$297 Million is the total value of Noble Family Wealth, LLC's 60 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $228,887 | – | 533 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.