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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
EFVIshares Tr
Recent Activity
Increased 1.27%
0.93%
$3.351M
63,956 shares@ $52.4 avg price
IWFIshares Tr
Recent Activity
Decreased -7.69%
0.92%
$3.325M
8,207 shares@ $405.21 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -10.66%
0.77%
$2.762M
24,159 shares@ $114.33 avg price
IWSIshares Tr
Recent Activity
0.75%
$2.72M
21,069 shares@ $129.13 avg price
SHYIshares Tr
Recent Activity
Decreased -8.16%
0.72%
$2.606M
31,802 shares@ $81.94 avg price
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
SCZIshares Tr
Recent Activity
Increased 18.01%
0.61%
$2.212M
36,354 shares@ $60.86 avg price
VBKVanguard Index Fds
Recent Activity
0.53%
$1.916M
6,830 shares@ $280.48 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -0.16%
0.51%
$1.828M
53,424 shares@ $34.22 avg price