Gemeldete Bestände von
Northwest Wealth Management LLC

Legal Name: NORTHWEST WEALTH MANAGEMENT, LLC

Berichtszeitraum: Jun 30, 2019
Gültigkeitsdatum: Jul 23, 2019

Sicherheit	Gehaltene Aktien / Nennbetrag	Marktwert
VANGUARD INDEX FDS SM CP VAL ETF (922908611)	56,211	$7,338k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	45,617	$6,847k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	143,232	$5,974k
US BANCORP DEL (902973304)	104,596	$5,481k
VANGUARD BD INDEX FD INC (921937827)	45,768	$3,686k
ISHARES TR (464287176)	31,413	$3,628k
VANGUARD INDEX FDS VALUE ETF (922908744)	30,701	$3,405k
VANGUARD INTL EQUITY (922042718)	29,728	$3,129k
Occidental Petroleum Corp (674599105)	58,484	$2,941k
ISHARES TR (464289859)	50,964	$2,811k
ISHARES TR CORE S&P500 ETF (464287200)	9,186	$2,707k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	58,500	$2,488k
Apple Inc (037833100)	12,056	$2,386k
FTP Managed Municipal ETF (33739N108)	40,815	$2,235k
SPDR SERIES TRUST (78464A656)	37,793	$2,139k
iShares Short Term Nat'l Muni (464288158)	19,885	$2,119k
ISHARES TR (464289867)	42,116	$1,938k
Berkshire Hathaway, Inc. (084670702)	9,025	$1,924k
ISHARES (464288877)	37,638	$1,809k
VANGUARD SCOTTSDALE FDS (92206C706)	26,868	$1,772k
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)	14,712	$1,638k
ISHARES TR NATIONAL MUN ETF (464288414)	13,634	$1,542k
VANGUARD INTL EQUITY INDEX F (922042775)	29,107	$1,484k
FIRST TR EXCHANGE TRADED FD (33739Q200)	27,846	$1,439k
ALPS ETF TR (00162Q676)	66,602	$1,435k
WISDOMTREE TRUST (97717X628)	53,958	$1,353k
BERKSHIRE HATHAWAY (084670108)	4	$1,273k
FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF (33733E104)	22,289	$1,258k
EATON CORPORATION (G29183103)	14,846	$1,236k
FIRST TR VALUE LINE DIVID IN (33734H106)	36,053	$1,216k
SPDR SER TR (78468R739)	24,730	$1,210k
FIRST TR EXCHANGE TRADED FD (33734X143)	15,459	$1,197k
KINDER MORGAN INC (49456B101)	55,234	$1,153k
ISHARES (46429B747)	10,726	$1,079k
Amazon.com Inc (023135106)	559	$1,059k
FIRST TR EXCHANGE TRADED FD (33738D101)	42,070	$1,058k
SPDR SERIES TRUST (78464A300)	17,014	$1,032k
FIRST TR MORNINGSTAR DIV LEA (336917109)	33,609	$1,030k
MCDONALDS CORP (580135101)	4,903	$1,018k
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)	6,687	$998k
ALPS ALERIAN MLP ETF (00162Q866)	97,404	$959k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	10,785	$943k
VANGUARD INDEX FDS SMALL CP ET (922908751)	5,826	$913k
SPDR SERIES TRUST (78464A805)	24,947	$910k
JPMORGAN CHASE & CO (46625H100)	7,941	$888k
First Trust Small Cap Core Alp (33734Y109)	14,348	$882k
UNION PAC CORP (907818108)	5,041	$852k
ISHARES TR COHEN&ST RLTY (464287564)	7,247	$816k
FIRST TR EXCH TRADED FD III (33739P103)	18,693	$752k
VANGUARD GROUP (921908844)	6,409	$738k
FIRST TR EXCHANGE-TRADED FD (33739E108)	36,763	$713k
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)	22,546	$676k
FIRST TR EXCHANGE TRADED FD (33738D309)	13,788	$650k
SPDR SERIES TRUST (78464A854)	18,513	$639k
ISHARES TR (464289875)	15,650	$611k
FIRST TR EXCHANGE TRADED (33739Q309)	11,959	$602k
VANGUARD INDEX FDS GROWTH ETF (922908736)	3,655	$597k
VANGUARD BD INDEX FD INC (921937819)	6,588	$570k
Netflix Inc (64110L106)	1,500	$551k
PFIZER INC (717081103)	12,447	$539k
ISHARES (464288273)	9,397	$539k
MICROSOFT CORP (594918104)	3,960	$531k
Deere & Co (244199105)	3,157	$523k
POLARIS INDS INC (731068102)	5,633	$514k
ISHARES TR CORE MSCI EAFE (46432F842)	8,144	$500k
ISHARES TR (464287457)	5,857	$497k
ISHARES (464287630)	3,796	$457k
ISHARES TR (464288257)	5,907	$435k
Boeing Co/The (097023105)	1,168	$425k
FIRST TR NASDAQ100 TECH INDE (337345102)	4,871	$416k
ISHARES TR (464289883)	11,601	$411k
AT&T INC (00206R102)	12,133	$407k
SPDR Portfolio Emerging Market (78463X509)	11,257	$403k
DISNEY WALT CO (254687106)	2,858	$399k
WELLS FARGO CO NEW (949746101)	8,359	$396k
FIRST TR MID CAP CORE ALPHAD (33735B108)	5,761	$396k
REALTY INCOME CORP (756109104)	5,694	$393k
FIRST TR EXCHANGE TRADED FD (33738R118)	9,940	$388k
Exxon Mobil Corp (30231G102)	5,048	$387k
VANECK VECTORS ETF TR (92189H201)	7,615	$379k
PEPSICO INC (713448108)	2,843	$373k
FIRST TR EXCHANGE TRADED FD (33739Q408)	6,159	$370k
ISHARES TR (464288687)	9,911	$365k
Chevron Corp (166764100)	2,842	$354k
ISHARES TR CORE S&P SCP ETF (464287804)	4,475	$350k
ALTRIA GROUP INC (02209S103)	7,168	$339k
Hartford Multifactor Dev Mkts (518416102)	12,000	$338k
FIRST TR EXCNGE TRD (33737M409)	9,223	$319k
ISHARES TR RUS 1000 ETF (464287622)	1,892	$308k
CASEYS GEN STORES INC (147528103)	1,940	$303k
Caterpillar Inc (149123101)	2,082	$284k
PROCTER & GAMBLE CO (742718109)	2,521	$276k
FIRST TR LRG CP VL ALPHADEX (33735J101)	5,203	$271k
First Trust S&P REIT Index Fd. (33734G108)	10,183	$254k
ISHARES TR RUS MD CP GR ETF (464287481)	1,780	$254k
ISHARES TR RUS MDCP VAL ETF (464287473)	2,831	$252k
ABBOTT LABS (002824100)	2,986	$251k
INTL BUSINESS MCHN (459200101)	1,819	$251k
W P CAREY INC (92936U109)	3,078	$250k
WALMART INC COM (931142103)	2,194	$242k
VERIZON COMMUNICATIONS (92343V104)	4,115	$235k
ISHARES TR CORE US AGGBD ET (464287226)	2,039	$227k
CINTAS CORP (172908105)	932	$221k
PHILIP MORRIS INTL (718172109)	2,799	$220k
Tyson Foods (TSN) (902494103)	2,720	$220k
NORFOLK SOUTHERN (655844108)	1,101	$219k
JOHNSON & JOHNSON (478160104)	1,560	$217k
First Tr Exchange Traded Fd Wt (33733B100)	3,781	$207k
ISHARES (464288869)	2,224	$207k
FIRST TR EXCNGE TRD ALPHADEX (33737M508)	5,747	$205k
ENTERPRISE PRODS (293792107)	7,073	$204k
FIRST TR EXCHANGE TRADED FD (33738R605)	6,720	$204k
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)	7,944	$203k
Sprott Physical Silver Trust (85207K107)	12,525	$72k
KEMPHARM INC (488445107)	16,070	$28k

Gemeldete Bestände von Northwest Wealth Management LLC

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Gemeldete Bestände von
Northwest Wealth Management LLC