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Brian Glas

@Noble Family Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$363.096MTotal holdings61
Assets growth rate-2.37%Assets growth rate (2-Q avg)2.35%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Noble Family Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Noble Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 363.096M in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of 2.35%. The portfolio is managed by Brian Glas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGVanguard Specialized Funds
Recent Activity
Increased 0.72%
10.98%
$39.856M
203,557 shares@ $195.81 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.23%
9.21%
$33.414M
197,788 shares@ $168.95 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 215.4%
9.02%
$32.737M
1.202M shares@ $27.24 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.46%
6.82%
$24.731M
517,281 shares@ $47.82 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 103.6%
6.18%
$22.407M
867,146 shares@ $25.85 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 174.72%
5.12%
$18.561M
670,807 shares@ $27.68 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 200.29%
4.94%
$17.929M
690,921 shares@ $25.96 avg price
VBVanguard Index Fds
Recent Activity
Increased 6.16%
3.71%
$13.437M
55,966 shares@ $240.09 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 123.38%
3.43%
$12.452M
672,712 shares@ $18.52 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 274.09%
2.74%
$9.946M
353,435 shares@ $28.15 avg price