Instuitional Investor - Northwest Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Northwest Wealth Management, Llc |
| Portfolio Value | $635,523,423 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 935,060 | $56,038,124 | 8.82% | |
| 2. | IEF | 343,832 | $51,124,343 | 8.04% | |
| 3. | Dimensional Etf Trust | 1,261,235 | $49,932,293 | 7.86% | |
| 4. | Vanguard Index Fds | 79,431 | $26,630,755 | 4.19% | |
| 5. | Vanguard Malvern Fds | 497,737 | $24,618,057 | 3.87% |