| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -5,500 | -100.0% | -0.07% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -896 | -100.0% | -0.08% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -533 | -100.0% | -0.08% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,847 | -100.0% | -0.08% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,400 | -100.0% | -0.09% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -2,691 | -100.0% | -0.09% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -3,600 | -100.0% | -0.12% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -14,248 | -100.0% | -0.12% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,160 | -100.0% | -0.13% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,470 | -100.0% | -0.13% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -7,982 | -100.0% | -0.13% | – |
| PRN | Exit | INVESCO EXCHANGE TRADED FD Tdorsey wrgt inds | $0 | – | -4,801 | -100.0% | -0.16% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.18% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -10,526 | -100.0% | -0.18% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -7,160 | -100.0% | -0.21% | – |
| SBCF | Exit | SEACOAST BKG CORP FLA | $0 | – | -28,700 | -100.0% | -0.21% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -13,210 | -100.0% | -0.21% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -13,916 | -100.0% | -0.24% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,331 | -100.0% | -0.25% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -5,000 | -100.0% | -0.26% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -7,508 | -100.0% | -0.29% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -18,238 | -100.0% | -0.30% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -23,898 | -100.0% | -0.32% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -9,996 | -100.0% | -0.32% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -45,499 | -100.0% | -0.37% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -7,030 | -100.0% | -0.37% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -7,130 | -100.0% | -0.52% | – |
| FDM | Exit | FIRST TR DOW JONES SELECT MI | $0 | – | -28,226 | -100.0% | -0.52% | – |
| SCHY | Exit | SCHWAB STRATEGIC TRinternl divid | $0 | – | -72,508 | -100.0% | -0.56% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -30,905 | -100.0% | -0.59% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -57,818 | -100.0% | -0.63% | – |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -43,372 | -100.0% | -0.73% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -22,329 | -100.0% | -0.80% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -18,851 | -100.0% | -0.83% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -23,728 | -100.0% | -0.84% | – |
| IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -28,850 | -100.0% | -0.97% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -60,112 | -100.0% | -0.99% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -12,659 | -100.0% | -1.14% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -84,690 | -100.0% | -1.16% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -42,720 | -100.0% | -1.17% | – |
| IWL | Exit | ISHARES TRrus top 200 etf | $0 | – | -34,250 | -100.0% | -1.19% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -26,386 | -100.0% | -1.21% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -28,828 | -100.0% | -1.23% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -20,260 | -100.0% | -1.53% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -35,376 | -100.0% | -1.90% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -35,497 | -100.0% | -2.26% | – |
| DTN | Exit | WISDOMTREE TRus ai enhanced | $0 | – | -84,555 | -100.0% | -2.54% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -124,200 | -100.0% | -3.05% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -136,325 | -100.0% | -3.17% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -277,010 | -100.0% | -3.17% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -48,484 | -100.0% | -3.40% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -249,459 | -100.0% | -3.68% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -87,151 | -100.0% | -4.46% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -240,854 | -100.0% | -5.24% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -407,869 | -100.0% | -5.70% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -67,293 | -100.0% | -6.18% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -338,684 | -100.0% | -7.73% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -330,885 | -100.0% | -7.90% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -185,244 | -100.0% | -8.62% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -180,087 | -100.0% | -9.44% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 3 | Q3 2023 | 9.6% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 8.6% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 7.9% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 5.3% |
| ISHARES TR | 3 | Q3 2023 | 4.6% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 3.6% |
| VANGUARD TAX-MANAGED FDS | 3 | Q3 2023 | 3.7% |
View Noble Family Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-11 |
View Noble Family Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.