Noble Family Wealth, LLC
74 holdingsFiling period: 2026-06-30Current AUM: $558.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Specialized Funds | 236.0K | $55.8M | $57.4M | 10.26% | +11.5K | 2026-06-30 |
| 2 | VTV | Vanguard Index Fds | 255.5K | $55.7M | $57.4M | 10.26% | +8.7K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 771.2K | $54.9M | $53.8M | 9.63% | +56.1K | 2026-06-30 |
| 4 | SCHD | Schwab Strategic TR | 1.61M | $50.9M | $55.7M | 9.96% | +100.1K | 2026-06-30 |
| 5 | SCHA | Schwab Strategic TR | 988.5K | $35.7M | $32.2M | 5.76% | +2.2K | 2026-06-30 |
| 6 | VB | Vanguard Index Fds | 90.4K | $27.4M | $26.0M | 4.66% | +8.2K | 2026-06-30 |
| 7 | SCHV | Schwab Strategic TR | 728.3K | $25.4M | $25.0M | 4.48% | +3.5K | 2026-06-30 |
| 8 | SCHF | Schwab Strategic TR | 893.6K | $24.8M | $24.2M | 4.33% | +32.6K | 2026-06-30 |
| 9 | SCHM | Schwab Strategic TR | 667.9K | $24.6M | $23.1M | 4.13% | -4,752 | 2026-06-30 |
| 10 | VUG | Vanguard Index Fds | 276.5K | $23.8M | $24.5M | 4.39% | +229.5K | 2026-06-30 |
| 11 | IWD | iShares TR | 82.2K | $19.9M | $21.2M | 3.79% | -558 | 2026-06-30 |
| 12 | EFA | iShares TR | 139.2K | $14.5M | $14.4M | 2.58% | -- | 2026-06-30 |
| 13 | VO | Vanguard Index Fds | 160.8K | $13.0M | $13.0M | 2.33% | +120.2K | 2026-06-30 |
| 14 | AIVL | WisdomTree TR | 87.3K | $11.4M | $11.7M | 2.10% | -784 | 2026-06-30 |
| 15 | VBR | Vanguard Index Fds | 45.4K | $11.0M | $10.8M | 1.94% | +2.6K | 2026-06-30 |
| 16 | EMXC | iShares Inc | 93.3K | $9.5M | $8.7M | 1.56% | +6.2K | 2026-06-30 |
| 17 | SCHG | Schwab Strategic TR | 278.6K | $9.4M | $9.9M | 1.77% | -3,519 | 2026-06-30 |
| 18 | IWO | iShares TR | 21.4K | $8.4M | $7.5M | 1.34% | -50 | 2026-06-30 |
| 19 | VSS | Vanguard Intl Equity Index F | 48.6K | $7.5M | $7.4M | 1.32% | +6.5K | 2026-06-30 |
| 20 | EFV | iShares TR | 91.8K | $7.0M | $7.3M | 1.30% | +6.3K | 2026-06-30 |
| 21 | IWN | iShares TR | 25.6K | $5.7M | $5.4M | 0.97% | -84 | 2026-06-30 |
| 22 | IWC | iShares TR | 21.0K | $4.2M | $3.7M | 0.67% | -- | 2026-06-30 |
| 23 | IWF | iShares TR | 31.9K | $4.0M | $3.9M | 0.70% | +23.9K | 2026-06-30 |
| 24 | SCHY | Schwab Strategic TR | 112.5K | $3.6M | $3.7M | 0.66% | +7.4K | 2026-06-30 |
| 25 | VBK | Vanguard Index Fds | 8.9K | $3.2M | $3.0M | 0.53% | -- | 2026-06-30 |
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