Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $363,096,036
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 203,557 $39,856,461 10.97%
2.
Vanguard Index Fds
 197,788 $33,414,305 9.2%
3.
Schwab Strategic Trust
 FNDF 1,202,238 $32,736,941 9.01%
4.
Vanguard Tax-Managed Fds
 517,281 $24,731,205 6.81%
5.
Schwab Strategic Trust
 FNDF 867,146 $22,407,053 6.17%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)