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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464289446

Shares:26.5K

Value:$3.6M

% of Portfolio:1.0% ($3.6M/$363.2M)

922042718

VSS|922042718

Shares:27.7K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$363.2M)

464287614

IWF|464287614

Shares:7.4K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$363.2M)

464287473

IWS|464287473

Shares:21.1K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$363.2M)

464287457

Shares:29.5K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$363.2M)

92204A306

VDE|92204A306

Shares:17.9K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$363.2M)

464288273

Shares:36.1K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$363.2M)

808524672

SCHY|808524672

Shares:78.1K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$363.2M)

808524888

Shares:55.0K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$363.2M)

464288869

Shares:17.5K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$363.2M)

922908595

VBK|922908595

Shares:6.4K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$363.2M)

808524706

Shares:46.0K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$363.2M)

922042858

VWO|922042858

Shares:24.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$363.2M)

46432F842

IEFA|46432F842

Shares:13.8K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$363.2M)

33718M105

Shares:16.0K

Value:$996.3K

% of Portfolio:0.3% ($996.3K/$363.2M)

MICROSOFT CORP

MSFT|594918104

Shares:2.6K

Value:$959.5K

% of Portfolio:0.3% ($959.5K/$363.2M)

464287226

Shares:9.7K

Value:$956.2K

% of Portfolio:0.3% ($956.2K/$363.2M)

464287408

IVE|464287408

Shares:5.0K

Value:$952.9K

% of Portfolio:0.3% ($952.9K/$363.2M)

808524201

SCHX|808524201

Shares:40.9K

Value:$903.2K

% of Portfolio:0.2% ($903.2K/$363.2M)

922908512

VOE|922908512

Shares:5.1K

Value:$814.6K

% of Portfolio:0.2% ($814.6K/$363.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289446)✕	26.5K	QoQ -2.05% (-555) YoY -9.08% (-2.6K)	All Managers (Combined)	$3.6M	1.0% ($3.6M/$363.2M)	QoQ -7.45% (-$293.3K) YoY -1.72% (-$63.9K)
(VSScusip922042718)	27.7K	QoQ +14.60% (+3.5K) YoY +16.12% (+3.8K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$363.2M)	QoQ +15.88% (+$438.8K) YoY +14.88% (+$414.8K)
(IWFcusip464287614)	7.4K	QoQ -9.45% (-776) YoY -31.37% (-3.4K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$363.2M)	QoQ -19.31% (-$642.2K) YoY -26.48% (-$966.7K)
(IWScusip464287473)	21.1K	QoQ 0.00% (-0) YoY -9.84% (-2.3K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$363.2M)	QoQ -2.43% (-$66.4K) YoY -9.38% (-$274.8K)
(cusip464287457)✕	29.5K	QoQ -7.24% (-2.3K) YoY -25.00% (-9.8K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$363.2M)	QoQ -6.33% (-$165.1K) YoY -24.13% (-$776.4K)
(VDEcusip92204A306)	17.9K	QoQ -14.57% (-3.1K) YoY -34.02% (-9.2K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$363.2M)	QoQ -7.39% (-$185.4K) YoY -35.02% (-$1.3M)
(cusip464288273)✕	36.1K	QoQ -0.57% (-210) YoY +17.29% (+5.3K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$363.2M)	QoQ +3.80% (-$84.1K) YoY +17.66% (+$344.8K)
(SCHYcusip808524672)	78.1K	QoQ +4.29% (+3.2K) YoY +4.59% (+3.4K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$363.2M)	QoQ +14.54% (+$251.6K) YoY +9.42% (+$170.7K)
(cusip808524888)✕	55.0K	QoQ +3.01% (+1.6K) YoY -0.06% (-34)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$363.2M)	QoQ +8.04% (+$147.1K) YoY +0.16% (-$3.2K)
(cusip464288869)✕	17.5K	QoQ -7.50% (-1.4K) YoY -25.07% (-5.8K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$363.2M)	QoQ -21.51% (-$531.2K) YoY -31.43% (-$888.2K)
(VBKcusip922908595)	6.4K	QoQ -6.33% (-433) YoY -9.64% (-683)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$363.2M)	QoQ -15.92% (-$305.0K) YoY -12.74% (-$235.3K)
(cusip808524706)✕	46.0K	QoQ -0.16% (-76) YoY -2.21% (-1.0K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$363.2M)	QoQ +2.97% (-$36.6K) YoY +6.76% (-$80.3K)
(VWOcusip922042858)	24.9K	QoQ +0.88% (+220) YoY -0.26% (-67)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$363.2M)	QoQ +3.52% (+$38.4K) YoY +8.06% (-$84.3K)
(IEFAcusip46432F842)	13.8K	QoQ 0.00% (+0) YoY +8.41% (+1.1K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$363.2M)	QoQ +7.57% (+$73.3K) YoY +10.49% (+$98.9K)
(cusip33718M105)✕	16.0K	QoQ -17.43% (-3.4K) YoY -33.24% (-8.0K)	All Managers (Combined)	$996.3K	0.3% ($996.3K/$363.2M)	QoQ -24.46% (-$322.7K) YoY -33.86% (-$510.0K)
MICROSOFT CORP(MSFTcusip594918104)	2.6K	QoQ 0.00% (-0) YoY +9.65% (-225)	All Managers (Combined)	$959.5K	0.3% ($959.5K/$363.2M)	QoQ -11.63% (-$126.4K) YoY -2.16% (-$21.2K)
(cusip464287226)✕	9.7K	QoQ -0.10% (-10) YoY -0.10% (-10)	All Managers (Combined)	$956.2K	0.3% ($956.2K/$363.2M)	QoQ +1.85% (-$17.4K) YoY +0.89% (-$8.5K)
(IVEcusip464287408)	5.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$952.9K	0.3% ($952.9K/$363.2M)	QoQ -0.02% (-$250) YoY +2.01% (+$18.9K)
(SCHXcusip808524201)	40.9K	QoQ -2.01% (-843) YoY +193.94% (+27.0K)	All Managers (Combined)	$903.2K	0.2% ($903.2K/$363.2M)	QoQ -7.02% (-$68.3K) YoY +4.58% (+$39.6K)
(VOEcusip922908512)	5.1K	QoQ -7.23% (-396) YoY -52.97% (-5.7K)	All Managers (Combined)	$814.6K	0.2% ($814.6K/$363.2M)	QoQ -7.72% (-$68.2K) YoY -51.57% (-$867.7K)