Portfolio (Quarterly)
Guide ↗
Noble Family Wealth, LLC
· CIK 0001976065| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | Technology | 689.0 | $400K | 0.07% | NEW | — | $580.91 | -18.5% |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | — | 4,951.0 | $292K | 0.05% | NEW | — | $58.98 | -1.1% |
| 3 | VOO | VANGUARD INDEX FDS | — | 369.0 | $253K | 0.04% | NEW | — | $686.81 | +2.5% |
| 4 | VXUS | VANGUARD STAR FDS | — | 2,871.0 | $245K | 0.04% | NEW | — | $85.49 | +2.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.6%
Industrials
27.6%
Financial Services
14.1%
Consumer Cyclical
9.3%
Healthcare
8.4%