Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTHWEST WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 161 | 332,096,022 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $35,174,463 | 1,203,369 | 0.01 | 0.01 | 315,243 | 35.50 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $19,997,703 | 84,300 | 0.01 | 0.01 | 1,628 | 1.97 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 3 | $16,111,720 | 153,110 | 0.00 | 0.00 | 24,394 | 18.95 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 4 | $14,207,172 | 243,565 | 0.00 | 0.00 | 29,040 | 13.54 | 12-31-2023 |
