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The Analysis of Noble Family Wealth, LLC's Holdings & P&L

Currently, Noble Family Wealth, LLC holds 76 types of securities in its portfolio with a total value $484.4M. In the most recent quarter, they have increased their positions in SCHD (+77.4K shares, valued at $2.4M), VEA (+33.0K shares, valued at $2.1M), VTV (+6.3K shares, valued at $1.2M); decreased their positions in VGSH (-33.3K shares, valued at $2.0M), VUG (-1.7K shares, valued at $726.0K), IWD (-1.5K shares, valued at $330.8K); initiated new positions in JNJ (+825 shares, valued at $201.7K).

1M P&L

+2.1M+0.39%

3M P&L

-142.7M-21.13%

HY P&L

-93.4M-14.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A478.8M

99.0%

2Software - Infrastructure1.6M

0.3%

3Banks - Diversified785.0K

0.2%

Top Industries by Stock Count

1N/A63 stocks

85.1%

2Banks - Diversified2 stocks

2.7%

3Software - Infrastructure2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS246.8K shares2.62%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS224.5K shares-0.65%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR1.5M shares5.42%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS715.1K shares4.84%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR986.3K shares0.66%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR724.8K shares-0.64%2026-03-312026-04-09

VB VANGUARD INDEX FDS82.2K shares4.13%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR861.0K shares0.87%2026-03-312026-04-09

Sponsored

SCHM SCHWAB STRATEGIC TR672.7K shares-1.14%2026-03-312026-04-09

VUG VANGUARD INDEX FDS47.0K shares-3.41%2026-03-312026-04-09

IWD ISHARES TR82.8K shares-1.84%2026-03-312026-04-09

EFA ISHARES TR139.2K shares-0.02%2026-03-312026-04-09

VO VANGUARD INDEX FDS40.7K shares0.41%2026-03-312026-04-09

AIVL WISDOMTREE TR88.1K shares-0.84%2026-03-312026-04-09

VBR VANGUARD INDEX FDS42.7K shares6.88%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR282.1K shares-3.53%2026-03-312026-04-09

Sponsored

EMXC ISHARES INC87.1K shares8.20%2026-03-312026-04-09

IWO ISHARES TR21.5K shares0.00%2026-03-312026-04-09

EFV ISHARES TR85.5K shares6.54%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F42.1K shares11.81%2026-03-312026-04-09

IWN ISHARES TR25.7K shares0.00%2026-03-312026-04-09

IWF SHARES TR8.0K shares-0.65%2026-03-312026-04-09

IWC ISHARES TR21.0K shares-1.54%2026-03-312026-04-09

SCHY SCHWAB STRATEGIC TR105.1K shares4.46%2026-03-312026-04-09

Sponsored

IWL ISHARES TR20.0K shares-9.05%2026-03-312026-04-09

SCZ SHARES TR34.4K shares0.00%2026-03-312026-04-09

VBK VANGUARD INDEX FDS8.9K shares-1.22%2026-03-312026-04-09

SCHC SCHWAB STRATEGIC TR56.1K shares0.01%2026-03-312026-04-09

SHY ISHARES TR31.4K shares-0.97%2026-03-312026-04-09

SCHB CHWAB STRATEGIC TR99.3K shares-1.76%2026-03-312026-04-09

IWS ISHARES TR16.8K shares-0.77%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F39.0K shares7.85%2026-03-312026-04-09

Sponsored

VDE VANGUARD WORLD FD11.7K shares-4.28%2026-03-312026-04-09

SCHE CHWAB STRATEGIC TR46.1K shares0.09%2026-03-312026-04-09

VOE VANGUARD INDEX FDS7.0K shares32.51%2026-03-312026-04-09

MSFT MICROSOFT CORP3.4K shares-14.44%2026-03-312026-04-09

IEFA ISHARES TR13.8K shares0.00%2026-03-312026-04-09

FDM FIRST TR EXCHANGE-TRADED FD14.2K shares-4.93%2026-03-312026-04-09

HDV ISHARES TR8.2K shares0.00%2026-03-312026-04-09

PRN INVESCO EXCHANGE TRADED FD T5.6K shares0.00%2026-03-312026-04-09

Sponsored

IVE ISHARES TR5.0K shares0.00%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR40.8K shares-0.29%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F13.1K shares-2.93%2026-03-312026-04-09

AGG ISHARES TR9.9K shares-2.33%2026-03-312026-04-09

IWM ISHARES TR3.4K shares0.00%2026-03-312026-04-09

EFG ISHARES TR7.2K shares0.00%2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC7.2K shares-1.77%2026-03-312026-04-09

Sponsored

IEI ISHARES TR5.3K shares0.00%2026-03-312026-04-09

SCHO SCHWAB STRATEGIC TR25.8K shares-0.27%2026-03-312026-04-09

IDV ISHARES TR14.2K shares0.00%2026-03-312026-04-09

MCD MCDONALDS CORP1.8K shares-8.74%2026-03-312026-04-09

IYJ ISHARES TR3.6K shares0.00%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO1.7K shares0.00%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS8.0K shares-80.66%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC3.7K shares-13.04%2026-03-312026-04-09

Sponsored

DFIC IMENSIONAL ETF TRUST11.7K shares-1.53%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS2.8K shares66.77%2026-03-312026-04-09

SCHR SCHWAB STRATEGIC TR16.0K shares-16.28%2026-03-312026-04-09

ORCL ORACLE CORP2.4K shares0.00%2026-03-312026-04-09

IVV ISHARES TR533 shares0.00%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC780 shares0.00%2026-03-312026-04-09

DGRO ISHARES TR4.5K shares0.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS977 shares42.21%2026-03-312026-04-09

Sponsored

EEM ISHARES TR5.5K shares0.00%2026-03-312026-04-09

FLMI FRANKLIN TEMPLETON ETF TR12.4K shares0.00%2026-03-312026-04-09

DFIV DIMENSIONAL ETF TRUST5.8K shares-10.19%2026-03-312026-04-09

AON PLC AON PLC920 shares0.00%2026-03-312026-04-09

WM WASTE MGMT INC DEL1.3K shares0.00%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP2.4K shares0.00%2026-03-312026-04-09

DIHP DIMENSIONAL ETF TRUST8.5K shares-10.87%2026-03-312026-04-09

AVSC AMERICAN CENTY ETF TR3.9K shares-10.14%2026-03-312026-04-09

Sponsored

AFL AFLAC INC2.0K shares0.00%2026-03-312026-04-09

FAST FASTENAL CO4.6K shares-32.66%2026-03-312026-04-09

IJT ISHARES TR1.4K shares0.00%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON825 sharesnew addition2026-03-312026-04-09

VTV

VANGUARD INDEX FDS

2.62%

Shares246.8K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

-0.65%

Shares224.5K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

5.42%

Shares1.5M

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

4.84%

Shares715.1K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

0.66%

Shares986.3K

Event2026-03-31

Filed2026-04-09

SCHV

SCHWAB STRATEGIC TR

-0.64%

Shares724.8K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

4.13%

Shares82.2K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

0.87%

Shares861.0K

Event2026-03-31

Filed2026-04-09

SCHM

SCHWAB STRATEGIC TR

-1.14%

Shares672.7K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

-3.41%

Shares47.0K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

-1.84%

Shares82.8K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

-0.02%

Shares139.2K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.41%

Shares40.7K

Event2026-03-31

Filed2026-04-09

AIVL

WISDOMTREE TR

-0.84%

Shares88.1K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

6.88%

Shares42.7K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

-3.53%

Shares282.1K

Event2026-03-31

Filed2026-04-09

EMXC

ISHARES INC

8.20%

Shares87.1K

Event2026-03-31

Filed2026-04-09

IWO

ISHARES TR

0.00%

Shares21.5K

Event2026-03-31

Filed2026-04-09

EFV

ISHARES TR

6.54%

Shares85.5K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

11.81%

Shares42.1K

Event2026-03-31

Filed2026-04-09

IWN

ISHARES TR

0.00%

Shares25.7K

Event2026-03-31

Filed2026-04-09

IWF

SHARES TR

-0.65%

Shares8.0K

Event2026-03-31

Filed2026-04-09

IWC

ISHARES TR

-1.54%

Shares21.0K

Event2026-03-31

Filed2026-04-09

SCHY

SCHWAB STRATEGIC TR

4.46%

Shares105.1K

Event2026-03-31

Filed2026-04-09

IWL

ISHARES TR

-9.05%

Shares20.0K

Event2026-03-31

Filed2026-04-09

SCZ

SHARES TR

0.00%

Shares34.4K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

-1.22%

Shares8.9K

Event2026-03-31

Filed2026-04-09

SCHC

SCHWAB STRATEGIC TR

0.01%

Shares56.1K

Event2026-03-31

Filed2026-04-09

SHY

ISHARES TR

-0.97%

Shares31.4K

Event2026-03-31

Filed2026-04-09

SCHB

CHWAB STRATEGIC TR

-1.76%

Shares99.3K

Event2026-03-31

Filed2026-04-09

IWS

ISHARES TR

-0.77%

Shares16.8K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

7.85%

Shares39.0K

Event2026-03-31

Filed2026-04-09

VDE

VANGUARD WORLD FD

-4.28%

Shares11.7K

Event2026-03-31

Filed2026-04-09

SCHE

CHWAB STRATEGIC TR

0.09%

Shares46.1K

Event2026-03-31

Filed2026-04-09

VOE

VANGUARD INDEX FDS

32.51%

Shares7.0K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-14.44%

Shares3.4K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-09

FDM

FIRST TR EXCHANGE-TRADED FD

-4.93%

Shares14.2K

Event2026-03-31

Filed2026-04-09

HDV

ISHARES TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-09

PRN

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

-0.29%

Shares40.8K

Event2026-03-31

Filed2026-04-09

VEU

VANGUARD INTL EQUITY INDEX F

-2.93%

Shares13.1K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

-2.33%

Shares9.9K

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-09

EFG

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

-1.77%

Shares7.2K

Event2026-03-31

Filed2026-04-09

IEI

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWAB STRATEGIC TR

-0.27%

Shares25.8K

Event2026-03-31

Filed2026-04-09

IDV

ISHARES TR

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

-8.74%

Shares1.8K

Event2026-03-31

Filed2026-04-09

IYJ

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

-80.66%

Shares8.0K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-13.04%

Shares3.7K

Event2026-03-31

Filed2026-04-09

DFIC

IMENSIONAL ETF TRUST

-1.53%

Shares11.7K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

66.77%

Shares2.8K

Event2026-03-31

Filed2026-04-09

SCHR

SCHWAB STRATEGIC TR

-16.28%

Shares16.0K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

0.00%

Shares533

Event2026-03-31

Filed2026-04-09

TRANE TECHNOLOGIES PLC

0.00%

Shares780

Event2026-03-31

Filed2026-04-09

DGRO

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

42.21%

Shares977

Event2026-03-31

Filed2026-04-09

EEM

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-09

FLMI

FRANKLIN TEMPLETON ETF TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL ETF TRUST

-10.19%

Shares5.8K

Event2026-03-31

Filed2026-04-09

AON PLC

0.00%

Shares920

Event2026-03-31

Filed2026-04-09

WASTE MGMT INC DEL

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

BANK NEW YORK MELLON CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

DIHP

DIMENSIONAL ETF TRUST

-10.87%

Shares8.5K

Event2026-03-31

Filed2026-04-09

AVSC

AMERICAN CENTY ETF TR

-10.14%

Shares3.9K

Event2026-03-31

Filed2026-04-09

AFL

AFLAC INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-09

FAST

FASTENAL CO

-32.66%

Shares4.6K

Event2026-03-31

Filed2026-04-09

IJT

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

New

Shares825

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available