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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
VDEVanguard World Fd
Recent Activity
Decreased -11.79%
0.7%
$2.509M
20,970 shares@ $119.66 avg price
IWCIshares Tr
Recent Activity
Decreased -8.13%
0.68%
$2.469M
18,887 shares@ $130.71 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -0.16%
0.51%
$1.828M
53,424 shares@ $34.22 avg price
FDMFirst Tr Dow Jones Select Mi
Recent Activity
Decreased -2.9%
0.37%
$1.319M
19,405 shares@ $67.98 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.32%
0.34%
$1.23M
46,034 shares@ $26.74 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.38%
0.31%
$1.091M
24,724 shares@ $44.12 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -16.81%
0.25%
$882,749
5,470 shares@ $161.39 avg price
IEIIshares Tr
Recent Activity
Decreased -9.02%
0.19%
$682,726
5,909 shares@ $115.55 avg price
GUNRFlexshares Tr
Recent Activity
Decreased -68.46%
0.12%
$411,026
11,370 shares@ $36.16 avg price
SBCFSeacoast Bkg Corp Fla
Recent Activity
Decreased -17.1%
0.1%
$334,042
12,227 shares@ $27.33 avg price