10,000+ stock pitches from top investors available on joinyellowbrick.com
NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2024-02-14 (Q4 2023) | Holdings: 161 | Value: $332.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| DFAC - DIMENSIONAL ETF TRUST | Add 35% ($9.2M) | 10.59% | $35.2M | +16.63% | +6.72% | +20.87% | |
| VTI - VANGUARD INDEX FDS | Add 2% ($386.2K) | 6.02% | $20.0M | +20.44% | +6.13% | +23.52% | |
| ITOT - ISHARES TR | Add 19% ($2.6M) | 4.85% | $16.1M | +20.45% | +6.11% | +23.59% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 14% ($1.7M) | 4.28% | $14.2M | +6.42% | +0.65% | +4.50% | |
| VTIP - VANGUARD MALVERN FDS | Add 5% ($469.7K) | 3.01% | $10.0M | +8.34% | +1.34% | +5.86% | |
| AVUV - AMERICAN CENTY ETF TR | Add 11% ($1.0M) | 2.95% | $9.8M | +3.87% | +6.89% | +13.46% | |
| AVDV - AMERICAN CENTY ETF TR | Add 8% ($646.5K) | 2.74% | $9.1M | +34.54% | +11.33% | +18.45% | |
| AVEM - AMERICAN CENTY ETF TR | Add 14% ($1.1M) | 2.60% | $8.6M | +22.93% | +10.21% | +13.07% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 83% ($3.8M) | 2.52% | $8.4M | +6.32% | +0.26% | +3.11% | |
| AAPL - APPLE INC | Reduce 5% $(383.7K) | 2.27% | $7.5M | +7.75% | +3.50% | +33.82% | |
| SLYV - SPDR SER TR | Add 2% ($156.7K) | 2.21% | $7.3M | +0.16% | +3.14% | +12.21% | |
| DFAT - DIMENSIONAL ETF TRUST | 2.20% | $7.3M | +4.50% | +6.44% | +13.17% | ||
| AVDE - AMERICAN CENTY ETF TR | Add 54% ($2.5M) | 2.12% | $7.0M | +26.36% | +9.04% | +14.58% | |
| AVUS - AMERICAN CENTY ETF TR | Reduce 2% $(132.0K) | 1.94% | $6.4M | +17.47% | +6.83% | +21.77% | |
| IDEV - ISHARES TR | Add 16% ($855.8K) | 1.88% | $6.2M | +22.54% | +8.10% | +13.65% | |
| AOA - ISHARES TR | Add 2% ($127.2K) | 1.65% | $5.5M | +18.12% | +5.94% | +16.37% | |
| DFIV - DIMENSIONAL ETF TRUST | Add 12% ($564.7K) | 1.63% | $5.4M | +31.96% | +12.90% | +19.36% | |
| EFV - ISHARES TR | Reduce 2% $(116.3K) | 1.52% | $5.0M | +30.29% | +10.63% | +17.86% | |
| ETN - EATON CORP PLC | Reduce 1% $(40.0K) | 1.47% | $4.9M | +23.88% | +23.37% | +15.01% | |
| IWN - ISHARES TR | Reduce 4% $(199.3K) | 1.42% | $4.7M | +4.18% | +5.48% | +13.25% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 8% ($306.3K) | 1.23% | $4.1M | +21.65% | +8.00% | +12.35% | |
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 22% $(1.1M) | 1.19% | $4.0M | +8.01% | +0.90% | +5.62% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 5% ($189.0K) | 1.18% | $3.9M | +21.55% | +3.41% | +20.97% | |
| SPDW - SPDR INDEX SHS FDS | Reduce 1% $(48.5K) | 1.11% | $3.7M | +21.98% | +8.00% | +12.78% | |
| DFCF - DIMENSIONAL ETF TRUST | New Purchase | 1.05% | $3.5M | +6.28% | +0.82% | +3.92% | |
| VBR - VANGUARD INDEX FDS | Reduce 3% $(105.8K) | 0.96% | $3.2M | +9.23% | +7.24% | +16.68% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 11% $(391.3K) | 0.94% | $3.1M | +6.96% | +0.65% | +4.61% | |
| DFUV - DIMENSIONAL ETF TRUST | Add 20% ($511.3K) | 0.92% | $3.1M | +11.48% | +7.18% | +16.06% | |
| AMZN - AMAZON COM INC | Reduce 23% $(877.9K) | 0.91% | $3.0M | +24.59% | +9.03% | +32.87% | |
| VTV - VANGUARD INDEX FDS | Reduce 5% $(153.7K) | 0.89% | $3.0M | +16.77% | +7.71% | +19.66% | |
| AOR - ISHARES TR | 0.89% | $3.0M | +15.21% | +4.67% | +13.40% | ||
| MSFT - MICROSOFT CORP | Add 9% ($230.1K) | 0.82% | $2.7M | +18.78% | +3.85% | +0.93% | |
| DFAX - DIMENSIONAL ETF TRUST | Add 1% ($20.7K) | 0.77% | $2.6M | +23.70% | +9.21% | +13.09% | |
| TSLA - TESLA INC | Add 1% ($35.3K) | 0.75% | $2.5M | +70.25% | -8.02% | +87.20% | |
| IUSV - ISHARES TR | Reduce 2% $(38.3K) | 0.71% | $2.4M | +11.42% | +6.33% | +15.06% | |
| IEMG - ISHARES INC | Add 8% ($163.6K) | 0.70% | $2.3M | +20.97% | +9.08% | +14.06% | |
| DISV - DIMENSIONAL ETF TRUST | Add 48% ($742.3K) | 0.69% | $2.3M | +33.05% | +13.19% | +16.98% | |
| DFAI - DIMENSIONAL ETF TRUST | New Purchase | 0.67% | $2.2M | +23.21% | +8.41% | +13.58% | |
| DFIC - DIMENSIONAL ETF TRUST | Add 1% ($17.7K) | 0.67% | $2.2M | +25.65% | +9.21% | +13.79% | |
| VRP - INVESCO EXCH TRADED FD TR II | Reduce 4% $(77.2K) | 0.61% | $2.0M | +11.76% | +3.01% | +10.42% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 4% ($79.5K) | 0.61% | $2.0M | +22.10% | +9.08% | +16.79% | |
| TIP - ISHARES TR | Reduce 18% $(433.1K) | 0.60% | $2.0M | +6.59% | +1.11% | +4.32% | |
| IEFA - ISHARES TR | 0.58% | $1.9M | +21.51% | +8.22% | +12.62% | ||
| FNDF - SCHWAB STRATEGIC TR | 0.52% | $1.7M | +22.76% | +9.57% | +11.97% | ||
| SHY - ISHARES TR | Reduce 16% $(306.2K) | 0.49% | $1.6M | +6.28% | +0.64% | +4.35% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(54.7K) | 0.48% | $1.6M | +21.77% | +8.30% | +13.93% | |
| AVLV - AMERICAN CENTY ETF TR | Add 2% ($32.1K) | 0.47% | $1.6M | +14.28% | +7.33% | +19.95% | |
| SPTM - SPDR SER TR | Reduce 7% $(114.6K) | 0.47% | $1.6M | +20.59% | +6.60% | +23.42% | |
| VUSB - VANGUARD BD INDEX FDS | Reduce 17% $(309.7K) | 0.46% | $1.5M | +7.42% | +1.24% | +5.74% | |
| IVV - ISHARES TR | New Purchase | 0.45% | $1.5M | +21.71% | +6.48% | +24.16% | |
| STIP - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| DFIP - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||