Noble Family Wealth, LLC Top Holdings and 13F Report (2024) About Noble Family Wealth, LLCInvestment ActivityNoble Family Wealth, LLC has $363.21 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 3.06% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Noble Family Wealth, LLC has purchased 61 new stocks and bought additional shares in 15 stocks.Noble Family Wealth, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $39,969,506Schwab US Dividend Equity ETF $35,508,613Vanguard Value ETF $35,154,491Vanguard FTSE Developed Markets ETF $29,477,182Schwab US Small-Cap ETF $21,236,414 Largest New Holdings this Quarter 191216100 - Coca-Cola $212,497 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 62,636 shares (about $3.18M)Schwab US Dividend Equity ETF 67,741 shares (about $1.89M)Vanguard Small-Cap ETF 5,344 shares (about $1.19M)Schwab International Equity ETF 54,441 shares (about $1.08M)Vanguard Value ETF 5,723 shares (about $988.59K) Largest Sales this Quarter Vanguard Growth ETF 5,269 shares (about $1.95M)Schwab U.S. Mid-Cap ETF 48,439 shares (about $1.27M)Schwab U.S. Large-Cap Growth ETF 25,591 shares (about $640.80K)Schwab U.S. Large-Cap Value ETF 19,601 shares (about $520.99K)Vanguard Energy ETF 3,056 shares (about $396.39K) 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$39,969,506$481,483 ▲1.2%206,03911.0%ETFSCHDSchwab US Dividend Equity ETF$35,508,613$1,894,038 ▲5.6%1,269,9799.8%ETFVTVVanguard Value ETF$35,154,491$988,591 ▲2.9%203,5119.7%ETFVEAVanguard FTSE Developed Markets ETF$29,477,182$3,183,788 ▲12.1%579,9178.1%ETFSCHASchwab US Small-Cap ETF$21,236,414$919,182 ▲4.5%906,3775.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$17,843,686$520,995 ▼-2.8%671,3204.9%ETFVUGVanguard Growth ETF$16,687,053$1,953,868 ▼-10.5%45,0004.6%ETFSCHMSchwab U.S. Mid-Cap ETF$16,306,042$1,269,102 ▼-7.2%622,3684.5%ETFIWDiShares Russell 1000 Value ETF$15,611,824$335,113 ▼-2.1%82,9714.3%ETFSCHFSchwab International Equity ETF$14,383,087$1,076,843 ▲8.1%727,1534.0%ETFVBVanguard Small-Cap ETF$13,595,439$1,185,027 ▲9.5%61,3103.7%ETFEFAiShares MSCI EAFE ETF$11,121,9010.0%136,0813.1%FinanceVOVanguard Mid-Cap ETF$10,340,663$189,051 ▼-1.8%39,9842.8%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$8,948,945$21,411 ▼-0.2%81,5022.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$8,209,214$640,799 ▼-7.2%327,8442.3%ETFVBRVanguard Small-Cap Value ETF$6,524,435$132,080 ▲2.1%35,0231.8%ETFIWOiShares Russell 2000 Growth ETF$5,158,640$16,865 ▼-0.3%20,1881.4%ETFIWNiShares Russell 2000 Value ETF$3,991,1570.0%26,4351.1%ETFEFViShares MSCI EAFE Value ETF$3,960,768$191,201 ▲5.1%67,2001.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,682,547$270,106 ▲7.9%66,8461.0%ManufacturingIWLiShares Russell Top 200 ETF$3,641,640$76,263 ▼-2.1%26,5021.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,200,618$407,837 ▲14.6%27,6870.9%ETFIWFiShares Russell 1000 Growth ETF$2,683,260$280,206 ▼-9.5%7,4310.7%ETFIWSiShares Russell Mid-Cap Value ETF$2,654,0620.0%21,0690.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,440,453$190,527 ▼-7.2%29,4990.7%ManufacturingVDEVanguard Energy ETF$2,323,625$396,394 ▼-14.6%17,9140.6%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,296,229$13,341 ▼-0.6%36,1440.6%ETFSCHYSchwab International Dividend Equity ETF$1,981,265$81,647 ▲4.3%78,0640.5%ETFSCHCSchwab International Small-Cap Equity ETF$1,974,728$57,874 ▲3.0%55,0370.5%ETFIWCiShares Micro-Cap ETF$1,937,487$157,270 ▼-7.5%17,4690.5%ETFVBKVanguard Small-Cap Growth ETF$1,610,573$109,016 ▼-6.3%6,3970.4%ETFSCHESchwab Emerging Markets Equity ETF$1,267,063$2,095 ▼-0.2%45,9580.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,128,966$9,957 ▲0.9%24,9440.3%ETFIEFAiShares Core MSCI EAFE ETF$1,040,4910.0%13,7540.3%ETFFDMFirst Trust Dow Jones Select MicroCap Index Fund$996,257$210,432 ▼-17.4%16,0210.3%ETFMSFTMicrosoft$959,4970.0%2,5560.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$956,161$989 ▼-0.1%9,6660.3%FinanceIVEiShares S&P 500 Value ETF$952,9000.0%5,0000.3%ETFSCHXSchwab US Large-Cap ETF$903,183$18,613 ▼-2.0%40,9050.2%ETFVOEVanguard Mid-Cap Value ETF$814,580$63,574 ▼-7.2%5,0740.2%ETFBRK.ABerkshire Hathaway$798,4420.0%10.2%FinanceUPSUnited Parcel Service$773,2300.0%7,0300.2%TransportationEFGiShares MSCI EAFE Growth ETF$716,0000.0%7,1600.2%ETFVEUVanguard FTSE All-World ex-US ETF$688,916$23,597 ▲3.5%11,3570.2%ETFPRNInvesco Dorsey Wright Industrials Momentum ETF$632,640$5,508 ▼-0.9%4,5940.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$627,179$70,881 ▼-10.2%5,3090.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$552,908$24,340 ▼-4.2%22,7160.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$526,486$746 ▼-0.1%21,1780.1%ETFMCDMcDonald's$506,0400.0%1,6200.1%Retail/WholesaleIYJiShares U.S. Industrials ETF$468,6480.0%3,6000.1%ETFSCHBSchwab US Broad Market ETF$463,886$15,717 ▼-3.3%21,5460.1%ETFIDViShares International Select Dividend ETF$441,9730.0%14,2480.1%ETFIWMiShares Russell 2000 ETF$421,722$9,177 ▼-2.1%2,1140.1%FinanceORCLOracle$335,5440.0%2,4000.1%Computer and TechnologyIVViShares Core S&P 500 ETF$299,4930.0%5330.1%ETFMRKMerck & Co., Inc.$295,4010.0%3,2910.1%MedicalTTTrane Technologies$262,7980.0%7800.1%ConstructionEEMiShares MSCI Emerging Markets ETF$240,3500.0%5,5000.1%FinanceSBCFSeacoast Banking Co. of Florida$238,569$76,032 ▼-24.2%9,2720.1%FinanceJPMJPMorgan Chase & Co.$233,0350.0%9500.1%FinanceKOCoca-Cola$212,497$212,497 ▲New Holding2,9670.1%Consumer StaplesGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$0$411,026 ▼-100.0%00.0%ETFShowing 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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