StockDriftsStockDriftsTop 50 Northwest Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 9.3% | 1.04M | $61.9M | +11.15%(+104.22K) | $59.56(-0.87%) | 2026-03-31 | |
| ITOT | ISHARES TR | 8.08% | 377.5K | $53.8M | +9.80%(+33.70K) | $114.63(+38.26%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.75% | 1.33M | $51.6M | +5.21%(+65.65K) | $28.22(+51.28%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.1% | 546.7K | $27.3M | +9.84%(+48.98K) | $49.00(+2.78%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.99% | 554.9K | $26.6M | +15.74%(+75.48K) | $47.50(+0.83%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.83% | 79.5K | $25.5M | +0.13%(+102) | $182.55(+95.56%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.68% | 245.3K | $24.5M | +1.92%(+4.63K) | $62.97(+68.48%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.27% | 197.0K | $21.8M | +9.42%(+16.96K) | $84.54(+42.14%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.07% | 244.5K | $20.4M | +5.90%(+13.61K) | $66.84(+31.72%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.23% | 253.2K | $14.8M | +0.42%(+1.06K) | $58.03(+0.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.06% |
| Top 20 Holdings Unweighted | +12.80% | +43.54% |
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