Noble-Family-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SBCF",
  "VDE",
  null,
  null,
  null,
  "MCD",
  "EMXC",
  null,
  null,
  null,
  null,
  "IWS",
  "SCHY",
  "MSFT",
  "EFG",
  "IWD",
  "ORCL",
  "EEM",
  "IWF",
  "IVV",
  null,
  "MRK",
  null,
  null,
  "IEFA",
  "SCHX",
  "UPS",
  "VO",
  "VOE",
  null,
  "VWO",
  "VSS",
  "VIG",
  "IWO",
  "IWN",
  "TT",
  null,
  "SCHB",
  null,
  "IVE",
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VBK",
  "VBR",
  "VB",
  "VTV",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "BRK-A",
  "KO",
  "EFA",
  "IWM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 61
Total Value: 363210402
Accession Number: 0001420506-25-000786
Form Type: 13F-HR
CIK: noble-family-wealth
Manager Name: Noble-Family-Wealth

Data Enrichment

70% identified

43 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $363.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921908844

VIG|921908844

Shares:206.0K

Value:$40.0M

% of Portfolio:11.0% ($40.0M/$363.2M)

808524797

SCHD|808524797

Shares:1.3M

Value:$35.5M

% of Portfolio:9.8% ($35.5M/$363.2M)

922908744

VTV|922908744

Shares:203.5K

Value:$35.2M

% of Portfolio:9.7% ($35.2M/$363.2M)

921943858

VEA|921943858

Shares:579.9K

Value:$29.5M

% of Portfolio:8.1% ($29.5M/$363.2M)

808524607

SCHA|808524607

Shares:906.4K

Value:$21.2M

% of Portfolio:5.8% ($21.2M/$363.2M)

808524409

Shares:671.3K

Value:$17.8M

% of Portfolio:4.9% ($17.8M/$363.2M)

922908736

VUG|922908736

Shares:45.0K

Value:$16.7M

% of Portfolio:4.6% ($16.7M/$363.2M)

808524508

Shares:622.4K

Value:$16.3M

% of Portfolio:4.5% ($16.3M/$363.2M)

464287598

IWD|464287598

Shares:83.0K

Value:$15.6M

% of Portfolio:4.3% ($15.6M/$363.2M)

808524805

SCHF|808524805

Shares:727.2K

Value:$14.4M

% of Portfolio:4.0% ($14.4M/$363.2M)

922908751

VB|922908751

Shares:61.3K

Value:$13.6M

% of Portfolio:3.7% ($13.6M/$363.2M)

464287465

EFA|464287465

Shares:136.1K

Value:$11.1M

% of Portfolio:3.1% ($11.1M/$363.2M)

922908629

VO|922908629

Shares:40.0K

Value:$10.3M

% of Portfolio:2.8% ($10.3M/$363.2M)

97717W406

Shares:81.5K

Value:$8.9M

% of Portfolio:2.5% ($8.9M/$363.2M)

808524300

SCHG|808524300

Shares:327.8K

Value:$8.2M

% of Portfolio:2.3% ($8.2M/$363.2M)

922908611

VBR|922908611

Shares:35.0K

Value:$6.5M

% of Portfolio:1.8% ($6.5M/$363.2M)

464287648

IWO|464287648

Shares:20.2K

Value:$5.2M

% of Portfolio:1.4% ($5.2M/$363.2M)

464287630

IWN|464287630

Shares:26.4K

Value:$4.0M

% of Portfolio:1.1% ($4.0M/$363.2M)

464288877

Shares:67.2K

Value:$4.0M

% of Portfolio:1.1% ($4.0M/$363.2M)

46434G764

EMXC|46434G764

Shares:66.8K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$363.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	206.0K	QoQ +1.21% (+2.5K) YoY +5.29% (+10.4K)	All Managers (Combined)	$40.0M	11.0% ($40.0M/$363.2M)	QoQ +0.28% (+$113.0K) YoY +11.85% (+$4.2M)
(SCHDcusip808524797)	1.3M	QoQ +5.63% (+67.7K) YoY +265.28% (+922.3K)	All Managers (Combined)	$35.5M	9.8% ($35.5M/$363.2M)	QoQ +8.46% (+$2.8M) YoY +26.67% (+$7.5M)
(VTVcusip922908744)	203.5K	QoQ +2.89% (+5.7K) YoY +4.69% (+9.1K)	All Managers (Combined)	$35.2M	9.7% ($35.2M/$363.2M)	QoQ +5.20% (+$1.7M) YoY +11.04% (+$3.5M)
(VEAcusip921943858)	579.9K	QoQ +12.10% (+62.6K) YoY +40.42% (+166.9K)	All Managers (Combined)	$29.5M	8.1% ($29.5M/$363.2M)	QoQ +19.19% (+$4.7M) YoY +42.27% (+$8.8M)
(SCHAcusip808524607)	906.4K	QoQ +4.52% (-39.2K) YoY +123.96% (+501.7K)	All Managers (Combined)	$21.2M	5.8% ($21.2M/$363.2M)	QoQ -5.22% (-$1.2M) YoY +6.57% (+$1.3M)
(cusip808524409)✕	671.3K	QoQ -2.83% (-19.6K) YoY +190.84% (+440.5K)	All Managers (Combined)	$17.8M	4.9% ($17.8M/$363.2M)	QoQ -0.47% (-$85.7K) YoY +1.74% (+$305.9K)
(VUGcusip922908736)	45.0K	QoQ -10.48% (-5.3K) YoY -23.98% (-14.2K)	All Managers (Combined)	$16.7M	4.6% ($16.7M/$363.2M)	QoQ -19.85% (-$4.1M) YoY -18.10% (-$3.7M)
(cusip808524508)✕	622.4K	QoQ -7.22% (-48.4K) YoY +110.07% (-326.1K)	All Managers (Combined)	$16.3M	4.5% ($16.3M/$363.2M)	QoQ -12.14% (-$2.3M) YoY -32.40% (-$7.8M)
(IWDcusip464287598)	83.0K	QoQ -2.10% (-1.8K) YoY -2.73% (-2.3K)	All Managers (Combined)	$15.6M	4.3% ($15.6M/$363.2M)	QoQ -0.24% (-$37.6K) YoY +2.18% (-$333.7K)
(SCHFcusip808524805)	727.2K	QoQ +8.09% (+54.4K) YoY +162.84% (+450.5K)	All Managers (Combined)	$14.4M	4.0% ($14.4M/$363.2M)	QoQ +15.50% (+$1.9M) YoY +33.24% (+$3.6M)
(VBcusip922908751)	61.3K	QoQ +9.54% (+5.3K) YoY +32.35% (+15.0K)	All Managers (Combined)	$13.6M	3.7% ($13.6M/$363.2M)	QoQ +1.18% (+$158.6K) YoY +28.39% (+$3.0M)
(EFAcusip464287465)	136.1K	QoQ 0.00% (+0) YoY -0.72% (-1.0K)	All Managers (Combined)	$11.1M	3.1% ($11.1M/$363.2M)	QoQ +8.09% (+$832.8K) YoY +1.59% (-$174.6K)
(VOcusip922908629)	40.0K	QoQ -1.79% (-731) YoY -13.23% (-6.1K)	All Managers (Combined)	$10.3M	2.8% ($10.3M/$363.2M)	QoQ -3.85% (-$414.6K) YoY -10.19% (-$1.2M)
(cusip97717W406)✕	81.5K	QoQ -0.23% (-195) YoY -3.09% (-2.6K)	All Managers (Combined)	$8.9M	2.5% ($8.9M/$363.2M)	QoQ +2.90% (-$252.4K) YoY +4.54% (-$388.7K)
(SCHGcusip808524300)	327.8K	QoQ -7.24% (-25.6K) YoY +203.53% (-219.8K)	All Managers (Combined)	$8.2M	2.3% ($8.2M/$363.2M)	QoQ -17.45% (-$1.7M) YoY -18.02% (-$1.8M)
(VBRcusip922908611)	35.0K	QoQ +2.06% (-709) YoY +2.07% (-712)	All Managers (Combined)	$6.5M	1.8% ($6.5M/$363.2M)	QoQ -3.79% (-$257.0K) YoY -0.89% (-$59.2K)
(IWOcusip464287648)	20.2K	QoQ -0.32% (-66) YoY -0.32% (-66)	All Managers (Combined)	$5.2M	1.4% ($5.2M/$363.2M)	QoQ -11.66% (-$681.2K) YoY -5.94% (-$326.1K)
(IWNcusip464287630)	26.4K	QoQ 0.00% (-0) YoY -0.10% (-29)	All Managers (Combined)	$4.0M	1.1% ($4.0M/$363.2M)	QoQ -7.77% (-$336.3K) YoY -5.03% (-$211.6K)
(cusip464288877)✕	67.2K	QoQ +5.07% (+3.2K) YoY +6.87% (+4.3K)	All Managers (Combined)	$4.0M	1.1% ($4.0M/$363.2M)	QoQ +18.20% (+$610.1K) YoY +15.79% (+$540.1K)
(EMXCcusip46434G764)	66.8K	QoQ +7.91% (+4.9K) YoY +23.11% (+12.6K)	All Managers (Combined)	$3.7M	1.0% ($3.7M/$363.2M)	QoQ +7.07% (+$243.5K) YoY +17.81% (+$556.8K)