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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2024-05-13 (Q1 2024) | Holdings: 171 | Value: $364.9M | 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 | 10.51% | $38.4M | +10.84% | +2.64% | +9.63% | ||
| VTI - VANGUARD INDEX FDS | Reduce 2% $(360.0K) | 5.91% | $21.5M | +15.42% | +4.10% | +13.58% | |
| ITOT - ISHARES TR | Add 6% ($1.1M) | 5.13% | $18.7M | +15.33% | +3.97% | +13.49% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 90% ($7.5M) | 4.31% | $15.7M | +6.69% | +4.86% | +5.35% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Add 7% ($987.2K) | 4.15% | $15.1M | +5.96% | +2.63% | +5.32% | |
| AVUV - AMERICAN CENTY ETF TR | Add 10% ($1.0M) | 3.09% | $11.3M | -2.38% | -2.82% | -1.93% | |
| AVDV - AMERICAN CENTY ETF TR | Add 8% ($729.4K) | 2.83% | $10.3M | +22.02% | +0.30% | +15.61% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 7% $(702.8K) | 2.57% | $9.4M | +7.11% | +2.22% | +6.51% | |
| AVEM - AMERICAN CENTY ETF TR | Reduce 1% $(130.9K) | 2.39% | $8.7M | +13.35% | -0.29% | +8.97% | |
| AAPL - APPLE INC | Add 15% ($1.0M) | 2.12% | $7.7M | +5.33% | +18.38% | +13.77% | |
| AVUS - AMERICAN CENTY ETF TR | Add 9% ($625.2K) | 2.11% | $7.7M | +11.49% | +1.74% | +10.36% | |
| DFAT - DIMENSIONAL ETF TRUST | 2.09% | $7.6M | -1.03% | -2.41% | -0.33% | ||
| SLYV - SPDR SER TR | Add 1% ($88.7K) | 2.02% | $7.4M | -2.85% | -0.44% | -2.56% | |
| AVDE - AMERICAN CENTY ETF TR | Reduce 1% $(94.8K) | 2.01% | $7.3M | +17.17% | -0.38% | +12.56% | |
| IDEV - ISHARES TR | Add 9% ($602.6K) | 1.97% | $7.2M | +14.80% | -0.01% | +11.06% | |
| ETN - EATON CORP PLC | Reduce 1% $(52.5K) | 1.73% | $6.3M | +4.04% | -8.23% | +2.25% | |
| AOA - ISHARES TR | Add 1% ($77.6K) | 1.61% | $5.9M | +12.94% | +2.95% | +10.75% | |
| DFIV - DIMENSIONAL ETF TRUST | Add 1% ($70.9K) | 1.61% | $5.9M | +18.00% | -1.81% | +13.39% | |
| EFV - ISHARES TR | Reduce 2% $(93.5K) | 1.42% | $5.2M | +19.07% | -0.49% | +15.58% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($38.7K) | 1.28% | $4.7M | +18.20% | +6.83% | +22.65% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 1% ($24.4K) | 1.18% | $4.3M | +14.17% | -0.29% | +9.92% | |
| AMZN - AMAZON COM INC | Add 7% ($267.5K) | 1.05% | $3.8M | +15.61% | -7.46% | +14.38% | |
| DFCF - DIMENSIONAL ETF TRUST | Add 10% ($358.2K) | 1.04% | $3.8M | +6.12% | +4.48% | +4.34% | |
| DFUV - DIMENSIONAL ETF TRUST | Add 10% ($351.9K) | 1.02% | $3.7M | +4.73% | -0.60% | +3.56% | |
| DFAI - DIMENSIONAL ETF TRUST | Add 55% ($1.3M) | 0.99% | $3.6M | +15.10% | -0.10% | +11.09% | |
| SPDW - SPDR INDEX SHS FDS | Reduce 10% $(394.1K) | 0.95% | $3.5M | +14.44% | -0.23% | +10.19% | |
| IWN - ISHARES TR | Reduce 29% $(1.4M) | 0.94% | $3.4M | -0.57% | -0.22% | -1.43% | |
| MSFT - MICROSOFT CORP | Add 10% ($294.5K) | 0.92% | $3.3M | +17.66% | +1.36% | +10.77% | |
| VBR - VANGUARD INDEX FDS | Reduce 4% $(132.6K) | 0.90% | $3.3M | +2.33% | -0.69% | +2.99% | |
| VTV - VANGUARD INDEX FDS | Reduce 1% $(31.9K) | 0.88% | $3.2M | +9.63% | +2.94% | +7.36% | |
| AOR - ISHARES TR | Add 1% ($32.6K) | 0.86% | $3.1M | +11.32% | +3.30% | +9.28% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 9% $(279.5K) | 0.78% | $2.8M | +6.62% | +3.29% | +5.71% | |
| DFAX - DIMENSIONAL ETF TRUST | Reduce 1% $(31.4K) | 0.72% | $2.6M | +14.79% | -0.62% | +10.50% | |
| DFSD - DIMENSIONAL ETF TRUST | New Purchase | 0.71% | $2.6M | +6.78% | +2.38% | +5.60% | |
| IEMG - ISHARES INC | Add 8% ($199.2K) | 0.71% | $2.6M | +12.60% | -0.03% | +9.99% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.70% | $2.6M | +62.43% | +31.80% | +51.10% | |
| DFIC - DIMENSIONAL ETF TRUST | Add 8% ($175.1K) | 0.68% | $2.5M | +16.41% | -0.64% | +11.64% | |
| DISV - DIMENSIONAL ETF TRUST | Add 1% ($12.8K) | 0.67% | $2.4M | +18.97% | -0.44% | +14.05% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 3% ($60.2K) | 0.58% | $2.1M | +13.39% | +0.29% | +12.47% | |
| DFUS - DIMENSIONAL ETF TRUST | New Purchase | 0.53% | $1.9M | +15.49% | +4.04% | +13.74% | |
| IEFA - ISHARES TR | Reduce 5% $(102.7K) | 0.53% | $1.9M | +13.80% | -0.32% | +10.33% | |
| VRP - INVESCO EXCH TRADED FD TR II | Reduce 10% $(205.5K) | 0.52% | $1.9M | +8.68% | +2.18% | +7.32% | |
| DFAE - DIMENSIONAL ETF TRUST | New Purchase | 0.49% | $1.8M | +12.56% | +0.81% | +9.93% | |
| TSLA - TESLA INC | 0.48% | $1.8M | +84.56% | +15.41% | +99.25% | ||
| AVLV - AMERICAN CENTY ETF TR | Reduce 1% $(17.2K) | 0.47% | $1.7M | +7.17% | -1.28% | +6.43% | |
| SPTM - SPDR SER TR | 0.47% | $1.7M | +15.01% | +4.30% | +13.25% | ||
| VOO - VANGUARD INDEX FDS | New Purchase | 0.46% | $1.7M | +16.21% | +4.72% | +14.27% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.44% | $1.6M | +0.30% | +1.85% | -4.75% | |
| WMT - WALMART INC | New Purchase | 0.43% | $1.6M | +58.73% | +13.45% | +61.64% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 6% $(93.0K) | 0.43% | $1.6M | +13.93% | +0.12% | +10.92% | |
| TIP - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VUSB - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IUSV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| FNDF - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SHY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||