Noble Family Wealth, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$409.2B
Holdings
70
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIGVANGUARD SPECIALIZED FUNDS | 218,291 | $44.7B | 10.92% | |
| 2 | VTVVANGUARD INDEX FDS | 215,675 | $38.1B | 9.31% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 1,288,865 | $34.2B | 8.35% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 587,396 | $33.5B | 8.18% | |
| 5 | SCHASCHWAB STRATEGIC TR | 962,531 | $24.4B | 5.95% | |
| 6 | VUGVANGUARD INDEX FDS | 48,361 | $21.2B | 5.18% | |
| 7 | SCHVSCHWAB STRATEGIC TR | 723,329 | $20.0B | 4.89% | |
| 8 | SCHMSCHWAB STRATEGIC TR | 677,169 | $19.0B | 4.64% | |
| 9 | SCHFSCHWAB STRATEGIC TR | 823,047 | $18.2B | 4.44% | |
| 10 | IWDISHARES TR | 84,917 | $16.5B | 4.03% | |
| 11 | VBVANGUARD INDEX FDS | 62,061 | $14.7B | 3.59% | |
| 12 | EFAISHARES TR | 139,082 | $12.4B | 3.04% | |
| 13 | VOVANGUARD INDEX FDS | 40,519 | $11.3B | 2.77% | |
| 14 | AIVLWISDOMTREE TR | 89,042 | $10.1B | 2.46% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 302,617 | $8.8B | 2.16% | |
| 16 | VBRVANGUARD INDEX FDS | 36,495 | $7.1B | 1.74% | |
| 17 | IWOISHARES TR | 20,968 | $6.0B | 1.46% | |
| 18 | EFVISHARES TR | 70,170 | $4.5B | 1.09% | |
| 19 | EMXCISHARES INC | 67,992 | $4.3B | 1.05% | |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 30,409 | $4.1B | 1.00% | |
| 21 | IWNISHARES TR | 25,533 | $4.0B | 0.98% | |
| 22 | AQLTISHARES TR | 25,277 | $3.9B | 0.95% | |
| 23 | IWFISHARES TR | 8,580 | $3.6B | 0.89% | |
| 24 | IWCISHARES TR | 20,887 | $2.7B | 0.65% | |
| 25 | SCZISHARES TR | 34,827 | $2.5B | 0.62% | |
| 26 | VBKVANGUARD INDEX FDS | 9,113 | $2.5B | 0.62% | |
| 27 | SHYISHARES TR | 28,737 | $2.4B | 0.58% | |
| 28 | SCHCSCHWAB STRATEGIC TR | 55,220 | $2.4B | 0.57% | |
| 29 | IWSISHARES TR | 17,213 | $2.3B | 0.56% | |
| 30 | SCHYSCHWAB STRATEGIC TR | 79,540 | $2.2B | 0.53% | |
| 31 | SCHBSCHWAB STRATEGIC TR | 74,307 | $1.8B | 0.43% | |
| 32 | VDEVANGUARD WORLD FD | 14,612 | $1.7B | 0.43% | |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 27,972 | $1.4B | 0.34% | |
| 34 | SCHESCHWAB STRATEGIC TR | 44,852 | $1.4B | 0.33% | |
| 35 | MSFTMICROSOFT CORP | 2,556 | $1.3B | 0.31% | |
| 36 | AQLTISHARES TR | 13,754 | $1.1B | 0.28% | |
| 37 | AGGISHARES TR | 11,116 | $1.1B | 0.27% | |
| 38 | FDMFIRST TR EXCHANGE-TRADED FD | 15,361 | $1.1B | 0.27% | |
| 39 | SCHXSCHWAB STRATEGIC TR | 40,905 | $999.7M | 0.24% | |
| 40 | IVEISHARES TR | 5,000 | $977.1M | 0.24% | |
| 41 | VEUVANGUARD INTL EQUITY INDEX F | 13,345 | $897.1M | 0.22% | |
| 42 | PRNINVESCO EXCHANGE TRADED FD T | 5,594 | $878.5M | 0.21% | |
| 43 | VOEVANGUARD INDEX FDS | 5,263 | $865.6M | 0.21% | |
| 44 | EFGISHARES TR | 7,160 | $801.9M | 0.20% | |
| 45 | VOOVANGUARD INDEX FDS | 1,320 | $749.8M | 0.18% | |
| 46 | IWMISHARES TR | 3,409 | $735.6M | 0.18% | |
| 47 | UPSUNITED PARCEL SERVICE INC | 7,230 | $729.8M | 0.18% | |
| 48 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.18% | |
| 49 | IEIISHARES TR | 5,309 | $632.2M | 0.15% | |
| 50 | HDVISHARES TR | 4,989 | $584.6M | 0.14% | |
| 51 | SCHOSCHWAB STRATEGIC TR | 22,216 | $541.6M | 0.13% | |
| 52 | SCHRSCHWAB STRATEGIC TR | 21,196 | $530.5M | 0.13% | |
| 53 | DUHPDIMENSIONAL ETF TRUST | 14,904 | $530.0M | 0.13% | |
| 54 | ORCLORACLE CORP | 2,400 | $524.7M | 0.13% | |
| 55 | IYJISHARES TR | 3,600 | $512.3M | 0.13% | |
| 56 | IDV*ISHARES TR | 14,248 | $491.7M | 0.12% | |
| 57 | DFUVDIMENSIONAL ETF TRUST | 11,592 | $490.1M | 0.12% | |
| 58 | MCDMCDONALDS CORP | 1,620 | $473.3M | 0.12% | |
| 59 | DFICDIMENSIONAL ETF TRUST | 11,400 | $354.4M | 0.09% | |
| 60 | TTTRANE TECHNOLOGIES PLC | 780 | $341.2M | 0.08% | |
| 61 | IVVISHARES TR | 533 | $330.9M | 0.08% | |
| 62 | DGROISHARES TR | 4,441 | $284.0M | 0.07% | |
| 63 | JPMJPMORGAN CHASE & CO. | 950 | $275.4M | 0.07% | |
| 64 | EEMISHARES TR | 5,500 | $265.3M | 0.06% | |
| 65 | MRKMERCK & CO INC | 3,291 | $260.5M | 0.06% | |
| 66 | DIHPDIMENSIONAL ETF TRUST | 8,181 | $241.3M | 0.06% | |
| 67 | DFIVDIMENSIONAL ETF TRUST | 5,631 | $241.2M | 0.06% | |
| 68 | IMTMISHARES TR | 5,133 | $234.5M | 0.06% | |
| 69 | KOCOCA COLA CO | 2,967 | $209.9M | 0.05% | |
| 70 | FASTFASTENAL CO | 4,826 | $202.7M | 0.05% |