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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2023-02-07 (Q4 2022) | Holdings: 140 | Value: $233.6M | 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 | Reduce 4% $(815.7K) | 8.06% | $18.8M | +35.09% | -3.71% | +15.28% | |
| VTI - VANGUARD INDEX FDS | Reduce 8% $(1.2M) | 6.01% | $14.1M | +46.15% | -1.05% | +20.88% | |
| ITOT - ISHARES TR | Add 12% ($801.4K) | 3.21% | $7.5M | +46.09% | -1.17% | +20.76% | |
| SLYV - SPDR SER TR | Reduce 9% $(698.3K) | 3.02% | $7.1M | -2.73% | -13.73% | -4.80% | |
| DFAT - DIMENSIONAL ETF TRUST | Reduce 6% $(432.2K) | 2.73% | $6.4M | +10.72% | -13.28% | +4.51% | |
| VTIP - VANGUARD MALVERN FDS | Add 89% ($2.9M) | 2.68% | $6.3M | +12.71% | +1.91% | +3.93% | |
| AVEM - AMERICAN CENTY ETF TR | Add 74% ($2.4M) | 2.41% | $5.6M | +31.78% | -1.52% | +6.82% | |
| AVDV - AMERICAN CENTY ETF TR | Add 31% ($1.3M) | 2.39% | $5.6M | +42.27% | +0.64% | +5.69% | |
| IWN - ISHARES TR | Reduce 2% $(123.6K) | 2.38% | $5.6M | +4.36% | -14.28% | -1.59% | |
| AVUS - AMERICAN CENTY ETF TR | Add 39% ($1.6M) | 2.36% | $5.5M | +36.77% | -4.15% | +15.81% | |
| AOA - ISHARES TR | 2.17% | $5.1M | +32.95% | +0.45% | +12.22% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Add 235% ($3.5M) | 2.16% | $5.0M | +10.52% | +1.59% | +3.93% | |
| EFV - ISHARES TR | Add 5% ($234.6K) | 2.02% | $4.7M | +40.84% | +1.78% | +7.95% | |
| AAPL - APPLE INC | Reduce 21% $(1.1M) | 1.87% | $4.4M | +29.40% | +12.92% | +23.07% | |
| DFIV - DIMENSIONAL ETF TRUST | Add 26% ($828.1K) | 1.73% | $4.0M | +40.73% | +1.56% | +6.36% | |
| AVDE - AMERICAN CENTY ETF TR | Add 21% ($706.0K) | 1.72% | $4.0M | +35.62% | +2.07% | +6.62% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 12% $(490.8K) | 1.61% | $3.8M | +8.13% | +2.23% | +1.96% | |
| IDEV - ISHARES TR | Add 13% ($420.6K) | 1.54% | $3.6M | +32.37% | +2.92% | +7.58% | |
| BSV - VANGUARD BD INDEX FDS | Add 1% ($33.8K) | 1.51% | $3.5M | +11.04% | +1.62% | +3.93% | |
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 27% $(1.3M) | 1.51% | $3.5M | +31.66% | +2.76% | +7.73% | |
| VTV - VANGUARD INDEX FDS | Reduce 20% $(846.2K) | 1.41% | $3.3M | +27.26% | -3.21% | +8.85% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 59% ($1.2M) | 1.39% | $3.3M | +13.29% | +0.86% | +4.83% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 11% $(396.3K) | 1.35% | $3.2M | +55.93% | +4.83% | +27.76% | |
| VBR - VANGUARD INDEX FDS | Reduce 9% $(311.9K) | 1.30% | $3.0M | +14.58% | -11.35% | +3.80% | |
| AVUV - AMERICAN CENTY ETF TR | Add 47% ($964.0K) | 1.30% | $3.0M | +11.64% | -14.34% | +6.23% | |
| ETN - EATON CORP PLC | Reduce 1% $(20.9K) | 1.27% | $3.0M | +113.75% | +5.51% | +71.05% | |
| FPE - FIRST TR EXCH TRADED FD III | Reduce 26% $(1.0M) | 1.27% | $3.0M | +13.30% | -11.84% | +0.73% | |
| SHY - ISHARES TR | Reduce 6% $(194.4K) | 1.24% | $2.9M | +10.26% | +1.58% | +3.82% | |
| TIP - ISHARES TR | Reduce 11% $(361.3K) | 1.23% | $2.9M | +7.68% | +1.65% | +1.08% | |
| AOR - ISHARES TR | Add 1% ($33.2K) | 1.20% | $2.8M | +26.71% | +0.52% | +9.70% | |
| SPDW - SPDR INDEX SHS FDS | Reduce 19% $(625.6K) | 1.15% | $2.7M | +31.87% | +2.61% | +7.64% | |
| DFUV - DIMENSIONAL ETF TRUST | Reduce 2% $(45.7K) | 1.03% | $2.4M | +20.81% | -6.86% | +7.83% | |
| DFAX - DIMENSIONAL ETF TRUST | Reduce 10% $(248.4K) | 0.99% | $2.3M | +32.36% | +1.61% | +6.70% | |
| SUB - ISHARES TR | Reduce 5% $(127.9K) | 0.98% | $2.3M | +6.28% | -0.00% | +2.20% | |
| VUSB - VANGUARD BD INDEX FDS | Reduce 4% $(99.1K) | 0.95% | $2.2M | +13.41% | +1.12% | +5.47% | |
| DFIP - DIMENSIONAL ETF TRUST | Reduce 39% $(1.3M) | 0.90% | $2.1M | +8.52% | +2.18% | +1.32% | |
| AMZN - AMAZON COM INC | Add 3% ($66.9K) | 0.88% | $2.1M | +108.27% | +3.71% | +66.44% | |
| IUSV - ISHARES TR | Reduce 12% $(273.8K) | 0.87% | $2.0M | +26.22% | -3.20% | +13.11% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(105.3K) | 0.78% | $1.8M | +24.54% | -2.18% | +1.31% | |
| IEFA - ISHARES TR | Reduce 15% $(312.5K) | 0.78% | $1.8M | +32.03% | +3.46% | +8.08% | |
| FNDF - SCHWAB STRATEGIC TR | New Purchase | 0.63% | $1.5M | +34.58% | +2.38% | +9.47% | |
| IEMG - ISHARES INC | Reduce 14% $(230.7K) | 0.60% | $1.4M | +24.69% | -2.10% | +2.29% | |
| STIP - ISHARES TR | New Purchase | 0.60% | $1.4M | +12.65% | +1.86% | +3.87% | |
| SPTM - SPDR SER TR | New Purchase | 0.58% | $1.4M | +46.21% | -0.49% | +20.96% | |
| IEI - ISHARES TR | Add 1% ($9.4K) | 0.58% | $1.3M | +8.80% | +2.25% | +2.46% | |
| DISV - DIMENSIONAL ETF TRUST | New Purchase | 0.56% | $1.3M | +41.73% | +1.88% | +6.76% | |
| IVV - ISHARES TR | Reduce 51% $(1.3M) | 0.55% | $1.3M | +49.47% | +0.29% | +22.58% | |
| VNQ - VANGUARD INDEX FDS | Reduce 13% $(195.6K) | 0.55% | $1.3M | +8.74% | -8.07% | -2.96% | |
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.54% | $1.3M | +30.51% | +1.62% | +6.53% | |
| VOO - VANGUARD INDEX FDS | Reduce 16% $(225.2K) | 0.52% | $1.2M | +49.43% | +0.28% | +22.58% | |
| SPIP - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| USB - US BANCORP DEL | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| EEM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| OXY - OCCIDENTAL PETE CORP | Reduce 100% | 0.00% | $0.00 | ||||