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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MODERT ALLOC ETF | 101 | $499,939 | 12,044 | 0.00 | 0.00 | 16 | 0.13 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 102 | $496,746 | 5,005 | 0.00 | 0.00 | -280 | -5.30 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 103 | $460,101 | 4,000 | 0.00 | 0.00 | -526 | -11.62 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 104 | $434,971 | 19,128 | 0.00 | 0.00 | 406 | 2.17 | 12-31-2023 |
