Portfolio (Quarterly)
Guide ↗
Noble Family Wealth, LLC
· CIK 0001976065| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | — | 10,917 | $415K | 0.09% | SOLD |
| 2 | KO | COCA COLA CO | Consumer Defensive | 4,217 | $295K | 0.06% | SOLD |
| 3 | VOO | VANGUARD INDEX FDS | — | 396 | $248K | 0.05% | SOLD |
| 4 | PLD | PROLOGIS INC. | Real Estate | 1,925 | $246K | 0.05% | SOLD |
| 5 | HD | HOME DEPOT INC | Consumer Cyclical | 643 | $221K | 0.05% | SOLD |
Sector Allocation
Technology
28.5%
Industrials
27.3%
Financial Services
23.1%
Healthcare
11.4%
Consumer Cyclical
9.8%