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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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29
1
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14
0
0
NORTHWEST QUADRANT WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings62

Total Value ($x1000)218,825
Activities
New3

Increased27

Unchanged6

Decreased26

Sold Out3

Top 10 Stock Holdingstotal 88.87%
SCHX20.5

IEFA12.55

VGSH11.56

IJR11.03

VO9.59

 
CSJ6.56

VTIP4.7

SHV4.39

VWO4.11

SCHH3.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHX
20.5%
US LRG CAP ETF
IEFA
12.55%
CORE MSCI EAFE
VGSH
11.56%
SHTRM GVT BD ETF
IJR
11.03%
CORE S&P SCP ETF
VO
9.59%
MID CAP ETF
CSJ
6.56%
1-3 YR CR BD ETF
VTIP
4.7%
STRM INFPROIDX
SHV
4.39%
SHRT TRS BD ETF
VWO
4.11%
FTSE EMR MKT ETF
SCHH
3.88%
US REIT ETF
BA
0.85%
COM
BRK.B
0.49%
CL B NEW
COST
0.42%
COM
VTI
0.4%
TOTAL STK MKT
AMZN
0.39%
COM
JNJ
0.39%
COM
CVX
0.37%
COM
CAT
0.35%
COM
AAPL
0.33%
COM
ADP
0.31%
COM
PG
0.31%
COM
VBR
0.29%
SM CP VAL ETF
INTC
0.27%
COM
MA
0.26%
CL A
DE
0.24%
COM
MSFT
0.23%
COM
PM
0.22%
COM
PEP
0.22%
COM
GOOGL
0.21%
CAP STK CL A
LMT
0.2%
COM
BDX
0.2%
COM
CSCO
0.19%
COM
USB
0.19%
COM NEW
LLY
0.18%
COM
CMI
0.17%
COM
MDLZ
0.17%
CL A
WFC
0.17%
COM
SYY
0.17%
COM
BAC
0.15%
COM
CODI
0.15%
SH BEN INT
XOM
0.14%
COM
VNQ
0.14%
REIT ETF
PAYX
0.14%
COM
DEO
0.14%
SPON ADR NEW
MO
0.14%
COM
COP
0.14%
COM
UN
0.13%
N Y SHS NEW
T
0.13%
COM
PFE
0.13%
COM
NKE
0.12%
CL B
MMM
0.12%
COM
PSX
0.12%
COM
IBM
0.12%
COM
WEC
0.11%
COM
MKL
0.11%
COM
TRV
0.11%
COM
KO
0.1%
COM
DIS
0.1%
COM DISNEY
PCAR
0.1%
COM
ABT
0.1%
COM
JPM
0.09%
COM
VZ
0.09%
COM
UNP
0.1%
COM
ABBV
0.1%
COM
DWDP
0.09%
COM