Wealth Advisors Northwest

Wealth Advisors Northwest as of March 31, 2025

Portfolio Holdings for Wealth Advisors Northwest

Wealth Advisors Northwest holds 55 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 25.2 $40M 1.2M 32.99
Dimensional Etf Trust Intl Core Equity (DFIC) 8.1 $13M 462k 27.77
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.7 $12M 429k 28.15
Dimensional Etf Trust Us High Profitab (DUHP) 7.0 $11M 335k 33.14
Amazon (AMZN) 5.4 $8.6M 45k 190.26
Dimensional Etf Trust Global Core Plus (DFGP) 4.8 $7.6M 142k 53.43
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.8 $6.1M 158k 38.44
Dimensional Etf Trust Global Cr Etf (DGCB) 3.7 $5.9M 111k 53.17
Dimensional Etf Trust Intl Small Cap V (DISV) 3.3 $5.3M 182k 29.12
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.2 $5.1M 194k 26.46
Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $4.3M 160k 26.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.2 $3.5M 84k 41.21
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.4 $2.3M 54k 42.06
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.4 $2.2M 83k 27.05
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $2.2M 43k 51.07
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.4 $2.2M 86k 25.22
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.3 $2.0M 25k 80.37
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.8M 68k 26.20
Apple (AAPL) 1.1 $1.7M 7.8k 222.13
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $1.7M 53k 31.23
Tesla Motors (TSLA) 0.9 $1.4M 5.3k 259.16
Netflix (NFLX) 0.8 $1.3M 1.4k 932.53
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.8 $1.3M 36k 35.81
Dimensional Etf Trust Global Real Est (DFGR) 0.8 $1.3M 49k 26.26
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.2M 19k 59.75
Microsoft Corporation (MSFT) 0.6 $998k 2.7k 375.36
Dimensional Etf Trust Us Real Estate E (DFAR) 0.6 $995k 42k 23.77
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $966k 37k 25.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $900k 25k 36.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $711k 2.6k 274.84
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $542k 8.8k 61.33
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $528k 10k 51.50
Exxon Mobil Corporation (XOM) 0.3 $523k 4.4k 118.93
JPMorgan Chase & Co. (JPM) 0.3 $478k 1.9k 245.34
Costco Wholesale Corporation (COST) 0.3 $468k 494.00 946.73
Dimensional Etf Trust International (DFSI) 0.3 $453k 13k 34.89
Hp (HPQ) 0.3 $448k 16k 27.69
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $443k 9.3k 47.52
Vanguard World Inf Tech Etf (VGT) 0.3 $436k 804.00 542.39
Visa Com Cl A (V) 0.2 $371k 1.1k 350.41
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $358k 4.6k 78.39
Hewlett Packard Enterprise (HPE) 0.2 $343k 22k 15.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $334k 627.00 532.58
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $331k 5.5k 60.48
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $311k 3.8k 83.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $301k 7.7k 39.37
Vanguard World Consum Stp Etf (VDC) 0.2 $287k 1.3k 218.84
Starbucks Corporation (SBUX) 0.2 $244k 2.5k 98.09
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.2 $243k 4.6k 52.25
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $240k 9.4k 25.54
Vanguard Index Fds Growth Etf (VUG) 0.2 $240k 646.00 370.82
Amgen (AMGN) 0.1 $230k 739.00 311.55
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $215k 6.4k 33.68
Stryker Corporation (SYK) 0.1 $204k 547.00 372.25
Meta Platforms Cl A (META) 0.1 $201k 349.00 576.36