Instuitional Investor - Northwest Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Northwest Wealth Management, Llc |
| Portfolio Value | $553,313,454 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 771,017 | $46,114,542 | 8.33% | |
| 2. | Dimensional Etf Trust | 1,283,341 | $45,994,935 | 8.31% | |
| 3. | IEF | 314,450 | $42,463,323 | 7.67% | |
| 4. | Vanguard Index Fds | 87,190 | $26,499,797 | 4.79% | |
| 5. | Vanguard Malvern Fds | 433,633 | $21,798,711 | 3.94% |
