$108 Million is the total value of NORTHWEST WEALTH MANAGEMENT, LLC's 93 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -10,420 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-02
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 31 | Q2 2024 | 9.4% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 9.8% |
| VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 5.0% |
| APPLE INC | 31 | Q2 2024 | 3.7% |
| ISHARES TR | 31 | Q2 2024 | 5.7% |
| VANGUARD BD INDEX FDS | 31 | Q2 2024 | 5.5% |
| ISHARES TR | 31 | Q2 2024 | 3.5% |
| ISHARES TR | 31 | Q2 2024 | 3.6% |
| ISHARES TR | 31 | Q2 2024 | 2.8% |
View NORTHWEST WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
View NORTHWEST WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.