Noble Family Wealth, LLC Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$474.4M
Holdings
80
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIGVANGUARD SPECIALIZED FUNDS | 225,987 | $49.7M | 10.47% | |
| 2 | VTVVANGUARD INDEX FDS | 240,499 | $45.9M | 9.68% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 682,103 | $42.6M | 8.98% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 1,427,691 | $39.2M | 8.26% | |
| 5 | SCHASCHWAB STRATEGIC TR | 979,845 | $27.9M | 5.88% | |
| 6 | VUGVANGUARD INDEX FDS | 48,711 | $23.8M | 5.01% | |
| 7 | SCHVSCHWAB STRATEGIC TR | 729,490 | $21.6M | 4.55% | |
| 8 | SCHFSCHWAB STRATEGIC TR | 853,571 | $20.5M | 4.33% | |
| 9 | SCHMSCHWAB STRATEGIC TR | 680,442 | $20.5M | 4.31% | |
| 10 | VBVANGUARD INDEX FDS | 78,920 | $20.4M | 4.29% | |
| 11 | IWDISHARES TR | 84,323 | $17.7M | 3.74% | |
| 12 | EFAISHARES TR | 139,192 | $13.4M | 2.82% | |
| 13 | VOVANGUARD INDEX FDS | 40,484 | $11.7M | 2.48% | |
| 14 | AIVLWISDOMTREE TR | 88,825 | $10.2M | 2.15% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 292,410 | $9.5M | 2.01% | |
| 16 | VBRVANGUARD INDEX FDS | 39,971 | $8.5M | 1.78% | |
| 17 | IWOISHARES TR | 21,468 | $6.9M | 1.46% | |
| 18 | EMXCISHARES INC | 80,486 | $5.8M | 1.23% | |
| 19 | EFVISHARES TR | 80,205 | $5.7M | 1.21% | |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 37,641 | $5.4M | 1.14% | |
| 21 | IWNISHARES TR | 25,703 | $4.7M | 0.98% | |
| 22 | IWFISHARES TR | 8,027 | $3.8M | 0.80% | |
| 23 | AQLTISHARES TR | 22,007 | $3.8M | 0.79% | |
| 24 | IWCISHARES TR | 21,327 | $3.4M | 0.71% | |
| 25 | SCHYSCHWAB STRATEGIC TR | 100,625 | $3.0M | 0.63% | |
| 26 | VBKVANGUARD INDEX FDS | 8,988 | $2.7M | 0.57% | |
| 27 | SCZISHARES TR | 34,375 | $2.7M | 0.56% | |
| 28 | SCHBSCHWAB STRATEGIC TR | 101,128 | $2.7M | 0.56% | |
| 29 | SHYISHARES TR | 31,745 | $2.6M | 0.55% | |
| 30 | SCHCSCHWAB STRATEGIC TR | 56,136 | $2.6M | 0.54% | |
| 31 | VGSHVANGUARD SCOTTSDALE FDS | 41,310 | $2.4M | 0.51% | |
| 32 | IWSISHARES TR | 16,956 | $2.4M | 0.50% | |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 36,158 | $1.9M | 0.41% | |
| 34 | MSFTMICROSOFT CORP | 3,981 | $1.9M | 0.41% | |
| 35 | VDEVANGUARD WORLD FD | 12,257 | $1.5M | 0.33% | |
| 36 | SCHESCHWAB STRATEGIC TR | 46,033 | $1.5M | 0.32% | |
| 37 | AQLTISHARES TR | 13,754 | $1.2M | 0.26% | |
| 38 | FDMFIRST TR EXCHANGE-TRADED FD | 14,941 | $1.2M | 0.25% | |
| 39 | SCHXSCHWAB STRATEGIC TR | 40,905 | $1.1M | 0.23% | |
| 40 | IVEISHARES TR | 5,000 | $1.1M | 0.22% | |
| 41 | AGGISHARES TR | 10,096 | $1.0M | 0.21% | |
| 42 | HDVISHARES TR | 8,245 | $1.0M | 0.21% | |
| 43 | VEUVANGUARD INTL EQUITY INDEX F | 13,475 | $991K | 0.21% | |
| 44 | PRNINVESCO EXCHANGE TRADED FD T | 5,594 | $976K | 0.21% | |
| 45 | VOEVANGUARD INDEX FDS | 5,279 | $936K | 0.20% | |
| 46 | IWMISHARES TR | 3,381 | $832K | 0.18% | |
| 47 | EFGISHARES TR | 7,160 | $815K | 0.17% | |
| 48 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.16% | |
| 49 | UPSUNITED PARCEL SERVICE INC | 7,360 | $730K | 0.15% | |
| 50 | IEIISHARES TR | 5,308 | $633K | 0.13% | |
| 51 | SCHOSCHWAB STRATEGIC TR | 25,842 | $629K | 0.13% | |
| 52 | MCDMCDONALDS CORP | 1,945 | $594K | 0.13% | |
| 53 | IDV*ISHARES TR | 14,248 | $562K | 0.12% | |
| 54 | JPMJPMORGAN CHASE & CO. | 1,715 | $552K | 0.12% | |
| 55 | IYJISHARES TR | 3,600 | $533K | 0.11% | |
| 56 | SCHRSCHWAB STRATEGIC TR | 19,108 | $479K | 0.10% | |
| 57 | ORCLORACLE CORP | 2,400 | $467K | 0.10% | |
| 58 | MRKMERCK & CO INC | 4,226 | $444K | 0.09% | |
| 59 | DUHPDIMENSIONAL ETF TRUST | 10,917 | $415K | 0.09% | |
| 60 | DFICDIMENSIONAL ETF TRUST | 11,927 | $411K | 0.09% | |
| 61 | IVVISHARES TR | 533 | $365K | 0.08% | |
| 62 | AONAON PLC | 920 | $324K | 0.07% | |
| 63 | DFIVDIMENSIONAL ETF TRUST | 6,505 | $324K | 0.07% | |
| 64 | DGROISHARES TR | 4,516 | $313K | 0.07% | |
| 65 | FLMIFRANKLIN TEMPLETON ETF TR | 12,450 | $309K | 0.07% | |
| 66 | TTTRANE TECHNOLOGIES PLC | 780 | $303K | 0.06% | |
| 67 | DIHPDIMENSIONAL ETF TRUST | 9,586 | $303K | 0.06% | |
| 68 | EEMISHARES TR | 5,500 | $300K | 0.06% | |
| 69 | KOCOCA COLA CO | 4,217 | $294K | 0.06% | |
| 70 | WMWASTE MGMT INC DEL | 1,280 | $281K | 0.06% | |
| 71 | BKBANK NEW YORK MELLON CORP | 2,365 | $274K | 0.06% | |
| 72 | FASTFASTENAL CO | 6,828 | $274K | 0.06% | |
| 73 | AVSCAMERICAN CENTY ETF TR | 4,321 | $253K | 0.05% | |
| 74 | VOOVANGUARD INDEX FDS | 396 | $248K | 0.05% | |
| 75 | PLDPROLOGIS INC. | 1,925 | $245K | 0.05% | |
| 76 | VYMVANGUARD WHITEHALL FDS | 1,685 | $241K | 0.05% | |
| 77 | VTIVANGUARD INDEX FDS | 687 | $230K | 0.05% | |
| 78 | AFLAFLAC INC | 2,030 | $223K | 0.05% | |
| 79 | HDHOME DEPOT INC | 643 | $221K | 0.05% | |
| 80 | IJTISHARES TR | 1,432 | $202K | 0.04% |