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

Currently, Noble Family Wealth, LLC holds 74 types of securities in its portfolio with a total value $558.9M. In the most recent quarter, they have increased their positions in VUG (+229.5K shares, valued at $19.8M), VO (+120.2K shares, valued at $9.7M), VEA (+56.1K shares, valued at $4.0M); decreased their positions in IWL (-3.9K shares, valued at $722.4K), N/A (-5.4K shares, valued at $533.1K), MSFT (-850 shares, valued at $317.1K); initiated new positions in AMD (+689 shares, valued at $400.2K), VGIT (+5.0K shares, valued at $292.0K), VOO (+369 shares, valued at $253.4K).

1M P&L

+24.3M+4.45%

3M P&L

+20.2M+3.67%

HY P&L

-113.4M-16.60%

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/A550.7M

99.4%

2Software - Infrastructure953.4K

0.2%

3Integrated Freight & Logistics777.2K

0.1%

Top Industries by Stock Count

1N/A60 stocks

89.6%

2Semiconductors1 stocks

1.5%

3Insurance Brokers1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS236.0K shares5.10%2026-06-302026-08-04

VTV VANGUARD INDEX FDS255.5K shares3.51%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS771.2K shares7.84%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR1.6M shares6.65%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR988.5K shares0.23%2026-06-302026-08-04

VB VANGUARD INDEX FDS90.4K shares9.98%2026-06-302026-08-04

SCHV SCHWAB STRATEGIC TR728.3K shares0.49%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR893.6K shares3.79%2026-06-302026-08-04

Sponsored

SCHM SCHWAB STRATEGIC TR667.9K shares-0.71%2026-06-302026-08-04

VUG VANGUARD INDEX FDS276.5K shares487.72%2026-06-302026-08-04

IWD ISHARES TR82.2K shares-0.67%2026-06-302026-08-04

EFA ISHARES TR139.2K shares0.00%2026-06-302026-08-04

VO VANGUARD INDEX FDS160.8K shares295.64%2026-06-302026-08-04

AIVL WISDOMTREE TR87.3K shares-0.89%2026-06-302026-08-04

VBR VANGUARD INDEX FDS45.4K shares6.17%2026-06-302026-08-04

EMXC ISHARES INC93.3K shares7.15%2026-06-302026-08-04

Sponsored

SCHG SCHWAB STRATEGIC TR278.6K shares-1.25%2026-06-302026-08-04

IWO ISHARES TR21.4K shares-0.23%2026-06-302026-08-04

VSS VANGUARD INTL EQUITY INDEX F48.6K shares15.49%2026-06-302026-08-04

EFV ISHARES TR91.8K shares7.41%2026-06-302026-08-04

IWN ISHARES TR25.6K shares-0.33%2026-06-302026-08-04

IWC ISHARES TR21.0K shares0.00%2026-06-302026-08-04

IWF ISHARES TR31.9K shares299.75%2026-06-302026-08-04

SCHY SCHWAB STRATEGIC TR112.5K shares7.05%2026-06-302026-08-04

Sponsored

VBK VANGUARD INDEX FDS8.9K shares0.00%2026-06-302026-08-04

IWL ISHARES TR16.1K shares-19.52%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR99.6K shares0.21%2026-06-302026-08-04

SCZ ISHARES TR34.1K shares-0.71%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F45.5K shares16.78%2026-06-302026-08-04

SCHC SCHWAB STRATEGIC TR56.4K shares0.39%2026-06-302026-08-04

IWS ISHARES TR16.2K shares-3.45%2026-06-302026-08-04

SHY ISHARES TR30.5K shares-3.01%2026-06-302026-08-04

Sponsored

SCHE SCHWAB STRATEGIC TR46.1K shares0.05%2026-06-302026-08-04

VDE VANGUARD WORLD FD10.1K shares-13.80%2026-06-302026-08-04

VOE VANGUARD INDEX FDS7.0K shares0.00%2026-06-302026-08-04

ISHARES TR ISHARES TR13.8K shares0.00%2026-06-302026-08-04

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD14.2K shares0.00%2026-06-302026-08-04

PRN INVESCO EXCHANGE TRADED FD T4.6K shares-17.88%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR40.4K shares-0.85%2026-06-302026-08-04

HDV ISHARES TR42.0K shares409.10%2026-06-302026-08-04

Sponsored

IVE ISHARES TR5.0K shares0.00%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F12.9K shares-1.00%2026-06-302026-08-04

IWM ISHARES TR3.4K shares0.00%2026-06-302026-08-04

MSFT MICROSOFT CORP2.6K shares-24.96%2026-06-302026-08-04

EFG ISHARES TR7.2K shares0.00%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC7.2K shares0.00%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-04

VGSH VANGUARD SCOTTSDALE FDS11.5K shares44.27%2026-06-302026-08-04

Sponsored

IEI ISHARES TR5.3K shares0.00%2026-06-302026-08-04

SCHO SCHWAB STRATEGIC TR25.8K shares0.00%2026-06-302026-08-04

IYJ ISHARES TR3.6K shares0.00%2026-06-302026-08-04

IDV ISHARES TR14.2K shares0.00%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS3.3K shares17.76%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares35.82%2026-06-302026-08-04

ISHARES TR ISHARES TR4.5K shares-54.62%2026-06-302026-08-04

DFIC DIMENSIONAL ETF TRUST11.7K shares0.00%2026-06-302026-08-04

Sponsored

AMD ADVANCED MICRO DEVICES INC689 sharesnew addition2026-06-302026-08-04

ISHARES TR ISHARES TR533 shares0.00%2026-06-302026-08-04

SCHR SCHWAB STRATEGIC TR16.0K shares0.00%2026-06-302026-08-04

MCD MCDONALDS CORP1.4K shares-18.31%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC780 shares0.00%2026-06-302026-08-04

EEM ISHARES TR5.5K shares0.00%2026-06-302026-08-04

MRK MERCK & CO INC2.7K shares-25.44%2026-06-302026-08-04

ORACLE CORP ORACLE CORP2.4K shares0.00%2026-06-302026-08-04

Sponsored

DGRO ISHARES TR4.6K shares1.99%2026-06-302026-08-04

DFIV DIMENSIONAL ETF TRUST5.8K shares0.00%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO950 shares-44.61%2026-06-302026-08-04

VGIT VANGUARD SCOTTSDALE FDS5.0K sharesnew addition2026-06-302026-08-04

AON AON PLC855 shares-7.07%2026-06-302026-08-04

IJT ISHARES TR1.4K shares0.00%2026-06-302026-08-04

VOO VANGUARD INDEX FDS369 sharesnew addition2026-06-302026-08-04

AVSC AMERICAN CENTY ETF TR3.4K shares-12.98%2026-06-302026-08-04

Sponsored

VXUS VANGUARD STAR FDS2.9K sharesnew addition2026-06-302026-08-04

DIHP DIMENSIONAL ETF TRUST6.9K shares-18.80%2026-06-302026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

5.10%

Shares236.0K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

3.51%

Shares255.5K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

7.84%

Shares771.2K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

6.65%

Shares1.6M

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

0.23%

Shares988.5K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

9.98%

Shares90.4K

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

0.49%

Shares728.3K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

3.79%

Shares893.6K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

-0.71%

Shares667.9K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

487.72%

Shares276.5K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

-0.67%

Shares82.2K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

0.00%

Shares139.2K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

295.64%

Shares160.8K

Event2026-06-30

Filed2026-08-04

AIVL

WISDOMTREE TR

-0.89%

Shares87.3K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

6.17%

Shares45.4K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

7.15%

Shares93.3K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

-1.25%

Shares278.6K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

-0.23%

Shares21.4K

Event2026-06-30

Filed2026-08-04

VSS

VANGUARD INTL EQUITY INDEX F

15.49%

Shares48.6K

Event2026-06-30

Filed2026-08-04

EFV

ISHARES TR

7.41%

Shares91.8K

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

-0.33%

Shares25.6K

Event2026-06-30

Filed2026-08-04

IWC

ISHARES TR

0.00%

Shares21.0K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

299.75%

Shares31.9K

Event2026-06-30

Filed2026-08-04

SCHY

SCHWAB STRATEGIC TR

7.05%

Shares112.5K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-04

IWL

ISHARES TR

-19.52%

Shares16.1K

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

0.21%

Shares99.6K

Event2026-06-30

Filed2026-08-04

SCZ

ISHARES TR

-0.71%

Shares34.1K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

16.78%

Shares45.5K

Event2026-06-30

Filed2026-08-04

SCHC

SCHWAB STRATEGIC TR

0.39%

Shares56.4K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

-3.45%

Shares16.2K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

-3.01%

Shares30.5K

Event2026-06-30

Filed2026-08-04

SCHE

SCHWAB STRATEGIC TR

0.05%

Shares46.1K

Event2026-06-30

Filed2026-08-04

VDE

VANGUARD WORLD FD

-13.80%

Shares10.1K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares13.8K

Event2026-06-30

Filed2026-08-04

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.2K

Event2026-06-30

Filed2026-08-04

PRN

INVESCO EXCHANGE TRADED FD T

-17.88%

Shares4.6K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-0.85%

Shares40.4K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

409.10%

Shares42.0K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

-1.00%

Shares12.9K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-24.96%

Shares2.6K

Event2026-06-30

Filed2026-08-04

EFG

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-04

VGSH

VANGUARD SCOTTSDALE FDS

44.27%

Shares11.5K

Event2026-06-30

Filed2026-08-04

IEI

ISHARES TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-04

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares25.8K

Event2026-06-30

Filed2026-08-04

IYJ

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-04

IDV

ISHARES TR

0.00%

Shares14.2K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

17.76%

Shares3.3K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

35.82%

Shares1.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-54.62%

Shares4.5K

Event2026-06-30

Filed2026-08-04

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

New

Shares689

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares533

Event2026-06-30

Filed2026-08-04

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

-18.31%

Shares1.4K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

0.00%

Shares780

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

-25.44%

Shares2.7K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

1.99%

Shares4.6K

Event2026-06-30

Filed2026-08-04

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

-44.61%

Shares950

Event2026-06-30

Filed2026-08-04

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares5.0K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

-7.07%

Shares855

Event2026-06-30

Filed2026-08-04

IJT

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

New

Shares369

Event2026-06-30

Filed2026-08-04

AVSC

AMERICAN CENTY ETF TR

-12.98%

Shares3.4K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

New

Shares2.9K

Event2026-06-30

Filed2026-08-04

DIHP

DIMENSIONAL ETF TRUST

-18.80%

Shares6.9K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available