Instuitional Investor - Northwest Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Northwest Wealth Management, Llc |
| Portfolio Value | $471,888,408 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,269,004 | $43,894,842 | 9.3% | |
| 2. | IEF | 293,888 | $37,799,870 | 8.01% | |
| 3. | Vanguard Scottsdale Funds | 619,197 | $35,913,450 | 7.61% | |
| 4. | Vanguard Index Fds | 79,215 | $22,957,251 | 4.86% | |
| 5. | Vanguard Malvern Fds | 355,000 | $17,189,076 | 3.64% |
