Wealth Advisors Northwest

Wealth Advisors Northwest as of Dec. 31, 2024

Portfolio Holdings for Wealth Advisors Northwest

Wealth Advisors Northwest holds 55 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 26.4 $39M 1.1M 34.59
Dimensional Etf Trust Intl Core Equity (DFIC) 7.7 $11M 435k 25.84
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.5 $11M 356k 30.78
Dimensional Etf Trust Us High Profitab (DUHP) 6.6 $9.7M 287k 33.79
Amazon (AMZN) 6.6 $9.7M 44k 219.39
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.3 $6.3M 156k 40.49
Dimensional Etf Trust Intl Small Cap V (DISV) 3.0 $4.4M 166k 26.57
Dimensional Etf Trust Global Core Plus (DFGP) 2.9 $4.2M 79k 52.83
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.8 $4.1M 157k 26.19
Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $4.0M 157k 25.23
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.4 $3.5M 85k 40.92
Dimensional Etf Trust Global Cr Etf (DGCB) 2.0 $3.0M 56k 52.60
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.6 $2.3M 27k 87.90
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.5 $2.3M 44k 51.14
Tesla Motors (TSLA) 1.5 $2.2M 5.5k 403.84
Apple (AAPL) 1.5 $2.1M 8.6k 250.43
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.4 $2.1M 80k 26.21
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.4 $2.1M 51k 41.27
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.4 $2.0M 81k 24.74
Dimensional Etf Trust Us Real Estate E (DFAR) 1.2 $1.7M 73k 23.27
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.7M 68k 24.86
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $1.7M 57k 29.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $1.3M 20k 65.08
Netflix (NFLX) 0.9 $1.3M 1.4k 891.32
Microsoft Corporation (MSFT) 0.9 $1.3M 3.1k 421.44
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.8 $1.2M 33k 37.90
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $983k 39k 25.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $846k 25k 34.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $749k 2.6k 289.81
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.4 $544k 8.5k 64.16
Vanguard World Inf Tech Etf (VGT) 0.4 $530k 852.00 621.81
Hp (HPQ) 0.4 $528k 16k 32.63
Exxon Mobil Corporation (XOM) 0.3 $491k 4.6k 107.57
JPMorgan Chase & Co. (JPM) 0.3 $485k 2.0k 239.67
Hewlett Packard Enterprise (HPE) 0.3 $474k 22k 21.35
Costco Wholesale Corporation (COST) 0.3 $470k 512.00 917.16
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $443k 8.7k 50.94
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $401k 4.6k 87.25
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $398k 16k 25.54
Dimensional Etf Trust International (DFSI) 0.3 $372k 11k 32.85
Visa Com Cl A (V) 0.2 $350k 1.1k 315.98
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $349k 5.5k 63.75
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $346k 3.8k 90.35
Broadcom (AVGO) 0.2 $311k 1.3k 231.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $294k 7.7k 38.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $284k 627.00 453.28
Vanguard World Consum Stp Etf (VDC) 0.2 $277k 1.3k 211.39
Alphabet Cap Stk Cl A (GOOGL) 0.2 $261k 1.4k 189.34
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $240k 5.1k 46.88
Starbucks Corporation (SBUX) 0.2 $234k 2.6k 91.25
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $230k 9.2k 24.99
Home Depot (HD) 0.2 $224k 575.00 388.73
Meta Platforms Cl A (META) 0.2 $223k 381.00 585.51
Alphabet Cap Stk Cl C (GOOG) 0.1 $207k 1.1k 190.52
Stryker Corporation (SYK) 0.1 $205k 568.00 360.05