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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Noble Family Wealth, LLC

Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001420506-25-001552

Total Value
$409.2M
Positions
70
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (70)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844218,291$44.7M10.92%
2VANGUARD INDEX FDS922908744215,675$38.1M9.31%
3SCHWAB STRATEGIC TR8085247971,288,865$34.2M8.35%
4VANGUARD TAX-MANAGED FDS921943858587,396$33.5M8.18%
5SCHWAB STRATEGIC TR808524607962,531$24.4M5.95%
6VANGUARD INDEX FDS92290873648,361$21.2M5.18%
7SCHWAB STRATEGIC TR808524409723,329$20.0M4.89%
8SCHWAB STRATEGIC TR808524508677,169$19.0M4.64%
9SCHWAB STRATEGIC TR808524805823,047$18.2M4.44%
10ISHARES TR46428759884,917$16.5M4.03%
11VANGUARD INDEX FDS92290875162,061$14.7M3.59%
12ISHARES TR464287465139,082$12.4M3.04%
13VANGUARD INDEX FDS92290862940,519$11.3M2.77%
14WISDOMTREE TRWT89,042$10.1M2.46%
15SCHWAB STRATEGIC TR808524300302,617$8.8M2.16%
16VANGUARD INDEX FDS92290861136,495$7.1M1.74%
17ISHARES TR46428764820,968$6.0M1.46%
18ISHARES TR46428887770,170$4.5M1.09%
19ISHARES INC46434G76467,992$4.3M1.05%
20VANGUARD INTL EQUITY INDEX F92204271830,409$4.1M1.00%
21ISHARES TR46428763025,533$4.0M0.98%
22ISHARES TR46428944625,277$3.9M0.95%
23ISHARES TR4642876148,580$3.6M0.89%
24ISHARES TR46428886920,887$2.7M0.65%
25ISHARES TR46428827334,827$2.5M0.62%
26VANGUARD INDEX FDS9229085959,113$2.5M0.62%
27ISHARES TR46428745728,737$2.4M0.58%
28SCHWAB STRATEGIC TR80852488855,220$2.4M0.57%
29ISHARES TR46428747317,213$2.3M0.56%
30SCHWAB STRATEGIC TR80852467279,540$2.2M0.53%
31SCHWAB STRATEGIC TR80852410274,307$1.8M0.43%
32VANGUARD WORLD FD92204A30614,612$1.7M0.43%
33VANGUARD INTL EQUITY INDEX F92204285827,972$1.4M0.34%
34SCHWAB STRATEGIC TR80852470644,852$1.4M0.33%
35MICROSOFT CORPMSFT2,556$1.3M0.31%
36ISHARES TR46432F84213,754$1.1M0.28%
37ISHARES TR46428722611,116$1.1M0.27%
38FIRST TR EXCHANGE-TRADED FD33718M10515,361$1.1M0.27%
39SCHWAB STRATEGIC TR80852420140,905$999,7190.24%
40ISHARES TR4642874085,000$977,1000.24%
41VANGUARD INTL EQUITY INDEX F92204277513,345$897,0510.22%
42INVESCO EXCHANGE TRADED FD TIVZ5,594$878,5380.21%
43VANGUARD INDEX FDS9229085125,263$865,5530.21%
44ISHARES TR4642888857,160$801,9200.20%
45VANGUARD INDEX FDS9229083631,320$749,8000.18%
46ISHARES TR4642876553,409$735,6290.18%
47UNITED PARCEL SERVICE INCUPS7,230$729,7970.18%
48BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.18%
49ISHARES TR4642886615,309$632,2490.15%
50ISHARES TR46429B6634,989$584,5620.14%
51SCHWAB STRATEGIC TR80852486222,216$541,6270.13%
52SCHWAB STRATEGIC TR80852485421,196$530,5360.13%
53DIMENSIONAL ETF TRUST25434V83114,904$529,9870.13%
54ORACLE CORPORCL-PD2,400$524,7120.13%
55ISHARES TR4642877543,600$512,3160.13%
56ISHARES TR46428844814,248$491,6990.12%
57DIMENSIONAL ETF TRUST25434V72411,592$490,1100.12%
58MCDONALDS CORPMCD1,620$473,3160.12%
59DIMENSIONAL ETF TRUST25434V79911,400$354,4260.09%
60TRANE TECHNOLOGIES PLCTT780$341,1800.08%
61ISHARES TR464287200533$330,9400.08%
62ISHARES TR46434V6214,441$283,9580.07%
63JPMORGAN CHASE & CO.VYLD950$275,4150.07%
64ISHARES TR4642872345,500$265,3200.06%
65MERCK & CO INCMRK3,291$260,5160.06%
66DIMENSIONAL ETF TRUST25434V7658,181$241,2580.06%
67DIMENSIONAL ETF TRUST25434V8075,631$241,1760.06%
68ISHARES TR46434V4495,133$234,5270.06%
69COCA COLA COKO2,967$209,9160.05%
70FASTENAL COFAST4,826$202,6920.05%