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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 $386,540,013
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,497,355 $84,450,817 21.84%
2.
Vanguard Index Fds
 223,352 $51,960,616 13.44%
3.
Ishares Trust
 IEF 428,735 $46,410,611 12%
4.
Ishares Tr
 736,613 $37,176,865 9.61%
5.
Ishares Tr
 301,352 $33,187,864 8.58%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)