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Northwest Wealth Management, LLC

All holdings · as of Dec 31, 2025

246 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$2.62M79,6320.4%
Eaton Corp plc$2.70M8,4920.4%
Walmart Inc.$2.73M24,5010.4%
DIMENSIONAL ETF TRUST$2.82M86,0460.4%
VANGUARD INDEX FDS$2.87M15,0030.5%
CASEYS GENERAL STORES INC$2.89M5,2230.5%
VANGUARD INDEX FDS$2.92M13,7760.5%
SPDR INDEX SHS FDS$3.17M71,4670.5%
DIMENSIONAL ETF TRUST$3.42M89,8590.5%
ISHARES TR$3.75M20,6760.6%
DIMENSIONAL ETF TRUST$3.81M117,0930.6%
DIMENSIONAL ETF TRUST$4.01M116,3210.6%
DIMENSIONAL ETF TRUST$4.55M106,7920.7%
ISHARES TR$4.67M65,4650.7%
MICROSOFT CORP$4.68M9,6810.7%
Amazon.com, Inc.$4.82M20,8690.8%
DIMENSIONAL ETF TRUST$4.84M127,4430.8%
EA SERIES TRUST$5.11M219,3130.8%
VANGUARD TAX-MANAGED FDS$5.12M81,9320.8%
Tesla Inc$5.35M11,9070.8%
DIMENSIONAL ETF TRUST$5.56M175,6710.9%
Warren E. Buffett$5.75M11,4480.9%
ISHARES INC$5.79M86,2020.9%
SPDR SERIES TRUST$5.83M64,1030.9%
DIMENSIONAL ETF TRUST$6.16M103,4751.0%
DIMENSIONAL ETF TRUST$6.40M137,2921.0%
AMERICAN CENTY ETF TR$7.48M127,2781.2%
AMERICAN CENTY ETF TR$8.88M79,4401.4%
DIMENSIONAL ETF TRUST$10.11M265,1871.6%
AMERICAN CENTY ETF TR$10.16M123,4421.6%
DIMENSIONAL ETF TRUST$10.25M309,7771.6%
AMERICAN CENTY ETF TR$10.46M135,7441.6%
NVIDIA Corp$10.84M58,1161.7%
DIMENSIONAL ETF TRUST$11.19M224,1561.8%
Apple Inc.$11.46M42,1501.8%
DIMENSIONAL ETF TRUST$13.72M185,0092.2%
VANGUARD SCOTTSDALE FDS$14.81M252,1032.3%
AMERICAN CENTY ETF TR$18.36M179,9902.9%
iShares MSCI UAE ETF$19.04M230,8973.0%
AMERICAN CENTY ETF TR$22.62M240,7053.6%
DIMENSIONAL ETF TRUST$22.99M479,4303.6%
VANGUARD MALVERN FDS$24.62M497,7373.9%
VANGUARD INDEX FDS$26.63M79,4314.2%
DIMENSIONAL ETF TRUST$49.93M1,261,2357.9%
iShares MSCI UAE ETF$51.12M343,8328.0%
VANGUARD SCOTTSDALE FDS$56.04M935,0608.8%
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