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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2022-04-29 (Q1 2022) | Holdings: 133 | Value: $204.1M | 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 |
| VTI - VANGUARD INDEX FDS | Add 29% ($3.8M) | 8.22% | $16.8M | +48.61% | -0.27% | +1.25% | |
| SLYV - SPDR SER TR | Reduce 1% $(52.0K) | 4.83% | $9.8M | +7.00% | +1.58% | -3.29% | |
| IWN - ISHARES TR | Add 16% ($1.1M) | 3.70% | $7.6M | +10.12% | +0.70% | -8.41% | |
| AAPL - APPLE INC | Add 5% ($314.5K) | 3.35% | $6.8M | +27.64% | +3.21% | +8.87% | |
| AOA - ISHARES TR | Reduce 1% $(36.5K) | 2.94% | $6.0M | +35.77% | -0.42% | +2.71% | |
| USB - US BANCORP DEL | 2.89% | $5.9M | +1.87% | -2.20% | -29.70% | ||
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 1% ($25.0K) | 2.46% | $5.0M | +38.25% | -2.37% | +7.23% | |
| VTV - VANGUARD INDEX FDS | 2.37% | $4.8M | +32.44% | -1.41% | +2.48% | ||
| BSV - VANGUARD BD INDEX FDS | Add 26% ($885.5K) | 2.11% | $4.3M | +10.71% | +0.99% | +0.95% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 29% ($961.5K) | 2.09% | $4.3M | +6.34% | +2.48% | -0.18% | |
| EFV - ISHARES TR | 2.09% | $4.3M | +51.96% | -4.13% | +9.58% | ||
| VBR - VANGUARD INDEX FDS | Reduce 3% $(136.5K) | 2.01% | $4.1M | +23.56% | +0.25% | -2.56% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($20.8K) | 1.91% | $3.9M | +49.68% | -8.72% | +1.87% | |
| IVV - ISHARES TR | Add 9% ($290.8K) | 1.77% | $3.6M | +51.88% | +0.15% | +2.61% | |
| AVDV - AMERICAN CENTY ETF TR | Add 33% ($894.6K) | 1.76% | $3.6M | +48.19% | -3.35% | +4.16% | |
| AOR - ISHARES TR | Reduce 3% $(112.5K) | 1.65% | $3.4M | +28.33% | +0.02% | +1.78% | |
| TIP - ISHARES TR | Add 4% ($126.1K) | 1.54% | $3.2M | +1.86% | +0.59% | -4.43% | |
| AMZN - AMAZON COM INC | Add 9% ($254.2K) | 1.51% | $3.1M | +73.63% | +10.61% | -16.63% | |
| SPDW - SPDR INDEX SHS FDS | New Purchase | 1.48% | $3.0M | +38.29% | -2.35% | +7.01% | |
| OXY - OCCIDENTAL PETE CORP | Reduce 2% $(54.3K) | 1.44% | $2.9M | -13.05% | +19.85% | +13.17% | |
| AVDE - AMERICAN CENTY ETF TR | Add 29% ($653.4K) | 1.42% | $2.9M | +42.79% | -3.00% | +6.92% | |
| ETN - EATON CORP PLC | Add 25% ($574.9K) | 1.42% | $2.9M | +143.71% | +2.32% | +18.91% | |
| AVEM - AMERICAN CENTY ETF TR | Add 30% ($660.3K) | 1.41% | $2.9M | +31.59% | -6.54% | -2.88% | |
| AVUS - AMERICAN CENTY ETF TR | Add 4% ($119.7K) | 1.40% | $2.9M | +43.98% | +0.22% | +2.11% | |
| VRP - INVESCO EXCH TRADED FD TR II | New Purchase | 1.32% | $2.7M | +23.87% | +0.25% | -0.73% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 51% $(2.6M) | 1.23% | $2.5M | +16.53% | +0.37% | -7.76% | |
| IEFA - ISHARES TR | Add 13% ($280.3K) | 1.20% | $2.5M | +40.36% | -1.65% | +9.35% | |
| TSLA - TESLA INC | 1.19% | $2.4M | +12.24% | +3.61% | -43.60% | ||
| ITOT - ISHARES TR | New Purchase | 1.17% | $2.4M | +48.87% | -0.14% | +1.38% | |
| IUSV - ISHARES TR | Add 17% ($337.7K) | 1.17% | $2.4M | +36.38% | -1.54% | +5.95% | |
| VTIP - VANGUARD MALVERN FDS | Add 70% ($932.9K) | 1.11% | $2.3M | +10.74% | +0.68% | -0.29% | |
| SUB - ISHARES TR | Add 5% ($99.6K) | 1.09% | $2.2M | +8.21% | +1.96% | +1.57% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 1% ($25.4K) | 1.04% | $2.1M | +23.73% | -4.29% | -3.65% | |
| VOO - VANGUARD INDEX FDS | 0.89% | $1.8M | +51.78% | +0.11% | +2.56% | ||
| VNQ - VANGUARD INDEX FDS | Add 8% ($136.4K) | 0.88% | $1.8M | -2.10% | -4.90% | -17.06% | |
| FNDF - SCHWAB STRATEGIC TR | 0.81% | $1.6M | +43.92% | -3.00% | +8.98% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | Add 5% ($77.2K) | 0.77% | $1.6M | +35.23% | -2.82% | +4.49% | |
| SPIP - SPDR SER TR | Add 7% ($104.1K) | 0.74% | $1.5M | +1.61% | +0.58% | -4.62% | |
| SPTM - SPDR SER TR | Reduce 3% $(43.7K) | 0.73% | $1.5M | +49.40% | +0.21% | +2.38% | |
| MSFT - MICROSOFT CORP | Add 1% ($11.4K) | 0.69% | $1.4M | +77.73% | +0.34% | +11.11% | |
| UNP - UNION PAC CORP | New Purchase | 0.68% | $1.4M | +1.72% | -3.00% | -13.57% | |
| AGG - ISHARES TR | Add 3% ($33.9K) | 0.67% | $1.4M | +6.18% | +2.43% | -0.96% | |
| FTSL - FIRST TR EXCHANGE-TRADED FD | Add 5% ($68.2K) | 0.65% | $1.3M | +21.56% | -2.65% | +2.17% | |
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.64% | $1.3M | +26.58% | -0.85% | +0.13% | |
| FNDC - SCHWAB STRATEGIC TR | Add 2% ($28.1K) | 0.63% | $1.3M | +33.53% | -2.87% | +3.33% | |
| EEM - ISHARES TR | Add 2% ($27.4K) | 0.56% | $1.1M | +19.86% | -5.45% | -5.51% | |
| SPEM - SPDR INDEX SHS FDS | Add 3% ($31.9K) | 0.56% | $1.1M | +26.49% | -3.85% | -2.74% | |
| VIG - VANGUARD SPECIALIZED FUNDS | Add 3% ($31.5K) | 0.55% | $1.1M | +36.98% | -0.19% | +4.44% | |
| VSS - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.52% | $1.1M | +25.21% | -4.20% | -0.48% | |
| FMB - FIRST TR EXCH TRADED FD III | 0.52% | $1.1M | +6.45% | +1.64% | +1.24% | ||
| MUB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| DFAC - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| DFIV - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| FSMB - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||