Noble Family Wealth, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$363.2B
Holdings
61
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIGVANGUARD SPECIALIZED FUNDS | 206,039 | $40.0B | 11.00% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,269,979 | $35.5B | 9.78% | |
| 3 | VTVVANGUARD INDEX FDS | 203,511 | $35.2B | 9.68% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 579,917 | $29.5B | 8.12% | |
| 5 | SCHASCHWAB STRATEGIC TR | 906,377 | $21.2B | 5.85% | |
| 6 | SCHVSCHWAB STRATEGIC TR | 671,320 | $17.8B | 4.91% | |
| 7 | VUGVANGUARD INDEX FDS | 45,000 | $16.7B | 4.59% | |
| 8 | SCHMSCHWAB STRATEGIC TR | 622,368 | $16.3B | 4.49% | |
| 9 | IWDISHARES TR | 82,971 | $15.6B | 4.30% | |
| 10 | SCHFSCHWAB STRATEGIC TR | 727,153 | $14.4B | 3.96% | |
| 11 | VBVANGUARD INDEX FDS | 61,310 | $13.6B | 3.74% | |
| 12 | EFAISHARES TR | 136,081 | $11.1B | 3.06% | |
| 13 | VOVANGUARD INDEX FDS | 39,984 | $10.3B | 2.85% | |
| 14 | AIVLWISDOMTREE TR | 81,502 | $8.9B | 2.46% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 327,844 | $8.2B | 2.26% | |
| 16 | VBRVANGUARD INDEX FDS | 35,023 | $6.5B | 1.80% | |
| 17 | IWOISHARES TR | 20,188 | $5.2B | 1.42% | |
| 18 | IWNISHARES TR | 26,435 | $4.0B | 1.10% | |
| 19 | EFVISHARES TR | 67,200 | $4.0B | 1.09% | |
| 20 | EMXCISHARES INC | 66,846 | $3.7B | 1.01% | |
| 21 | AQLTISHARES TR | 26,502 | $3.6B | 1.00% | |
| 22 | VSSVANGUARD INTL EQUITY INDEX F | 27,687 | $3.2B | 0.88% | |
| 23 | IWFISHARES TR | 7,431 | $2.7B | 0.74% | |
| 24 | IWSISHARES TR | 21,069 | $2.7B | 0.73% | |
| 25 | SHYISHARES TR | 29,499 | $2.4B | 0.67% | |
| 26 | VDEVANGUARD WORLD FD | 17,914 | $2.3B | 0.64% | |
| 27 | SCZISHARES TR | 36,144 | $2.3B | 0.63% | |
| 28 | SCHYSCHWAB STRATEGIC TR | 78,064 | $2.0B | 0.55% | |
| 29 | SCHCSCHWAB STRATEGIC TR | 55,037 | $2.0B | 0.54% | |
| 30 | IWCISHARES TR | 17,469 | $1.9B | 0.53% | |
| 31 | VBKVANGUARD INDEX FDS | 6,397 | $1.6B | 0.44% | |
| 32 | SCHESCHWAB STRATEGIC TR | 45,958 | $1.3B | 0.35% | |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 24,944 | $1.1B | 0.31% | |
| 34 | AQLTISHARES TR | 13,754 | $1.0B | 0.29% | |
| 35 | FDMFIRST TR DOW JONES SELECT MI | 16,021 | $996.3M | 0.27% | |
| 36 | MSFTMICROSOFT CORP | 2,556 | $959.5M | 0.26% | |
| 37 | AGGISHARES TR | 9,666 | $956.2M | 0.26% | |
| 38 | IVEISHARES TR | 5,000 | $952.9M | 0.26% | |
| 39 | SCHXSCHWAB STRATEGIC TR | 40,905 | $903.2M | 0.25% | |
| 40 | VOEVANGUARD INDEX FDS | 5,074 | $814.6M | 0.22% | |
| 41 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.22% | |
| 42 | UPSUNITED PARCEL SERVICE INC | 7,030 | $773.2M | 0.21% | |
| 43 | EFGISHARES TR | 7,160 | $716.0M | 0.20% | |
| 44 | VEUVANGUARD INTL EQUITY INDEX F | 11,357 | $688.9M | 0.19% | |
| 45 | PRNINVESCO EXCHANGE TRADED FD T | 4,594 | $632.6M | 0.17% | |
| 46 | IEIISHARES TR | 5,309 | $627.2M | 0.17% | |
| 47 | SCHOSCHWAB STRATEGIC TR | 22,716 | $552.9M | 0.15% | |
| 48 | SCHRSCHWAB STRATEGIC TR | 21,178 | $526.5M | 0.14% | |
| 49 | MCDMCDONALDS CORP | 1,620 | $506.0M | 0.14% | |
| 50 | IYJISHARES TR | 3,600 | $468.6M | 0.13% | |
| 51 | SCHBSCHWAB STRATEGIC TR | 21,546 | $463.9M | 0.13% | |
| 52 | IDV*ISHARES TR | 14,248 | $442.0M | 0.12% | |
| 53 | IWMISHARES TR | 2,114 | $421.7M | 0.12% | |
| 54 | ORCLORACLE CORP | 2,400 | $335.5M | 0.09% | |
| 55 | IVVISHARES TR | 533 | $299.5M | 0.08% | |
| 56 | MRKMERCK & CO INC | 3,291 | $295.4M | 0.08% | |
| 57 | TTTRANE TECHNOLOGIES PLC | 780 | $262.8M | 0.07% | |
| 58 | EEMISHARES TR | 5,500 | $240.3M | 0.07% | |
| 59 | SBG1SEACOAST BKG CORP FLA | 9,272 | $238.6M | 0.07% | |
| 60 | JPMJPMORGAN CHASE & CO. | 950 | $233.0M | 0.06% | |
| 61 | KOCOCA COLA CO | 2,967 | $212.5M | 0.06% |