Instuitional Investor - Northwest Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Northwest Wealth Management, Llc |
| Portfolio Value | $332,096,022 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,203,369 | $35,174,463 | 10.59% | |
| 2. | Vanguard Index Fds | 84,300 | $19,997,703 | 6.02% | |
| 3. | IEF | 153,110 | $16,111,720 | 4.85% | |
| 4. | Vanguard Scottsdale Funds | 243,565 | $14,207,172 | 4.27% | |
| 5. | Vanguard Malvern Fds | 210,191 | $9,981,966 | 3% |
