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| Name: |
Noble Family Wealth LLC |
| City: |
CLEARWATER |
| State: |
FL |
| Zip: |
33763 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
UPS |
United Parcel Service Inc |
37 |
- |
$150.60 |
$1,045,000 |
7,030 |
0.3% |
-60,000 |
0 |
0 |
AirDelivery & Freight... |
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MSFT |
Microsoft Corp |
38 |
- |
$413.72 |
$981,000 |
2,331 |
0.28% |
104,000 |
0 |
0 |
Application Software |
|
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IEFA |
Ishares Core Msci Eafe |
40 |
- |
$0.00 |
$942,000 |
12,687 |
0.27% |
49,000 |
0 |
0 |
N/A |
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IVE |
iShares S&P 500/BARRA Value |
41 |
- |
$184.16 |
$934,000 |
5,000 |
0.27% |
65,000 |
0 |
0.004 |
Closed - End Fund - E... |
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SCHX |
Schwab Strategic Trust |
42 |
- |
$61.77 |
$864,000 |
13,916 |
0.25% |
79,000 |
0 |
0 |
Closed - End Fund - Debt |
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EFG |
iShares MSCI EAFE Growth ETF |
44 |
- |
$0.00 |
$743,000 |
7,160 |
0.21% |
50,000 |
0 |
0.001 |
Closed - End Fund - E... |
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BRK.A |
Berkshire Hathaway Inc |
47 |
- |
$621,000.00 |
$634,000 |
1 |
0.18% |
91,000 |
0 |
0 |
Property & Casualty I... |
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IWM |
iShares Tr Russell 2000 Indx |
51 |
- |
$204.74 |
$454,000 |
2,160 |
0.13% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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IYJ |
iShares Dow Jones US Indust... |
52 |
- |
$0.00 |
$453,000 |
3,600 |
0.13% |
41,000 |
0 |
0.006 |
Closed - End Fund - E... |
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MCD |
McDonalds Corp |
53 |
- |
$271.32 |
$414,000 |
1,470 |
0.12% |
-22,000 |
0 |
0 |
Restaurants |
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IDV |
iShares Dow Jones EPAC Sele... |
54 |
- |
$0.00 |
$400,000 |
14,248 |
0.11% |
1,000 |
0 |
0.011 |
Closed - End Fund - E... |
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MRK |
Merck & Co Inc |
56 |
- |
$131.20 |
$355,000 |
2,691 |
0.1% |
62,000 |
0 |
0 |
Drug Manufacturers - ... |
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ORCL |
Oracle Corp |
57 |
- |
$116.37 |
$301,000 |
2,400 |
0.09% |
48,000 |
0 |
0 |
Application Software |
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IVV |
iShares Core S&P 500 Etf |
58 |
- |
$523.57 |
$280,000 |
533 |
0.08% |
25,000 |
0 |
0 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
61 |
- |
$42.82 |
$226,000 |
5,500 |
0.06% |
5,000 |
0 |
0 |
Closed - End Fund - E... |
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