HoldingsChannel.com
Northwest Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Northwest Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Northwest Wealth Management LLC. In the Northwest Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Northwest Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Northwest Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 780,687 +780,687 $18,190
     DFAC780,687+780,687$18,190
VANGUARD INDEX FDS (VTI) 79,860 +6,182 $15,063
     VTI79,860+6,182$15,063
SPDR SER TR (SLYV) 108,856 -9,336 $7,882
     SLYV108,856-9,336$7,882
APPLE INC 40,906 +1,747 $5,593
     AAPL40,906+1,747$5,593
DIMENSIONAL ETF TRUST (DFAT) 137,839 +137,839 $5,544
     DFAT137,839+137,839$5,544
ISHARES TR (IWN) 40,506 -6,322 $5,515
     IWN40,506-6,322$5,515
ISHARES TR (AOA) 86,099 -964 $5,156
     AOA86,099-964$5,156
US BANCORP DEL 111,969 +1,146 $5,153
     USB111,969+1,146$5,153
ISHARES TR (ITOT) 57,077 +33,397 $4,782
     ITOT57,077+33,397$4,782
VANGUARD SCOTTSDALE FDS (VGIT) 74,798 +6,927 $4,575
     VGIT74,798+6,927$4,575
VANGUARD TAX MANAGED INTL FD (VEA) 109,957 +5,535 $4,486
     VEA109,957+5,535$4,486
FIRST TR EXCH TRADED FD III (FPE) 232,700 +100,948 $4,009
     FPE232,700+100,948$4,009
VANGUARD INDEX FDS (VTV) 30,372 -2,299 $4,006
     VTV30,372-2,299$4,006
ISHARES TR (EFV) 91,366 +6,554 $3,965
     EFV91,366+6,554$3,965
AMERICAN CENTY ETF TR (AVUS) 60,551 +23,553 $3,938
     AVUS60,551+23,553$3,938
BERKSHIRE HATHAWAY INC DEL      $3,922
     BRK.B11,370+319$3,104
     BRK.A2UNCH$818
ISHARES TR (TIP) 31,474 +6,169 $3,585
     TIP31,474+6,169$3,585
VANGUARD BD INDEX FDS (BSV) 46,672 -8,622 $3,584
     BSV46,672-8,622$3,584
AMERICAN CENTY ETF TR (AVDV) 67,080 +9,622 $3,539
     AVDV67,080+9,622$3,539
OCCIDENTAL PETE CORP      $3,285
     OXY52,272+361$3,078
     OXY.WT5,597+5,597$207
VANGUARD INDEX FDS (VBR) 21,682 -1,688 $3,248
     VBR21,682-1,688$3,248
DIMENSIONAL ETF TRUST (DFIP) 73,370 +73,370 $3,227
     DFIP73,370+73,370$3,227
ISHARES TR (SHY) 35,992 +32,610 $2,980
     SHY35,992+32,610$2,980
AMERICAN CENTY ETF TR (AVEM) 57,149 +8,708 $2,973
     AVEM57,149+8,708$2,973
DIMENSIONAL ETF TRUST (DFIV) 102,656 +102,656 $2,966
     DFIV102,656+102,656$2,966
AMERICAN CENTY ETF TR (AVDE) 57,703 +9,556 $2,941
     AVDE57,703+9,556$2,941
SPDR INDEX SHS FDS (SPDW) 100,945 +12,787 $2,911
     SPDW100,945+12,787$2,911
ISHARES TR (AOR) 60,122 -2,128 $2,886
     AOR60,122-2,128$2,886
DIMENSIONAL ETF TRUST (DFAX) 124,694 +124,694 $2,673
     DFAX124,694+124,694$2,673
ISHARES TR (IVV) 7,044 -906 $2,671
     IVV7,044-906$2,671
ISHARES TR (SUB) 24,619 +3,431 $2,577
     SUB24,619+3,431$2,577
EATON CORP PLC 20,241 +1,205 $2,550
     ETN20,241+1,205$2,550
AMAZON COM INC 23,603 +22,657 $2,507
     AMZN23,603+22,657$2,507
ISHARES TR (IDEV) 42,498 +28,469 $2,284
     IDEV42,498+28,469$2,284
ISHARES TR (IUSV) 32,863 +1,493 $2,198
     IUSV32,863+1,493$2,198
DIMENSIONAL ETF TRUST (DFUV) 68,236 +68,236 $2,156
     DFUV68,236+68,236$2,156
VANGUARD BD INDEX FDS (VUSB) 42,866 +42,866 $2,109
     VUSB42,866+42,866$2,109
ISHARES TR (IEFA) 35,530 +208 $2,091
     IEFA35,530+208$2,091
VANGUARD MALVERN FDS (VTIP) 40,556 -3,584 $2,033
     VTIP40,556-3,584$2,033
AMERICAN CENTY ETF TR (AVUV) 29,308 +16,807 $2,003
     AVUV29,308+16,807$2,003
VANGUARD INTL EQUITY INDEX F (VWO) 46,400 +485 $1,933
     VWO46,400+485$1,933
TESLA INC 2,484 +223 $1,673
     TSLA2,484+223$1,673
ISHARES TR (EEM) 38,051 +12,809 $1,526
     EEM38,051+12,809$1,526
VANGUARD INDEX FDS (VNQ) 16,238 -276 $1,479
     VNQ16,238-276$1,479
VANGUARD INDEX FDS (VOO) 4,196 -166 $1,456
     VOO4,196-166$1,456
SCHWAB STRATEGIC TR 50,991 -26 $1,444
     FNDF50,991-26$1,444
SPDR SER TR (SPIP) 51,664 +1,503 $1,422
     SPIP51,664+1,503$1,422
MICROSOFT CORP 5,319 +783 $1,366
     MSFT5,319+783$1,366
ISHARES TR (IEI) 11,407 +11,407 $1,361
     IEI11,407+11,407$1,361
VANGUARD INTL EQUITY INDEX F (VEU) 26,424 -716 $1,320
     VEU26,424-716$1,320

See Full List: All Stocks Held By Northwest Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Northwest Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $230,619
At 03/31/2022: $204,115

Northwest Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Northwest Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Northwest Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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