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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2022-07-25 (Q2 2022) | Holdings: 145 | Value: $230.6M | 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 | New Purchase | 7.89% | $18.2M | +47.58% | -0.75% | +16.80% | |
| VTI - VANGUARD INDEX FDS | Add 8% ($1.2M) | 6.53% | $15.1M | +55.42% | -2.40% | +17.05% | |
| SLYV - SPDR SER TR | Reduce 8% $(676.0K) | 3.42% | $7.9M | +10.16% | -0.48% | +9.97% | |
| AAPL - APPLE INC | Add 4% ($238.9K) | 2.43% | $5.6M | +31.18% | -1.78% | +28.50% | |
| DFAT - DIMENSIONAL ETF TRUST | New Purchase | 2.40% | $5.5M | +29.31% | +2.75% | +17.81% | |
| IWN - ISHARES TR | Reduce 14% $(860.8K) | 2.39% | $5.5M | +13.59% | -1.06% | +6.75% | |
| AOA - ISHARES TR | Reduce 1% $(57.7K) | 2.24% | $5.2M | +40.70% | -4.91% | +12.62% | |
| USB - US BANCORP DEL | Add 1% ($52.7K) | 2.23% | $5.2M | +3.77% | -10.07% | -14.18% | |
| ITOT - ISHARES TR | Add 141% ($2.8M) | 2.07% | $4.8M | +55.37% | -2.60% | +16.98% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 10% ($423.7K) | 1.98% | $4.6M | +4.59% | -6.08% | -3.08% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 5% ($225.8K) | 1.95% | $4.5M | +47.01% | -5.83% | +17.86% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 77% ($1.7M) | 1.74% | $4.0M | +18.07% | -6.11% | -3.05% | |
| VTV - VANGUARD INDEX FDS | Reduce 7% $(303.2K) | 1.74% | $4.0M | +37.43% | +0.87% | +11.97% | |
| EFV - ISHARES TR | Add 8% ($284.4K) | 1.72% | $4.0M | +63.64% | -3.47% | +23.46% | |
| AVUS - AMERICAN CENTY ETF TR | Add 64% ($1.5M) | 1.71% | $3.9M | +49.19% | -0.13% | +16.27% | |
| TIP - ISHARES TR | Add 24% ($702.7K) | 1.55% | $3.6M | +2.87% | -7.02% | -3.82% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 16% $(662.1K) | 1.55% | $3.6M | +10.16% | -2.87% | +0.05% | |
| AVDV - AMERICAN CENTY ETF TR | Add 17% ($507.6K) | 1.53% | $3.5M | +59.35% | -5.68% | +16.60% | |
| VBR - VANGUARD INDEX FDS | Reduce 7% $(252.9K) | 1.41% | $3.2M | +28.27% | -0.07% | +12.54% | |
| DFIP - DIMENSIONAL ETF TRUST | New Purchase | 1.40% | $3.2M | +3.52% | -7.43% | -3.84% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($87.1K) | 1.35% | $3.1M | +68.57% | +0.25% | +21.55% | |
| OXY - OCCIDENTAL PETE CORP | Add 1% ($21.3K) | 1.33% | $3.1M | -28.07% | +10.45% | -3.51% | |
| SHY - ISHARES TR | New Purchase | 1.29% | $3.0M | +9.46% | -1.82% | +0.15% | |
| AVEM - AMERICAN CENTY ETF TR | Add 18% ($453.0K) | 1.29% | $3.0M | +41.59% | -10.33% | +13.15% | |
| DFIV - DIMENSIONAL ETF TRUST | New Purchase | 1.29% | $3.0M | +63.78% | -2.48% | +23.97% | |
| AVDE - AMERICAN CENTY ETF TR | Add 20% ($487.0K) | 1.28% | $2.9M | +52.81% | -4.99% | +18.39% | |
| SPDW - SPDR INDEX SHS FDS | Add 15% ($368.7K) | 1.26% | $2.9M | +46.74% | -6.08% | +17.46% | |
| AOR - ISHARES TR | Reduce 3% $(102.1K) | 1.25% | $2.9M | +31.80% | -5.04% | +9.20% | |
| DFAX - DIMENSIONAL ETF TRUST | New Purchase | 1.16% | $2.7M | +45.51% | -6.82% | +16.08% | |
| IVV - ISHARES TR | Reduce 11% $(343.5K) | 1.16% | $2.7M | +58.20% | -2.59% | +17.62% | |
| SUB - ISHARES TR | Add 16% ($359.1K) | 1.12% | $2.6M | +6.35% | -2.28% | +0.44% | |
| ETN - EATON CORP PLC | Add 6% ($151.8K) | 1.11% | $2.5M | +156.16% | +6.68% | +51.13% | |
| AMZN - AMAZON COM INC | Add 2395% ($2.4M) | 1.09% | $2.5M | +83.54% | -0.11% | +10.67% | |
| IDEV - ISHARES TR | New Purchase | 0.99% | $2.3M | +47.82% | -5.51% | +17.63% | |
| IUSV - ISHARES TR | Add 5% ($99.9K) | 0.95% | $2.2M | +42.40% | +0.02% | +19.94% | |
| DFUV - DIMENSIONAL ETF TRUST | New Purchase | 0.93% | $2.2M | +33.51% | +1.86% | +12.80% | |
| VUSB - VANGUARD BD INDEX FDS | New Purchase | 0.91% | $2.1M | +14.71% | -0.33% | +3.18% | |
| IEFA - ISHARES TR | Add 1% ($12.2K) | 0.91% | $2.1M | +48.23% | -6.02% | +18.69% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 8% $(179.7K) | 0.88% | $2.0M | +10.67% | -2.75% | -0.50% | |
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 0.87% | $2.0M | +29.92% | +3.57% | +16.98% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 1% ($20.2K) | 0.84% | $1.9M | +29.85% | -10.55% | +7.65% | |
| TSLA - TESLA INC | Add 10% ($150.2K) | 0.73% | $1.7M | +20.84% | -15.71% | -0.81% | |
| EEM - ISHARES TR | Add 51% ($513.7K) | 0.66% | $1.5M | +26.93% | -12.13% | +7.18% | |
| VNQ - VANGUARD INDEX FDS | Reduce 2% $(25.1K) | 0.64% | $1.5M | +6.75% | -13.33% | -4.14% | |
| VOO - VANGUARD INDEX FDS | Reduce 4% $(57.6K) | 0.63% | $1.5M | +58.12% | -2.61% | +17.62% | |
| FNDF - SCHWAB STRATEGIC TR | 0.63% | $1.4M | +52.89% | -4.66% | +22.14% | ||
| SPIP - SPDR SER TR | Add 3% ($41.4K) | 0.62% | $1.4M | +2.71% | -7.26% | -3.98% | |
| MSFT - MICROSOFT CORP | Add 17% ($201.1K) | 0.59% | $1.4M | +89.50% | -10.79% | +31.24% | |
| IEI - ISHARES TR | New Purchase | 0.59% | $1.4M | +5.75% | -5.39% | -2.51% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(35.8K) | 0.57% | $1.3M | +42.95% | -7.14% | +15.30% | |
| UNP - UNION PAC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SPEM - SPDR INDEX SHS FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 100% | 0.00% | $0.00 | ||||
| VRP - INVESCO EXCH TRADED FD TR II | Reduce 100% | 0.00% | $0.00 | ||||
| FTSL - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 100% | 0.00% | $0.00 | ||||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||
| FMB - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||
| SPTM - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| FNDC - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||