Noble Family Wealth, LLC Top Holdings and 13F Report (2024) About Noble Family Wealth, LLCInvestment ActivityNoble Family Wealth, LLC has $363.10 million in total holdings as of December 31, 2023.Noble Family Wealth, LLC owns shares of 61 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 20.95% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, Noble Family Wealth, LLC has purchased 59 new stocks and bought additional shares in 20 stocks.Noble Family Wealth, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $39,856,461Vanguard Value ETF $33,414,305Schwab US Dividend Equity ETF $32,736,941Vanguard FTSE Developed Markets ETF $24,731,205Schwab US Small-Cap ETF $22,407,053 Largest New Holdings this Quarter iShares Core S&P 500 ETF $314,993 HoldingTrane Technologies $289,271 HoldingJPMorgan Chase & Co. $227,354 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 821,050 shares (about $22.36M)Schwab U.S. Large-Cap Value ETF 460,836 shares (about $11.96M)Schwab U.S. Mid-Cap ETF 426,626 shares (about $11.80M)Schwab US Small-Cap ETF 441,226 shares (about $11.40M)Schwab U.S. Large-Cap Growth ETF 258,956 shares (about $7.29M) Largest Sales this Quarter FlexShares Global Upstream Natural Resources Index Fund 24,681 shares (about $892.22K)Vanguard Growth ETF 1,762 shares (about $729.81K)Vanguard Energy ETF 2,803 shares (about $335.38K)Vanguard FTSE All-World ex-US Small-Cap ETF 2,884 shares (about $329.70K)iShares Russell 1000 Growth ETF 684 shares (about $277.16K) 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$39,856,461$282,735 ▲0.7%203,55711.0%ETFVTVVanguard Value ETF$33,414,305$74,840 ▲0.2%197,7889.2%ETFSCHDSchwab US Dividend Equity ETF$32,736,941$22,357,192 ▲215.4%1,202,2389.0%ETFVEAVanguard FTSE Developed Markets ETF$24,731,205$355,611 ▲1.5%517,2816.8%ETFSCHASchwab US Small-Cap ETF$22,407,053$11,401,280 ▲103.6%867,1466.2%ETFVUGVanguard Growth ETF$20,821,087$729,809 ▼-3.4%50,2695.7%ETFSCHMSchwab U.S. Mid-Cap ETF$18,561,230$11,804,742 ▲174.7%670,8075.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$17,929,400$11,958,694 ▲200.3%690,9214.9%ETFIWDiShares Russell 1000 Value ETF$15,649,457$50,409 ▼-0.3%84,7524.3%ETFVBVanguard Small-Cap ETF$13,436,819$779,329 ▲6.2%55,9663.7%ETFSCHFSchwab International Equity ETF$12,451,900$6,877,521 ▲123.4%672,7123.4%ETFVOVanguard Mid-Cap ETF$10,755,275$52,304 ▼-0.5%40,7153.0%ETFEFAiShares MSCI EAFE ETF$10,289,085$75,610 ▼-0.7%136,0812.8%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$9,945,661$7,287,022 ▲274.1%353,4352.7%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$8,696,589$192,780 ▼-2.2%81,6972.4%FinanceVBRVanguard Small-Cap Value ETF$6,781,476$5,534 ▲0.1%34,3141.9%ETFIWOiShares Russell 2000 Growth ETF$5,839,8360.0%20,2541.6%ETFIWNiShares Russell 2000 Value ETF$4,327,410$4,747 ▼-0.1%26,4351.2%ETFIWLiShares Russell Top 200 ETF$3,934,900$25,450 ▼-0.6%27,0571.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,439,076$53,466 ▲1.6%61,9430.9%ManufacturingEFViShares MSCI EAFE Value ETF$3,350,655$41,860 ▲1.3%63,9560.9%ETFIWFiShares Russell 1000 Growth ETF$3,325,477$277,157 ▼-7.7%8,2070.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,761,857$329,699 ▼-10.7%24,1590.8%ETFIWSiShares Russell Mid-Cap Value ETF$2,720,4300.0%21,0690.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,605,538$231,780 ▼-8.2%31,8020.7%ManufacturingVDEVanguard Energy ETF$2,509,061$335,379 ▼-11.8%20,9700.7%ETFIWCiShares Micro-Cap ETF$2,468,660$218,542 ▼-8.1%18,8870.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,212,141$337,596 ▲18.0%36,3540.6%ETFVBKVanguard Small-Cap Growth ETF$1,915,6110.0%6,8300.5%ETFSCHCSchwab International Small-Cap Equity ETF$1,827,636$3,079 ▼-0.2%53,4240.5%ETFSCHYSchwab International Dividend Equity ETF$1,729,7150.0%74,8470.5%ETFFDMFirst Trust Dow Jones Select Microcap Index Fund$1,318,970$39,491 ▼-2.9%19,4050.4%ETFSCHESchwab Emerging Markets Equity ETF$1,230,489$3,983 ▼-0.3%46,0340.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,090,576$15,350 ▼-1.4%24,7240.3%ETFMSFTMicrosoft$1,085,8660.0%2,5560.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$971,476$647,651 ▲200.0%41,7480.3%ETFIEFAiShares Core MSCI EAFE ETF$967,182$75,031 ▲8.4%13,7540.3%ETFIVEiShares S&P 500 Value ETF$953,1500.0%5,0000.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$938,7660.0%9,6760.3%FinanceVOEVanguard Mid-Cap Value ETF$882,749$178,486 ▼-16.8%5,4700.2%ETFUPSUnited Parcel Service$881,0000.0%7,0300.2%TransportationPRNInvesco Dorsey Wright Industrials Momentum ETF$715,8140.0%4,6340.2%ETFEFGiShares MSCI EAFE Growth ETF$694,6640.0%7,1600.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$682,726$67,706 ▼-9.0%5,9090.2%ETFBRK.ABerkshire Hathaway$678,1200.0%10.2%FinanceVEUVanguard FTSE All-World ex-US ETF$629,673$2,182 ▲0.3%10,9680.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$572,030$286,015 ▲100.0%23,7160.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$515,567$255,109 ▲97.9%21,2080.1%ETFSCHBSchwab US Broad Market ETF$507,448$338,010 ▲199.5%22,2760.1%ETFIYJiShares U.S. Industrials ETF$480,9600.0%3,6000.1%ETFIWMiShares Russell 2000 ETF$476,6690.0%2,1600.1%FinanceMCDMcDonald's$469,1520.0%1,6200.1%Retail/WholesaleGUNRFlexShares Global Upstream Natural Resources Index Fund$411,026$892,219 ▼-68.5%11,3700.1%ETFORCLOracle$400,5840.0%2,4000.1%Computer and TechnologyIDViShares International Select Dividend ETF$389,2560.0%14,2480.1%ETFSBCFSeacoast Banking Co. of Florida$334,042$68,928 ▼-17.1%12,2270.1%FinanceMRKMerck & Co., Inc.$323,7360.0%3,2910.1%MedicalIVViShares Core S&P 500 ETF$314,993$314,993 ▲New Holding5330.1%ETFTTTrane Technologies$289,271$289,271 ▲New Holding7800.1%ConstructionEEMiShares MSCI Emerging Markets ETF$230,7800.0%5,5000.1%FinanceJPMJPMorgan Chase & Co.$227,354$227,354 ▲New Holding9500.1%FinanceKOCoca-Cola$0$213,209 ▼-100.0%00.0%Consumer StaplesShowing 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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