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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2023-11-01 (Q3 2023) | Holdings: 149 | Value: $277.8M | 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 11% ($2.3M) | 8.38% | $23.3M | +37.20% | +16.15% | +34.01% | |
| VTI - VANGUARD INDEX FDS | Reduce 1% $(179.3K) | 6.32% | $17.6M | +42.47% | +16.78% | +35.55% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 19% ($1.9M) | 4.45% | $12.4M | +8.42% | +2.03% | +5.45% | |
| ITOT - ISHARES TR | Add 7% ($831.2K) | 4.36% | $12.1M | +42.62% | +16.87% | +35.70% | |
| VTIP - VANGUARD MALVERN FDS | Add 7% ($633.7K) | 3.41% | $9.5M | +10.28% | +1.62% | +5.98% | |
| AVDV - AMERICAN CENTY ETF TR | Add 12% ($855.4K) | 2.82% | $7.8M | +45.91% | +9.08% | +21.67% | |
| AVUV - AMERICAN CENTY ETF TR | Add 20% ($1.3M) | 2.75% | $7.6M | +21.76% | +16.03% | +28.05% | |
| AVEM - AMERICAN CENTY ETF TR | Add 10% ($655.2K) | 2.54% | $7.1M | +35.26% | +7.68% | +23.95% | |
| AAPL - APPLE INC | 2.53% | $7.0M | +12.97% | +6.02% | +27.13% | ||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 2% $(144.7K) | 2.30% | $6.4M | +22.26% | +15.73% | +26.64% | |
| SLYV - SPDR SER TR | Reduce 1% $(53.4K) | 2.24% | $6.2M | +17.30% | +15.34% | +27.50% | |
| AVUS - AMERICAN CENTY ETF TR | Reduce 1% $(39.9K) | 2.13% | $5.9M | +38.12% | +16.10% | +33.19% | |
| IDEV - ISHARES TR | Add 8% ($375.6K) | 1.77% | $4.9M | +36.21% | +10.90% | +20.28% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Add 20% ($820.3K) | 1.77% | $4.9M | +11.88% | +3.73% | +8.10% | |
| AOA - ISHARES TR | Reduce 1% $(29.5K) | 1.77% | $4.9M | +33.61% | +12.36% | +25.46% | |
| EFV - ISHARES TR | 1.74% | $4.8M | +40.14% | +8.39% | +20.09% | ||
| DFIV - DIMENSIONAL ETF TRUST | Add 7% ($304.0K) | 1.66% | $4.6M | +41.45% | +7.61% | +20.57% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 28% ($963.9K) | 1.59% | $4.4M | +9.86% | +4.22% | +6.41% | |
| ETN - EATON CORP PLC | 1.57% | $4.4M | +58.26% | +25.20% | +55.38% | ||
| IWN - ISHARES TR | 1.54% | $4.3M | +21.92% | +14.74% | +29.47% | ||
| AVDE - AMERICAN CENTY ETF TR | Reduce 1% $(40.7K) | 1.52% | $4.2M | +39.01% | +9.89% | +19.89% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.32% | $3.7M | +40.06% | +12.81% | +27.69% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 3% $(119.8K) | 1.24% | $3.5M | +35.33% | +10.90% | +19.40% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 2% $(57.1K) | 1.24% | $3.4M | +9.79% | +3.01% | +6.45% | |
| SPDW - SPDR INDEX SHS FDS | Add 1% ($40.1K) | 1.22% | $3.4M | +35.86% | +11.12% | +19.85% | |
| AMZN - AMAZON COM INC | Add 1% ($44.7K) | 1.17% | $3.3M | +53.19% | +23.84% | +41.12% | |
| VBR - VANGUARD INDEX FDS | Reduce 4% $(117.9K) | 1.05% | $2.9M | +27.45% | +15.18% | +31.90% | |
| VTV - VANGUARD INDEX FDS | Reduce 2% $(45.2K) | 1.04% | $2.9M | +32.28% | +12.98% | +29.78% | |
| AOR - ISHARES TR | 0.99% | $2.8M | +27.73% | +10.49% | +21.00% | ||
| TSLA - TESLA INC | 0.89% | $2.5M | +51.22% | -11.77% | +14.03% | ||
| TIP - ISHARES TR | Reduce 5% $(111.3K) | 0.84% | $2.3M | +9.53% | +3.32% | +6.54% | |
| DFAX - DIMENSIONAL ETF TRUST | 0.84% | $2.3M | +35.28% | +8.82% | +19.96% | ||
| DFUV - DIMENSIONAL ETF TRUST | 0.84% | $2.3M | +28.99% | +15.19% | +28.16% | ||
| IUSV - ISHARES TR | Reduce 1% $(19.0K) | 0.76% | $2.1M | +28.33% | +14.96% | +29.48% | |
| MSFT - MICROSOFT CORP | 0.75% | $2.1M | +40.16% | +18.67% | +18.51% | ||
| IEMG - ISHARES INC | Add 11% ($201.6K) | 0.74% | $2.0M | +31.03% | +5.56% | +22.33% | |
| VRP - INVESCO EXCH TRADED FD TR II | Reduce 1% $(26.0K) | 0.74% | $2.0M | +22.42% | +9.54% | +18.68% | |
| DFIC - DIMENSIONAL ETF TRUST | Add 32% ($490.4K) | 0.72% | $2.0M | +37.61% | +9.79% | +19.06% | |
| SHY - ISHARES TR | Reduce 1% $(27.6K) | 0.69% | $1.9M | +8.21% | +1.99% | +5.29% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(16.1K) | 0.67% | $1.9M | +31.34% | +4.63% | +24.34% | |
| VUSB - VANGUARD BD INDEX FDS | Reduce 6% $(112.7K) | 0.66% | $1.8M | +9.85% | +2.10% | +6.61% | |
| IEFA - ISHARES TR | Reduce 2% $(32.9K) | 0.64% | $1.8M | +35.08% | +10.79% | +19.21% | |
| FNDF - SCHWAB STRATEGIC TR | 0.58% | $1.6M | +33.30% | +8.95% | +17.34% | ||
| XOM - EXXON MOBIL CORP | 0.57% | $1.6M | +13.60% | -2.81% | +15.95% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.54% | $1.5M | +34.35% | +9.17% | +20.94% | ||
| SPTM - SPDR SER TR | 0.54% | $1.5M | +41.83% | +16.39% | +35.26% | ||
| DFIP - DIMENSIONAL ETF TRUST | Reduce 10% $(167.4K) | 0.52% | $1.4M | +10.47% | +3.66% | +6.84% | |
| DISV - DIMENSIONAL ETF TRUST | New Purchase | 0.51% | $1.4M | +42.28% | +7.86% | +19.73% | |
| STIP - ISHARES TR | Add 2% ($21.2K) | 0.51% | $1.4M | +10.33% | +1.69% | +6.08% | |
| AVLV - AMERICAN CENTY ETF TR | New Purchase | 0.50% | $1.4M | +32.90% | +15.14% | +30.40% | |
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||