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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2024-08-05 (Q2 2024) | Holdings: 168 | Value: $386.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| DFAC - DIMENSIONAL ETF TRUST | Reduce 2% $(582.6K) | 9.87% | $38.1M | +12.18% | +14.77% | ||
| ITOT - ISHARES TR | Add 30% ($5.7M) | 6.47% | $25.0M | +15.82% | +14.68% | ||
| VTI - VANGUARD INDEX FDS | Reduce 3% $(622.0K) | 5.58% | $21.6M | +15.76% | +14.66% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 27% ($4.2M) | 5.13% | $19.8M | +1.72% | -2.08% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Add 1% ($138.0K) | 3.95% | $15.2M | +3.28% | +0.26% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 7% ($715.5K) | 2.98% | $11.5M | +1.50% | +17.08% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 9% ($910.7K) | 2.87% | $11.1M | +28.58% | +7.36% | ||
| VTIP - VANGUARD MALVERN FDS | Add 10% ($987.6K) | 2.71% | $10.5M | +4.91% | +1.02% | ||
| AAPL - APPLE INC | 2.46% | $9.5M | -3.80% | +8.61% | |||
| AVEM - AMERICAN CENTY ETF TR | Reduce 2% $(213.4K) | 2.33% | $9.0M | +20.47% | +10.68% | ||
| IDEV - ISHARES TR | Add 26% ($1.8M) | 2.28% | $8.8M | +21.33% | +6.85% | ||
| AVUS - AMERICAN CENTY ETF TR | Add 2% ($174.7K) | 2.05% | $7.9M | +13.78% | +15.17% | ||
| AVDE - AMERICAN CENTY ETF TR | Add 1% ($84.2K) | 1.87% | $7.2M | +25.42% | +8.17% | ||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 1% $(75.4K) | 1.86% | $7.2M | +3.03% | +15.94% | ||
| SLYV - SPDR SER TR | Reduce 1% $(75.4K) | 1.79% | $6.9M | -0.81% | +16.72% | ||
| ETN - EATON CORP PLC | Reduce 1% $(56.1K) | 1.62% | $6.3M | +23.14% | +31.15% | ||
| DFIV - DIMENSIONAL ETF TRUST | Add 4% ($219.8K) | 1.54% | $6.0M | +26.86% | +8.07% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 27% ($1.2M) | 1.49% | $5.8M | +16.51% | +12.61% | ||
| AOA - ISHARES TR | Reduce 14% $(825.1K) | 1.34% | $5.2M | +14.07% | +9.16% | ||
| EFV - ISHARES TR | Reduce 2% $(95.6K) | 1.28% | $4.9M | +26.33% | +7.49% | ||
| DFUS - DIMENSIONAL ETF TRUST | Add 133% ($2.7M) | 1.21% | $4.7M | +16.17% | +15.00% | ||
| DFAI - DIMENSIONAL ETF TRUST | Add 25% ($899.3K) | 1.15% | $4.5M | +21.44% | +6.46% | ||
| NVDA - NVIDIA CORPORATION | Add 1039% ($3.6M) | 1.04% | $4.0M | +40.14% | +40.24% | ||
| DFSD - DIMENSIONAL ETF TRUST | Add 52% ($1.4M) | 1.03% | $4.0M | +4.50% | +0.64% | ||
| DFCF - DIMENSIONAL ETF TRUST | Add 3% ($130.6K) | 1.01% | $3.9M | +1.88% | -1.21% | ||
| MSFT - MICROSOFT CORP | Add 9% ($329.9K) | 1.01% | $3.9M | +20.98% | +5.23% | ||
| AMZN - AMAZON COM INC | Reduce 6% $(241.2K) | 1.00% | $3.9M | +31.42% | +28.06% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 10% $(409.4K) | 0.99% | $3.8M | +21.07% | +6.56% | ||
| DFUV - DIMENSIONAL ETF TRUST | Reduce 1% $(49.3K) | 0.91% | $3.5M | +8.33% | +13.54% | ||
| SPDW - SPDR INDEX SHS FDS | Reduce 4% $(129.8K) | 0.85% | $3.3M | +21.28% | +6.69% | ||
| IWN - ISHARES TR | Reduce 1% $(40.4K) | 0.84% | $3.2M | +0.73% | +15.76% | ||
| IEMG - ISHARES INC | Add 17% ($455.6K) | 0.81% | $3.1M | +18.72% | +10.94% | ||
| VTV - VANGUARD INDEX FDS | Reduce 3% $(85.5K) | 0.79% | $3.1M | +9.68% | +11.67% | ||
| VBR - VANGUARD INDEX FDS | Reduce 2% $(56.4K) | 0.79% | $3.1M | +5.47% | +15.76% | ||
| AOR - ISHARES TR | Reduce 15% $(465.7K) | 0.70% | $2.7M | +11.04% | +6.50% | ||
| DISV - DIMENSIONAL ETF TRUST | Add 9% ($217.1K) | 0.68% | $2.6M | +26.23% | +6.18% | ||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 1% $(13.9K) | 0.68% | $2.6M | +22.13% | +8.30% | ||
| BSV - VANGUARD BD INDEX FDS | Reduce 9% $(262.9K) | 0.67% | $2.6M | +3.32% | -0.07% | ||
| DFAE - DIMENSIONAL ETF TRUST | Add 35% ($653.0K) | 0.65% | $2.5M | +17.80% | +10.46% | ||
| DFIC - DIMENSIONAL ETF TRUST | Add 1% ($18.7K) | 0.64% | $2.5M | +23.40% | +6.60% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 2% $(46.3K) | 0.56% | $2.2M | +18.24% | +12.49% | ||
| BSVO - EA SERIES TRUST | New Purchase | 0.55% | $2.1M | -1.52% | +15.16% | ||
| TSLA - TESLA INC | 0.51% | $2.0M | +60.42% | +43.73% | |||
| IEFA - ISHARES TR | Reduce 2% $(36.7K) | 0.48% | $1.9M | +20.62% | +5.97% | ||
| DIHP - DIMENSIONAL ETF TRUST | New Purchase | 0.47% | $1.8M | +17.38% | +4.24% | ||
| WMT - WALMART INC | 0.46% | $1.8M | +41.61% | +23.35% | |||
| SPTM - SPDR SER TR | 0.45% | $1.8M | +15.11% | +14.14% | |||
| DFEM - DIMENSIONAL ETF TRUST | New Purchase | 0.43% | $1.7M | +17.49% | +10.10% | ||
| XOM - EXXON MOBIL CORP | Add 3% ($45.4K) | 0.42% | $1.6M | +2.35% | +6.57% | ||
| AVLV - AMERICAN CENTY ETF TR | Reduce 3% $(48.3K) | 0.42% | $1.6M | +12.32% | +15.87% | ||
| VRP - INVESCO EXCH TRADED FD TR II | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||