The Analysis of Noble Family Wealth, LLC's Holdings
Currently, Noble Family Wealth, LLC holds 80 types of securities in its portfolio with a total value $474.4M. In the most recent quarter, they have increased their positions in VEA (+42.7K shares, valued at $2.7M), VB (+10.2K shares, valued at $2.6M), VTV (+10.6K shares, valued at $2.0M); decreased their positions in IWL (-3.0K shares, valued at $504.0K), IWF (-553 shares, valued at $261.7K), SCHG (-7.3K shares, valued at $238.4K); initiated new positions in N/A (+396 shares, valued at $248.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS226.0K shares1.95%2025-12-312026-01-07
VTV VANGUARD INDEX FDS240.5K shares4.62%2025-12-312026-01-07 VEA VANGUARD TAX-MANAGED FDS682.1K shares6.67%2025-12-312026-01-07 SCHD SCHWAB STRATEGIC TR1.4M shares4.27%2025-12-312026-01-07 SCHA SCHWAB STRATEGIC TR979.8K shares0.35%2025-12-312026-01-07 VUG VANGUARD INDEX FDS48.7K shares2.48%2025-12-312026-01-07 SCHV SCHWAB STRATEGIC TR729.5K shares-0.52%2025-12-312026-01-07 SCHF SCHWAB STRATEGIC TR853.6K shares0.05%2025-12-312026-01-07 SCHM SCHWAB STRATEGIC TR680.4K shares1.12%2025-12-312026-01-07 VB VANGUARD INDEX FDS78.9K shares14.80%2025-12-312026-01-07 IWD ISHARES TR84.3K shares-0.67%2025-12-312026-01-07 EFA ISHARES TR139.2K shares0.08%2025-12-312026-01-07 VO VANGUARD INDEX FDS40.5K shares0.00%2025-12-312026-01-07 AIVL WISDOMTREE TR88.8K shares-0.24%2025-12-312026-01-07 SCHG SCHWAB STRATEGIC TR292.4K shares-2.44%2025-12-312026-01-07 VBR VANGUARD INDEX FDS40.0K shares6.48%2025-12-312026-01-07 IWO ISHARES TR21.5K shares2.38%2025-12-312026-01-07 EMXC ISHARES INC80.5K shares9.74%2025-12-312026-01-07 EFV ISHARES TR80.2K shares6.20%2025-12-312026-01-07 VSS VANGUARD INTL EQUITY INDEX F37.6K shares12.12%2025-12-312026-01-07 IWN ISHARES TR25.7K shares0.72%2025-12-312026-01-07 IWF ISHARES TR8.0K shares-6.45%2025-12-312026-01-07 IWL ISHARES TR22.0K shares-11.83%2025-12-312026-01-07 IWC ISHARES TR21.3K shares2.48%2025-12-312026-01-07 SCHY SCHWAB STRATEGIC TR100.6K shares2.73%2025-12-312026-01-07 VBK VANGUARD INDEX FDS9.0K shares-1.37%2025-12-312026-01-07 SCZ ISHARES TR34.4K shares-1.31%2025-12-312026-01-07 SCHB SCHWAB STRATEGIC TR101.1K shares-0.59%2025-12-312026-01-07 SHY ISHARES TR31.7K shares10.47%2025-12-312026-01-07 SCHC SCHWAB STRATEGIC TR56.1K shares0.58%2025-12-312026-01-07 VGSH VANGUARD SCOTTSDALE FDS41.3K shares12.89%2025-12-312026-01-07 IWS ISHARES TR17.0K shares-1.49%2025-12-312026-01-07 VWO VANGUARD INTL EQUITY INDEX F36.2K shares14.79%2025-12-312026-01-07 MSFT MICROSOFT CORP4.0K shares8.89%2025-12-312026-01-07 VDE VANGUARD WORLD FD12.3K shares-8.08%2025-12-312026-01-07 SCHE SCHWAB STRATEGIC TR46.0K shares-1.08%2025-12-312026-01-07 IEFA ISHARES TR13.8K shares0.00%2025-12-312026-01-07 FDM FIRST TR EXCHANGE-TRADED FD14.9K shares-2.73%2025-12-312026-01-07 SCHX SCHWAB STRATEGIC TR40.9K shares0.00%2025-12-312026-01-07 IVE ISHARES TR5.0K shares0.00%2025-12-312026-01-07 AGG ISHARES TR10.1K shares-9.09%2025-12-312026-01-07 HDV ISHARES TR8.2K shares1.48%2025-12-312026-01-07 VEU VANGUARD INTL EQUITY INDEX F13.5K shares1.11%2025-12-312026-01-07 PRN INVESCO EXCHANGE TRADED FD T5.6K shares0.00%2025-12-312026-01-07 VOE VANGUARD INDEX FDS5.3K shares-2.31%2025-12-312026-01-07 IWM ISHARES TR3.4K shares0.00%2025-12-312026-01-07 EFG ISHARES TR7.2K shares0.00%2025-12-312026-01-07 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-07 UPS UNITED PARCEL SERVICE INC7.4K shares-0.41%2025-12-312026-01-07 IEI ISHARES TR5.3K shares-0.02%2025-12-312026-01-07 SCHO SCHWAB STRATEGIC TR25.8K shares18.45%2025-12-312026-01-07 MCD MCDONALDS CORP1.9K shares0.00%2025-12-312026-01-07 IDV ISHARES TR14.2K shares0.00%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-12-312026-01-07 IYJ ISHARES TR3.6K shares0.00%2025-12-312026-01-07 SCHR SCHWAB STRATEGIC TR19.1K shares-9.85%2025-12-312026-01-07 ORCL ORACLE CORP2.4K shares0.00%2025-12-312026-01-07 DUHP DIMENSIONAL ETF TRUST10.9K shares-26.75%2025-12-312026-01-07 DFIC DIMENSIONAL ETF TRUST11.9K shares18.65%2025-12-312026-01-07 IVV ISHARES TR533 shares0.00%2025-12-312026-01-07 AON PLC AON PLC920 shares0.00%2025-12-312026-01-07 DFIV DIMENSIONAL ETF TRUST6.5K shares15.52%2025-12-312026-01-07 DGRO ISHARES TR4.5K shares1.69%2025-12-312026-01-07 FLMI FRANKLIN TEMPLETON ETF TR12.4K shares0.00%2025-12-312026-01-07 TT TRANE TECHNOLOGIES PLC780 shares0.00%2025-12-312026-01-07 DIHP DIMENSIONAL ETF TRUST9.6K shares17.17%2025-12-312026-01-07 EEM ISHARES TR5.5K shares0.00%2025-12-312026-01-07 KO COCA COLA CO4.2K shares-1.40%2025-12-312026-01-07 WM WASTE MGMT INC DEL1.3K shares0.00%2025-12-312026-01-07 BK BANK NEW YORK MELLON CORP2.4K shares0.00%2025-12-312026-01-07 FAST FASTENAL CO6.8K shares-1.04%2025-12-312026-01-07 AVSC AMERICAN CENTY ETF TR4.3K shares18.32%2025-12-312026-01-07 PLD PROLOGIS INC.1.9K shares0.00%2025-12-312026-01-07 VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2025-12-312026-01-07 VTI VANGUARD INDEX FDS687 shares10.45%2025-12-312026-01-07 AFL AFLAC INC2.0K shares0.00%2025-12-312026-01-07 HD HOME DEPOT INC643 shares0.00%2025-12-312026-01-07 IJT ISHARES TR1.4K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available