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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2020-04-28 (Q1 2020) | Holdings: 90 | Value: $98.8M | 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 |
| VTI - VANGUARD INDEX FDS | Add 84% ($4.1M) | 9.01% | $8.9M | +115.84% | +12.94% | +51.37% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 26% ($996.1K) | 4.91% | $4.8M | +79.39% | +14.19% | +45.08% | |
| SLYV - SPDR SER TR | Add 116% ($2.4M) | 4.49% | $4.4M | +83.14% | +9.88% | +82.61% | |
| USB - US BANCORP DEL | 3.65% | $3.6M | +41.30% | +0.43% | +64.49% | ||
| BSV - VANGUARD BD INDEX FDS | Reduce 7% $(255.3K) | 3.58% | $3.5M | +6.25% | +1.14% | +1.16% | |
| VBR - VANGUARD INDEX FDS | Reduce 6% $(213.4K) | 3.35% | $3.3M | +106.81% | +10.34% | +74.04% | |
| VTV - VANGUARD INDEX FDS | Add 41% ($937.2K) | 3.27% | $3.2M | +94.77% | +4.64% | +39.51% | |
| AOA - ISHARES TR | Add 1% ($42.1K) | 3.25% | $3.2M | +73.55% | +11.40% | +37.15% | |
| IWN - ISHARES TR | New Purchase | 3.19% | $3.1M | +80.07% | +8.67% | +77.81% | |
| EFV - ISHARES TR | Add 80% ($1.2M) | 2.77% | $2.7M | +102.37% | +10.41% | +41.11% | |
| AAPL - APPLE INC | Add 11% ($274.9K) | 2.74% | $2.7M | +184.87% | +33.88% | +88.97% | |
| IVV - ISHARES TR | Add 34% ($657.1K) | 2.60% | $2.6M | +121.23% | +12.05% | +46.53% | |
| TIP - ISHARES TR | Reduce 7% $(190.0K) | 2.56% | $2.5M | +7.02% | +2.75% | +5.14% | |
| AOR - ISHARES TR | 2.39% | $2.4M | +51.87% | +9.29% | +27.36% | ||
| SPIP - SPDR SER TR | Reduce 6% $(144.3K) | 2.12% | $2.1M | +6.41% | +2.72% | +4.97% | |
| SUB - ISHARES TR | Reduce 5% $(115.8K) | 2.04% | $2.0M | +7.31% | +2.20% | +2.63% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 11% ($184.9K) | 1.90% | $1.9M | +54.12% | +20.66% | +50.78% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 1.40% | $1.4M | +121.24% | +12.04% | +46.56% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 5% $(74.4K) | 1.38% | $1.4M | +154.48% | +3.03% | +45.61% | |
| AMZN - AMAZON COM INC | Add 42% ($380.2K) | 1.29% | $1.3M | +82.42% | +30.19% | +48.98% | |
| FNDF - SCHWAB STRATEGIC TR | New Purchase | 1.26% | $1.2M | +105.78% | +11.79% | +50.49% | |
| IUSV - ISHARES TR | New Purchase | 1.23% | $1.2M | +96.91% | +5.65% | +41.28% | |
| ETN - EATON CORP PLC | 1.17% | $1.2M | +336.47% | +15.09% | +75.64% | ||
| FMB - FIRST TR EXCH TRADED FD III | Reduce 34% $(570.7K) | 1.14% | $1.1M | +8.34% | +6.89% | +10.56% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 38% $(681.1K) | 1.13% | $1.1M | +70.25% | +17.62% | +57.44% | |
| AGG - ISHARES TR | New Purchase | 1.09% | $1.1M | -3.69% | +2.40% | -0.51% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(7.7K) | 1.08% | $1.1M | +72.31% | +15.39% | +45.40% | |
| MUB - ISHARES TR | Add 1% ($7.0K) | 1.02% | $1.0M | +5.67% | +5.28% | +6.93% | |
| IEFA - ISHARES TR | New Purchase | 1.00% | $986.0K | +77.57% | +13.76% | +42.97% | |
| LMBS - FIRST TR EXCHANGE-TRADED FD | Reduce 16% $(184.2K) | 0.99% | $975.0K | +11.48% | +0.87% | +1.32% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 18% $(216.8K) | 0.98% | $965.0K | -4.38% | +0.69% | -2.27% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 5% $(54.9K) | 0.97% | $955.0K | +30.74% | +7.89% | +19.59% | |
| EEM - ISHARES TR | New Purchase | 0.92% | $911.0K | +41.84% | +20.05% | +50.96% | |
| SHM - SPDR SER TR | Reduce 26% $(324.5K) | 0.92% | $911.0K | +4.14% | +2.55% | +2.54% | |
| FNDC - SCHWAB STRATEGIC TR | New Purchase | 0.86% | $845.0K | +77.77% | +11.75% | +52.78% | |
| VNQ - VANGUARD INDEX FDS | Add 23% ($157.0K) | 0.85% | $836.0K | +40.37% | +6.94% | +32.45% | |
| SPTM - SPDR SER TR | Add 3% ($19.8K) | 0.79% | $783.0K | +119.15% | +12.14% | +48.45% | |
| IJS - ISHARES TR | New Purchase | 0.79% | $776.0K | +82.15% | +9.84% | +82.48% | |
| ENFR - ALPS ETF TR | Add 17% ($109.0K) | 0.77% | $763.0K | +235.06% | +10.72% | +53.15% | |
| SPDW - SPDR INDEX SHS FDS | New Purchase | 0.71% | $702.0K | +77.50% | +13.50% | +44.93% | |
| BIV - VANGUARD BD INDEX FDS | 0.68% | $671.0K | -1.19% | +3.76% | +0.76% | ||
| AOM - ISHARES TR | Reduce 14% $(110.3K) | 0.68% | $667.0K | +32.28% | +7.33% | +18.28% | |
| STIP - ISHARES TR | Reduce 14% $(110.6K) | 0.67% | $660.0K | +21.40% | +1.97% | +6.59% | |
| SPEM - SPDR INDEX SHS FDS | New Purchase | 0.65% | $647.0K | +56.20% | +19.74% | +49.44% | |
| VOE - VANGUARD INDEX FDS | Reduce 33% $(313.0K) | 0.63% | $626.0K | +92.76% | +8.91% | +54.41% | |
| OXY - OCCIDENTAL PETE CORP | 0.62% | $611.0K | +199.20% | +6.90% | +63.13% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(4.5K) | 0.62% | $610.0K | +217.76% | +1.59% | +61.72% | |
| MSFT - MICROSOFT CORP | Reduce 7% $(47.3K) | 0.62% | $610.0K | +190.18% | +18.13% | +47.26% | |
| TSN - TYSON FOODS INC | 0.56% | $557.0K | +0.90% | -0.61% | +26.42% | ||
| USFR - WISDOMTREE TR | Reduce 34% $(282.8K) | 0.56% | $549.0K | +15.41% | +0.04% | +0.06% | |
| VB - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VIG - VANGUARD GROUP | Reduce 100% | 0.00% | $0.00 | ||||
| ACWI - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| FXH - FIRST TR EXCHANGE TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| FDL - FIRST TR MORNINGSTAR DIV LEA | Reduce 100% | 0.00% | $0.00 | ||||
| FVD - FIRST TR VALUE LINE DIVID IN | Reduce 100% | 0.00% | $0.00 | ||||
| EMLP - FIRST TR EXCHANGE TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| ICF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| AMLP - ALPS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| ITM - VANECK VECTORS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||