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Home > Institutional Investor > Noble Family Wealth, Llc > Profile

Instuitional Investor - Noble Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Noble Family Wealth, Llc
Portfolio Value $330,191,950
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 183,772 $31,314,749 9.48%
2.
Vanguard Index Fds
 188,769 $28,220,966 8.54%
3.
Schwab Strategic Trust
 FNDF 338,344 $25,758,129 7.8%
4.
Schwab Strategic Trust
 FNDF 336,980 $25,381,334 7.68%
5.
Vanguard Index Fds
 64,994 $20,205,335 6.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)