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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
VBRVanguard Index Fds
Recent Activity
Increased 0.09%
1.87%
$6.781M
34,314 shares@ $197.64 avg price
EMXCIshares Inc
Recent Activity
Increased 1.58%
0.95%
$3.439M
61,943 shares@ $55.53 avg price
EFVIshares Tr
Recent Activity
Increased 1.27%
0.93%
$3.351M
63,956 shares@ $52.4 avg price
SCZIshares Tr
Recent Activity
Increased 18.01%
0.61%
$2.212M
36,354 shares@ $60.86 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.27%
$971,476
41,748 shares@ $23.28 avg price
IEFAIshares Tr
Recent Activity
Increased 8.42%
0.27%
$967,182
13,754 shares@ $70.33 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.35%
0.18%
$629,673
10,968 shares@ $57.42 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 100%
0.16%
$572,030
23,716 shares@ $24.13 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 97.95%
0.15%
$515,567
21,208 shares@ $24.32 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 199.49%
0.14%
$507,448
22,276 shares@ $22.79 avg price