Northwest Quadrant Wealth Management as of March 31, 2019
Portfolio Holdings for Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management holds 62 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 20.2 | $43M | 633k | 68.40 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 12.9 | $28M | 447k | 61.53 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 11.3 | $24M | 401k | 60.24 | |
| iShares S&P SmallCap 600 Index (IJR) | 11.2 | $24M | 306k | 78.10 | |
| Vanguard Mid-Cap ETF (VO) | 9.3 | $20M | 123k | 162.61 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 6.5 | $14M | 263k | 52.58 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 4.9 | $10M | 215k | 48.67 | |
| iShares Lehman Short Treasury Bond (SHV) | 4.4 | $9.4M | 85k | 110.35 | |
| Vanguard Emerging Markets ETF (VWO) | 4.2 | $8.9M | 207k | 43.14 | |
| Schwab Strategic Tr us reit etf (SCHH) | 3.9 | $8.4M | 189k | 44.49 | |
| Boeing Company (BA) | 1.0 | $2.0M | 5.2k | 391.51 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $1.0M | 5.0k | 204.97 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $859k | 5.9k | 146.36 | |
| Costco Wholesale Corporation (COST) | 0.4 | $845k | 3.5k | 244.08 | |
| Johnson & Johnson (JNJ) | 0.4 | $833k | 6.0k | 139.04 | |
| Amazon (AMZN) | 0.4 | $840k | 463.00 | 1814.25 | |
| Caterpillar (CAT) | 0.4 | $817k | 5.8k | 140.28 | |
| Chevron Corporation (CVX) | 0.4 | $787k | 6.3k | 125.00 | |
| Automatic Data Processing (ADP) | 0.3 | $695k | 4.3k | 162.00 | |
| Intel Corporation (INTC) | 0.3 | $683k | 13k | 54.48 | |
| Apple (AAPL) | 0.3 | $684k | 3.6k | 191.11 | |
| Procter & Gamble Company (PG) | 0.3 | $659k | 6.4k | 103.60 | |
| Philip Morris International (PM) | 0.3 | $547k | 6.2k | 88.24 | |
| MasterCard Incorporated (MA) | 0.2 | $534k | 2.2k | 239.14 | |
| Deere & Company (DE) | 0.2 | $525k | 3.2k | 161.79 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $511k | 426.00 | 1199.53 | |
| Microsoft Corporation (MSFT) | 0.2 | $461k | 3.9k | 118.97 | |
| Eli Lilly & Co. (LLY) | 0.2 | $458k | 3.5k | 129.20 | |
| Becton, Dickinson and (BDX) | 0.2 | $444k | 1.8k | 251.27 | |
| Pepsi (PEP) | 0.2 | $443k | 3.6k | 122.04 | |
| Cisco Systems (CSCO) | 0.2 | $427k | 7.8k | 54.93 | |
| U.S. Bancorp (USB) | 0.2 | $397k | 8.1k | 49.10 | |
| Cummins (CMI) | 0.2 | $376k | 2.3k | 162.49 | |
| Wells Fargo & Company (WFC) | 0.2 | $391k | 8.0k | 48.81 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $394k | 1.3k | 304.01 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $360k | 4.4k | 81.82 | |
| Altria (MO) | 0.2 | $360k | 6.2k | 57.66 | |
| Bank of America Corporation (BAC) | 0.2 | $352k | 12k | 28.53 | |
| SYSCO Corporation (SYY) | 0.2 | $349k | 5.2k | 66.79 | |
| ConocoPhillips (COP) | 0.2 | $341k | 5.0k | 67.66 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $334k | 3.9k | 86.75 | |
| Mondelez Int (MDLZ) | 0.2 | $344k | 6.9k | 49.70 | |
| 3M Company (MMM) | 0.1 | $313k | 1.5k | 211.92 | |
| Paychex (PAYX) | 0.1 | $307k | 3.8k | 81.00 | |
| Diageo (DEO) | 0.1 | $294k | 1.8k | 163.24 | |
| Pfizer (PFE) | 0.1 | $279k | 6.5k | 42.86 | |
| At&t (T) | 0.1 | $288k | 9.0k | 31.99 | |
| Nike (NKE) | 0.1 | $284k | 3.3k | 85.26 | |
| Unilever | 0.1 | $277k | 4.8k | 57.85 | |
| Compass Diversified Holdings (CODI) | 0.1 | $274k | 17k | 15.82 | |
| Phillips 66 (PSX) | 0.1 | $273k | 2.9k | 95.06 | |
| International Business Machines (IBM) | 0.1 | $258k | 1.8k | 143.49 | |
| Paccar (PCAR) | 0.1 | $233k | 3.4k | 69.12 | |
| Wec Energy Group (WEC) | 0.1 | $229k | 2.9k | 77.94 | |
| Coca-Cola Company (KO) | 0.1 | $207k | 4.4k | 46.81 | |
| Abbott Laboratories (ABT) | 0.1 | $206k | 2.6k | 79.84 | |
| Travelers Companies (TRV) | 0.1 | $219k | 1.6k | 137.74 | |
| Union Pacific Corporation (UNP) | 0.1 | $220k | 1.3k | 170.67 | |
| Verizon Communications (VZ) | 0.1 | $205k | 3.5k | 58.96 | |
| Markel Corporation (MKL) | 0.1 | $220k | 224.00 | 982.14 | |
| Abbvie (ABBV) | 0.1 | $214k | 2.7k | 80.69 | |
| Dowdupont | 0.1 | $203k | 3.7k | 54.47 |