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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2020-07-13 (Q2 2020) | Holdings: 95 | Value: $114.6M | 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 | Reduce 1% $(60.1K) | 9.38% | $10.8M | +99.02% | +12.64% | +44.00% | |
| SLYV - SPDR SER TR | Add 9% ($474.7K) | 5.07% | $5.8M | +80.79% | +13.99% | +75.72% | |
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 1% $(64.9K) | 4.86% | $5.6M | +63.83% | +6.72% | +35.07% | |
| USB - US BANCORP DEL | 3.36% | $3.9M | +45.19% | +5.91% | +61.64% | ||
| AOA - ISHARES TR | Add 1% ($54.7K) | 3.28% | $3.8M | +61.46% | +8.10% | +30.48% | |
| VBR - VANGUARD INDEX FDS | Reduce 6% $(225.4K) | 3.28% | $3.8M | +102.27% | +14.40% | +66.03% | |
| IWN - ISHARES TR | 3.28% | $3.8M | +80.29% | +14.89% | +72.37% | ||
| VTV - VANGUARD INDEX FDS | Reduce 1% $(50.2K) | 3.11% | $3.6M | +94.37% | +8.35% | +41.21% | |
| AAPL - APPLE INC | Reduce 13% $(504.5K) | 2.94% | $3.4M | +113.23% | +28.01% | +58.32% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 15% $(544.8K) | 2.65% | $3.0M | +5.23% | +0.28% | +0.36% | |
| EFV - ISHARES TR | Reduce 1% $(40.2K) | 2.64% | $3.0M | +88.45% | +1.73% | +32.06% | |
| IVV - ISHARES TR | Reduce 6% $(171.9K) | 2.53% | $2.9M | +104.89% | +11.53% | +41.41% | |
| AOR - ISHARES TR | Add 3% ($75.5K) | 2.37% | $2.7M | +42.99% | +6.08% | +22.61% | |
| TIP - ISHARES TR | Reduce 7% $(196.5K) | 2.13% | $2.4M | +5.22% | +2.14% | +6.31% | |
| AMZN - AMAZON COM INC | Add 20% ($361.4K) | 1.89% | $2.2M | +37.60% | +8.89% | +19.19% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(85.5K) | 1.86% | $2.1M | +32.01% | +7.10% | +28.69% | |
| SPIP - SPDR SER TR | Reduce 4% $(97.0K) | 1.82% | $2.1M | +4.92% | +2.35% | +6.62% | |
| SUB - ISHARES TR | 1.79% | $2.0M | +5.36% | +0.25% | +0.96% | ||
| VOO - VANGUARD INDEX FDS | Add 15% ($251.5K) | 1.66% | $1.9M | +104.95% | +11.54% | +41.48% | |
| FNDF - SCHWAB STRATEGIC TR | 1.23% | $1.4M | +90.96% | +4.74% | +41.02% | ||
| IUSV - ISHARES TR | Add 2% ($27.0K) | 1.22% | $1.4M | +95.84% | +7.99% | +41.18% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($21.4K) | 1.18% | $1.4M | +165.95% | +15.62% | +52.57% | |
| ETN - EATON CORP PLC | Add 4% ($54.5K) | 1.18% | $1.4M | +319.86% | +24.50% | +79.67% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Add 7% ($87.2K) | 1.16% | $1.3M | +55.31% | +6.60% | +32.66% | |
| IEFA - ISHARES TR | Add 7% ($83.9K) | 1.06% | $1.2M | +62.04% | +6.01% | +32.99% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 15% $(203.4K) | 1.03% | $1.2M | +51.20% | +9.81% | +42.39% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 9% ($92.6K) | 1.02% | $1.2M | +24.90% | +5.97% | +17.01% | |
| FMB - FIRST TR EXCH TRADED FD III | Reduce 4% $(43.6K) | 0.96% | $1.1M | +2.53% | +0.83% | +6.50% | |
| AGG - ISHARES TR | 0.96% | $1.1M | -5.28% | +0.06% | -0.55% | ||
| EEM - ISHARES TR | 0.93% | $1.1M | +22.88% | +7.73% | +28.80% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 9% ($91.6K) | 0.92% | $1.1M | -4.82% | -0.03% | -1.65% | |
| FNDC - SCHWAB STRATEGIC TR | Add 5% ($49.1K) | 0.91% | $1.0M | +65.87% | +9.75% | +44.41% | |
| SPTM - SPDR SER TR | Add 9% ($88.4K) | 0.90% | $1.0M | +103.71% | +11.81% | +42.92% | |
| ENFR - ALPS ETF TR | Reduce 5% $(50.5K) | 0.86% | $983.0K | +225.33% | +2.16% | +60.14% | |
| MUB - ISHARES TR | Reduce 6% $(65.8K) | 0.84% | $968.0K | +1.21% | +0.18% | +3.63% | |
| OXY - OCCIDENTAL PETE CORP | 0.84% | $966.0K | +198.84% | -34.42% | +74.86% | ||
| IJS - ISHARES TR | Reduce 1% $(6.3K) | 0.81% | $928.0K | +80.16% | +14.02% | +75.66% | |
| SHM - SPDR SER TR | Reduce 2% $(22.3K) | 0.79% | $907.0K | +1.85% | +0.10% | +0.50% | |
| VNQ - VANGUARD INDEX FDS | Reduce 6% $(54.7K) | 0.77% | $885.0K | +39.61% | +5.76% | +41.44% | |
| SPEM - SPDR INDEX SHS FDS | Add 15% ($116.2K) | 0.76% | $876.0K | +34.53% | +6.85% | +28.01% | |
| MSFT - MICROSOFT CORP | Add 6% ($47.6K) | 0.73% | $835.0K | +143.17% | +7.40% | +38.38% | |
| SPDW - SPDR INDEX SHS FDS | Add 1% ($11.1K) | 0.72% | $821.0K | +62.86% | +7.06% | +35.05% | |
| BIV - VANGUARD BD INDEX FDS | Add 15% ($104.6K) | 0.70% | $804.0K | -4.07% | +0.62% | -0.18% | |
| LMBS - FIRST TR EXCHANGE-TRADED FD | Reduce 23% $(226.3K) | 0.66% | $761.0K | +10.71% | +0.39% | +0.44% | |
| VOE - VANGUARD INDEX FDS | Reduce 9% $(63.7K) | 0.59% | $674.0K | +88.95% | +12.09% | +49.63% | |
| AOM - ISHARES TR | Reduce 12% $(84.2K) | 0.56% | $639.0K | +26.05% | +4.33% | +14.79% | |
| JPM - JPMORGAN CHASE & CO | 0.56% | $637.0K | +216.97% | +2.83% | +62.17% | ||
| GOVT - ISHARES TR | New Purchase | 0.54% | $624.0K | -9.34% | -0.62% | -3.22% | |
| ACWI - ISHARES TR | New Purchase | 0.54% | $614.0K | +79.45% | +9.67% | +37.30% | |
| TSN - TYSON FOODS INC | 0.50% | $575.0K | +9.17% | +3.51% | +26.65% | ||
| STIP - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| USFR - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||