☆Noble Family Wealth, LLC
Quality Q
0.800
AUM ($M)
559
Positions
74
Turnover
0.02
Top-10 wt
68%
Herfindahl
0.057
History (qtrs)
6
Excess Return
—
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Holdings · 80 positions · portfolio value $559M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 10.0% | +0.0% | 55.8 | 235,981 | +11,455 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 10.0% | -0.0% | 55.7 | 255,451 | +8,660 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 9.8% | +0.4% | 54.9 | 771,158 | +56,074 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 9.1% | -0.4% | 50.9 | 1,605,116 | +100,061 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | ADD | — | 6.4% | +0.5% | 35.7 | 988,541 | +2,235 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 4.9% | +0.5% | 27.4 | 90,379 | +8,200 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | ADD | — | 4.5% | -0.0% | 25.4 | 728,348 | +3,535 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 4.4% | +0.0% | 24.8 | 893,584 | +32,602 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | TRIM | — | 4.4% | +0.1% | 24.6 | 667,905 | -4,752 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 4.3% | +0.0% | 23.8 | 276,518 | +229,469 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 3.6% | -0.1% | 19.9 | 82,217 | -558 | 5 | — |
| ☆EFA funds › | ISHARES TR | HOLD | — | 2.6% | -0.2% | 14.5 | 139,167 | +0 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 2.3% | -0.1% | 13.0 | 160,836 | +120,184 | 5 | — |
| ☆AIVL funds › | WISDOMTREE TR | TRIM | — | 2.0% | -0.1% | 11.4 | 87,291 | -784 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 2.0% | +0.1% | 11.0 | 45,356 | +2,634 | 5 | — |
| ☆EMXC funds › | ISHARES INC | ADD | — | 1.7% | +0.3% | 9.5 | 93,311 | +6,225 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.7% | -0.0% | 9.4 | 278,570 | -3,519 | 5 | — |
| ☆IWO funds › | ISHARES TR | TRIM | — | 1.5% | +0.1% | 8.4 | 21,418 | -50 | 5 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 1.3% | +0.1% | 7.5 | 48,603 | +6,518 | 5 | — |
| ☆EFV funds › | ISHARES TR | ADD | — | 1.3% | -0.1% | 7.0 | 91,785 | +6,332 | 5 | — |
| ☆IWN funds › | ISHARES TR | TRIM | — | 1.0% | +0.0% | 5.7 | 25,619 | -84 | 5 | — |
| ☆IWC funds › | ISHARES TR | HOLD | — | 0.8% | +0.1% | 4.2 | 20,998 | +0 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.7% | +0.0% | 4.0 | 31,880 | +23,905 | 5 | — |
| ☆SCHY funds › | SCHWAB STRATEGIC TR | ADD | — | 0.6% | -0.0% | 3.6 | 112,522 | +7,410 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | HOLD | — | 0.6% | +0.0% | 3.2 | 8,878 | +0 | 5 | — |
| ☆IWL funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 3.0 | 16,109 | -3,906 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | +0.0% | 2.9 | 99,561 | +212 | 5 | — |
| ☆SCZ funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 2.8 | 34,131 | -244 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.5% | +0.1% | 2.7 | 45,539 | +6,542 | 5 | — |
| ☆SCHC funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | -0.1% | 2.7 | 56,360 | +217 | 5 | — |
| ☆IWS funds › | ISHARES TR | TRIM | — | 0.5% | -0.0% | 2.7 | 16,244 | -581 | 5 | — |
| ☆SHY funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 2.5 | 30,491 | -946 | 5 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | -0.0% | 1.7 | 46,096 | +23 | 5 | — |
| ☆VDE funds › | VANGUARD WORLD FD | TRIM | — | 0.3% | -0.1% | 1.5 | 10,113 | -1,619 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | HOLD | — | 0.2% | -0.0% | 1.4 | 6,995 | +0 | 5 | — |
| ☆IEFA funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.3 | 13,754 | +0 | 5 | — |
| ☆FDM funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.2% | -0.0% | 1.3 | 14,205 | +0 | 5 | — |
| ☆PRN funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.2% | -0.0% | 1.2 | 4,594 | -1,000 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 1.2 | 40,442 | -346 | 5 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.2 | 41,975 | +33,730 | 5 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.1 | 5,000 | +0 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.2% | -0.0% | 1.1 | 12,949 | -131 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.0 | 3,381 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.2% | -0.1% | 1.0 | 2,556 | -850 | 5 | — |
| ☆EFG funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.9 | 7,160 | +0 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | HOLD | — | 0.1% | -0.0% | 0.8 | 7,230 | +0 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.1% | +0.0% | 0.7 | 11,526 | +3,537 | 4 | — |
| ☆IEI funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.6 | 5,308 | +0 | 5 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | -0.0% | 0.6 | 25,773 | +0 | 5 | — |
| ☆IYJ funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.6 | 3,600 | +0 | 5 | — |
| ☆IDV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.6 | 14,248 | +0 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.1% | +0.0% | 0.5 | 3,309 | +499 | 4 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.5 | 1,327 | +350 | 4 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 0.1% | -0.1% | 0.4 | 4,475 | -5,386 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.4 | 11,745 | +0 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.4 | 689 | +689 | 1 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 533 | +0 | 5 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | -0.0% | 0.4 | 15,997 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 1,450 | -325 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | HOLD | — | 0.1% | +0.0% | 0.4 | 780 | +0 | 5 | — |
| ☆EEM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 5,500 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.4 | 2,740 | -935 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.1% | -0.0% | 0.4 | 2,400 | +0 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 4,606 | +90 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 5,842 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.1% | -0.0% | 0.3 | 950 | -765 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.1% | +0.1% | 0.3 | 4,951 | +4,951 | 1 | — |
| ☆AON funds › | AON PLC | TRIM | — | 0.1% | -0.0% | 0.3 | 855 | -65 | 4 | — |
| ☆IJT funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 1,432 | +0 | 4 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.3 | 369 | +369 | 1 | — |
| ☆CUSIP:025072323 funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.0% | -0.0% | 0.2 | 3,379 | -504 | 4 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | NEW | — | 0.0% | +0.0% | 0.2 | 2,871 | +2,871 | 1 | — |
| ☆DIHP funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.0% | -0.0% | 0.2 | 6,938 | -1,606 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,280 | 0 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -825 | 0 | — |
| ☆BNY funds › | BANK NEW YORK MELLON CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,365 | 0 | — |
| ☆FLMI funds › | FRANKLIN TEMPLETON ETF TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,450 | 0 | — |
| ☆AFL funds › | AFLAC INC | EXIT | Common Stock | 0.0% | -0.0% | 0.0 | 0 | -2,030 | 0 | — |
| ☆FAST funds › | FASTENAL CO | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,598 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 559 | 74 | 0.02 | 68% | 0.057 | 0.798 | — | in |
| 2026Q1 | 484 | 76 | 0.03 | 67% | 0.056 | 0.768 | — | in |
| 2025Q4 | 474 | 80 | 0.02 | 66% | 0.054 | 0.745 | — | in |
| 2025Q3 | 453 | 83 | 0.03 | 65% | 0.053 | 0.724 | — | in |
| 2025Q2 | 409 | 70 | 0.04 | 66% | 0.054 | 0.739 | — | entered |
| 2025Q1 | 363 | 61 | 0.00 | 67% | 0.057 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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