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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2023-08-07 (Q2 2023) | Holdings: 150 | Value: $275.8M | 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 5% ($1.0M) | 7.89% | $21.8M | +28.18% | -4.61% | +16.57% | |
| VTI - VANGUARD INDEX FDS | Add 5% ($882.0K) | 6.67% | $18.4M | +35.08% | -2.82% | +19.06% | |
| ITOT - ISHARES TR | Add 15% ($1.5M) | 4.25% | $11.7M | +35.18% | -2.84% | +19.16% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 25% ($2.1M) | 3.78% | $10.4M | +9.21% | +0.76% | +5.54% | |
| VTIP - VANGUARD MALVERN FDS | Add 3% ($255.1K) | 3.21% | $8.9M | +10.97% | +0.60% | +5.60% | |
| AAPL - APPLE INC | Reduce 1% $(92.9K) | 2.89% | $8.0M | +10.49% | +1.92% | +19.34% | |
| AVDV - AMERICAN CENTY ETF TR | Add 7% ($445.2K) | 2.52% | $6.9M | +40.01% | -5.04% | +11.06% | |
| SLYV - SPDR SER TR | Reduce 3% $(187.2K) | 2.43% | $6.7M | +1.90% | -11.38% | +4.80% | |
| DFAT - DIMENSIONAL ETF TRUST | Reduce 1% $(97.9K) | 2.41% | $6.6M | +10.25% | -8.76% | +8.78% | |
| AVEM - AMERICAN CENTY ETF TR | Add 3% ($218.8K) | 2.36% | $6.5M | +29.21% | -2.42% | +11.92% | |
| AVUV - AMERICAN CENTY ETF TR | Add 13% ($744.4K) | 2.30% | $6.3M | +11.57% | -8.08% | +11.54% | |
| AVUS - AMERICAN CENTY ETF TR | 2.21% | $6.1M | +30.15% | -3.94% | +16.68% | ||
| AOA - ISHARES TR | Reduce 3% $(138.8K) | 1.87% | $5.2M | +27.39% | -2.89% | +13.86% | |
| EFV - ISHARES TR | Reduce 2% $(82.3K) | 1.75% | $4.8M | +37.05% | -2.95% | +12.00% | |
| IDEV - ISHARES TR | Add 10% ($416.5K) | 1.73% | $4.8M | +29.54% | -4.65% | +10.12% | |
| IWN - ISHARES TR | 1.61% | $4.4M | +7.87% | -10.31% | +8.86% | ||
| AVDE - AMERICAN CENTY ETF TR | 1.59% | $4.4M | +32.72% | -4.75% | +10.03% | ||
| DFIV - DIMENSIONAL ETF TRUST | Add 1% ($51.4K) | 1.57% | $4.3M | +36.04% | -4.55% | +10.52% | |
| ETN - EATON CORP PLC | 1.50% | $4.1M | +55.82% | -0.69% | +32.45% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Add 2% ($74.1K) | 1.50% | $4.1M | +11.86% | +0.14% | +7.00% | |
| VEA - VANGUARD TAX-MANAGED FDS | 1.37% | $3.8M | +28.64% | -4.53% | +9.70% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.29% | $3.6M | +34.98% | -3.65% | +20.07% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 2% ($57.9K) | 1.28% | $3.5M | +8.10% | -1.09% | +5.40% | |
| SPDW - SPDR INDEX SHS FDS | Add 4% ($122.8K) | 1.28% | $3.5M | +28.86% | -4.60% | +9.71% | |
| BSV - VANGUARD BD INDEX FDS | 1.27% | $3.5M | +9.88% | +0.36% | +6.00% | ||
| AMZN - AMAZON COM INC | 1.19% | $3.3M | +51.13% | +1.04% | +17.91% | ||
| VBR - VANGUARD INDEX FDS | 1.15% | $3.2M | +15.47% | -8.27% | +11.43% | ||
| VTV - VANGUARD INDEX FDS | Reduce 4% $(131.0K) | 1.09% | $3.0M | +24.45% | -4.78% | +15.33% | |
| AOR - ISHARES TR | Reduce 4% $(120.5K) | 1.04% | $2.9M | +22.84% | -2.45% | +11.97% | |
| TSLA - TESLA INC | Reduce 1% $(23.8K) | 0.94% | $2.6M | +30.15% | -10.24% | -19.64% | |
| TIP - ISHARES TR | Reduce 7% $(189.2K) | 0.92% | $2.5M | +7.50% | -1.22% | +4.32% | |
| DFAX - DIMENSIONAL ETF TRUST | Add 3% ($73.3K) | 0.88% | $2.4M | +28.93% | -4.18% | +9.25% | |
| DFUV - DIMENSIONAL ETF TRUST | Reduce 3% $(66.3K) | 0.85% | $2.4M | +19.49% | -6.44% | +12.44% | |
| MSFT - MICROSOFT CORP | 0.82% | $2.3M | +49.16% | +11.32% | +24.13% | ||
| IUSV - ISHARES TR | Reduce 2% $(51.7K) | 0.81% | $2.2M | +20.44% | -4.04% | +15.17% | |
| VRP - INVESCO EXCH TRADED FD TR II | New Purchase | 0.75% | $2.1M | +20.43% | -0.00% | +13.00% | |
| VUSB - VANGUARD BD INDEX FDS | Reduce 6% $(135.3K) | 0.71% | $2.0M | +10.96% | +1.13% | +6.26% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 1% ($26.0K) | 0.70% | $1.9M | +24.46% | -3.35% | +9.21% | |
| SHY - ISHARES TR | Reduce 20% $(495.1K) | 0.70% | $1.9M | +9.00% | +0.78% | +5.43% | |
| IEMG - ISHARES INC | Add 15% ($244.2K) | 0.69% | $1.9M | +23.97% | -3.26% | +8.56% | |
| IEFA - ISHARES TR | Reduce 3% $(58.0K) | 0.69% | $1.9M | +28.50% | -4.77% | +9.94% | |
| DFIP - DIMENSIONAL ETF TRUST | Reduce 8% $(139.2K) | 0.61% | $1.7M | +7.95% | -1.64% | +4.46% | |
| FNDF - SCHWAB STRATEGIC TR | 0.59% | $1.6M | +29.55% | -3.12% | +10.01% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.57% | $1.6M | +27.90% | -4.04% | +10.10% | ||
| DFIC - DIMENSIONAL ETF TRUST | New Purchase | 0.57% | $1.6M | +31.14% | -4.95% | +9.26% | |
| SPTM - SPDR SER TR | Reduce 2% $(25.6K) | 0.56% | $1.6M | +34.83% | -2.54% | +19.41% | |
| VOO - VANGUARD INDEX FDS | Reduce 2% $(32.6K) | 0.55% | $1.5M | +36.69% | -2.08% | +20.20% | |
| XOM - EXXON MOBIL CORP | 0.52% | $1.4M | +14.35% | -2.14% | +15.09% | ||
| IVV - ISHARES TR | New Purchase | 0.52% | $1.4M | +36.73% | -2.06% | +20.22% | |
| STIP - ISHARES TR | Add 1% ($13.9K) | 0.51% | $1.4M | +10.90% | +0.55% | +5.56% | |
| SUB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| DISV - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| FPE - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||