Instuitional Investor - Northwest Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Northwest Wealth Management, Llc |
| Portfolio Value | $502,166,334 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 741,353 | $44,036,396 | 8.77% | |
| 2. | Dimensional Etf Trust | 1,308,379 | $43,163,436 | 8.6% | |
| 3. | IEF | 319,991 | $39,042,082 | 7.77% | |
| 4. | Vanguard Malvern Fds | 417,314 | $20,823,944 | 4.15% | |
| 5. | Vanguard Index Fds | 75,732 | $20,814,309 | 4.14% |
