$145 Million is the total value of Northwest Quadrant Wealth Management, LLC's 58 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,856,000 | – | 74,196 | +100.0% | 4.04% | – |
| JNJ | New | JOHNSON & JOHNSON | $813,000 | – | 7,053 | +100.0% | 0.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 25.2% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 13.7% |
| ISHARES TR | 31 | Q2 2024 | 14.8% |
| ISHARES TR | 31 | Q2 2024 | 16.0% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q2 2024 | 0.9% |
| BOEING CO | 31 | Q2 2024 | 1.3% |
| APPLE INC | 31 | Q2 2024 | 0.9% |
| COSTCO WHSL CORP NEW | 31 | Q2 2024 | 0.6% |
| AMAZON COM INC | 31 | Q2 2024 | 0.6% |
| CATERPILLAR INC DEL | 31 | Q2 2024 | 0.6% |
View Northwest Quadrant Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-08-04 |
View Northwest Quadrant 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.