| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 13.5% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 16.1% |
| MICROSOFT CORP | 27 | Q2 2024 | 6.6% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 6.4% |
| AMAZON COM INC | 27 | Q2 2024 | 10.7% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 6.6% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 7.2% |
| APPLE INC | 27 | Q2 2024 | 5.0% |
| VANGUARD MALVERN FDS | 27 | Q2 2024 | 6.1% |
| INTEL CORP | 27 | Q2 2024 | 2.6% |
View Northwest Capital Management Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-10 |
View Northwest Capital Management Inc'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.