Noble Family Wealth, LLC
76 holdingsFiling period: 2026-03-31Current AUM: $541.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 246.8K | $48.4M | $54.3M | 10.02% | +6.3K | 2026-03-31 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 224.5K | $48.3M | $53.7M | 9.91% | -1,461 | 2026-03-31 |
| 3 | SCHD | SCHWAB STRATEGIC TR | 1.51M | $46.2M | $50.4M | 9.30% | +77.4K | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 715.1K | $45.8M | $50.5M | 9.32% | +33.0K | 2026-03-31 |
| 5 | SCHA | SCHWAB STRATEGIC TR | 986.3K | $28.7M | $33.1M | 6.11% | +6.5K | 2026-03-31 |
| 6 | SCHV | SCHWAB STRATEGIC TR | 724.8K | $22.1M | $24.7M | 4.56% | -4,677 | 2026-03-31 |
| 7 | VB | VANGUARD INDEX FDS | 82.2K | $21.5M | $24.3M | 4.48% | +3.3K | 2026-03-31 |
| 8 | SCHF | SCHWAB STRATEGIC TR | 861.0K | $21.3M | $23.6M | 4.36% | +7.4K | 2026-03-31 |
| 9 | SCHM | SCHWAB STRATEGIC TR | 672.7K | $20.8M | $23.3M | 4.31% | -7,785 | 2026-03-31 |
| 10 | VUG | VANGUARD INDEX FDS | 47.0K | $20.6M | $24.1M | 4.44% | -1,662 | 2026-03-31 |
| 11 | IWD | ISHARES TR | 82.8K | $17.7M | $20.8M | 3.85% | -1,548 | 2026-03-31 |
| 12 | EFA | ISHARES TR | 139.2K | $13.5M | $14.7M | 2.71% | -25 | 2026-03-31 |
| 13 | VO | VANGUARD INDEX FDS | 40.7K | $11.7M | $13.2M | 2.43% | +168 | 2026-03-31 |
| 14 | AIVL | WISDOMTREE TR | 88.1K | $10.2M | $11.7M | 2.16% | -750 | 2026-03-31 |
| 15 | VBR | VANGUARD INDEX FDS | 42.7K | $9.3M | $10.5M | 1.93% | +2.8K | 2026-03-31 |
| 16 | SCHG | SCHWAB STRATEGIC TR | 282.1K | $8.2M | $9.6M | 1.78% | -10,321 | 2026-03-31 |
| 17 | EMXC | ISHARES INC | 87.1K | $6.8M | $8.0M | 1.48% | +6.6K | 2026-03-31 |
| 18 | IWO | ISHARES TR | 21.5K | $6.7M | $8.0M | 1.47% | -- | 2026-03-31 |
| 19 | EFV | ISHARES TR | 85.5K | $6.4M | $6.9M | 1.28% | +5.2K | 2026-03-31 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | 42.1K | $6.1M | $6.3M | 1.17% | +4.4K | 2026-03-31 |
| 21 | IWN | ISHARES TR | 25.7K | $4.9M | $5.7M | 1.05% | -- | 2026-03-31 |
| 22 | IWF | SHARES TR | 8.0K | $3.4M | $3.8M | 0.70% | -52 | 2026-03-31 |
| 23 | IWC | ISHARES TR | 21.0K | $3.4M | $3.9M | 0.73% | -329 | 2026-03-31 |
| 24 | SCHY | SCHWAB STRATEGIC TR | 105.1K | $3.3M | $3.5M | 0.65% | +4.5K | 2026-03-31 |
| 25 | IWL | ISHARES TR | 20.0K | $3.2M | $3.7M | 0.68% | -1,992 | 2026-03-31 |
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