Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NOBLE FAMILY WEALTH LLC | 04-15-2024 | 03-31-2024 | 61 | 351,167,646 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $35,733,125 | 195,680 | 0.01 | 0.01 | 11,908 | 6.48 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $31,657,542 | 194,385 | 0.01 | 0.01 | 5,616 | 2.98 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $28,032,310 | 347,666 | 0.01 | 0.01 | 9,322 | 2.76 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 4 | $24,124,371 | 296,259 | 0.01 | 0.01 | -40,721 | -12.08 | 03-31-2024 |
