All Stocks Held By Northwest Wealth Management LLC

As of 12/31/2023, we find all stocks held by Northwest Wealth Management LLC to be as follows, presented in the table below with each row detailing each Northwest Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Northwest Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Northwest Wealth Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC)	1,203,369	+315,243	$35,174
DFAC	1,203,369	+315,243	$35,174
VANGUARD INDEX FDS (VTI)	84,300	+1,628	$19,998
VTI	84,300	+1,628	$19,998
ISHARES TR (ITOT)	153,110	+24,394	$16,112
ITOT	153,110	+24,394	$16,112
VANGUARD SCOTTSDALE FDS (VGSH)	243,565	+29,040	$14,207
VGSH	243,565	+29,040	$14,207
VANGUARD MALVERN FDS (VTIP)	210,191	+9,890	$9,982
VTIP	210,191	+9,890	$9,982
AMERICAN CENTY ETF TR (AVUV)	108,986	+11,139	$9,787
AVUV	108,986	+11,139	$9,787
AMERICAN CENTY ETF TR (AVDV)	145,738	+10,345	$9,107
AVDV	145,738	+10,345	$9,107
AMERICAN CENTY ETF TR (AVEM)	152,943	+19,332	$8,624
AVEM	152,943	+19,332	$8,624
VANGUARD SCOTTSDALE FDS (VGIT)	141,109	+63,973	$8,371
VGIT	141,109	+63,973	$8,371
APPLE INC	39,085	-1,993	$7,525
AAPL	39,085	-1,993	$7,525
SPDR SER TR (SLYV)	87,987	+1,881	$7,330
SLYV	87,987	+1,881	$7,330
DIMENSIONAL ETF TRUST (DFAT)	139,660	-417	$7,308
DFAT	139,660	-417	$7,308
AMERICAN CENTY ETF TR (AVDE)	116,405	+40,630	$7,034
AVDE	116,405	+40,630	$7,034
AMERICAN CENTY ETF TR (AVUS)	79,010	-1,619	$6,443
AVUS	79,010	-1,619	$6,443
ISHARES TR (IDEV)	97,928	+13,444	$6,234
IDEV	97,928	+13,444	$6,234
ISHARES TR (AOA)	79,146	+1,842	$5,465
AOA	79,146	+1,842	$5,465
DIMENSIONAL ETF TRUST (DFIV)	157,594	+16,436	$5,415
DFIV	157,594	+16,436	$5,415
ISHARES TR (EFV)	96,677	-2,232	$5,037
EFV	96,677	-2,232	$5,037
EATON CORP PLC	20,340	-166	$4,898
ETN	20,340	-166	$4,898
ISHARES TR (IWN)	30,296	-1,283	$4,706
IWN	30,296	-1,283	$4,706
VANGUARD TAX MANAGED FDS (VEA)	85,334	+6,394	$4,088
VEA	85,334	+6,394	$4,088
VANGUARD SCOTTSDALE FDS (VCSH)	51,157	-14,313	$3,958
VCSH	51,157	-14,313	$3,958
BERKSHIRE HATHAWAY INC DEL			$3,928
BRK.B	11,012	+530	$3,928
SPDR INDEX SHS FDS (SPDW)	108,044	-1,426	$3,675
SPDW	108,044	-1,426	$3,675
DIMENSIONAL ETF TRUST (DFCF)	82,061	+82,061	$3,479
DFCF	82,061	+82,061	$3,479
VANGUARD INDEX FDS (VBR)	17,778	-588	$3,200
VBR	17,778	-588	$3,200
VANGUARD BD INDEX FDS (BSV)	40,584	-5,081	$3,126
BSV	40,584	-5,081	$3,126
DIMENSIONAL ETF TRUST (DFUV)	82,122	+13,737	$3,057
DFUV	82,122	+13,737	$3,057
AMAZON COM INC	19,849	-5,778	$3,016
AMZN	19,849	-5,778	$3,016
VANGUARD INDEX FDS (VTV)	19,867	-1,028	$2,970
VTV	19,867	-1,028	$2,970
ISHARES TR (AOR)	55,801	-55	$2,968
AOR	55,801	-55	$2,968
MICROSOFT CORP	7,248	+612	$2,725
MSFT	7,248	+612	$2,725
DIMENSIONAL ETF TRUST (DFAX)	104,600	+848	$2,554
DFAX	104,600	+848	$2,554
TESLA INC	10,007	+142	$2,487
TSLA	10,007	+142	$2,487
ISHARES TR (IUSV)	27,883	-454	$2,351
IUSV	27,883	-454	$2,351
ISHARES INC (IEMG)	46,211	+3,235	$2,337
IEMG	46,211	+3,235	$2,337
DIMENSIONAL ETF TRUST (DISV)	88,813	+28,789	$2,290
DISV	88,813	+28,789	$2,290
DIMENSIONAL ETF TRUST (DFAI)	77,425	+44,340	$2,217
DFAI	77,425	+44,340	$2,217
DIMENSIONAL ETF TRUST (DFIC)	86,524	+694	$2,209
DFIC	86,524	+694	$2,209
INVESCO EXCH TRADED FD TR II (VRP)	87,999	-3,346	$2,031
VRP	87,999	-3,346	$2,031
VANGUARD INTL EQUITY INDEX F (VWO)	49,304	+1,935	$2,026
VWO	49,304	+1,935	$2,026
ISHARES TR (TIP)	18,553	-4,029	$1,994
TIP	18,553	-4,029	$1,994
ISHARES TR (IEFA)	27,603	+79	$1,942
IEFA	27,603	+79	$1,942
SCHWAB STRATEGIC TR	50,760	+17	$1,712
FNDF	50,760	+17	$1,712
ISHARES TR (SHY)	19,852	-3,732	$1,629
SHY	19,852	-3,732	$1,629
VANGUARD INTL EQUITY INDEX F (VEU)	28,202	-974	$1,583
VEU	28,202	-974	$1,583
AMERICAN CENTY ETF TR (AVLV)	26,947	+556	$1,556
AVLV	26,947	+556	$1,556
SPDR SER TR (SPTM)	26,615	-1,960	$1,556
SPTM	26,615	-1,960	$1,556
VANGUARD BD INDEX FDS (VUSB)	31,209	-6,264	$1,543
VUSB	31,209	-6,264	$1,543
ISHARES TR (IVV)	3,118	-1	$1,489
IVV	3,118	-1	$1,489
VANGUARD INDEX FDS (VOO)	3,268	+13	$1,427
VOO	3,268	+13	$1,427
JPMORGAN CHASE & CO	8,265	+47	$1,406
JPM	8,265	+47	$1,406
DIMENSIONAL ETF TRUST (DFIP)	33,686	-2,574	$1,391
DFIP	33,686	-2,574	$1,391
EXXON MOBIL CORP	13,792	+324	$1,379
XOM	13,792	+324	$1,379
DIMENSIONAL ETF TRUST (DIHP)	53,476	+5,520	$1,372
DIHP	53,476	+5,520	$1,372
WALMART INC	8,466	+1,100	$1,335
WMT	8,466	+1,100	$1,335
VANGUARD INDEX FDS (VNQ)	14,960	-125	$1,322
VNQ	14,960	-125	$1,322
FIRST TR EXCH TRADED FD III (FPE)	78,327	+308	$1,321
FPE	78,327	+308	$1,321
SCHWAB STRATEGIC TR	37,559	-203	$1,309
FNDC	37,559	-203	$1,309
ISHARES TR (STIP)	13,223	-1,479	$1,304
STIP	13,223	-1,479	$1,304
ISHARES TR (EEM)	29,474	-372	$1,185
EEM	29,474	-372	$1,185
ISHARES TR (IEI)	9,738	-1,144	$1,141
IEI	9,738	-1,144	$1,141
VANGUARD INTL EQUITY INDEX F (VT)	10,832	+372	$1,114
VT	10,832	+372	$1,114
UNION PAC CORP	4,436	+25	$1,090
UNP	4,436	+25	$1,090
NVIDIA CORPORATION	1,969	+30	$975
NVDA	1,969	+30	$975
VANGUARD SPECIALIZED FUNDS (VIG)	5,661	-365	$965
VIG	5,661	-365	$965
INVESCO EXCHANGE TRADED FD T (RSP)	5,871	-396	$926
RSP	5,871	-396	$926
DIMENSIONAL ETF TRUST (DFEM)	36,498	+8,355	$911
DFEM	36,498	+8,355	$911
EA SERIES TRUST	43,150	+7,393	$907
BSVO	43,150	+7,393	$907
VANECK ETF TRUST (FLTR)	33,313	+191	$838
FLTR	33,313	+191	$838
ISHARES TR (IWM)	4,054	-46	$814
IWM	4,054	-46	$814
ISHARES TR (SUB)	7,546	-4,343	$796
SUB	7,546	-4,343	$796
SPDR INDEX SHS FDS (SPEM)	21,891	-96	$775
SPEM	21,891	-96	$775
DIMENSIONAL ETF TRUST (DFAE)	31,493	+31,493	$759
DFAE	31,493	+31,493	$759
DEERE & CO	1,814	+997	$726
DE	1,814	+997	$726
WELLS FARGO CO NEW	14,607	-746	$719
WFC	14,607	-746	$719
DIMENSIONAL ETF TRUST (DFSV)	24,633	+12,959	$717
DFSV	24,633	+12,959	$717
FIRST TR EXCHANGE TRADED FD (FTSL)	14,989	-70	$691
FTSL	14,989	-70	$691
ISHARES TR (IJS)	6,661	-510	$687
IJS	6,661	-510	$687
VANGUARD INDEX FDS (VUG)	2,109	+687	$656
VUG	2,109	+687	$656
ALPHABET INC	4,281	+41	$603
GOOG	4,281	+41	$603
DIMENSIONAL ETF TRUST (DFUS)	11,472	+11,472	$595
DFUS	11,472	+11,472	$595
ALPS ETF TR (AMLP)	13,851	-20	$589
AMLP	13,851	-20	$589
VANGUARD INDEX FDS (VB)	2,726	-7	$581
VB	2,726	-7	$581
UNITEDHEALTH GROUP INC	1,093	+19	$575
UNH	1,093	+19	$575
VANGUARD BD INDEX FDS (BIV)	7,272	-829	$555
BIV	7,272	-829	$555
FIRST TR EXCHANGE TRADED FD (EMLP)	19,406	-802	$537
EMLP	19,406	-802	$537
SPDR SER TR (SPIP)	21,017	-1,171	$537
SPIP	21,017	-1,171	$537
ELI LILLY & CO	895	+211	$522
LLY	895	+211	$522
PEPSICO INC	2,980	+111	$506
PEP	2,980	+111	$506
DIMENSIONAL ETF TRUST (DFSD)	10,751	+4,144	$505
DFSD	10,751	+4,144	$505
SPDR SER TR (SHM)	10,557	-6,875	$505
SHM	10,557	-6,875	$505
ISHARES TR (AOM)	12,044	+16	$500
AOM	12,044	+16	$500
ISHARES TR (AGG)	5,005	-280	$497
AGG	5,005	-280	$497
VANGUARD INTL EQUITY INDEX F (VSS)	4,000	-526	$460
VSS	4,000	-526	$460
DIMENSIONAL ETF TRUST (DFAR)	19,128	+406	$435
DFAR	19,128	+406	$435
VANGUARD SCOTTSDALE FDS (VCIT)	5,299	-3,416	$431
VCIT	5,299	-3,416	$431
LOCKHEED MARTIN CORP	949	+23	$430
LMT	949	+23	$430
ALLIANT ENERGY CORP	8,358	+532	$429
LNT	8,358	+532	$429
ISHARES TR (IEF)	4,427	-421	$427
IEF	4,427	-421	$427
HOME DEPOT INC	1,217	+3	$422
HD	1,217	+3	$422
SELECT SECTOR SPDR TR (XLE)	4,979	+2	$417
XLE	4,979	+2	$417
META PLATFORMS INC	1,160	+28	$411
META	1,160	+28	$411
ISHARES TR (MUB)	3,729	-404	$404
MUB	3,729	-404	$404
TYSON FOODS INC	7,288	+45	$392
TSN	7,288	+45	$392
DIMENSIONAL ETF TRUST (DFGR)	14,881	+14,881	$387
DFGR	14,881	+14,881	$387
US BANCORP DEL	8,949	+67	$387
USB	8,949	+67	$387
OCCIDENTAL PETE CORP	6,339	+6,339	$379
OXY	6,339	+6,339	$379
ISHARES TR (ACWI)	3,688	+161	$375
ACWI	3,688	+161	$375
POLARIS INC	3,890	+1,085	$369
PII	3,890	+1,085	$369
AMERICAN CENTY ETF TR (AVGE)	5,622	+892	$364
AVGE	5,622	+892	$364
ADVANCED MICRO DEVICES INC	2,409	+12	$355
AMD	2,409	+12	$355
FIRST TR EXCHANGE TRADED FD (LMBS)	7,218	-521	$349
LMBS	7,218	-521	$349
JOHNSON & JOHNSON	2,204	-55	$345
JNJ	2,204	-55	$345
CASEYS GEN STORES INC	1,201	-10	$330
CASY	1,201	-10	$330
MCDONALDS CORP	1,109	+110	$329
MCD	1,109	+110	$329
PIMCO DYNAMIC INCOME FD	18,125	-143	$325
PDI	18,125	-143	$325
PROCTER AND GAMBLE CO	2,143	+300	$314
PG	2,143	+300	$314
ALPS ETF TR (ENFR)	13,296	UNCH	$307
ENFR	13,296	UNCH	$307
CHEVRON CORP NEW	2,048	-2,387	$306
CVX	2,048	-2,387	$306
AMERICAN EXPRESS CO	1,625	+14	$304
AXP	1,625	+14	$304
ABBVIE INC	1,897	-54	$294
ABBV	1,897	-54	$294
EA SERIES TRUST	27,834	-3,179	$289
BBLU	27,834	-3,179	$289
WASTE MGMT INC DEL	1,578	+140	$283
WM	1,578	+140	$283
SPDR SER TR (SPTS)	9,500	-740	$276
SPTS	9,500	-740	$276
FIRST TR EXCHANGE TRAD FD VI (FTGC)	12,186	-885	$273
FTGC	12,186	-885	$273
SCHWAB STRATEGIC TR	7,392	-184	$273
SCHF	7,392	-184	$273
ISHARES U S ETF TR (COMT)	10,575	+414	$265
COMT	10,575	+414	$265
PARKER HANNIFIN CORP	559	+5	$258
PH	559	+5	$258
ISHARES TR (PFF)	8,226	-1,499	$257
PFF	8,226	-1,499	$257
COPART INC	5,198	+42	$255
CPRT	5,198	+42	$255
COSTCO WHSL CORP NEW	383	+383	$253
COST	383	+383	$253
ORACLE CORP	2,394	+27	$252
ORCL	2,394	+27	$252
ISHARES TR (SCZ)	4,060	+4,060	$251
SCZ	4,060	+4,060	$251
TARGET CORP	1,717	-1,612	$245
TGT	1,717	-1,612	$245
AMGEN INC	840	+840	$242
AMGN	840	+840	$242
VANECK ETF TRUST (GDX)	7,630	UNCH	$237
GDX	7,630	UNCH	$237
INTEL CORP	4,669	+4,669	$235
INTC	4,669	+4,669	$235
MERCK & CO INC	2,156	+45	$235
MRK	2,156	+45	$235
BOEING CO	881	+881	$230
BA	881	+881	$230
PRINCIPAL FINANCIAL GROUP IN	2,906	-123	$229
PFG	2,906	-123	$229
DISNEY WALT CO	2,518	+48	$227
DIS	2,518	+48	$227
ISHARES TR (IJR)	2,100	-34	$227
IJR	2,100	-34	$227
LATTICE STRATEGIES TR	5,465	+5,465	$227
ROSC	5,465	+5,465	$227
FIRST TR LRG CP VL ALPHADEX (FTA)	3,058	+3,058	$217
FTA	3,058	+3,058	$217
ISHARES TR (IWD)	1,316	-91	$217
IWD	1,316	-91	$217
BANK AMERICA CORP	6,325	+6,325	$213
BAC	6,325	+6,325	$213
CONOCOPHILLIPS	1,813	+20	$210
COP	1,813	+20	$210
STRYKER CORPORATION	700	+700	$210
SYK	700	+700	$210
VERIZON COMMUNICATIONS INC	5,514	+5,514	$208
VZ	5,514	+5,514	$208
PALO ALTO NETWORKS INC	702	+702	$207
PANW	702	+702	$207
ISHARES INC (EMXC)	3,712	+3,712	$206
EMXC	3,712	+3,712	$206
INTERNATIONAL BUSINESS MACHS	1,258	+1,258	$206
IBM	1,258	+1,258	$206
SCHWAB STRATEGIC TR	4,137	+4,137	$206
SCHR	4,137	+4,137	$206
SPROTT PHYSICAL GOLD & SILVE	10,701	UNCH	$205
CEF	10,701	UNCH	$205
ISHARES TR (IHAK)	4,451	+4,451	$202
IHAK	4,451	+4,451	$202
MARATHON PETE CORP	1,353	+13	$201
MPC	1,353	+13	$201
SPROTT PHYSICAL SILVER TR	20,384	UNCH	$165
PSLV	20,384	UNCH	$165
SOFI TECHNOLOGIES INC	10,000	UNCH	$100
SOFI	10,000	UNCH	$100
AST SPACEMOBILE INC	10,612	UNCH	$64
ASTS	10,612	UNCH	$64
HECLA MNG CO	10,326	+312	$50
HL	10,326	+312	$50
CENNTRO ELECTRIC GROUP LIMIT			$0 (exited)
CENN	0	-11,089	$0
ISHARES TR			$0 (exited)
IBTD	0	-10,753	$0
INTUITIVE SURGICAL INC			$0 (exited)
ISRG	0	-922	$0
MEDTRONIC PLC			$0 (exited)
MDT	0	-2,727	$0
PFIZER INC			$0 (exited)
PFE	0	-12,325	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHC	0	-10,284	$0
TMC THE METALS COMPANY INC			$0 (exited)
TMC	0	-10,000	$0
WISDOMTREE TR	0	-5,617	$0 (exited)
USFR	0	-5,617	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DFCF	+82,061	+$3,479
DFAE	+31,493	+$759
DFUS	+11,472	+$595
DFGR	+14,881	+$387
OXY	+6,339	+$379
COST	+383	+$253
SCZ	+4,060	+$251
AMGN	+840	+$242
INTC	+4,669	+$235
BA	+881	+$230

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
PFE	-12,325	-$409
SCHC	-10,284	-$332
USFR	-5,617	-$283
ISRG	-922	-$269
IBTD	-10,753	-$267
MDT	-2,727	-$214
TMC	-10,000	-$10
CENN	-11,089	-$3

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFAC	+315,243	+$11,905
VGIT	+63,973	+$3,963
DFAI	+44,340	+$1,353
AVDE	+40,630	+$2,817
VGSH	+29,040	+$1,850
DISV	+28,789	+$863
ITOT	+24,394	+$3,988
AVEM	+19,332	+$1,571
DFIV	+16,436	+$810
DFUV	+13,737	+$731

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VCSH	-14,313	-$962
SHM	-6,875	-$301
VUSB	-6,264	-$300
AMZN	-5,778	-$242
BSV	-5,081	-$307
SUB	-4,343	-$427
TIP	-4,029	-$348
SHY	-3,732	-$281
VCIT	-3,416	-$231

Northwest Wealth Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $332,101
At 09/30/2023: $277,763

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

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