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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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NORTHWEST QUADRANT WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings62

Total Value ($x1000)213,985
Activities
New5

Increased41

Unchanged7

Decreased9

Sold Out1

Top 10 Stock Holdingstotal 88.71%
SCHX20.22

IEFA12.86

VGSH11.29

IJR11.18

VO9.32

 
CSJ6.47

VTIP4.88

SHV4.39

VWO4.17

SCHH3.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHX
20.22%
US LRG CAP ETF
IEFA
12.86%
CORE MSCI EAFE
VGSH
11.29%
SHTRM GVT BD ETF
IJR
11.18%
CORE S&P SCP ETF
VO
9.32%
MID CAP ETF
CSJ
6.47%
1-3 YR CR BD ETF
VTIP
4.88%
STRM INFPROIDX
SHV
4.39%
SHRT TRS BD ETF
VWO
4.17%
FTSE EMR MKT ETF
SCHH
3.93%
US REIT ETF
BA
0.96%
COM
BRK.B
0.48%
CL B NEW
VTI
0.4%
TOTAL STK MKT
COST
0.39%
COM
AMZN
0.39%
COM
JNJ
0.39%
COM
CAT
0.38%
COM
CVX
0.37%
COM
ADP
0.32%
COM
AAPL
0.32%
COM
INTC
0.32%
COM
PG
0.31%
COM
PM
0.26%
COM
MA
0.25%
CL A
DE
0.25%
COM
GOOGL
0.24%
CAP STK CL A
MSFT
0.22%
COM
LLY
0.21%
COM
BDX
0.21%
COM
PEP
0.21%
COM
CSCO
0.2%
COM
USB
0.19%
COM NEW
LMT
0.18%
COM
WFC
0.18%
COM
CMI
0.18%
COM
XOM
0.17%
COM
MO
0.17%
COM
BAC
0.16%
COM
SYY
0.16%
COM
MDLZ
0.16%
CL A
COP
0.16%
COM
VNQ
0.16%
REIT ETF
MMM
0.15%
COM
PAYX
0.14%
COM
DEO
0.14%
SPON ADR NEW
T
0.13%
COM
NKE
0.13%
CL B
PFE
0.13%
COM
UN
0.13%
N Y SHS NEW
CODI
0.13%
SH BEN INT
PSX
0.13%
COM
IBM
0.12%
COM
PCAR
0.11%
COM
WEC
0.11%
COM
MKL
0.1%
COM
UNP
0.1%
COM
TRV
0.1%
COM
ABBV
0.1%
COM
KO
0.1%
COM
ABT
0.1%
COM
VZ
0.1%
COM
DWDP
0.09%
COM
GBCI
0.1%
COM