Noble Family Wealth, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Noble Family Wealth, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 10.00% | 48.420 M $ | 246791 | 2023/03/31 | 1.253 M $ | 2.73 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 9.97% | 48.287 M $ | 224526 | 2023/03/31 | -1.067 M $ | -2.15 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 9.53% | 46.175 M $ | 1505055 | 2023/03/31 | 4.640 M $ | 11.85 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 9.46% | 45.823 M $ | 715084 | 2023/03/31 | 1.098 M $ | 2.58 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 5.92% | 28.682 M $ | 986306 | 2023/03/31 | 587.906 K $ | 2.11 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 4.56% | 22.107 M $ | 724813 | 2023/03/31 | 649.246 K $ | 3.01 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 4.44% | 21.524 M $ | 82179 | 2023/03/31 | 313.312 K $ | 1.54 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 4.40% | 21.309 M $ | 860982 | 2023/03/31 | 606.035 K $ | 2.95 % |
| 2026/03/31 | SCHM | SCHWAB STRATEGIC TR | 4.30% | 20.825 M $ | 672657 | 2023/03/31 | 605.593 K $ | 2.96 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 4.24% | 20.551 M $ | 47049 | 2023/03/31 | -2.488 M $ | -10.47 % |
| 2026/03/31 | IWD | ISHARES TR | 3.65% | 17.687 M $ | 82775 | 2023/03/31 | 280.795 K $ | 1.58 % |
| 2026/03/31 | EFA | ISHARES TR | 2.79% | 13.517 M $ | 139167 | 2023/03/31 | 153.111 K $ | 1.15 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 2.41% | 11.674 M $ | 40652 | 2023/03/31 | -123.071 K $ | -1.05 % |
| 2026/03/31 | AIVL | WISDOMTREE TR | 2.10% | 10.191 M $ | 88075 | 2023/03/31 | 64.842 K $ | 0.63 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 1.92% | 9.281 M $ | 42722 | 2023/03/31 | 218.241 K $ | 2.58 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 1.70% | 8.217 M $ | 282089 | 2023/03/31 | -1.021 M $ | -10.70 % |
| 2026/03/31 | EMXC | ISHARES INC | 1.41% | 6.850 M $ | 87086 | 2023/03/31 | 481.306 K $ | 8.23 % |
| 2026/03/31 | IWO | ISHARES TR | 1.39% | 6.737 M $ | 21468 | 2023/03/31 | -197.505 K $ | -2.85 % |
| 2026/03/31 | EFV | ISHARES TR | 1.31% | 6.353 M $ | 85453 | 2023/03/31 | 235.802 K $ | 4.12 % |
| 2026/03/31 | VSS | VANGUARD INTL EQUITY INDEX F | 1.27% | 6.136 M $ | 42085 | 2023/03/31 | 92.596 K $ | 1.72 % |
| 2026/03/31 | IWN | ISHARES TR | 1.01% | 4.873 M $ | 25703 | 2023/03/31 | 215.391 K $ | 4.62 % |
| 2026/03/31 | IWF | ISHARES TR | 0.70% | 3.401 M $ | 7975 | 2023/03/31 | -376.466 K $ | -9.91 % |
| 2026/03/31 | IWC | ISHARES TR | 0.69% | 3.351 M $ | 20998 | 2023/03/31 | 40.734 K $ | 1.21 % |
| 2026/03/31 | SCHY | SCHWAB STRATEGIC TR | 0.69% | 3.328 M $ | 105112 | 2023/03/31 | 185.150 K $ | 6.17 % |
| 2026/03/31 | IWL | ISHARES TR | 0.66% | 3.212 M $ | 20015 | 2023/03/31 | -223.371 K $ | -5.95 % |
| 2026/03/31 | SCZ | ISHARES TR | 0.56% | 2.695 M $ | 34375 | 2023/03/31 | 30.249 K $ | 1.14 % |
| 2026/03/31 | VBK | VANGUARD INDEX FDS | 0.55% | 2.683 M $ | 8878 | 2023/03/31 | 1.258 K $ | 0.05 % |
| 2026/03/31 | SCHC | SCHWAB STRATEGIC TR | 0.54% | 2.624 M $ | 56143 | 2023/03/31 | 67.924 K $ | 2.66 % |
| 2026/03/31 | SHY | ISHARES TR | 0.54% | 2.596 M $ | 31437 | 2023/03/31 | -7.936 K $ | -0.30 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.51% | 2.494 M $ | 99349 | 2023/03/31 | -114.274 K $ | -4.31 % |
| 2026/03/31 | IWS | ISHARES TR | 0.51% | 2.452 M $ | 16825 | 2023/03/31 | 79.523 K $ | 3.33 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.44% | 2.108 M $ | 38997 | 2023/03/31 | 10.485 K $ | 0.54 % |
| 2026/03/31 | VDE | VANGUARD WORLD FD | 0.42% | 2.030 M $ | 11732 | 2023/03/31 | 577.549 K $ | 37.42 % |
| 2026/03/31 | SCHE | SCHWAB STRATEGIC TR | 0.31% | 1.518 M $ | 46073 | 2023/03/31 | 9.206 K $ | 0.61 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 0.27% | 1.289 M $ | 6995 | 2023/03/31 | 36.477 K $ | 3.90 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.26% | 1.261 M $ | 3406 | 2023/03/31 | -451.644 K $ | -23.46 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.26% | 1.245 M $ | 13754 | 2023/06/30 | 14.716 K $ | 1.20 % |
| 2026/03/31 | FDM | FIRST TR EXCHANGE-TRADED FD | 0.24% | 1.166 M $ | 14205 | 2023/03/31 | 36.904 K $ | 3.10 % |
| 2026/03/31 | HDV | ISHARES TR | 0.23% | 1.119 M $ | 8245 | 2025/06/30 | 116.336 K $ | 11.60 % |
| 2026/03/31 | PRN | INVESCO EXCHANGE TRADED FD T | 0.22% | 1.088 M $ | 5594 | 2023/03/31 | 111.600 K $ | 11.43 % |
| 2026/03/31 | IVE | ISHARES TR | 0.22% | 1.056 M $ | 5000 | 2023/03/31 | -4.599 K $ | -0.43 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.22% | 1.046 M $ | 40788 | 2023/03/31 | -51.949 K $ | -4.72 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 0.20% | 982.308 K $ | 13080 | 2023/03/31 | 20.751 K $ | 2.09 % |
| 2026/03/31 | AGG | ISHARES TR | 0.20% | 978.902 K $ | 9861 | 2023/03/31 | -6.158 K $ | -0.61 % |
| 2026/03/31 | IWM | ISHARES TR | 0.17% | 838.488 K $ | 3381 | 2023/03/31 | 6.221 K $ | 0.75 % |
| 2026/03/31 | EFG | ISHARES TR | 0.16% | 797.410 K $ | 7160 | 2023/03/31 | -18.257 K $ | -2.24 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.15% | 718.140 K $ | 1 | 2023/03/31 | -36.660 K $ | -4.86 % |
| 2026/03/31 | UPS | UNITED PARCEL SVCS INC | 0.15% | 711.288 K $ | 7230 | 2023/03/31 | -5.961 K $ | -0.82 % |
| 2026/03/31 | IEI | ISHARES TR | 0.13% | 629.529 K $ | 5308 | 2023/03/31 | -3.981 K $ | -0.63 % |
| 2026/03/31 | SCHO | SCHWAB STRATEGIC TR | 0.13% | 625.511 K $ | 25773 | 2023/03/31 | -2.584 K $ | -0.41 % |
| 2026/03/31 | IDV | ISHARES TR | 0.13% | 606.395 K $ | 14248 | 2023/03/31 | 44.311 K $ | 7.88 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.11% | 551.653 K $ | 1775 | 2023/03/31 | 10.036 K $ | 1.69 % |
| 2026/03/31 | IYJ | ISHARES TR | 0.11% | 531.144 K $ | 3600 | 2023/03/31 | -2.267 K $ | -0.43 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.10% | 504.485 K $ | 1715 | 2024/12/31 | -48.122 K $ | -8.71 % |
| 2026/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 0.10% | 467.677 K $ | 7989 | 2025/09/30 | -7.848 K $ | -0.32 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.09% | 442.066 K $ | 3675 | 2023/03/31 | 63.516 K $ | 14.28 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 0.09% | 417.300 K $ | 11745 | 2025/06/30 | 12.761 K $ | 3.11 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.09% | 416.161 K $ | 2810 | 2025/09/30 | 7.717 K $ | 3.19 % |
| 2026/03/31 | SCHR | SCHWAB STRATEGIC TR | 0.08% | 398.486 K $ | 15997 | 2023/03/31 | -3.248 K $ | -0.68 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.07% | 353.064 K $ | 2400 | 2023/03/31 | -114.719 K $ | -24.52 % |
| 2026/03/31 | IVV | ISHARES TR | 0.07% | 348.161 K $ | 533 | 2023/09/30 | -16.912 K $ | -4.63 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC | 0.07% | 325.058 K $ | 780 | 2024/03/31 | 21.481 K $ | 7.08 % |
| 2026/03/31 | DGRO | ISHARES TR | 0.07% | 316.933 K $ | 4516 | 2025/06/30 | 3.432 K $ | 1.09 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.06% | 313.432 K $ | 977 | 2025/09/30 | -9.934 K $ | -4.31 % |
| 2026/03/31 | EEM | ISHARES TR | 0.06% | 312.345 K $ | 5500 | 2023/03/31 | 11.439 K $ | 3.80 % |
| 2026/03/31 | FLMI | FRANKLIN TEMPLETON ETF TR | 0.06% | 308.636 K $ | 12450 | 2025/09/30 | -996.000 $ | -0.32 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 0.06% | 308.341 K $ | 5842 | 2025/06/30 | 18.734 K $ | 5.77 % |
| 2026/03/31 | AON | AON PLC | 0.06% | 296.958 K $ | 920 | 2025/09/30 | -27.692 K $ | -8.53 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 0.06% | 294.132 K $ | 1280 | 2025/09/30 | 12.902 K $ | 4.59 % |
| 2026/03/31 | BK | BANK NEW YORK MELLON CORP | 0.06% | 280.560 K $ | 2365 | 2025/09/30 | 6.007 K $ | 2.19 % |
| 2026/03/31 | DIHP | DIMENSIONAL ETF TRUST | 0.06% | 275.288 K $ | 8544 | 2025/06/30 | 5.272 K $ | 1.74 % |
| 2026/03/31 | AVSC | AMERICAN CENTY ETF TR | 0.05% | 241.911 K $ | 3883 | 2025/09/30 | 15.382 K $ | 6.06 % |
| 2026/03/31 | AFL | AFLAC INC | 0.05% | 222.712 K $ | 2030 | 2025/09/30 | -1.136 K $ | -0.51 % |
| 2026/03/31 | FAST | FASTENAL CO | 0.04% | 213.348 K $ | 4598 | 2025/06/30 | 42.811 K $ | 15.62 % |
| 2026/03/31 | IJT | ISHARES TR | 0.04% | 207.225 K $ | 1432 | 2025/09/30 | 5.083 K $ | 2.51 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.04% | 201.663 K $ | 825 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PLD | PROLOGIS INC. | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | KO | COCA COLA CO | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |