Northwest Quadrant Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Bend, OR
CIK
0001697767
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 64 408,437 SCHX, VO, IJR, IEFA 13F-HR 4/12/2024 000108514624001763
Q4 2023 61 386,540 SCHX, VO, IJR, TFLO 13F-HR 1/9/2024 000108514624000124
Q3 2023 60 356,301 SCHX, VO, IJR, TFLO 13F-HR 10/10/2023 000108514623003659
Q2 2023 55 361,888 SCHX, VO, IJR, TFLO 13F-HR 8/3/2023 000108514623003051
Q1 2023 54 347,237 SCHX, VO, IJR, SHV 13F-HR 4/10/2023 000108514623001604
Q4 2022 58 328,090 SCHX, VO, IJR, SHV 13F-HR 1/30/2023 000108514623000472
Q3 2022 54 304,883 SCHX, VO, IJR, VTIP 13F-HR 10/11/2022 000108514622003342
Q2 2022 59 322,722 SCHX, VO, IJR, VTIP 13F-HR 8/3/2022 000108514622002762
Q1 2022 66 364,837 SCHX, VO, IJR, IEFA 13F-HR 4/8/2022 000108514622001334
Q4 2021 65 372,308 SCHX, VO, VGSH, IJR 13F-HR 1/25/2022 000108514622000333
Q3 2021 64 348,957 SCHX, VO, IJR, VGSH 13F-HR 10/12/2021 000108514621002767
Q2 2021 65 347,233 SCHX, VO, IJR, VGSH 13F-HR 7/19/2021 000108514621002026
Q1 2021 63 323,645 SCHX, VGSH, IJR, VO 13F-HR 4/14/2021 000108514621001167
Q4 2020 60 295,727 SCHX, VGSH, VO, IEFA 13F-HR 1/22/2021 000108514621000227
Q3 2020 55 252,354 SCHX, VGSH, IEFA, VO 13F-HR 10/13/2020 000108514620002483
Q2 2020 57 237,364 SCHX, VGSH, IEFA, VO 13F-HR 7/9/2020 000108514620001712
Q1 2020 55 220,700 SCHX, VGSH, IEFA, VO 13F-HR 5/11/2020 000108514620001413
Q4 2019 66 242,543 SCHX, VGSH, IEFA, VO 13F-HR 1/21/2020 000108514620000229
Q3 2019 65 233,250 SCHX, IEFA, VGSH, IJR 13F-HR 10/24/2019 000108514619002634
Q2 2019 62 218,825 SCHX, IEFA, VGSH, IJR 13F-HR 7/17/2019 000108514619001905
Q1 2019 62 213,985 SCHX, IEFA, VGSH, IJR 13F-HR 4/10/2019 000108514619001143
Q4 2018 58 200,051 SCHX, IEFA, VGSH, IJR 13F-HR 2/1/2019 000108514619000303
Q3 2018 55 162,680 SCHX, IEFA, IJR, VGSH 13F-HR 11/16/2018 000108514618002797
Q2 2018 53 149,552 SCHX, IEFA, IJR, VO 13F-HR 8/10/2018 000108514618001976
Q1 2018 60 153,976 CLAYMORE EXCHANGE TRD FD TR, SCHX, IEFA, IJR 13F-HR 5/9/2018 000108514618001291
Q4 2017 58 144,768 CLAYMORE EXCHANGE TRD FD TR, SCHX, IEFA, IJR 13F-HR 2/8/2018 000108514618000412
Q3 2017 58 133,773 SCHX, CLAYMORE EXCHANGE TRD FD TR, IEFA, IJR 13F-HR 11/14/2017 000108514617002442
Q2 2017 57 116,827 SCHX, CLAYMORE EXCHANGE TRD FD TR, IEFA, IJR 13F-HR 8/10/2017 000108514617001718
Q1 2017 58 104,590 SCHX, CLAYMORE EXCHANGE TRD FD TR, IEFA, IJR 13F-HR 5/12/2017 000108514617001201
Q4 2016 58 94,264 SCHX, CLAYMORE EXCHANGE TRD FD TR, IEFA, IJR RESTATEMENT 5/12/2017 000108514617001200
Additional filings from Northwest Quadrant Wealth Management, LLC that have since been restated