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 | CORE S&P500 ETF | 51 | $1,489,060 | 3,118 | 0.00 | 0.00 | -1 | -0.03 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 52 | $1,427,462 | 3,268 | 0.00 | 0.00 | 13 | 0.40 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 53 | $1,405,799 | 8,265 | 0.00 | 0.00 | 47 | 0.57 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 54 | $1,390,546 | 33,686 | 0.00 | 0.00 | -2,574 | -7.10 | 12-31-2023 |
