HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SPECIALIZED FUNDS (VIG) |
195,680 | +11,908 | $35,733 |
| VIG | 195,680 | +11,908 | $35,733 |
| VANGUARD INDEX FDS (VTV) |
194,385 | +5,616 | $31,658 |
| VTV | 194,385 | +5,616 | $31,658 |
| SCHWAB STRATEGIC TR |
347,666 | +9,322 | $28,032 |
| SCHD | 347,666 | +9,322 | $28,032 |
| SCHWAB STRATEGIC TR |
296,259 | -40,721 | $24,124 |
| SCHM | 296,259 | -40,721 | $24,124 |
| VANGUARD TAX MANAGED FDS (VEA) |
412,973 | +116,958 | $20,719 |
| VEA | 412,973 | +116,958 | $20,719 |
| VANGUARD INDEX FDS (VUG) |
59,197 | -5,797 | $20,376 |
| VUG | 59,197 | -5,797 | $20,376 |
| SCHWAB STRATEGIC TR |
404,691 | -8,972 | $19,927 |
| SCHA | 404,691 | -8,972 | $19,927 |
| SCHWAB STRATEGIC TR |
230,821 | -18,131 | $17,538 |
| SCHV | 230,821 | -18,131 | $17,538 |
| ISHARES TR (IWD) |
85,300 | -274 | $15,278 |
| IWD | 85,300 | -274 | $15,278 |
| VANGUARD INDEX FDS (VO) |
46,084 | -3,315 | $11,515 |
| VO | 46,084 | -3,315 | $11,515 |
| ISHARES TR (EFA) |
137,081 | +609 | $10,947 |
| EFA | 137,081 | +609 | $10,947 |
| SCHWAB STRATEGIC TR |
276,644 | -653 | $10,795 |
| SCHF | 276,644 | -653 | $10,795 |
| VANGUARD INDEX FDS (VB) |
46,321 | +10,278 | $10,588 |
| VB | 46,321 | +10,278 | $10,588 |
| SCHWAB STRATEGIC TR |
108,009 | -15,551 | $10,015 |
| SCHG | 108,009 | -15,551 | $10,015 |
| WISDOMTREE TR |
84,105 | -375 | $8,560 |
| AIVL | 84,105 | -375 | $8,560 |
| VANGUARD INDEX FDS (VBR) |
34,311 | -1,350 | $6,584 |
| VBR | 34,311 | -1,350 | $6,584 |
| ISHARES TR (IWO) |
20,254 | -6 | $5,485 |
| IWO | 20,254 | -6 | $5,485 |
| ISHARES TR (IWN) |
26,464 | -209 | $4,203 |
| IWN | 26,464 | -209 | $4,203 |
| ISHARES TR (IWL) |
29,150 | -5,000 | $3,706 |
| IWL | 29,150 | -5,000 | $3,706 |
| ISHARES TR (IWF) |
10,829 | -1,814 | $3,650 |
| IWF | 10,829 | -1,814 | $3,650 |
| VANGUARD WORLD FD (VDE) |
27,153 | -873 | $3,576 |
| VDE | 27,153 | -873 | $3,576 |
| ISHARES TR (EFV) |
62,879 | -495 | $3,421 |
| EFV | 62,879 | -495 | $3,421 |
| ISHARES TR (SHY) |
39,336 | -1,874 | $3,217 |
| SHY | 39,336 | -1,874 | $3,217 |
| ISHARES INC (EMXC) |
54,294 | +4,734 | $3,126 |
| EMXC | 54,294 | +4,734 | $3,126 |
| ISHARES TR (IWS) |
23,369 | -88 | $2,929 |
| IWS | 23,369 | -88 | $2,929 |
| ISHARES TR (IWC) |
23,316 | -5,196 | $2,826 |
| IWC | 23,316 | -5,196 | $2,826 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
23,843 | +1,081 | $2,786 |
| VSS | 23,843 | +1,081 | $2,786 |
| FLEXSHARES TR (GUNR) |
53,080 | -21,042 | $2,180 |
| GUNR | 53,080 | -21,042 | $2,180 |
| SCHWAB STRATEGIC TR |
55,071 | -2,920 | $1,972 |
| SCHC | 55,071 | -2,920 | $1,972 |
| ISHARES TR (SCZ) |
30,814 | +109 | $1,951 |
| SCZ | 30,814 | +109 | $1,951 |
| VANGUARD INDEX FDS (VBK) |
7,080 | -50 | $1,846 |
| VBK | 7,080 | -50 | $1,846 |
| SCHWAB STRATEGIC TR |
74,632 | +386 | $1,811 |
| SCHY | 74,632 | +386 | $1,811 |
| VANGUARD INDEX FDS (VOE) |
10,790 | -6,191 | $1,682 |
| VOE | 10,790 | -6,191 | $1,682 |
| FIRST TR DOW JONES SELECT MI (FDM) |
23,999 | -3,772 | $1,506 |
| FDM | 23,999 | -3,772 | $1,506 |
| SCHWAB STRATEGIC TR |
47,000 | +1,439 | $1,187 |
| SCHE | 47,000 | +1,439 | $1,187 |
| UNITED PARCEL SERVICE INC |
7,030 | UNCH | $1,045 |
| UPS | 7,030 | UNCH | $1,045 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
25,011 | +937 | $1,045 |
| VWO | 25,011 | +937 | $1,045 |
| MICROSOFT CORP |
2,331 | UNCH | $981 |
| MSFT | 2,331 | UNCH | $981 |
| ISHARES TR (AGG) |
9,676 | -83 | $948 |
| AGG | 9,676 | -83 | $948 |
| ISHARES TR (IEFA) |
12,687 | UNCH | $942 |
| IEFA | 12,687 | UNCH | $942 |
| ISHARES TR (IVE) |
5,000 | UNCH | $934 |
| IVE | 5,000 | UNCH | $934 |
| SCHWAB STRATEGIC TR |
13,916 | UNCH | $864 |
| SCHX | 13,916 | UNCH | $864 |
| ISHARES TR (IEI) |
6,960 | -55 | $806 |
| IEI | 6,960 | -55 | $806 |
| ISHARES TR (EFG) |
7,160 | UNCH | $743 |
| EFG | 7,160 | UNCH | $743 |
| SCHWAB STRATEGIC TR |
15,183 | -1,818 | $732 |
| SCHO | 15,183 | -1,818 | $732 |
| INVESCO EXCHANGE TRADED FD T (PRN) |
4,697 | -104 | $655 |
| PRN | 4,697 | -104 | $655 |
 BERKSHIRE HATHAWAY INC DEL |
$634 | ||
| BRK.A | 1 | UNCH | $634 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
10,733 | +197 | $629 |
| VEU | 10,733 | +197 | $629 |
| SCHWAB STRATEGIC TR |
10,788 | -1,082 | $529 |
| SCHR | 10,788 | -1,082 | $529 |
| SCHWAB STRATEGIC TR |
7,593 | -283 | $464 |
| SCHB | 7,593 | -283 | $464 |
See Full List: All Stocks Held By Noble Family Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Noble Family Wealth LLC
|
Size ($ in 1000's)
At 03/31/2024: $351,172 At 12/31/2023: $330,191 Noble Family Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Noble Family Wealth LLC 13F filings. Link to 13F filings: SEC filings |
