Noble Family Wealth, LLC Top Holdings and 13F Report (2024) About Noble Family Wealth, LLCInvestment ActivityNoble Family Wealth, LLC has $371.92 million in total holdings as of December 31, 2023.Noble Family Wealth, LLC owns shares of 59 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.93% of the portfolio was purchased this quarter.About 4.12% of the portfolio was sold this quarter.This quarter, Noble Family Wealth, LLC has purchased 61 new stocks and bought additional shares in 16 stocks.Noble Family Wealth, LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $40,030,501Vanguard Value ETF $34,450,517Schwab US Dividend Equity ETF $32,221,822Vanguard FTSE Developed Markets ETF $26,924,809Schwab US Small-Cap ETF $21,934,880 Largest New Holdings this Quarter Coca-Cola $213,209 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 96,870 shares (about $5.12M)Schwab US Dividend Equity ETF 33,522 shares (about $2.83M)Vanguard Small-Cap ETF 6,399 shares (about $1.52M)Vanguard Dividend Appreciation ETF 6,433 shares (about $1.27M)Schwab US Small-Cap ETF 21,229 shares (about $1.09M) Largest Sales this Quarter Schwab U.S. Mid-Cap ETF 52,078 shares (about $4.33M)Vanguard Growth ETF 7,166 shares (about $2.75M)Schwab U.S. Large-Cap Growth ETF 13,530 shares (about $1.41M)Vanguard Mid-Cap ETF 5,171 shares (about $1.36M)iShares Russell 1000 Growth ETF 1,938 shares (about $727.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNoble Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$40,030,501$1,274,120 ▲3.3%202,11310.8%ETFVTVVanguard Value ETF$34,450,517$516,727 ▲1.5%197,3459.3%ETFSCHDSchwab US Dividend Equity ETF$32,221,822$2,833,615 ▲9.6%381,1888.7%ETFVEAVanguard FTSE Developed Markets ETF$26,924,809$5,115,705 ▲23.5%509,8437.2%ETFSCHASchwab US Small-Cap ETF$21,934,880$1,093,294 ▲5.2%425,9205.9%ETFSCHMSchwab U.S. Mid-Cap ETF$20,289,000$4,327,161 ▼-17.6%244,1815.5%ETFVUGVanguard Growth ETF$19,976,420$2,751,264 ▼-12.1%52,0315.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$18,491,932$59,152 ▼-0.3%230,0855.0%ETFIWDiShares Russell 1000 Value ETF$16,137,745$52,195 ▼-0.3%85,0254.3%ETFVBVanguard Small-Cap ETF$12,505,654$1,517,900 ▲13.8%52,7203.4%ETFSCHFSchwab International Equity ETF$12,383,494$1,007,892 ▲8.9%301,1553.3%ETFEFAiShares MSCI EAFE ETF$11,464,0850.0%137,0813.1%FinanceVOVanguard Mid-Cap ETF$10,794,077$1,364,265 ▼-11.2%40,9132.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$9,842,823$1,409,556 ▼-12.5%94,4792.6%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$9,294,441$66,446 ▼-0.7%83,5082.5%FinanceVBRVanguard Small-Cap Value ETF$6,883,944$5,020 ▼-0.1%34,2861.9%ETFIWOiShares Russell 2000 Growth ETF$5,752,1360.0%20,2541.5%ETFIWNiShares Russell 2000 Value ETF$4,414,7250.0%26,4641.2%ETFIWLiShares Russell Top 200 ETF$3,824,463$269,364 ▼-6.6%27,2321.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,726,488$408,581 ▲12.3%60,9801.0%ManufacturingEFViShares MSCI EAFE Value ETF$3,633,423$15,993 ▲0.4%63,1571.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,406,337$403,072 ▲13.4%27,0430.9%ETFIWFiShares Russell 1000 Growth ETF$3,337,504$727,487 ▼-17.9%8,8910.9%ETFVDEVanguard Energy ETF$2,911,480$413,949 ▼-12.4%23,7730.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,879,568$391,221 ▼-12.0%34,6310.8%ManufacturingIWSiShares Russell Mid-Cap Value ETF$2,786,376$304,175 ▼-9.8%21,0690.7%ETFIWCiShares Micro-Cap ETF$2,535,336$339,993 ▼-11.8%20,5590.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,085,567$542 ▼0.0%30,8060.6%ETFSCHCSchwab International Small-Cap Equity ETF$2,061,895$59,991 ▼-2.8%53,5140.6%ETFSCHYSchwab International Dividend Equity ETF$1,958,746$5,627 ▲0.3%74,8470.5%ETFVBKVanguard Small-Cap Growth ETF$1,826,138$66,843 ▼-3.5%6,8300.5%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$1,487,104$702,446 ▼-32.1%36,0510.4%ETFSCHESchwab Emerging Markets Equity ETF$1,347,620$23,840 ▼-1.7%46,1830.4%ETFFDMFirst Trust Dow Jones Select Microcap Index Fund$1,281,183$257,249 ▼-16.7%19,9860.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,199,696$2,919 ▲0.2%25,0720.3%ETFVOEVanguard Mid-Cap Value ETF$1,102,598$706,561 ▼-39.1%6,5760.3%ETFMSFTMicrosoft$1,099,847$96,818 ▲9.7%2,5560.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$990,2210.0%12,6870.3%ETFIVEiShares S&P 500 Value ETF$985,8500.0%5,0000.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$979,8890.0%9,6760.3%FinanceUPSUnited Parcel Service$958,4710.0%7,0300.3%TransportationSCHXSchwab US Large-Cap ETF$944,2010.0%13,9160.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$776,835$55,616 ▼-6.7%6,4950.2%ETFEFGiShares MSCI EAFE Growth ETF$770,7740.0%7,1600.2%ETFPRNInvesco Dorsey Wright Industrials Momentum ETF$708,956$9,638 ▼-1.3%4,6340.2%ETFBRK.ABerkshire Hathaway$691,1800.0%10.2%FinanceVEUVanguard FTSE All-World ex-US ETF$688,590$12,411 ▲1.8%10,9300.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$580,805$162,859 ▼-21.9%11,8580.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$542,129$3,744 ▼-0.7%10,7140.1%ETFSCHBSchwab US Broad Market ETF$494,776$10,311 ▼-2.0%7,4380.1%ETFMCDMcDonald's$493,307$45,677 ▲10.2%1,6200.1%Retail/WholesaleIYJiShares U.S. Industrials ETF$481,2120.0%3,6000.1%ETFIWMiShares Russell 2000 ETF$477,1230.0%2,1600.1%FinanceIDViShares International Select Dividend ETF$430,7180.0%14,2480.1%ETFORCLOracle$408,9600.0%2,4000.1%Computer and TechnologySBCFSeacoast Banking Co. of Florida$393,0880.0%14,7500.1%FinanceMRKMerck & Co., Inc.$373,726$68,136 ▲22.3%3,2910.1%MedicalEEMiShares MSCI Emerging Markets ETF$252,2300.0%5,5000.1%FinanceKOCoca-Cola$213,209$213,209 ▲New Holding2,9670.1%Consumer StaplesIVViShares Core S&P 500 ETF$0$280,215 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$272,116 ▼-100.0%00.0%ETFTTTrane Technologies$0$241,661 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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