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:

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$363.2M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:7.0K

Value:$773.2K

% of Portfolio:0.2% ($773.2K/$363.2M)

464288885

EFG|464288885

Shares:7.2K

Value:$716.0K

% of Portfolio:0.2% ($716.0K/$363.2M)

922042775

VEU|922042775

Shares:11.4K

Value:$688.9K

% of Portfolio:0.2% ($688.9K/$363.2M)

46137V845

Shares:4.6K

Value:$632.6K

% of Portfolio:0.2% ($632.6K/$363.2M)

464288661

Shares:5.3K

Value:$627.2K

% of Portfolio:0.2% ($627.2K/$363.2M)

808524862

Shares:22.7K

Value:$552.9K

% of Portfolio:0.2% ($552.9K/$363.2M)

808524854

Shares:21.2K

Value:$526.5K

% of Portfolio:0.1% ($526.5K/$363.2M)

MCDONALDS CORP

MCD|580135101

Shares:1.6K

Value:$506.0K

% of Portfolio:0.1% ($506.0K/$363.2M)

464287754

Shares:3.6K

Value:$468.6K

% of Portfolio:0.1% ($468.6K/$363.2M)

808524102

SCHB|808524102

Shares:21.5K

Value:$463.9K

% of Portfolio:0.1% ($463.9K/$363.2M)

464288448

Shares:14.2K

Value:$442.0K

% of Portfolio:0.1% ($442.0K/$363.2M)

464287655

IWM|464287655

Shares:2.1K

Value:$421.7K

% of Portfolio:0.1% ($421.7K/$363.2M)

ORACLE CORP

ORCL|68389X105

Shares:2.4K

Value:$335.5K

% of Portfolio:0.1% ($335.5K/$363.2M)

464287200

IVV|464287200

Shares:533

Value:$299.5K

% of Portfolio:0.1% ($299.5K/$363.2M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.3K

Value:$295.4K

% of Portfolio:0.1% ($295.4K/$363.2M)

Trane Technologies plc

TT|G8994E103

Shares:780

Value:$262.8K

% of Portfolio:0.1% ($262.8K/$363.2M)

464287234

EEM|464287234

Shares:5.5K

Value:$240.3K

% of Portfolio:0.1% ($240.3K/$363.2M)

SEACOAST BANKING CORP OF FLORIDA

SBCF|811707801

Shares:9.3K

Value:$238.6K

% of Portfolio:0.1% ($238.6K/$363.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:950

Value:$233.0K

% of Portfolio:0.1% ($233.0K/$363.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$363.2M)	QoQ +17.74% (+$120.3K) YoY +25.84% (+$164.0K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	7.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$773.2K	0.2% ($773.2K/$363.2M)	QoQ -12.23% (-$107.8K) YoY -25.99% (-$271.6K)
(EFGcusip464288885)	7.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$716.0K	0.2% ($716.0K/$363.2M)	QoQ +3.07% (+$21.3K) YoY -3.65% (-$27.1K)
(VEUcusip922042775)	11.4K	QoQ +3.54% (+389) YoY +5.81% (+624)	All Managers (Combined)	$688.9K	0.2% ($688.9K/$363.2M)	QoQ +9.40% (+$59.2K) YoY +9.44% (+$59.4K)
(cusip46137V845)✕	4.6K	QoQ -0.86% (-40) YoY -2.19% (-103)	All Managers (Combined)	$632.6K	0.2% ($632.6K/$363.2M)	QoQ -11.61% (-$83.2K) YoY -3.48% (-$22.8K)
(cusip464288661)✕	5.3K	QoQ -10.15% (-600) YoY -23.72% (-1.7K)	All Managers (Combined)	$627.2K	0.2% ($627.2K/$363.2M)	QoQ -8.13% (-$55.5K) YoY -22.18% (-$178.9K)
(cusip808524862)✕	22.7K	QoQ -4.21% (-1.0K) YoY +49.61% (-7.5K)	All Managers (Combined)	$552.9K	0.2% ($552.9K/$363.2M)	QoQ -3.34% (-$19.1K) YoY -24.46% (-$179.1K)
(cusip808524854)✕	21.2K	QoQ -0.14% (-30) YoY +96.31% (-10.4K)	All Managers (Combined)	$526.5K	0.1% ($526.5K/$363.2M)	QoQ +2.11% (-$10.9K) YoY -0.50% (-$2.7K)
MCDONALDS CORP(MCDcusip580135101)	1.6K	QoQ 0.00% (+0) YoY +10.20% (+150)	All Managers (Combined)	$506.0K	0.1% ($506.0K/$363.2M)	QoQ +7.86% (+$36.9K) YoY +22.09% (+$91.6K)
(cusip464287754)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$468.6K	0.1% ($468.6K/$363.2M)	QoQ -2.55% (-$12.3K) YoY +3.55% (+$16.1K)
(SCHBcusip808524102)	21.5K	QoQ -3.27% (-730) YoY +183.76% (+14.0K)	All Managers (Combined)	$463.9K	0.1% ($463.9K/$363.2M)	QoQ -8.58% (-$43.6K) YoY +0.07% (+$333)
(cusip464288448)✕	14.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$442.0K	0.1% ($442.0K/$363.2M)	QoQ +13.54% (+$52.7K) YoY +10.62% (+$42.5K)
(IWMcusip464287655)	2.1K	QoQ -2.12% (-46) YoY -2.12% (-46)	All Managers (Combined)	$421.7K	0.1% ($421.7K/$363.2M)	QoQ -11.52% (-$54.9K) YoY -7.16% (-$32.5K)
ORACLE CORP(ORCLcusip68389X105)	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$335.5K	0.1% ($335.5K/$363.2M)	QoQ -16.23% (-$65.0K) YoY +11.30% (+$34.1K)
(IVVcusip464287200)	533	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$299.5K	0.1% ($299.5K/$363.2M)	QoQ -4.92% (-$15.5K) YoY +6.87% (+$19.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.3K	QoQ 0.00% (-0) YoY +22.29% (-600)	All Managers (Combined)	$295.4K	0.1% ($295.4K/$363.2M)	QoQ -8.75% (-$28.3K) YoY -16.80% (-$59.7K)
Trane Technologies plc(TTcusipG8994E103)	780	QoQ 0.00% (-0) YoY -3.10% (-25)	All Managers (Combined)	$262.8K	0.1% ($262.8K/$363.2M)	QoQ -9.15% (-$26.5K) YoY +8.74% (-$21.1K)
(EEMcusip464287234)	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$240.3K	0.1% ($240.3K/$363.2M)	QoQ +4.14% (+$9.6K) YoY +6.37% (+$14.4K)
SEACOAST BANKING CORP OF FLORIDA(SBCFcusip811707801)	9.3K	QoQ -24.16% (-3.0K) YoY -37.13% (-5.5K)	All Managers (Combined)	$238.6K	0.1% ($238.6K/$363.2M)	QoQ -28.58% (-$95.5K) YoY -36.29% (-$135.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	950	QoQ 0.00% (+0) YoY NEW(+950)	All Managers (Combined)	$233.0K	0.1% ($233.0K/$363.2M)	QoQ +2.49% (+$5.7K) YoY NEW(+$233.0K)