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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2021-01-28 (Q4 2020) | Holdings: 104 | Value: $144.9M | 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 5% $(620.3K) | 8.20% | $11.9M | +59.03% | +11.53% | +16.81% | |
| SLYV - SPDR SER TR | Reduce 1% $(50.2K) | 5.32% | $7.7M | +18.24% | +17.90% | +14.70% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 4% $(225.7K) | 4.15% | $6.0M | +34.62% | +8.87% | +7.04% | |
| IWN - ISHARES TR | Add 15% ($716.1K) | 3.85% | $5.6M | +17.84% | +16.36% | +12.04% | |
| AAPL - APPLE INC | Reduce 2% $(98.3K) | 3.44% | $5.0M | +48.36% | -1.58% | +29.47% | |
| USB - US BANCORP DEL | 3.38% | $4.9M | +18.84% | +38.35% | +37.25% | ||
| AOA - ISHARES TR | Add 8% ($348.1K) | 3.34% | $4.8M | +36.74% | +8.06% | +10.23% | |
| VBR - VANGUARD INDEX FDS | Reduce 5% $(209.5K) | 2.85% | $4.1M | +40.58% | +18.30% | +17.60% | |
| VTV - VANGUARD INDEX FDS | Add 1% ($52.9K) | 2.84% | $4.1M | +60.65% | +15.07% | +24.56% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 105% ($2.1M) | 2.81% | $4.1M | +111.44% | +20.98% | +36.42% | |
| IVV - ISHARES TR | Add 1% ($34.2K) | 2.42% | $3.5M | +69.39% | +12.19% | +21.41% | |
| EFV - ISHARES TR | Add 8% ($257.5K) | 2.37% | $3.4M | +58.95% | +10.83% | +12.99% | |
| AOR - ISHARES TR | Add 4% ($115.4K) | 2.25% | $3.3M | +25.95% | +5.62% | +6.98% | |
| AMZN - AMAZON COM INC | Add 7% ($185.7K) | 1.91% | $2.8M | +31.59% | +7.47% | -7.38% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(19.9K) | 1.67% | $2.4M | +5.63% | +3.34% | -2.19% | |
| TIP - ISHARES TR | Add 17% ($339.2K) | 1.63% | $2.4M | +1.19% | -0.59% | +3.11% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 72% ($986.0K) | 1.62% | $2.3M | +11.71% | +2.18% | +3.10% | |
| BSV - VANGUARD BD INDEX FDS | Add 1% ($10.9K) | 1.51% | $2.2M | +4.72% | -0.29% | -1.99% | |
| SPIP - SPDR SER TR | 1.51% | $2.2M | +0.59% | -0.77% | +3.08% | ||
| SUB - ISHARES TR | 1.42% | $2.1M | +4.66% | +0.09% | -1.18% | ||
| VOO - VANGUARD INDEX FDS | Add 2% ($32.0K) | 1.34% | $1.9M | +69.39% | +12.21% | +21.47% | |
| FSMB - FIRST TR EXCH TRADED FD III | New Purchase | 1.31% | $1.9M | +4.37% | +0.22% | -0.75% | |
| ETN - EATON CORP PLC | 1.26% | $1.8M | +207.50% | +23.74% | +37.12% | ||
| IEFA - ISHARES TR | Add 4% ($57.4K) | 1.12% | $1.6M | +35.01% | +8.71% | +6.82% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 8% $(136.1K) | 1.03% | $1.5M | +26.89% | +7.07% | +4.31% | |
| AGG - ISHARES TR | Add 19% ($241.2K) | 1.03% | $1.5M | -5.04% | -1.91% | -2.88% | |
| IUSV - ISHARES TR | Reduce 4% $(64.7K) | 1.02% | $1.5M | +61.95% | +16.20% | +22.67% | |
| GOVT - ISHARES TR | Add 85% ($676.4K) | 1.01% | $1.5M | -7.18% | -2.56% | -3.14% | |
| FNDF - SCHWAB STRATEGIC TR | Reduce 2% $(32.2K) | 1.01% | $1.5M | +52.24% | +11.34% | +14.42% | |
| TSLA - TESLA INC | Reduce 5% $(77.6K) | 0.99% | $1.4M | +16.40% | -18.43% | +12.86% | |
| FNDC - SCHWAB STRATEGIC TR | Reduce 1% $(13.9K) | 0.92% | $1.3M | +29.78% | +11.54% | +5.05% | |
| EEM - ISHARES TR | Reduce 5% $(69.8K) | 0.90% | $1.3M | -3.90% | +2.28% | -7.34% | |
| SPTM - SPDR SER TR | Reduce 1% $(13.6K) | 0.89% | $1.3M | +65.90% | +12.38% | +20.52% | |
| AVUS - AMERICAN CENTY ETF TR | New Purchase | 0.85% | $1.2M | +60.57% | +13.90% | +19.58% | |
| SPEM - SPDR INDEX SHS FDS | Reduce 1% $(9.7K) | 0.83% | $1.2M | +7.99% | +3.32% | -1.43% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(59.8K) | 0.83% | $1.2M | +20.17% | +11.13% | +6.26% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 6% ($72.1K) | 0.82% | $1.2M | -4.01% | -1.89% | -3.66% | |
| FMB - FIRST TR EXCH TRADED FD III | 0.79% | $1.1M | -1.88% | +0.13% | -1.09% | ||
| VNQ - VANGUARD INDEX FDS | Add 4% ($46.3K) | 0.74% | $1.1M | +23.09% | +16.14% | +27.89% | |
| MUB - ISHARES TR | Add 4% ($39.5K) | 0.72% | $1.0M | -1.38% | -0.21% | -1.72% | |
| SPDW - SPDR INDEX SHS FDS | Reduce 2% $(18.1K) | 0.71% | $1.0M | +33.26% | +8.81% | +6.24% | |
| TTD - THE TRADE DESK INC | New Purchase | 0.67% | $968.0K | -12.71% | -4.78% | -11.59% | |
| OXY - OCCIDENTAL PETE CORP | New Purchase | 0.63% | $914.0K | +130.37% | +25.60% | +82.59% | |
| BIV - VANGUARD BD INDEX FDS | Add 8% ($70.0K) | 0.62% | $899.0K | -4.36% | -2.48% | -3.66% | |
| SHM - SPDR SER TR | 0.61% | $890.0K | +1.32% | -0.23% | -2.40% | ||
| DIS - DISNEY WALT CO | New Purchase | 0.61% | $886.0K | -29.32% | +9.79% | -15.30% | |
| JPM - JPMORGAN CHASE & CO | Add 3% ($26.3K) | 0.60% | $869.0K | +133.80% | +18.99% | +15.98% | |
| MSFT - MICROSOFT CORP | Reduce 8% $(75.0K) | 0.59% | $849.0K | +111.34% | +7.25% | +32.88% | |
| VOE - VANGUARD INDEX FDS | Reduce 2% $(14.6K) | 0.55% | $803.0K | +47.37% | +18.05% | +23.65% | |
| IWM - ISHARES TR | New Purchase | 0.54% | $783.0K | +5.64% | +8.91% | -3.14% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| LMBS - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| AOM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ACWI - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ENFR - ALPS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| UNP - UNION PAC CORP | Reduce 100% | 0.00% | $0.00 | ||||