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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2021-05-10 (Q1 2021) | Holdings: 109 | Value: $159.5M | 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 1% $(68.8K) | 7.87% | $12.5M | +46.21% | +7.87% | -7.17% | |
| SLYV - SPDR SER TR | 5.98% | $9.5M | +1.51% | +0.78% | -9.48% | ||
| IWN - ISHARES TR | Reduce 6% $(376.2K) | 4.00% | $6.4M | +3.54% | +1.60% | -11.20% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 6% $(403.1K) | 3.67% | $5.9M | +24.45% | +4.19% | -14.14% | |
| USB - US BANCORP DEL | 3.65% | $5.8M | -15.17% | -2.58% | -17.75% | ||
| AOA - ISHARES TR | Add 7% ($345.7K) | 3.39% | $5.4M | +28.25% | +4.78% | -9.20% | |
| VTV - VANGUARD INDEX FDS | Add 2% ($81.6K) | 2.90% | $4.6M | +36.78% | +2.29% | +1.11% | |
| AAPL - APPLE INC | Add 1% ($37.9K) | 2.90% | $4.6M | +62.65% | +18.28% | +19.30% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($122.6K) | 2.89% | $4.6M | +67.38% | +0.50% | +7.49% | |
| VBR - VANGUARD INDEX FDS | Reduce 6% $(290.8K) | 2.83% | $4.5M | +20.11% | +1.83% | -7.95% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 69% ($1.6M) | 2.48% | $4.0M | +9.06% | +2.26% | -8.31% | |
| EFV - ISHARES TR | Add 6% ($231.2K) | 2.47% | $3.9M | +42.14% | +1.31% | -9.43% | |
| IVV - ISHARES TR | Reduce 3% $(117.0K) | 2.25% | $3.6M | +53.50% | +7.79% | -3.63% | |
| AOR - ISHARES TR | Add 1% ($20.0K) | 2.11% | $3.4M | +20.23% | +3.89% | -9.06% | |
| AMZN - AMAZON COM INC | Add 1% ($37.1K) | 1.67% | $2.7M | +35.52% | +4.97% | -32.80% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(117.7K) | 1.51% | $2.4M | +6.62% | +1.07% | -18.91% | |
| TIP - ISHARES TR | 1.46% | $2.3M | +1.05% | +3.08% | -1.57% | ||
| BSV - VANGUARD BD INDEX FDS | Add 5% ($117.1K) | 1.43% | $2.3M | +4.87% | +0.04% | -4.98% | |
| SPIP - SPDR SER TR | Add 5% ($107.6K) | 1.41% | $2.2M | +0.66% | +3.34% | -1.76% | |
| ETN - EATON CORP PLC | 1.32% | $2.1M | +145.95% | +14.52% | -1.99% | ||
| SUB - ISHARES TR | 1.28% | $2.0M | +4.68% | +0.40% | -3.28% | ||
| VOO - VANGUARD INDEX FDS | Reduce 4% $(81.6K) | 1.24% | $2.0M | +53.49% | +7.79% | -3.65% | |
| FSMB - FIRST TR EXCH TRADED FD III | 1.19% | $1.9M | +4.09% | +0.77% | -4.18% | ||
| AVUS - AMERICAN CENTY ETF TR | Add 32% ($433.2K) | 1.12% | $1.8M | +42.34% | +5.46% | -5.18% | |
| IEFA - ISHARES TR | Add 2% ($37.7K) | 1.09% | $1.7M | +25.31% | +4.55% | -14.85% | |
| IUSV - ISHARES TR | Add 5% ($89.2K) | 1.08% | $1.7M | +37.39% | +1.67% | -2.44% | |
| AGG - ISHARES TR | Add 17% ($248.8K) | 1.06% | $1.7M | -3.22% | +1.58% | -8.46% | |
| FNDF - SCHWAB STRATEGIC TR | 1.01% | $1.6M | +34.91% | +1.49% | -8.86% | ||
| GOVT - ISHARES TR | Add 12% ($172.6K) | 0.99% | $1.6M | -4.71% | +1.79% | -7.40% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(19.8K) | 0.96% | $1.5M | +20.47% | +3.23% | -15.28% | |
| SPTM - SPDR SER TR | Add 3% ($42.0K) | 0.89% | $1.4M | +50.30% | +7.44% | -4.19% | |
| OXY - OCCIDENTAL PETE CORP | 0.88% | $1.4M | +87.32% | +5.71% | +137.43% | ||
| FNDC - SCHWAB STRATEGIC TR | Reduce 2% $(32.2K) | 0.88% | $1.4M | +16.03% | +1.73% | -17.08% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 19% ($218.7K) | 0.86% | $1.4M | -2.41% | +0.95% | -7.73% | |
| TSLA - TESLA INC | Reduce 2% $(25.4K) | 0.84% | $1.3M | +61.23% | +18.12% | +22.49% | |
| EEM - ISHARES TR | Reduce 3% $(42.7K) | 0.82% | $1.3M | -2.03% | -0.29% | -23.29% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(54.0K) | 0.76% | $1.2M | +9.87% | +4.18% | -17.60% | |
| VNQ - VANGUARD INDEX FDS | Add 3% ($37.3K) | 0.75% | $1.2M | +7.19% | +9.36% | -1.38% | |
| SPEM - SPDR INDEX SHS FDS | Reduce 5% $(60.7K) | 0.75% | $1.2M | +8.94% | +1.19% | -18.93% | |
| FMB - FIRST TR EXCH TRADED FD III | 0.71% | $1.1M | -2.16% | +1.45% | -9.39% | ||
| MUB - ISHARES TR | Add 6% ($58.1K) | 0.68% | $1.1M | -1.27% | +0.95% | -8.01% | |
| JPM - JPMORGAN CHASE & CO | 0.65% | $1.0M | +89.30% | +0.63% | -24.79% | ||
| BIV - VANGUARD BD INDEX FDS | Add 19% ($165.7K) | 0.64% | $1.0M | -2.21% | +1.83% | -9.34% | |
| SPDW - SPDR INDEX SHS FDS | Reduce 6% $(60.6K) | 0.64% | $1.0M | +23.48% | +3.89% | -14.73% | |
| AVDV - AMERICAN CENTY ETF TR | New Purchase | 0.62% | $991.0K | +35.82% | +1.29% | -12.99% | |
| SHM - SPDR SER TR | Add 3% ($23.6K) | 0.57% | $909.0K | +1.53% | +0.25% | -5.33% | |
| MSFT - MICROSOFT CORP | 0.57% | $902.0K | +103.47% | +17.61% | +7.41% | ||
| AVDE - AMERICAN CENTY ETF TR | New Purchase | 0.56% | $892.0K | +30.21% | +3.60% | -12.66% | |
| IWM - ISHARES TR | 0.56% | $886.0K | +2.90% | +4.24% | -19.86% | ||
| AVEM - AMERICAN CENTY ETF TR | New Purchase | 0.55% | $883.0K | +13.15% | +0.68% | -19.20% | |
| VOE - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| TTD - THE TRADE DESK INC | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||