NW

NORTHWEST WEALTH MANAGEMENT, LLC

13F
NORTHWEST WEALTH MANAGEMENT, LLC
Last update 2025-04-25 188 Stocks (24 new)
Value $502.00 Mil Turnover 9 %
Countries:
Top Holdings: VGIT(8.77%)DFAC(8.60%)ITOT(7.77%)VTIP(4.15%)VTI(4.14%)
Summary Stock Picks Current Portfolio
NORTHWEST WEALTH MANAGEMENT, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGIT 		Vanguard Intermediate-Term Government Bond ETF
741,353
44,036.4
+19.73%
8.770
+1.45%
0.140
+1.22%
+3.44%
31,771.2
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
1,308,379
43,163.4
+3.10%
8.600
+0.26%
0.140
+1.27%
+0.10%
33,203.0
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
319,991
39,042.1
+8.88%
7.770
+0.63%
0.060
+1.97%
+1.10%
67,761.0
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
417,314
20,823.9
+17.55%
4.150
+0.62%
0.150
+1.31%
+3.34%
14,771.3
 
VTI 		Vanguard Total Stock Market ETF
75,732
20,814.3
-4.40%
4.140
-0.21%
0.000
+1.88%
+1.01%
445,713.5
 
AVDV 		Avantis International Small Cap Value ETF
257,214
17,938.1
+9.42%
3.570
+0.31%
0.230
+12.97%
+20.74%
9,125.5
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
349,073
16,587.9
+22.81%
3.300
+0.61%
0.380
+1.33%
+2.86%
4,586.4
 
VGSH 		Vanguard Short-Term Government Bond ETF
265,349
15,573.3
+6.09%
3.100
+0.18%
0.070
+1.03%
+2.15%
23,061.8
 
AVUV 		Avantis U.S. Small Cap Value ETF
161,840
14,107.5
+12.25%
2.810
+0.31%
0.100
-0.18%
-7.99%
15,234.5
 
IDEV 		iShares Core MSCI International Developed Markets ETF
192,929
13,290.9
+5.82%
2.650
+0.15%
0.070
+7.10%
+17.64%
20,146.4
 

NORTHWEST WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

NORTHWEST WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Add
+1.45%
●
57.44 ($58.5) 59.4
$59.05
0.94%
Add 19.73%
741,353
122,156
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+0.63%
●
120.29 ($128.89) 134.6
$129.66
0.60%
Add 8.88%
319,991
26,103
VTIP 		Vanguard Short-Term Inflation-Protected Securities2025-03-31Add
+0.62%
●
48.43 ($49.09) 49.9
$49.94
1.73%
Add 17.55%
417,314
62,314
DFSD 		Dimensional Short-Duration Fixed Income ETF2025-03-31Add
+0.61%
●
46.74 ($47.22) 47.57
$47.70
1.02%
Add 22.81%
349,073
64,840
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.35%
●
59.61 ($63.9) 66.74
$64.35
0.70%
Add 18.26%
187,265
28,921
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.32%
●
663000 ($729331) 801950
$732,953.19
0.50%
New holding
2
2
AVDV 		Avantis International Small Cap Value ETF2025-03-31Add
+0.31%
●
63.74 ($67.91) 71.96
$78.58
15.71%
Add 9.42%
257,214
22,135
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.31%
●
84.96 ($93.96) 100.71
$88.48
-5.83%
Add 12.25%
161,840
17,667
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2025-03-31Add
+0.30%
●
25.35 ($26.59) 27.46
$28.72
8.01%
Add 27.25%
265,476
56,858
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Add
+0.26%
●
32.42 ($34.71) 36.1
$34.54
-0.49%
Add 3.1%
1,308,379
39,375

NORTHWEST WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

NORTHWEST WEALTH MANAGEMENT, LLC's Asset Allocation

To

NORTHWEST WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NORTHWEST WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

NORTHWEST WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NORTHWEST WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

NORTHWEST WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

NORTHWEST WEALTH MANAGEMENT, LLC News

  • 1

Discussions on NORTHWEST WEALTH MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.