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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2023-05-10 (Q1 2023) | Holdings: 155 | Value: $261.9M | 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 2% $(300.9K) | 7.43% | $19.5M | +41.01% | +9.54% | +26.98% | |
| VTI - VANGUARD INDEX FDS | Add 8% ($1.2M) | 6.20% | $16.2M | +48.01% | +8.89% | +28.21% | |
| ITOT - ISHARES TR | Add 18% ($1.4M) | 3.60% | $9.4M | +48.18% | +9.01% | +28.25% | |
| VTIP - VANGUARD MALVERN FDS | Add 35% ($2.3M) | 3.31% | $8.7M | +10.49% | -0.69% | +3.11% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 66% ($3.4M) | 3.23% | $8.5M | +8.34% | -0.95% | +2.19% | |
| AAPL - APPLE INC | Add 24% ($1.3M) | 2.62% | $6.9M | +14.36% | +2.55% | +7.87% | |
| SLYV - SPDR SER TR | Reduce 6% $(438.9K) | 2.60% | $6.8M | +14.28% | +11.38% | +16.37% | |
| AVDV - AMERICAN CENTY ETF TR | Add 12% ($702.5K) | 2.52% | $6.6M | +43.33% | +2.58% | +16.93% | |
| DFAT - DIMENSIONAL ETF TRUST | 2.47% | $6.5M | +29.25% | +16.66% | +29.60% | ||
| AVEM - AMERICAN CENTY ETF TR | Add 5% ($298.8K) | 2.37% | $6.2M | +36.03% | +4.45% | +19.75% | |
| AVUS - AMERICAN CENTY ETF TR | 2.20% | $5.7M | +43.34% | +9.80% | +28.35% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 77% ($2.3M) | 2.04% | $5.3M | +31.72% | +18.22% | +33.77% | |
| AOA - ISHARES TR | Reduce 6% $(317.1K) | 1.94% | $5.1M | +32.86% | +3.91% | +17.46% | |
| EFV - ISHARES TR | Reduce 3% $(132.1K) | 1.86% | $4.9M | +40.30% | +3.07% | +17.34% | |
| AVDE - AMERICAN CENTY ETF TR | Add 1% ($63.8K) | 1.67% | $4.4M | +34.54% | +1.70% | +14.34% | |
| IWN - ISHARES TR | Reduce 21% $(1.2M) | 1.66% | $4.3M | +22.40% | +13.04% | +21.88% | |
| IDEV - ISHARES TR | Add 11% ($411.0K) | 1.64% | $4.3M | +30.01% | +0.69% | +12.80% | |
| DFIV - DIMENSIONAL ETF TRUST | Reduce 2% $(84.2K) | 1.60% | $4.2M | +40.47% | +3.84% | +18.53% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 24% ($785.9K) | 1.56% | $4.1M | +11.69% | -0.63% | +3.94% | |
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 3% $(99.5K) | 1.41% | $3.7M | +29.63% | +1.03% | +13.16% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 8% $(291.5K) | 1.36% | $3.6M | +4.76% | -3.92% | -1.96% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 1% $(46.2K) | 1.35% | $3.5M | +8.68% | -1.44% | +1.87% | |
| ETN - EATON CORP PLC | Add 8% ($258.4K) | 1.34% | $3.5M | +104.90% | +30.52% | +98.36% | |
| SPDW - SPDR INDEX SHS FDS | Add 15% ($449.0K) | 1.28% | $3.4M | +29.94% | +1.09% | +13.13% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($67.3K) | 1.23% | $3.2M | +51.14% | +11.64% | +28.11% | |
| VTV - VANGUARD INDEX FDS | Reduce 5% $(172.5K) | 1.17% | $3.1M | +32.77% | +6.94% | +20.89% | |
| VBR - VANGUARD INDEX FDS | 1.16% | $3.0M | +30.49% | +12.56% | +26.36% | ||
| AOR - ISHARES TR | Reduce 3% $(76.7K) | 1.11% | $2.9M | +26.44% | +2.42% | +13.28% | |
| FPE - FIRST TR EXCH TRADED FD III | 1.07% | $2.8M | +28.35% | +5.40% | +17.24% | ||
| TIP - ISHARES TR | Reduce 6% $(183.5K) | 1.07% | $2.8M | +5.40% | -2.82% | -0.71% | |
| AMZN - AMAZON COM INC | Add 4% ($89.9K) | 1.00% | $2.6M | +91.41% | +24.66% | +68.04% | |
| SHY - ISHARES TR | Reduce 16% $(465.5K) | 0.94% | $2.5M | +8.10% | -1.01% | +2.08% | |
| DFUV - DIMENSIONAL ETF TRUST | Reduce 3% $(66.7K) | 0.90% | $2.4M | +31.46% | +10.11% | +25.11% | |
| DFAX - DIMENSIONAL ETF TRUST | Reduce 6% $(141.6K) | 0.89% | $2.3M | +32.06% | +2.38% | +14.82% | |
| IUSV - ISHARES TR | Add 1% ($23.0K) | 0.82% | $2.2M | +31.30% | +8.60% | +24.06% | |
| VUSB - VANGUARD BD INDEX FDS | Reduce 6% $(126.9K) | 0.80% | $2.1M | +12.05% | +0.92% | +5.45% | |
| TSLA - TESLA INC | New Purchase | 0.79% | $2.1M | +90.90% | +43.84% | +1.89% | |
| IEFA - ISHARES TR | Reduce 2% $(40.1K) | 0.74% | $1.9M | +29.05% | +0.57% | +12.94% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.73% | $1.9M | +57.62% | +3.74% | +34.51% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 1% ($13.8K) | 0.73% | $1.9M | +28.93% | +2.76% | +13.63% | |
| DFIP - DIMENSIONAL ETF TRUST | Reduce 14% $(306.2K) | 0.72% | $1.9M | +5.56% | -3.18% | -1.18% | |
| SUB - ISHARES TR | Reduce 25% $(570.1K) | 0.66% | $1.7M | +6.19% | -0.13% | +2.38% | |
| IEMG - ISHARES INC | Add 12% ($176.0K) | 0.63% | $1.6M | +29.21% | +3.45% | +14.65% | |
| FNDF - SCHWAB STRATEGIC TR | Reduce 1% $(8.4K) | 0.61% | $1.6M | +32.98% | +3.15% | +16.88% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Add 15% ($207.5K) | 0.59% | $1.6M | +29.99% | +1.66% | +13.83% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.56% | $1.5M | +14.86% | +5.93% | +14.69% | |
| SPTM - SPDR SER TR | Add 1% ($21.5K) | 0.56% | $1.5M | +47.31% | +8.66% | +27.98% | |
| DISV - DIMENSIONAL ETF TRUST | Add 2% ($27.6K) | 0.55% | $1.4M | +40.95% | +2.72% | +18.05% | |
| STIP - ISHARES TR | 0.54% | $1.4M | +10.41% | -0.74% | +3.05% | ||
| VOO - VANGUARD INDEX FDS | Add 10% ($129.4K) | 0.54% | $1.4M | +49.30% | +8.60% | +28.42% | |
| IEI - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VNQ - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||