Noble Family Wealth, LLC holdings history

Add to watchlist

68 is the total number of securities Noble Family Wealth, LLC has owned. The longest Noble Family Wealth, LLC has owned a single stock is 3 quarters.

Noble Family Wealth, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VIG VANGUARD SPECIALIZED F...339.44%9.50%9.55%Q1 2023Q3 20233
VTV VANGUARD INDEX FDS338.25%8.37%8.62%Q1 2023Q3 20233
SCHM SCHWAB STRATEGIC TR337.60%7.73%7.85%Q1 2023Q3 20233
SCHD SCHWAB STRATEGIC TR337.39%7.66%7.90%Q1 2023Q3 20233
VUG VANGUARD INDEX FDS335.85%6.10%6.27%Q1 2023Q3 20233
SCHA SCHWAB STRATEGIC TR335.70%5.79%5.86%Q1 2023Q3 20233
SCHV SCHWAB STRATEGIC TR335.20%5.26%5.34%Q1 2023Q3 20233
IWD ISHARES TR334.46%4.56%4.65%Q1 2023Q3 20233
VO VANGUARD INDEX FDS333.39%3.46%3.60%Q1 2023Q3 20233
VEA VANGUARD TAX-MANAGED FDS332.67%3.29%3.68%Q1 2023Q3 20233
EFA ISHARES TR333.17%3.22%3.30%Q1 2023Q3 20233
SCHF SCHWAB STRATEGIC TR333.17%3.20%3.24%Q1 2023Q3 20233
SCHG SCHWAB STRATEGIC TR332.88%3.02%3.13%Q1 2023Q3 20233
DTN WISDOMTREE TR332.54%2.59%2.65%Q1 2023Q3 20233
VB VANGUARD INDEX FDS332.07%2.16%2.26%Q1 2023Q3 20233
VBR VANGUARD INDEX FDS331.90%1.91%1.91%Q1 2023Q3 20233
IWO ISHARES TR331.53%1.58%1.61%Q1 2023Q3 20233
SHY ISHARES TR331.17%1.33%1.46%Q1 2023Q3 20233
IWN ISHARES TR331.21%1.26%1.36%Q1 2023Q3 20233
IWL ISHARES TR331.19%1.21%1.23%Q1 2023Q3 20233
IWF ISHARES TR331.09%1.13%1.17%Q1 2023Q3 20233
IWC ISHARES TR330.97%1.08%1.18%Q1 2023Q3 20233
GUNR FLEXSHARES TR330.88%1.06%1.16%Q1 2023Q3 20233
VDE VANGUARD WORLD FDS330.91%1.06%1.23%Q1 2023Q3 20233
VOE VANGUARD INDEX FDS330.83%1.04%1.30%Q1 2023Q3 20233
EFV ISHARES TR330.94%0.97%0.99%Q1 2023Q3 20233
IWS ISHARES TR330.84%0.87%0.91%Q1 2023Q3 20233
VSS VANGUARD INTL EQUITY I...330.78%0.79%0.80%Q1 2023Q3 20233
EMXC ISHARES INC330.67%0.70%0.73%Q1 2023Q3 20233
SCHC SCHWAB STRATEGIC TR330.63%0.66%0.70%Q1 2023Q3 20233
SCZ ISHARES TR330.57%0.58%0.59%Q1 2023Q3 20233
SCHY SCHWAB STRATEGIC TR330.56%0.57%0.58%Q1 2023Q3 20233
FDM FIRST TR DOW JONES SEL...330.52%0.55%0.57%Q1 2023Q3 20233
VBK VANGUARD INDEX FDS330.52%0.53%0.53%Q1 2023Q3 20233
UPS UNITED PARCEL SERVICE INC330.37%0.42%0.46%Q1 2023Q3 20233
SCHE SCHWAB STRATEGIC TR330.37%0.38%0.40%Q1 2023Q3 20233
SCHO SCHWAB STRATEGIC TR330.30%0.36%0.44%Q1 2023Q3 20233
IEI ISHARES TR330.29%0.33%0.36%Q1 2023Q3 20233
AGG ISHARES TR330.32%0.33%0.34%Q1 2023Q3 20233
VWO VANGUARD INTL EQUITY I...330.32%0.32%0.33%Q1 2023Q3 20233
IVE ISHARES TR330.26%0.26%0.26%Q1 2023Q3 20233
MSFT MICROSOFT CORP330.23%0.24%0.26%Q1 2023Q3 20233
SCHX SCHWAB STRATEGIC TR330.23%0.24%0.24%Q1 2023Q3 20233
SCHR SCHWAB STRATEGIC TR330.21%0.23%0.25%Q1 2023Q3 20233
EFG ISHARES TR330.21%0.22%0.23%Q1 2023Q3 20233
SBCF SEACOAST BKG CORP FLA330.21%0.22%0.23%Q1 2023Q3 20233
VEU VANGUARD INTL EQUITY I...330.18%0.19%0.19%Q1 2023Q3 20233
BRKA BERKSHIRE HATHAWAY INC...330.16%0.17%0.18%Q1 2023Q3 20233
PRN INVESCO EXCHANGE TRADE...330.16%0.16%0.17%Q1 2023Q3 20233
MCD MCDONALDS CORP330.13%0.14%0.14%Q1 2023Q3 20233
SCHB SCHWAB STRATEGIC TR330.13%0.14%0.14%Q1 2023Q3 20233
IWM ISHARES TR330.13%0.13%0.13%Q1 2023Q3 20233
IDV ISHARES TR330.12%0.13%0.13%Q1 2023Q3 20233
IYJ ISHARES TR330.12%0.12%0.12%Q1 2023Q3 20233
MRK MERCK & CO INC330.09%0.10%0.10%Q1 2023Q3 20233
ORCL ORACLE CORP330.08%0.08%0.09%Q1 2023Q3 20233
IJH ISHARES TR330.08%0.08%0.08%Q1 2023Q3 20233
EEM ISHARES TR330.07%0.07%0.07%Q1 2023Q3 20233
IEF ISHARES TR220.07%0.07%0.07%Q1 2023Q2 20232
IEFA ISHARES TR220.04%0.06%0.08%Q2 2023Q3 20232
IVV ISHARES TR110.08%0.08%0.08%Q3 2023Q3 20231
IJT ISHARES TR110.05%0.05%0.05%Q2 2023Q2 20231
TT TRANE TECHNOLOGIES PLC110.05%0.05%0.05%Q2 2023Q2 20231
SPTL SPDR SER TR110.05%0.05%0.05%Q2 2023Q2 20231
DGRO ISHARES TR110.05%0.05%0.05%Q2 2023Q2 20231
KO COCA COLA CO110.04%0.04%0.04%Q2 2023Q2 20231
IJR ISHARES TR110.04%0.04%0.04%Q2 2023Q2 20231
FAST FASTENAL CO110.04%0.04%0.04%Q2 2023Q2 20231
 Download

The securities at the top of the list , including VANGUARD SPECIALIZED FUNDS, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Noble Family Wealth, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Noble Family Wealth, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Noble Family Wealth, LLC owns currently or has owned in the past.