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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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25
1
1
1
0
0
14
0
0
NORTHWEST QUADRANT WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings58

Total Value ($x1000)200,051
Activities
New7

Increased39

Unchanged3

Decreased9

Sold Out4

Top 10 Stock Holdingstotal 89.35%
SCHX19.51

IEFA12.85

VGSH11.8

IJR11.36

VO9.05

 
CSJ6.73

VTIP5.38

SHV4.67

VWO4.09

SCHH3.91

-- hover over a symbol below for details --
SEC 13F
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Detail
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SCHX
19.51%
US LRG CAP ETF
IEFA
12.85%
CORE MSCI EAFE
VGSH
11.8%
SHTRM GVT BD ETF
IJR
11.36%
CORE S&P SCP ETF
VO
9.05%
MID CAP ETF
CSJ
6.73%
1-3 YR CR BD ETF
VTIP
5.38%
STRM INFPROIDX
SHV
4.67%
SHRT TRS BD ETF
VWO
4.09%
FTSE EMR MKT ETF
SCHH
3.91%
US REIT ETF
BA
0.94%
COM
BRK.B
0.51%
CL B NEW
VTI
0.39%
TOTAL STK MKT
JNJ
0.38%
COM
AMZN
0.38%
COM
COST
0.36%
COM
CAT
0.36%
COM
CVX
0.35%
COM
PG
0.3%
COM
INTC
0.29%
COM
ADP
0.29%
COM
AAPL
0.28%
COM
DE
0.26%
COM
PM
0.24%
COM
GOOGL
0.24%
CAP STK CL A
MA
0.22%
CL A
USB
0.21%
COM NEW
T
0.21%
COM
BDX
0.2%
COM
MSFT
0.2%
COM
LLY
0.2%
COM
PEP
0.2%
COM
WFC
0.2%
COM
BAC
0.19%
COM
LMT
0.18%
COM
CSCO
0.18%
COM
CMI
0.16%
COM
COP
0.16%
COM
SYY
0.16%
COM
VNQ
0.16%
REIT ETF
XOM
0.15%
COM
MDLZ
0.15%
CL A
MMM
0.14%
COM
MO
0.14%
COM
NKE
0.13%
CL B
PAYX
0.13%
COM
PSX
0.13%
COM
CODI
0.13%
SH BEN INT
DEO
0.13%
SPON ADR NEW
PFE
0.13%
COM
UN
0.13%
N Y SHS NEW
IBM
0.12%
COM
DWDP
0.11%
COM
WEC
0.1%
COM
KO
0.1%
COM
PCAR
0.1%
COM
GBCI
0.1%
COM
ABBV
0.1%
COM
GS
0.3%
COM
VZ
0.13%
COM
FTV
0.13%
COM
TRV
0.13%
COM