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Home > Institutional Investor > Northwest Quadrant Wealth Management, Llc > Profile

Instuitional Investor - Northwest Quadrant Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Northwest Quadrant Wealth Management, Llc
Portfolio Value $448,542,951
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,768,037 $116,530,829 25.98%
2.
Vanguard Index Fds - MID CAP ETF
 201,804 $56,470,830 12.59%
3.
Ishares Tr
 987,033 $49,993,232 11.15%
4.
Ishares Trust
 IEF 400,385 $43,758,095 9.76%
5.
Ishares Tr - CORE MSCI EAFE
 492,461 $41,110,629 9.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)