Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $540,039,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 5,365,862 $157,917,320 29.24%
2.
Ishares Trust
 HYG 649,061 $62,686,264 11.61%
3.
Vanguard Index Fds - MID CAP ETF
 702,864 $56,629,737 10.49%
4.
Schwab Strategic Trust
 SCHD 1,718,037 $54,478,947 10.09%
5.
Ishares Tr
 863,892 $43,738,827 8.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.