Northwest Capital Management

Latest statistics and disclosures from Northwest Capital Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Northwest Capital Management

Companies in the Northwest Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman MBS Bond Fund (MBB) 15.26 138.14k NEW 110.44
Schwab International Equity ETF (SCHF) 9.88 382.47k -2% 25.84
First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) 7.00 290.02k +50% 24.15
J P Morgan Exchange Traded F ultra shrt (JPST) 6.78 136.44k +6% 49.67
Sch Us Mid-cap Etf etf (SCHM) 6.40 151.76k +5% 42.16
Schwab Emerging Markets Equity ETF (SCHE) 5.09 245.96k +3% 20.69
Microsoft Corporation (MSFT) 5.02 31.87k +6% 157.69
Schwab Intl Small Cap Equity ETF (SCHC) 4.50 184.22k +3% 24.40
iShares S&P 1500 Index Fund (ITOT) 4.03 70.41k NEW 57.21
Procter & Gamble Company (PG) 3.55 32.29k 109.99
Schwab Strategic Tr sht tm us tres (SCHO) 2.97 57.51k +7% 51.73
Apple (AAPL) 2.63 10.36k -4% 254.35
Amazon (AMZN) 2.38 1.22k +2% 1949.31
Intel Corporation (INTC) 1.92 35.56k -4% 54.10
Vanguard Malvern Fds strm infproidx (VTIP) 1.86 38.14k -15% 48.72
Schwab Strategic Tr us lrg cap etf (SCHX) 1.70 27.71k +55% 61.27
Schwab Strategic Tr us dividend eq (SCHD) 1.58 35.06k 44.98
Ishares Core Intl Stock Etf core (IXUS) 1.23 26.16k NEW 47.02
Vanguard Total Bond Market ETF (BND) 1.23 14.39k -10% 85.34
iShares Lehman Aggregate Bond (AGG) 1.18 10.23k -2% 115.30
Wells Fargo & Company (WFC) 1.05 36.63k 28.69
Merck & Co (MRK) 1.03 13.44k 76.96
Ishares Tr core strm usbd (ISTB) 0.87 17.30k +13% 50.52
Schwab Strategic Tr cmn (SCHV) 0.84 19.00k -12% 44.25
NIKE (NKE) 0.70 8.42k +6% 82.80
Ishares Tr core msci intl (IDEV) 0.66 15.00k -15% 44.33
SPDR S&P 500 ETF (SPY) 0.62 2.40k 257.62
Schwab U S Broad Market ETF (SCHB) 0.61 10.06k -25% 60.43
Amgen (AMGN) 0.59 2.89k 202.56
Novartis AG (NVS) 0.43 5.18k 82.43
Schwab U S Large Cap Growth ETF (SCHG) 0.38 4.80k -18% 79.58
Vanguard Mid-Cap ETF (VO) 0.38 2.90k -14% 131.61
Ishares Tr Global Reit Etf (REET) 0.37 19.43k +32% 19.15
iShares Russell 1000 Growth Index (IWF) 0.37 2.44k 150.76
Schwab Strategic Tr intrm trm (SCHR) 0.37 6.24k -97% 58.83
Abbott Laboratories (ABT) 0.36 4.57k -4% 78.98
Berkshire Hathaway (BRK.B) 0.36 1.95k +2% 182.52
Royal Dutch Shell (RDS.A) 0.35 10.00k 34.90
Vanguard Extended Market ETF (VXF) 0.34 3.79k -6% 90.33
AT&T (T) 0.31 10.65k -11% 29.11
Schwab U S Small Cap ETF (SCHA) 0.31 5.98k 51.48
Vanguard S&p 500 Etf idx fd (VOO) 0.30 1.25k +21% 237.18
Chevron Corporation (CVX) 0.29 3.95k -3% 72.39
Allergan 0.27 1.50k 177.33
Ishares Inc core msci emkt (IEMG) 0.25 6.29k -9% 40.51
Walt Disney Company (DIS) 0.25 2.62k +38% 96.42
Cisco Systems (CSCO) 0.25 6.39k 39.30
Unilever N.V. (UN) 0.24 5.00k -29% 48.80
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.24 4.93k +5% 48.44
Vanguard Total Stock Market ETF (VTI) 0.21 1.65k +7% 128.78
Vanguard Small-Cap ETF (VB) 0.21 1.79k -3% 115.84

Past Filings by Northwest Capital Management

View past SEC 13F filings by Northwest Capital Management

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