 1.80% | Share |
| 17 | IWO | iShares Russell... | 308.18 | +3.72% | 20.19K | -0.33% | 5.16M | 226.82 | 1.42% | Share |
| 18 | IWN | iShares Russell... | 173.50 | +4.31% | 26.43K | 0.00% | 3.99M | 137.22 | 1.10% | Share |
| 19 | EFV | iShares MSCI EA... | 68.44 | +1.54% | 67.2K | +5.07% | 3.96M | 49.28 | 1.09% | Share |
| 20 | EMXC | iShares MSCI Em... | 64.64 | +1.48% | 66.85K | +7.92% | 3.68M | 52.13 | 1.01% | Share |
| 21 | IWL | iShares Russell... | 160.08 | +1.57% | 26.5K | -2.05% | 3.64M | 97.31 | 1.00% | Share |
| 22 | VSS | Vanguard FTSE A... | 140.68 | +1.99% | 27.69K | +14.60% | 3.2M | 111.23 | 0.88% | Share |
| 23 | IWF | iShares Russell... | 446.46 | +1.83% | 7.43K | -9.46% | 2.68M | 244.33 | 0.74% | Share |
| 24 | IWS | iShares Russell... | 139.18 | +2.47% | 21.07K | 0.00% | 2.65M | 106.2 | 0.73% | Share |
| 25 | SHY | iShares 1-3 Yea... | 82.84 | +0.21% | 29.5K | -7.24% | 2.44M | 82.16 | 0.67% | Share |
| 26 | VDE | Vanguard Energy... | 123.17 | +1.60% | 17.91K | -14.57% | 2.32M | 115.98 | 0.64% | Share |
| 27 | SCZ | iShares MSCI EA... | 76.58 | +1.94% | 36.14K | -0.58% | 2.3M | 59.6 | 0.63% | Share |
| 28 | SCHY | Schwab Internat... | 28.61 | +0.92% | 78.06K | +4.30% | 1.98M | 23.73 | 0.55% | Share |
| 29 | SCHC | Schwab Internat... | 44.57 | +1.98% | 55.04K | +3.02% | 1.97M | 33.79 | 0.54% | Share |
| 30 | IWC | iShares Micro-C... | 138.99 | +1.36% | 17.47K | -7.51% | 1.94M | 104.51 | 0.53% | Share |
| 31 | VBK | Vanguard Small ... | 293.17 | +3.22% | 6.4K | -6.34% | 1.61M | 216.41 | 0.44% | Share |
| 32 | SCHE | Schwab Emerging... | 31.86 | +1.58% | 45.96K | -0.17% | 1.27M | 24.55 | 0.35% | Share |
| 33 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 24.94K | +0.89% | 1.13M | 40.52 | 0.31% | Share |
| 34 | IEFA | iShares Core MS... | 87.15 | +1.62% | 13.75K | 0.00% | 1.04M | 69.12 | 0.29% | Share |
| 35 | FDM | First Trust Dow... | 75.44 | +4.03% | 16.02K | -17.44% | 996.26K | 53.65 | 0.27% | Share |
| 36 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 2.56K | 0.00% | 959.5K | 303.46 | 0.26% | Share |
| 37 | AGG | iShares Core U.... | 99.41 | +0.56% | 9.67K | -0.1% | 956.16K | 99.62 | 0.26% | Share |
| 38 | IVE | iShares S&P 500... | 203.97 | +1.45% | 5K | 0.00% | 952.9K | 151.76 | 0.26% | Share |
| 39 | SCHX | Schwab U.S. Lar... | 25.57 | +1.65% | 40.91K | -2.02% | 903.18K | 16.12 | 0.25% | Share |
| 40 | VOE | Vanguard Mid-Ca... | 173.69 | +1.83% | 5.07K | -7.24% | 814.58K | 134.07 | 0.22% | Share |
| 41 | BRK-A | Berkshire Hatha... | 730315.25 | -0.38% | 1 | 0.00% | 798.44K | 465600 | 0.22% | Share |
| 42 | UPS | United Parcel S... | 88.82 | +3.10% | 7.03K | 0.00% | 773.23K | 192.04 | 0.21% | Share |
| 43 | EFG | iShares MSCI EA... | 112.97 | +1.70% | 7.16K | 0.00% | 716K | 93.68 | 0.20% | Share |
| 44 | VEU | Vanguard FTSE A... | 70.39 | +1.66% | 11.36K | +3.55% | 688.92K | 53.94 | 0.19% | Share |
| 45 | PRN | Invesco DWA Ind... | 165.12 | +2.36% | 4.59K | -0.86% | 632.64K | 94.87 | 0.17% | Share |
| 46 | IEI | iShares 3-7 Yea... | 119.26 | +0.45% | 5.31K | -10.15% | 627.18K | 117.65 | 0.17% | Share |
| 47 | SCHO | Schwab Short-Te... | 24.36 | +0.16% | 22.72K | -4.22% | 552.91K | 24.4 | 0.15% | Share |
| 48 | SCHR | Schwab Intermed... | 25.05 | +0.50% | 21.18K | -0.14% | 526.49K | 25.22 | 0.14% | Share |
| 49 | MCD | McDonald's Corp... | 313.20 | -0.01% | 1.62K | 0.00% | 506.04K | 276.67 | 0.14% | Share |
| 50 | IYJ | iShares U.S. In... | 147.06 | +2.27% | 3.6K | 0.00% | 468.65K | 100.16 | 0.13% | Share |
| 51 | SCHB | Schwab U.S. Bro... | 24.95 | +1.77% | 21.55K | -3.28% | 463.89K | 15.95 | 0.13% | Share |
| 52 | IDV | iShares Interna... | 37.25 | +1.17% | 14.25K | 0.00% | 441.97K | 27.49 | 0.12% | Share |
| 53 | IWM | iShares Russell... | 235.10 | +4.04% | 2.11K | -2.13% | 421.72K | 178.4 | 0.12% | Share |
| 54 | ORCL | Oracle Corporat... | 238.22 | +2.17% | 2.4K | 0.00% | 335.54K | 92.92 | 0.09% | Share |
| 55 | IVV | iShares Core S&... | 649.05 | +1.62% | 533 | 0.00% | 299.49K | 588.68 | 0.08% | Share |
| 56 | MRK | Merck & Co., In... | 86.88 | +0.93% | 3.29K | 0.00% | 295.4K | 110.25 | 0.08% | Share |
| 57 | TT | Trane Technolog... | 429.98 | +1.82% | 780 | 0.00% | 262.8K | 369.35 | 0.07% | Share |
| 58 | EEM | iShares MSCI Em... | 50.55 | +1.82% | 5.5K | 0.00% | 240.35K | 39.46 | 0.07% | Share |
| 59 | SBCF | Seacoast Bankin... | 30.57 | +4.80% | 9.27K | -24.17% | 238.57K | 23.7 | 0.07% | Share |
| 60 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 950 | 0.00% | 233.03K | 239.71 | 0.06% | Share |
| 61 | KO | The Coca-Cola C... | 70.04 | -0.88% | 2.97K | +100.00% | 212.5K | 71.62 | 0.06% | Share |