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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2024-11-04 (Q3 2024) | Holdings: 166 | Value: $428.8M | 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 | Add 6% ($2.4M) | 10.02% | $42.9M | +2.26% | +5.24% | ||
| ITOT - ISHARES TR | Add 2% ($556.4K) | 6.29% | $27.0M | +4.93% | +6.62% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 26% ($5.4M) | 6.06% | $26.0M | +3.32% | +0.71% | ||
| VTI - VANGUARD INDEX FDS | Add 2% ($405.8K) | 5.42% | $23.2M | +4.96% | +6.67% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 1% $(151.4K) | 3.58% | $15.4M | +2.84% | +1.03% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 7% ($868.2K) | 3.02% | $12.9M | +19.37% | +2.55% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 3% ($375.5K) | 2.95% | $12.7M | -4.89% | +4.15% | ||
| VTIP - VANGUARD MALVERN FDS | Add 17% ($1.8M) | 2.91% | $12.5M | +4.04% | +1.66% | ||
| AAPL - APPLE INC | Add 1% ($153.1K) | 2.48% | $10.6M | -11.06% | +4.93% | ||
| AVEM - AMERICAN CENTY ETF TR | Add 2% ($198.8K) | 2.26% | $9.7M | +7.93% | -3.95% | ||
| IDEV - ISHARES TR | Add 1% ($124.7K) | 2.25% | $9.6M | +12.96% | +1.97% | ||
| AVDE - AMERICAN CENTY ETF TR | Add 10% ($766.5K) | 2.00% | $8.6M | +15.35% | +1.65% | ||
| AVUS - AMERICAN CENTY ETF TR | Add 1% ($87.3K) | 1.97% | $8.5M | +3.55% | +6.47% | ||
| DFUS - DIMENSIONAL ETF TRUST | Add 62% ($3.1M) | 1.87% | $8.0M | +5.16% | +6.87% | ||
| SLYV - SPDR SER TR | Reduce 3% $(235.3K) | 1.73% | $7.4M | -7.98% | +3.99% | ||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 8% $(591.5K) | 1.66% | $7.1M | -3.45% | +5.22% | ||
| DFSD - DIMENSIONAL ETF TRUST | Add 76% ($3.1M) | 1.66% | $7.1M | +3.80% | +1.41% | ||
| DFIV - DIMENSIONAL ETF TRUST | Add 5% ($294.2K) | 1.54% | $6.6M | +16.84% | +2.22% | ||
| ETN - EATON CORP PLC | Reduce 1% $(45.1K) | 1.53% | $6.6M | +1.62% | -5.01% | ||
| DFAI - DIMENSIONAL ETF TRUST | Add 23% ($1.1M) | 1.37% | $5.9M | +13.59% | +1.92% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 21% $(1.3M) | 1.21% | $5.2M | +9.69% | +7.11% | ||
| EFV - ISHARES TR | Reduce 4% $(211.6K) | 1.20% | $5.1M | +16.32% | +1.77% | ||
| AMZN - AMAZON COM INC | Add 27% ($997.1K) | 1.11% | $4.7M | +8.41% | +20.47% | ||
| AOA - ISHARES TR | Reduce 17% $(919.9K) | 1.06% | $4.5M | +6.30% | +3.43% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 4% ($156.5K) | 0.99% | $4.3M | +13.10% | +1.52% | ||
| DFCF - DIMENSIONAL ETF TRUST | Add 1% ($34.6K) | 0.95% | $4.1M | +2.69% | +0.94% | ||
| NVDA - NVIDIA CORPORATION | Add 1% ($29.9K) | 0.92% | $4.0M | +5.87% | -9.18% | ||
| DFUV - DIMENSIONAL ETF TRUST | Add 5% ($200.6K) | 0.92% | $3.9M | +0.65% | +4.20% | ||
| MSFT - MICROSOFT CORP | Reduce 2% $(87.4K) | 0.85% | $3.7M | +18.29% | +1.41% | ||
| IWN - ISHARES TR | Reduce 1% $(39.9K) | 0.82% | $3.5M | -5.72% | +3.07% | ||
| SPDW - SPDR INDEX SHS FDS | Reduce 2% $(59.4K) | 0.80% | $3.4M | +13.04% | +1.64% | ||
| VBR - VANGUARD INDEX FDS | Reduce 1% $(22.1K) | 0.78% | $3.3M | -3.16% | +3.64% | ||
| IEMG - ISHARES INC | Reduce 1% $(27.7K) | 0.78% | $3.3M | +6.01% | -3.38% | ||
| VTV - VANGUARD INDEX FDS | Reduce 1% $(45.9K) | 0.77% | $3.3M | +1.89% | +3.96% | ||
| DISV - DIMENSIONAL ETF TRUST | Add 14% ($400.4K) | 0.75% | $3.2M | +18.45% | +1.19% | ||
| DFAE - DIMENSIONAL ETF TRUST | Add 18% ($475.1K) | 0.73% | $3.1M | +5.81% | -3.25% | ||
| BSVO - EA SERIES TRUST | Add 28% ($651.4K) | 0.69% | $2.9M | -6.14% | +4.14% | ||
| DFIC - DIMENSIONAL ETF TRUST | Add 5% ($128.1K) | 0.65% | $2.8M | +15.11% | +1.36% | ||
| DFEM - DIMENSIONAL ETF TRUST | Add 55% ($971.4K) | 0.64% | $2.7M | +6.52% | -2.80% | ||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 4% $(106.6K) | 0.62% | $2.7M | +12.21% | -0.13% | ||
| DIHP - DIMENSIONAL ETF TRUST | Add 39% ($752.4K) | 0.62% | $2.7M | +11.86% | +2.30% | ||
| BSV - VANGUARD BD INDEX FDS | Reduce 3% $(90.7K) | 0.59% | $2.5M | +3.18% | +1.02% | ||
| TSLA - TESLA INC | Reduce 5% $(125.6K) | 0.58% | $2.5M | +30.21% | +52.89% | ||
| AOR - ISHARES TR | Reduce 16% $(447.7K) | 0.56% | $2.4M | +5.45% | +2.74% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(102.6K) | 0.53% | $2.3M | +4.29% | -3.39% | ||
| IEFA - ISHARES TR | Reduce 1% $(10.2K) | 0.47% | $2.0M | +13.00% | +1.75% | ||
| WMT - WALMART INC | Reduce 12% $(254.1K) | 0.43% | $1.9M | +15.86% | +24.20% | ||
| SPTM - SPDR SER TR | Reduce 3% $(54.7K) | 0.42% | $1.8M | +4.70% | +6.08% | ||
| DFSV - DIMENSIONAL ETF TRUST | New Purchase | 0.42% | $1.8M | -4.88% | +4.64% | ||
| DFGR - DIMENSIONAL ETF TRUST | New Purchase | 0.40% | $1.7M | +0.11% | -2.79% | ||
| AVLV - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||