HoldingsChannel.com
Northwest Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 69,063 +31,602 $8,903
     VTI69,063+31,602$8,903
VANGUARD TAX MANAGED INTL FD (VEA) 145,409 +29,876 $4,848
     VEA145,409+29,876$4,848
SPDR SER TR (SLYV) 108,619 +58,365 $4,438
     SLYV108,619+58,365$4,438
US BANCORP DEL 104,596 UNCH $3,603
     USB104,596UNCH$3,603
VANGUARD BD INDEX FDS (BSV) 43,090 -3,107 $3,541
     BSV43,090-3,107$3,541
VANGUARD INDEX FDS (VBR) 37,303 -2,404 $3,312
     VBR37,303-2,404$3,312
VANGUARD INDEX FDS (VTV) 36,265 +10,522 $3,230
     VTV36,265+10,522$3,230
ISHARES TR (AOA) 67,567 +888 $3,207
     AOA67,567+888$3,207
ISHARES TR (IWN) 38,403 +34,785 $3,150
     IWN38,403+34,785$3,150
ISHARES TR (EFV) 76,765 +34,197 $2,740
     EFV76,765+34,197$2,740
APPLE INC 10,632 +1,081 $2,704
     AAPL10,632+1,081$2,704
ISHARES TR (IVV) 9,935 +2,543 $2,567
     IVV9,935+2,543$2,567
ISHARES TR (TIP) 21,453 -1,611 $2,530
     TIP21,453-1,611$2,530
ISHARES TR (AOR) 56,987 +198 $2,358
     AOR56,987+198$2,358
SPDR SER TR (SPIP) 72,258 +72,258 $2,098
     SPIP72,258+72,258$2,098
ISHARES TR (SUB) 18,984 -1,089 $2,018
     SUB18,984-1,089$2,018
BERKSHIRE HATHAWAY INC DEL      $1,912
     BRK.B7,480-407$1,368
     BRK.A2UNCH$544
VANGUARD INTL EQUITY INDEX F (VWO) 56,097 +5,512 $1,882
     VWO56,097+5,512$1,882
VANGUARD INDEX FDS (VOO) 5,840 +5,840 $1,383
     VOO5,840+5,840$1,383
AMAZON COM INC 656 +195 $1,279
     AMZN656+195$1,279
SCHWAB STRATEGIC TR 59,011 +59,011 $1,241
     FNDF59,011+59,011$1,241
ISHARES TR (IUSV) 26,239 +26,239 $1,212
     IUSV26,239+26,239$1,212
EATON CORP PLC 14,846 UNCH $1,153
     ETN14,846UNCH$1,153
FIRST TR EXCH TRADED FD III (FMB) 20,852 -10,560 $1,127
     FMB20,852-10,560$1,127
VANGUARD INTL EQUITY INDEX F (VSS) 14,299 -8,704 $1,119
     VSS14,299-8,704$1,119
ISHARES TR (AGG) 9,320 +4,868 $1,075
     AGG9,320+4,868$1,075
VANGUARD INTL EQUITY INDEX F (VEU) 26,126 -187 $1,072
     VEU26,126-187$1,072
ISHARES TR (MUB) 8,958 +62 $1,012
     MUB8,958+62$1,012
ISHARES TR (IEFA) 19,764 +11,458 $986
     IEFA19,764+11,458$986
FIRST TR EXCHANGE TRADED FD (LMBS) 19,116 -3,611 $975
     LMBS19,116-3,611$975
VANGUARD SCOTTSDALE FDS (VGIT) 13,685 -3,075 $965
     VGIT13,685-3,075$965
FIRST TR EXCH TRADED FD III (FPE) 58,257 -3,351 $955
     FPE58,257-3,351$955
ISHARES TR (EEM) 26,685 +26,685 $911
     EEM26,685+26,685$911
SPDR SER TR (SHM) 18,640 -6,640 $911
     SHM18,640-6,640$911
SCHWAB STRATEGIC TR 35,998 +35,998 $845
     FNDC35,998+35,998$845
VANGUARD INDEX FDS (VNQ) 11,964 +2,247 $836
     VNQ11,964+2,247$836
SPDR SER TR (SPTM) 24,903 +629 $783
     SPTM24,903+629$783
ISHARES TR (IJS) 7,763 +7,763 $776
     IJS7,763+7,763$776
ALPS ETF TR (ENFR) 74,261 +10,605 $763
     ENFR74,261+10,605$763
SPDR INDEX SHS FDS (SPDW) 29,314 +17,820 $702
     SPDW29,314+17,820$702
VANGUARD BD INDEX FDS (BIV) 7,508 +31 $671
     BIV7,508+31$671
ISHARES TR (AOM) 18,149 -3,000 $667
     AOM18,149-3,000$667
ISHARES TR (STIP) 6,603 -1,107 $660
     STIP6,603-1,107$660
SPDR INDEX SHS FDS (SPEM) 22,720 +7,544 $647
     SPEM22,720+7,544$647
VANGUARD INDEX FDS (VOE) 7,705 -3,853 $626
     VOE7,705-3,853$626
OCCIDENTAL PETE CORP 52,784 UNCH $611
     OXY52,784UNCH$611
JPMORGAN CHASE & CO 6,776 -50 $610
     JPM6,776-50$610
MICROSOFT CORP 3,870 -300 $610
     MSFT3,870-300$610
TYSON FOODS INC 9,630 UNCH $557
     TSN9,630UNCH$557
WISDOMTREE TR 21,851 -11,255 $549
     USFR21,851-11,255$549

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 03/31/2020: $98,810
At 12/31/2019: $109,114

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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