0001976065-23-000002.txt : 20230511 0001976065-23-000002.hdr.sgml : 20230511 20230511155421 ACCESSION NUMBER: 0001976065-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Noble Family Wealth, LLC CENTRAL INDEX KEY: 0001976065 IRS NUMBER: 863717545 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23229 FILM NUMBER: 23910703 BUSINESS ADDRESS: STREET 1: 2475 ENTERPRISE RD. CITY: CLEARWATER STATE: FL ZIP: 33763 BUSINESS PHONE: 7276741462 MAIL ADDRESS: STREET 1: 2475 ENTERPRISE RD. CITY: CLEARWATER STATE: FL ZIP: 33763 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001976065 XXXXXXXX 03-31-2023 03-31-2023 Noble Family Wealth, LLC

2475 ENTERPRISE RD. CLEARWATER FL 33763

13F HOLDINGS REPORT 028-23229 000315152 801-121626 N Brian Glas 727-674-1462 Brian Glas Clearwater FL 05-11-2023 0 59 293129410 false INFORMATION TABLE 2 NFW20230331.xml ISHARES TR 7-10 YR TRSY BD 464287440 209540 2114 SH SOLE 0 0 2114 ISHARES TR MSCI EMG MKT ETF 464287234 217030 5500 SH SOLE 0 0 5500 ORACLE CORP COM 68389X105 223008 2400 SH SOLE 0 0 2400 ISHARES TR CORE S&P MCP ETF 464287507 224144 896 SH SOLE 0 0 896 MERCK & CO INC COM 58933Y105 279700 2629 SH SOLE 0 0 2629 ISHARES TR US INDUSTRIALS 464287754 360576 3600 SH SOLE 0 0 3600 ISHARES TR RUSSELL 2000 ETF 464287655 385344 2160 SH SOLE 0 0 2160 ISHARES TR INTL SEL DIV ETF 464288448 391678 14248 SH SOLE 0 0 14248 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 405051 8465 SH SOLE 0 0 8465 MCDONALDS CORP COM 580135101 405435 1450 SH SOLE 0 0 1450 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 0 0 1 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 469797 4952 SH SOLE 0 0 4952 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 558709 10449 SH SOLE 0 0 10449 MICROSOFT CORP COM 594918104 663090 2300 SH SOLE 0 0 2300 ISHARES TR EAFE GRWTH ETF 464288885 670749 7160 SH SOLE 0 0 7160 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 678100 14019 SH SOLE 0 0 14019 SEACOAST BKG CORP FLA COM NEW 811707801 680190 28700 SH SOLE 0 0 28700 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 729319 14462 SH SOLE 0 0 14462 ISHARES TR S&P 500 VAL ETF 464287408 758800 5000 SH SOLE 0 0 5000 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 958329 23721 SH SOLE 0 0 23721 ISHARES TR CORE US AGGBD ET 464287226 1006962 10106 SH SOLE 0 0 10106 ISHARES TR 3 7 YR TREAS BD 464288661 1056850 8983 SH SOLE 0 0 8983 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1168280 47646 SH SOLE 0 0 47646 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1279079 26216 SH SOLE 0 0 26216 UNITED PARCEL SERVICE INC CL B 911312106 1363750 7030 SH SOLE 0 0 7030 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1560317 7210 SH SOLE 0 0 7210 FIRST TR DOW JONES SELECT MI COM SHS ANNUAL 33718M105 1669463 31115 SH SOLE 0 0 31115 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 1713365 72508 SH SOLE 0 0 72508 ISHARES TR EAFE SML CP ETF 464288273 1714960 28818 SH SOLE 0 0 28818 ISHARES INC MSCI EMRG CHN 46434G764 1956576 39663 SH SOLE 0 0 39663 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2057895 61047 SH SOLE 0 0 61047 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2348114 21495 SH SOLE 0 0 21495 ISHARES TR RUS MDCP VAL ETF 464287473 2654363 24994 SH SOLE 0 0 24994 ISHARES TR EAFE VALUE ETF 464288877 2851041 58748 SH SOLE 0 0 58748 VANGUARD WORLD FDS ENERGY ETF 92204A306 3018757 26427 SH SOLE 0 0 26427 ISHARES TR RUS 1000 GRW ETF 464287614 3185575 13038 SH SOLE 0 0 13038 FLEXSHARES TR MORNSTAR UPSTR 33939L407 3348734 79185 SH SOLE 0 0 79185 ISHARES TR MICRO-CAP ETF 464288869 3447576 32988 SH SOLE 0 0 32988 ISHARES TR RUS TOP 200 ETF 464289446 3494013 35906 SH SOLE 0 0 35906 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3798874 28335 SH SOLE 0 0 28335 ISHARES TR RUS 2000 VAL ETF 464287630 3992352 29137 SH SOLE 0 0 29137 ISHARES TR 1 3 YR TREAS BD 464287457 4293600 52259 SH SOLE 0 0 52259 ISHARES TR RUS 2000 GRW ETF 464287648 4634614 20433 SH SOLE 0 0 20433 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5597561 35258 SH SOLE 0 0 35258 VANGUARD INDEX FDS SMALL CP ETF 922908751 6055116 31943 SH SOLE 0 0 31943 WISDOMTREE TR US AI ENHANCED 97717W406 7758378 84643 SH SOLE 0 0 84643 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7839570 173557 SH SOLE 0 0 173557 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8448900 129644 SH SOLE 0 0 129644 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9502036 273047 SH SOLE 0 0 273047 ISHARES TR MSCI EAFE ETF 464287465 9684524 135410 SH SOLE 0 0 135410 VANGUARD INDEX FDS MID CAP ETF 922908629 10546844 50004 SH SOLE 0 0 50004 ISHARES TR RUS 1000 VAL ETF 464287598 13619962 89452 SH SOLE 0 0 89452 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 15648110 238611 SH SOLE 0 0 238611 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 17039807 406387 SH SOLE 0 0 406387 VANGUARD INDEX FDS GROWTH ETF 922908736 17153241 68767 SH SOLE 0 0 68767 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 22283230 328419 SH SOLE 0 0 328419 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 22564812 308431 SH SOLE 0 0 308431 VANGUARD INDEX FDS VALUE ETF 922908744 24195630 175191 SH SOLE 0 0 175191 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 27842390 180783 SH SOLE 0 0 180783