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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2020-10-16 (Q3 2020) | Holdings: 97 | Value: $120.5M | 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 6% $(759.6K) | 9.07% | $10.9M | +76.18% | +11.98% | +31.65% | |
| SLYV - SPDR SER TR | Reduce 1% $(53.3K) | 4.87% | $5.9M | +56.85% | +33.39% | +57.52% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 8% $(469.2K) | 4.49% | $5.4M | +53.95% | +17.29% | +26.90% | |
| AAPL - APPLE INC | Add 314% ($3.4M) | 3.68% | $4.4M | +68.28% | +6.74% | +22.95% | |
| AOA - ISHARES TR | Add 2% ($87.7K) | 3.37% | $4.1M | +49.59% | +10.74% | +22.22% | |
| USB - US BANCORP DEL | 3.11% | $3.8M | +33.26% | +23.28% | +58.91% | ||
| IWN - ISHARES TR | Reduce 4% $(159.9K) | 3.04% | $3.7M | +54.66% | +32.44% | +54.91% | |
| VTV - VANGUARD INDEX FDS | Reduce 5% $(170.5K) | 2.96% | $3.6M | +78.14% | +13.95% | +32.41% | |
| VBR - VANGUARD INDEX FDS | Reduce 13% $(520.1K) | 2.80% | $3.4M | +74.76% | +27.34% | +50.06% | |
| IVV - ISHARES TR | Reduce 2% $(48.4K) | 2.58% | $3.1M | +83.35% | +9.10% | +30.19% | |
| UNP - UNION PAC CORP | New Purchase | 2.43% | $2.9M | +18.28% | +3.79% | +10.49% | |
| AOR - ISHARES TR | Add 3% ($73.3K) | 2.42% | $2.9M | +34.63% | +8.03% | +15.79% | |
| EFV - ISHARES TR | Reduce 11% $(339.2K) | 2.25% | $2.7M | +85.88% | +20.99% | +30.48% | |
| AMZN - AMAZON COM INC | Add 1% ($12.6K) | 2.07% | $2.5M | +28.82% | -5.42% | +4.46% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 28% $(854.1K) | 1.81% | $2.2M | +4.92% | +0.17% | -0.48% | |
| SPIP - SPDR SER TR | Add 2% ($35.3K) | 1.80% | $2.2M | +2.65% | +1.42% | +5.91% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 10% $(222.8K) | 1.75% | $2.1M | +23.37% | +19.82% | +17.80% | |
| SUB - ISHARES TR | 1.70% | $2.1M | +5.15% | +0.39% | +0.52% | ||
| TIP - ISHARES TR | Reduce 20% $(506.8K) | 1.66% | $2.0M | +3.11% | +1.38% | +5.63% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 13% ($207.6K) | 1.51% | $1.8M | +128.67% | +10.55% | +33.20% | |
| VOO - VANGUARD INDEX FDS | Reduce 18% $(362.8K) | 1.42% | $1.7M | +83.36% | +9.12% | +30.22% | |
| ETN - EATON CORP PLC | Reduce 2% $(26.7K) | 1.29% | $1.6M | +233.31% | +15.45% | +50.64% | |
| VEU - VANGUARD INTL EQUITY INDEX F | 1.17% | $1.4M | +45.97% | +18.12% | +23.75% | ||
| IEFA - ISHARES TR | Add 7% ($90.0K) | 1.14% | $1.4M | +53.22% | +16.19% | +25.82% | |
| IUSV - ISHARES TR | Reduce 7% $(103.1K) | 1.12% | $1.3M | +79.91% | +14.05% | +32.79% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 6% ($78.3K) | 1.07% | $1.3M | +18.24% | +6.00% | +11.13% | |
| FNDF - SCHWAB STRATEGIC TR | Reduce 13% $(196.2K) | 1.04% | $1.3M | +82.69% | +23.63% | +36.98% | |
| AGG - ISHARES TR | Add 14% ($149.1K) | 1.03% | $1.2M | -5.15% | +0.10% | -1.05% | |
| EEM - ISHARES TR | 0.98% | $1.2M | +14.14% | +22.15% | +15.04% | ||
| SPTM - SPDR SER TR | Add 4% ($42.9K) | 0.96% | $1.2M | +81.77% | +10.39% | +31.32% | |
| FNDC - SCHWAB STRATEGIC TR | Add 2% ($24.0K) | 0.96% | $1.2M | +51.71% | +18.93% | +31.58% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 8% ($81.9K) | 0.94% | $1.1M | -4.59% | -0.61% | -2.66% | |
| FMB - FIRST TR EXCH TRADED FD III | 0.93% | $1.1M | +1.60% | +2.93% | +4.26% | ||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 15% $(198.0K) | 0.90% | $1.1M | +38.42% | +17.21% | +30.81% | |
| SPEM - SPDR INDEX SHS FDS | Add 10% ($94.2K) | 0.87% | $1.1M | +25.98% | +19.75% | +18.50% | |
| MUB - ISHARES TR | Add 2% ($21.7K) | 0.82% | $994.0K | +1.07% | +2.08% | +2.44% | |
| VNQ - VANGUARD INDEX FDS | Add 8% ($67.2K) | 0.79% | $957.0K | +31.92% | +5.80% | +36.32% | |
| TSLA - TESLA INC | New Purchase | 0.76% | $922.0K | +116.51% | +89.26% | +94.99% | |
| SPDW - SPDR INDEX SHS FDS | Add 5% ($43.5K) | 0.76% | $913.0K | +52.58% | +17.36% | +26.73% | |
| SHM - SPDR SER TR | Reduce 2% $(16.2K) | 0.74% | $891.0K | +1.75% | +0.20% | +0.11% | |
| ENFR - ALPS ETF TR | Add 1% ($6.4K) | 0.73% | $877.0K | +220.64% | +29.05% | +75.29% | |
| MSFT - MICROSOFT CORP | Add 1% ($10.5K) | 0.73% | $874.0K | +126.86% | -1.55% | +40.69% | |
| BIV - VANGUARD BD INDEX FDS | Add 3% ($28.0K) | 0.69% | $835.0K | -4.46% | -0.02% | -1.89% | |
| GOVT - ISHARES TR | Add 30% ($190.2K) | 0.68% | $814.0K | -8.51% | -1.32% | -3.10% | |
| LMBS - FIRST TR EXCHANGE-TRADED FD | Reduce 1% $(7.3K) | 0.63% | $754.0K | +10.34% | +0.49% | -0.19% | |
| AOM - ISHARES TR | Add 10% ($67.8K) | 0.60% | $726.0K | +20.84% | +5.36% | +9.98% | |
| VOE - VANGUARD INDEX FDS | Reduce 2% $(16.6K) | 0.58% | $697.0K | +67.51% | +16.62% | +38.96% | |
| ACWI - ISHARES TR | Reduce 1% $(6.2K) | 0.55% | $659.0K | +63.64% | +13.19% | +27.06% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.53% | $640.0K | +128.41% | +10.56% | +33.68% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(14.0K) | 0.53% | $638.0K | +204.07% | +36.84% | +68.04% | |
| OXY - OCCIDENTAL PETE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TSN - TYSON FOODS INC | Reduce 100% | 0.00% | $0.00 | ||||
| IJS - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||