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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2022-10-27 (Q3 2022) | Holdings: 137 | Value: $226.3M | 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 4% ($626.1K) | 7.95% | $18.0M | +49.00% | +6.66% | +6.16% | |
| VTI - VANGUARD INDEX FDS | 6.31% | $14.3M | +59.99% | +5.94% | +9.43% | ||
| SLYV - SPDR SER TR | Reduce 4% $(296.5K) | 3.10% | $7.0M | +9.66% | +7.67% | -9.04% | |
| ITOT - ISHARES TR | Add 38% ($1.7M) | 2.77% | $6.3M | +60.34% | +6.15% | +9.57% | |
| DFAT - DIMENSIONAL ETF TRUST | Add 13% ($672.2K) | 2.67% | $6.0M | +25.41% | +8.41% | +0.33% | |
| AAPL - APPLE INC | Add 4% ($209.4K) | 2.59% | $5.9M | +34.59% | -3.35% | +15.59% | |
| IWN - ISHARES TR | Add 1% ($61.4K) | 2.33% | $5.3M | +13.84% | +4.84% | -9.16% | |
| AOA - ISHARES TR | Reduce 1% $(58.6K) | 2.08% | $4.7M | +48.87% | +10.63% | +9.05% | |
| USB - US BANCORP DEL | 2.00% | $4.5M | +16.02% | +17.05% | -21.59% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 3% $(131.9K) | 1.87% | $4.2M | +11.26% | +3.52% | +0.12% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 4% ($154.6K) | 1.83% | $4.2M | +57.73% | +19.67% | +13.12% | |
| FPE - FIRST TR EXCH TRADED FD III | Add 2% ($76.3K) | 1.75% | $4.0M | +25.37% | +10.41% | -0.01% | |
| EFV - ISHARES TR | Add 7% ($252.3K) | 1.67% | $3.8M | +70.13% | +20.89% | +18.45% | |
| AVDV - AMERICAN CENTY ETF TR | Add 15% ($472.0K) | 1.62% | $3.7M | +71.31% | +20.13% | +14.35% | |
| VTV - VANGUARD INDEX FDS | Reduce 3% $(117.3K) | 1.61% | $3.6M | +35.46% | +5.52% | +0.51% | |
| AVUS - AMERICAN CENTY ETF TR | Reduce 4% $(152.0K) | 1.60% | $3.6M | +49.36% | +6.09% | +5.69% | |
| BSV - VANGUARD BD INDEX FDS | 1.54% | $3.5M | +13.31% | +2.26% | +2.73% | ||
| VTIP - VANGUARD MALVERN FDS | Add 76% ($1.5M) | 1.51% | $3.4M | +13.45% | +0.63% | +2.48% | |
| DFIP - DIMENSIONAL ETF TRUST | Add 13% ($397.6K) | 1.49% | $3.4M | +11.10% | +2.84% | -0.69% | |
| OXY - OCCIDENTAL PETE CORP | Add 1% ($42.4K) | 1.44% | $3.3M | -34.85% | -11.35% | -14.01% | |
| TIP - ISHARES TR | Reduce 3% $(105.2K) | 1.41% | $3.2M | +9.87% | +2.35% | -0.85% | |
| SHY - ISHARES TR | Add 6% ($170.5K) | 1.37% | $3.1M | +11.39% | +1.23% | +2.64% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($37.7K) | 1.36% | $3.1M | +65.71% | +4.97% | +15.25% | |
| VBR - VANGUARD INDEX FDS | Reduce 2% $(77.0K) | 1.34% | $3.0M | +27.66% | +7.85% | -2.45% | |
| AVEM - AMERICAN CENTY ETF TR | Add 12% ($317.7K) | 1.30% | $2.9M | +60.60% | +23.58% | +17.14% | |
| SPDW - SPDR INDEX SHS FDS | Add 10% ($272.3K) | 1.27% | $2.9M | +57.67% | +19.45% | +12.58% | |
| AVDE - AMERICAN CENTY ETF TR | Add 8% ($211.7K) | 1.26% | $2.8M | +62.53% | +19.93% | +13.71% | |
| IDEV - ISHARES TR | Add 34% ($696.6K) | 1.22% | $2.8M | +58.03% | +19.23% | +12.53% | |
| DFIV - DIMENSIONAL ETF TRUST | Add 3% ($77.1K) | 1.20% | $2.7M | +68.62% | +19.64% | +16.73% | |
| AMZN - AMAZON COM INC | 1.18% | $2.7M | +117.07% | +2.70% | +35.55% | ||
| AOR - ISHARES TR | Reduce 2% $(50.5K) | 1.17% | $2.6M | +39.73% | +9.17% | +7.05% | |
| ETN - EATON CORP PLC | Reduce 6% $(152.2K) | 1.13% | $2.5M | +137.58% | +9.95% | +37.08% | |
| IVV - ISHARES TR | Reduce 2% $(60.6K) | 1.09% | $2.5M | +63.32% | +5.96% | +11.21% | |
| SUB - ISHARES TR | Reduce 6% $(148.6K) | 1.05% | $2.4M | +8.81% | +2.53% | +2.03% | |
| VUSB - VANGUARD BD INDEX FDS | Add 10% ($208.0K) | 1.02% | $2.3M | +15.07% | +1.43% | +4.70% | |
| DFAX - DIMENSIONAL ETF TRUST | Reduce 5% $(112.3K) | 0.99% | $2.2M | +58.23% | +19.96% | +14.22% | |
| DFUV - DIMENSIONAL ETF TRUST | Add 8% ($158.3K) | 0.96% | $2.2M | +30.71% | +6.52% | -0.70% | |
| IUSV - ISHARES TR | 0.91% | $2.1M | +41.36% | +9.04% | +7.44% | ||
| TSLA - TESLA INC | Add 209% ($1.4M) | 0.90% | $2.0M | +42.88% | -26.06% | -12.44% | |
| VCSH - VANGUARD SCOTTSDALE FDS | New Purchase | 0.89% | $2.0M | +17.40% | +3.59% | +4.17% | |
| AVUV - AMERICAN CENTY ETF TR | Reduce 5% $(98.8K) | 0.81% | $1.8M | +24.57% | +6.77% | +0.09% | |
| IEFA - ISHARES TR | Reduce 3% $(50.8K) | 0.80% | $1.8M | +59.19% | +20.45% | +14.28% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 7% ($113.1K) | 0.80% | $1.8M | +48.25% | +21.14% | +11.21% | |
| IEMG - ISHARES INC | New Purchase | 0.67% | $1.5M | +49.96% | +22.39% | +12.41% | |
| VGSH - VANGUARD SCOTTSDALE FDS | New Purchase | 0.66% | $1.5M | +11.70% | +1.25% | +2.73% | |
| VNQ - VANGUARD INDEX FDS | Add 10% ($134.0K) | 0.63% | $1.4M | +23.49% | +11.74% | -7.36% | |
| SPIP - SPDR SER TR | Add 4% ($49.1K) | 0.60% | $1.4M | +9.97% | +2.62% | -0.89% | |
| VOO - VANGUARD INDEX FDS | Reduce 3% $(40.0K) | 0.59% | $1.3M | +63.33% | +6.00% | +11.24% | |
| IEI - ISHARES TR | Add 2% ($28.2K) | 0.59% | $1.3M | +11.67% | +3.18% | +0.90% | |
| EEM - ISHARES TR | 0.59% | $1.3M | +47.59% | +23.66% | +10.98% | ||
| MSFT - MICROSOFT CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||
| FNDF - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||