account_balance
Investment manager · 13F filer · SEC CIK 1697767
Northwest Quadrant Wealth Management, LLC
Reported value$540Mas of Jun 30, 2026
Positions77 10 new, 0 sold out
Top 10 weight90.5%SCHX alone is 29%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
29.2%
IEFAiShares Tr
11.6%Added +3%
VOVanguard Index FDS
10.5%
SCHDSchwab Strategic Tr
10.1%Added +5%
TFLOiShares Tr
8.1%Trimmed −24%
VBRVanguard Index FDS
6.3%Added +3%
IJRiShares Tr
5.6%
VCSHVanguard Scottsdale FDS
4.5%New
SHViShares Tr
3.6%−30%
VNQ1.0%
AAPL1.0%CAT0.7%SCHXSchwab Strategic Tr
29.2%
IEFAiShares Tr
11.6%
VOVanguard Index FDS
10.5%
SCHDSchwab Strategic Tr
10.1%+5%
TFLOiShares Tr
8.1%
VBRVanguard Index FDS
6.3%
IJR5.6%
VCSH4.5%
SHV
VNQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 29.2% Held
IEFA iShares Tr 11.6% Added +3%
VO Vanguard Index FDS 10.5% Held
SCHD Schwab Strategic Tr 10.1% Added +5%
TFLO iShares Tr 8.1% Trimmed −24%
VBR Vanguard Index FDS 6.3% Added +3%
IJR iShares Tr 5.6% Held
VCSH Vanguard Scottsdale FDS 4.5% New
SHV iShares Tr 3.6% Trimmed −30%
VNQ Vanguard Index FDS 1.0% Held
AAPL Apple Inc. 1.0% Added +3%CAT Caterpillar Inc 0.7% HeldWhat changed
Biggest moves since Mar 31, 2026
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