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  Name: Noble Family Wealth LLC
  City: CLEARWATER
  State: FL
  Zip: 33763
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $351,172,000
  Total Value Change : $20,981,000
  Securities Held Change : 1
   
All Securities Held : 61
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 15
  Decreased Positions : 31

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 1 - $181.14 $35,733,000 195,680 10.18% 4,418,000 11,908 0.052    Closed - End Fund - Debt
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 2 - $161.40 $31,658,000 194,385 9.01% 3,437,000 5,616 0.035    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 3 - $79.30 $28,032,000 347,666 7.98% 2,274,000 9,322 0.116    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 5 - $49.56 $20,719,000 412,973 5.9% 6,540,000 116,958 0.018    Closed - End Fund - F...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 11 - $80.34 $10,947,000 137,081 3.12% 664,000 609 0.019    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 13 - $222.54 $10,588,000 46,321 3.02% 2,899,000 10,278 0.025    Closed - End Fund - E...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 24 - $0.00 $3,126,000 54,294 0.89% 380,000 4,734 0.006    N/A
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 27 - $118.23 $2,786,000 23,843 0.79% 168,000 1,081 0.005    Closed - End Fund - Debt
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 30 - $63.64 $1,951,000 30,814 0.56% 50,000 109 0.019    Closed - End Fund - E...
   (SCHY)1 Year Chart         SCHY Schwab International Divide... 32 - $0.00 $1,811,000 74,632 0.52% -15,000 386 0.083    N/A
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 35 - $26.32 $1,187,000 47,000 0.34% 58,000 1,439 0.017    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 36 - $43.46 $1,045,000 25,011 0.3% 56,000 937 0.001    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 48 - $57.31 $629,000 10,733 0.18% 38,000 197 0.002    Closed - End Fund - F...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 59 - $59.81 $272,000 4,480 0.08% 24,000 3,584 0.002    Closed - End Fund - E...
      14 Records Found
  1    
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