Northwest Wealth Management, Llc Buys Vanguard Intermediate-Term Government Bond ETF, Vanguard ...

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Investment company Northwest Wealth Management, Llc (Current Portfolio) buys Vanguard Intermediate-Term Government Bond ETF, Vanguard Short-Term Inflation-Protected Securities, Dimensional U.S. Targeted Value ETF, Avantis International Small Cap Value ETF, Avantis Emerging Markets Equity ETF, sells iShares MSCI ACWI Index Fund, Advanced Micro Devices Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Northwest Wealth Management, Llc. As of 2021Q4, Northwest Wealth Management, Llc owns 124 stocks with a total value of $215 million. These are the details of the buys and sells.

  • New Purchases: IDEV, IWD, FYT, AXP, GWX, CTAS, DBC, IJR, LLY, CEF,

  • Added Positions: DFAC, VGIT, DFAT, VTIP, AVDV, AVEM, BRK.B, FTSL, AVDE, ITOT, FPE, BSV, AOA, USB, IEFA, DFIV, WFC, DFAX, XOM, IEF, VNQ, ITM, IWN, VT, VEU, TIP, IJS, STIP, BIV, AOR, VWO, UNP, FSMB, VNQI, SPTM, AVUV, JPM, INTF, AOM, MUB, IWB, T, SPTS, SCZ, SPSB, PEP, ROSC, NEAR,

  • Reduced Positions: ACWI, VEA, AMZN, TSN, VOO, USFR, IVV, VTV, VBR, VSS, ICF, SUB, VUG, JNJ, SPIP, DE, TTD, SHM, SPDW, MSFT, GOVT, SHY, HD, LMBS, MCD, AOK, ENFR,

  • Sold Out: AMD,


For the details of NORTHWEST WEALTH MANAGEMENT, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/northwest+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of NORTHWEST WEALTH MANAGEMENT, LLC

  1. Dimensional U.S. Core Equity 2 ETF (DFAC) - 734,726 shares, 9.90% of the total portfolio. Shares added by 9.96%

  2. Vanguard Total Stock Market ETF (VTI) - 57,167 shares, 6.42% of the total portfolio. Shares reduced by 0.85%

  3. SPDR S&P 600 Small Cap Value ETF (SLYV) - 118,816 shares, 4.68% of the total portfolio. Shares added by 0.61%

  4. iShares Russell 2000 Value ETF (IWN) - 40,203 shares, 3.10% of the total portfolio. Shares added by 1.26%

  5. Apple Inc (AAPL) - 37,358 shares, 3.08% of the total portfolio. Shares reduced by 0.47%

New Purchase: iShares Core MSCI International Developed Markets (IDEV)

Northwest Wealth Management, Llc initiated holding in iShares Core MSCI International Developed Markets . The purchase prices were between $64.32 and $69.11, with an estimated average price of $67.03. The stock is now traded at around $65.390000. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,871 shares as of 2021-12-31.

New Purchase: iShares Russell 1000 Value ETF (IWD)

Northwest Wealth Management, Llc initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $156.44 and $168.08, with an estimated average price of $163.37. The stock is now traded at around $161.730000. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,120 shares as of 2021-12-31.

New Purchase: FIRST TR EXCH TRD (FYT)

Northwest Wealth Management, Llc initiated holding in FIRST TR EXCH TRD. The purchase prices were between $49.53 and $53.92, with an estimated average price of $52.1. The stock is now traded at around $50.597600. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,729 shares as of 2021-12-31.

New Purchase: SPDR S&P International Small Cap ETF (GWX)

Northwest Wealth Management, Llc initiated holding in SPDR S&P International Small Cap ETF. The purchase prices were between $35.93 and $39.08, with an estimated average price of $37.74. The stock is now traded at around $35.550000. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,297 shares as of 2021-12-31.

New Purchase: American Express Co (AXP)

Northwest Wealth Management, Llc initiated holding in American Express Co. The purchase prices were between $150.06 and $187.08, with an estimated average price of $170.39. The stock is now traded at around $158.740000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,500 shares as of 2021-12-31.

New Purchase: iShares Core S&P Small-Cap ETF (IJR)

Northwest Wealth Management, Llc initiated holding in iShares Core S&P Small-Cap ETF. The purchase prices were between $107.97 and $119.54, with an estimated average price of $113.43. The stock is now traded at around $104.800000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,790 shares as of 2021-12-31.

Added: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Northwest Wealth Management, Llc added to a holding in Vanguard Intermediate-Term Government Bond ETF by 54.19%. The purchase prices were between $66.02 and $67.06, with an estimated average price of $66.56. The stock is now traded at around $65.620000. The impact to a portfolio due to this purchase was 0.57%. The holding were 52,588 shares as of 2021-12-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Northwest Wealth Management, Llc added to a holding in Vanguard Short-Term Inflation-Protected Securities by 261.00%. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $51.000000. The impact to a portfolio due to this purchase was 0.45%. The holding were 25,920 shares as of 2021-12-31.

Added: Dimensional U.S. Targeted Value ETF (DFAT)

Northwest Wealth Management, Llc added to a holding in Dimensional U.S. Targeted Value ETF by 31.24%. The purchase prices were between $44.48 and $49.03, with an estimated average price of $46.72. The stock is now traded at around $44.940000. The impact to a portfolio due to this purchase was 0.45%. The holding were 85,048 shares as of 2021-12-31.

Added: Avantis International Small Cap Value ETF (AVDV)

Northwest Wealth Management, Llc added to a holding in Avantis International Small Cap Value ETF by 41.99%. The purchase prices were between $60.78 and $66.4, with an estimated average price of $64.1. The stock is now traded at around $63.030000. The impact to a portfolio due to this purchase was 0.38%. The holding were 43,164 shares as of 2021-12-31.

Added: Avantis Emerging Markets Equity ETF (AVEM)

Northwest Wealth Management, Llc added to a holding in Avantis Emerging Markets Equity ETF by 36.81%. The purchase prices were between $60.96 and $65.35, with an estimated average price of $63.38. The stock is now traded at around $63.220000. The impact to a portfolio due to this purchase was 0.3%. The holding were 37,304 shares as of 2021-12-31.

Added: FIRST TR EXCHANGE (FTSL)

Northwest Wealth Management, Llc added to a holding in FIRST TR EXCHANGE by 93.34%. The purchase prices were between $47.34 and $47.92, with an estimated average price of $47.64. The stock is now traded at around $47.890000. The impact to a portfolio due to this purchase was 0.29%. The holding were 26,725 shares as of 2021-12-31.

Sold Out: Advanced Micro Devices Inc (AMD)

Northwest Wealth Management, Llc sold out a holding in Advanced Micro Devices Inc. The sale prices were between $100.34 and $161.91, with an estimated average price of $135.45.



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4. Stocks that NORTHWEST WEALTH MANAGEMENT, LLC keeps buyingThis article first appeared on GuruFocus.