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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2022-01-21 (Q4 2021) | Holdings: 124 | Value: $215.1M | 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 |
| DFAC - DIMENSIONAL ETF TRUST | Add 10% ($1.9M) | 9.90% | $21.3M | +37.01% | -0.50% | -1.84% | |
| VTI - VANGUARD INDEX FDS | Reduce 1% $(118.1K) | 6.42% | $13.8M | +41.66% | -1.42% | -6.16% | |
| SLYV - SPDR SER TR | Add 1% ($60.8K) | 4.68% | $10.1M | +5.04% | +1.86% | +2.87% | |
| IWN - ISHARES TR | Add 1% ($83.0K) | 3.10% | $6.7M | +8.26% | +2.09% | -0.54% | |
| AAPL - APPLE INC | 3.08% | $6.6M | +25.16% | +1.23% | -11.31% | ||
| AOA - ISHARES TR | Add 7% ($404.0K) | 2.97% | $6.4M | +26.45% | -4.49% | -5.85% | |
| USB - US BANCORP DEL | Add 5% ($289.0K) | 2.88% | $6.2M | -7.24% | -5.66% | -8.59% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 11% ($545.5K) | 2.54% | $5.5M | +7.38% | -6.90% | -5.92% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 3% $(177.8K) | 2.47% | $5.3M | +27.27% | -5.11% | -3.29% | |
| VTV - VANGUARD INDEX FDS | Reduce 1% $(59.0K) | 2.24% | $4.8M | +32.33% | +2.98% | +3.16% | |
| VBR - VANGUARD INDEX FDS | Reduce 1% $(62.6K) | 2.01% | $4.3M | +23.59% | +3.42% | +4.08% | |
| EFV - ISHARES TR | Add 1% ($29.2K) | 2.00% | $4.3M | +42.84% | -3.63% | +1.28% | |
| DFAT - DIMENSIONAL ETF TRUST | Add 31% ($962.0K) | 1.88% | $4.0M | +24.57% | +1.66% | +7.43% | |
| AOR - ISHARES TR | Add 2% ($63.2K) | 1.71% | $3.7M | +19.36% | -5.29% | -6.35% | |
| BSV - VANGUARD BD INDEX FDS | Add 15% ($464.3K) | 1.65% | $3.6M | +6.47% | -3.79% | -3.83% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 54% ($1.2M) | 1.63% | $3.5M | -0.80% | -6.51% | -7.53% | |
| IVV - ISHARES TR | Reduce 3% $(98.7K) | 1.62% | $3.5M | +45.25% | -1.09% | -5.78% | |
| DFAX - DIMENSIONAL ETF TRUST | Add 6% ($181.3K) | 1.54% | $3.3M | +25.89% | -5.00% | -3.99% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 23% ($621.7K) | 1.53% | $3.3M | +61.88% | +11.97% | +3.58% | |
| TIP - ISHARES TR | Add 3% ($86.3K) | 1.46% | $3.1M | -1.49% | -2.54% | -8.29% | |
| AMZN - AMAZON COM INC | Reduce 4% $(120.0K) | 1.35% | $2.9M | +52.89% | +3.85% | -29.84% | |
| AVUS - AMERICAN CENTY ETF TR | 1.32% | $2.8M | +39.94% | +0.38% | -0.53% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 42% ($823.8K) | 1.30% | $2.8M | +42.00% | -1.02% | -0.31% | |
| ETN - EATON CORP PLC | 1.23% | $2.6M | +125.52% | -6.79% | +3.10% | ||
| DFIV - DIMENSIONAL ETF TRUST | Add 12% ($263.4K) | 1.14% | $2.4M | +44.51% | -2.27% | +2.13% | |
| TSLA - TESLA INC | 1.11% | $2.4M | +6.79% | +11.08% | -52.34% | ||
| AVDE - AMERICAN CENTY ETF TR | Add 34% ($605.2K) | 1.10% | $2.4M | +32.55% | -4.13% | -2.24% | |
| AVEM - AMERICAN CENTY ETF TR | Add 37% ($635.5K) | 1.10% | $2.4M | +17.79% | -9.09% | -7.96% | |
| IEFA - ISHARES TR | Add 13% ($276.9K) | 1.09% | $2.3M | +27.78% | -6.06% | -3.12% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 3% ($72.3K) | 1.04% | $2.2M | +9.64% | -10.68% | -8.97% | |
| SUB - ISHARES TR | Reduce 1% $(32.2K) | 1.01% | $2.2M | +5.39% | -2.53% | -0.65% | |
| IUSV - ISHARES TR | 0.96% | $2.1M | +35.26% | +2.20% | +4.18% | ||
| VOO - VANGUARD INDEX FDS | Reduce 6% $(117.5K) | 0.88% | $1.9M | +45.21% | -1.08% | -5.78% | |
| VNQ - VANGUARD INDEX FDS | Add 9% ($149.9K) | 0.82% | $1.8M | -1.83% | +5.95% | -12.27% | |
| FNDF - SCHWAB STRATEGIC TR | 0.77% | $1.7M | +35.24% | -3.43% | +0.30% | ||
| SPTM - SPDR SER TR | Add 3% ($50.4K) | 0.75% | $1.6M | +43.33% | -0.80% | -5.06% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Add 5% ($80.5K) | 0.74% | $1.6M | +23.14% | -6.89% | -4.68% | |
| OXY - OCCIDENTAL PETE CORP | 0.71% | $1.5M | +45.79% | +74.10% | +105.69% | ||
| MSFT - MICROSOFT CORP | Reduce 2% $(32.6K) | 0.70% | $1.5M | +69.26% | -6.02% | -16.20% | |
| SPIP - SPDR SER TR | Reduce 1% $(17.8K) | 0.68% | $1.5M | -2.07% | -2.80% | -8.71% | |
| AGG - ISHARES TR | Add 1% ($9.2K) | 0.66% | $1.4M | -2.73% | -8.00% | -9.11% | |
| FNDC - SCHWAB STRATEGIC TR | Reduce 1% $(6.8K) | 0.62% | $1.3M | +24.65% | -4.60% | -4.00% | |
| VTIP - VANGUARD MALVERN FDS | New Purchase | 0.62% | $1.3M | +11.00% | +0.37% | -1.52% | |
| FSMB - FIRST TR EXCH TRADED FD III | Add 4% ($49.9K) | 0.60% | $1.3M | +4.25% | -3.46% | -2.10% | |
| FTSL - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.60% | $1.3M | +20.23% | -0.52% | -0.34% | |
| EEM - ISHARES TR | 0.56% | $1.2M | +5.02% | -12.13% | -10.77% | ||
| MUB - ISHARES TR | Add 4% ($49.4K) | 0.55% | $1.2M | -0.66% | -6.43% | -4.04% | |
| SPEM - SPDR INDEX SHS FDS | Add 1% ($7.1K) | 0.55% | $1.2M | +11.34% | -11.30% | -9.15% | |
| VIG - VANGUARD SPECIALIZED FUNDS | New Purchase | 0.53% | $1.1M | +34.00% | -0.06% | -0.25% | |
| FMB - FIRST TR EXCH TRADED FD III | 0.53% | $1.1M | -2.16% | -7.67% | -6.35% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||