Northwest Quadrant Wealth Management as of June 30, 2017
Portfolio Holdings for Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management holds 57 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 19.4 | $23M | 385k | 59.05 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 13.0 | $15M | 243k | 62.82 | |
| iShares S&P SmallCap 600 Index (IJR) | 10.0 | $12M | 168k | 69.88 | |
| Vanguard Mid-Cap ETF (VO) | 8.6 | $10M | 70k | 144.18 | |
| Claymore Exchange Trd Fd Tr gug bull2020 e | 4.8 | $5.6M | 259k | 21.51 | |
| Vanguard Emerging Markets ETF (VWO) | 4.2 | $4.9M | 114k | 43.52 | |
| Claymore Exchange Trd Fd Tr gug bull2019 e | 4.1 | $4.8M | 226k | 21.27 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 3.7 | $4.3M | 54k | 80.09 | |
| Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 3.6 | $4.3M | 199k | 21.37 | |
| Doubleline Total Etf etf (TOTL) | 3.6 | $4.2M | 86k | 49.27 | |
| Schwab Strategic Tr us reit etf (SCHH) | 3.5 | $4.1M | 100k | 41.25 | |
| Claymore Exchange Trd Fd Tr gug bull2018 e | 3.4 | $4.0M | 189k | 21.18 | |
| Claymore Exchange-traded Fd gugg crp bd 2017 | 2.2 | $2.6M | 114k | 22.60 | |
| Boeing Company (BA) | 1.3 | $1.5M | 6.3k | 239.51 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $921k | 5.2k | 176.37 | |
| Philip Morris International (PM) | 0.6 | $732k | 6.4k | 114.61 | |
| At&t (T) | 0.6 | $661k | 17k | 38.38 | |
| Chevron Corporation (CVX) | 0.6 | $659k | 6.0k | 110.39 | |
| Caterpillar (CAT) | 0.6 | $648k | 5.7k | 114.47 | |
| Procter & Gamble Company (PG) | 0.5 | $583k | 6.4k | 91.54 | |
| Costco Wholesale Corporation (COST) | 0.5 | $552k | 3.5k | 157.71 | |
| Wells Fargo & Company (WFC) | 0.4 | $515k | 9.8k | 52.67 | |
| Intel Corporation (INTC) | 0.4 | $493k | 14k | 36.38 | |
| Apple (AAPL) | 0.4 | $471k | 2.9k | 160.04 | |
| Amazon (AMZN) | 0.4 | $471k | 476.00 | 989.50 | |
| U.S. Bancorp (USB) | 0.4 | $461k | 8.7k | 53.23 | |
| Automatic Data Processing (ADP) | 0.4 | $458k | 4.2k | 108.51 | |
| Altria (MO) | 0.4 | $437k | 6.7k | 65.45 | |
| Pepsi (PEP) | 0.4 | $428k | 3.7k | 116.81 | |
| Vanguard REIT ETF (VNQ) | 0.4 | $433k | 5.2k | 83.41 | |
| Deere & Company (DE) | 0.4 | $418k | 3.2k | 132.07 | |
| Goldman Sachs (GS) | 0.3 | $407k | 431.00 | 944.32 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $379k | 1.3k | 300.08 | |
| Bank of America Corporation (BAC) | 0.3 | $357k | 14k | 24.91 | |
| Cummins (CMI) | 0.3 | $360k | 2.3k | 159.93 | |
| Nike (NKE) | 0.3 | $364k | 6.1k | 59.55 | |
| Becton, Dickinson and (BDX) | 0.3 | $332k | 1.7k | 196.92 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $323k | 2.5k | 126.82 | |
| Mondelez Int (MDLZ) | 0.3 | $309k | 7.1k | 43.71 | |
| MasterCard Incorporated (MA) | 0.2 | $297k | 2.3k | 129.81 | |
| Eli Lilly & Co. (LLY) | 0.2 | $289k | 3.5k | 81.96 | |
| 3M Company (MMM) | 0.2 | $282k | 1.4k | 206.74 | |
| Unilever | 0.2 | $277k | 4.7k | 58.61 | |
| SYSCO Corporation (SYY) | 0.2 | $269k | 5.2k | 52.04 | |
| Diageo (DEO) | 0.2 | $268k | 2.0k | 132.67 | |
| Microsoft Corporation (MSFT) | 0.2 | $262k | 3.6k | 72.84 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $254k | 3.2k | 80.00 | |
| Walt Disney Company (DIS) | 0.2 | $262k | 2.4k | 107.16 | |
| Cisco Systems (CSCO) | 0.2 | $252k | 8.0k | 31.62 | |
| Compass Diversified Holdings (CODI) | 0.2 | $255k | 15k | 17.41 | |
| ConocoPhillips (COP) | 0.2 | $240k | 5.3k | 45.67 | |
| International Business Machines (IBM) | 0.2 | $242k | 1.7k | 142.19 | |
| Phillips 66 (PSX) | 0.2 | $248k | 2.9k | 84.90 | |
| Paychex (PAYX) | 0.2 | $217k | 3.9k | 54.96 | |
| Paccar (PCAR) | 0.2 | $223k | 3.3k | 67.90 | |
| Coca-Cola Company (KO) | 0.2 | $205k | 4.5k | 45.63 | |
| Pfizer (PFE) | 0.2 | $211k | 6.3k | 33.34 |