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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
SCHFSchwab Strategic Tr
Recent Activity
Increased 123.38%
3.43%
$12.452M
672,712 shares@ $18.52 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.48%
2.97%
$10.755M
40,715 shares@ $264.17 avg price
EFAIshares Tr
Recent Activity
Decreased -0.72%
2.84%
$10.289M
136,081 shares@ $75.62 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 274.09%
2.74%
$9.946M
353,435 shares@ $28.15 avg price
AIVLWisdomtree Tr
Recent Activity
Decreased -2.16%
2.4%
$8.697M
81,697 shares@ $106.45 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.09%
1.87%
$6.781M
34,314 shares@ $197.64 avg price
IWOIshares Tr
Recent Activity
1.61%
$5.84M
20,254 shares@ $288.34 avg price
IWNIshares Tr
Recent Activity
Decreased -0.1%
1.2%
$4.327M
26,435 shares@ $163.71 avg price
IWLIshares Tr
Recent Activity
Decreased -0.64%
1.09%
$3.935M
27,057 shares@ $145.44 avg price
EMXCIshares Inc
Recent Activity
Increased 1.58%
0.95%
$3.439M
61,943 shares@ $55.53 avg price