0001725547-20-000054.txt : 20200713 0001725547-20-000054.hdr.sgml : 20200713 20200713114141 ACCESSION NUMBER: 0001725547-20-000054 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200713 DATE AS OF CHANGE: 20200713 EFFECTIVENESS DATE: 20200713 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NORTHWEST WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001695344 IRS NUMBER: 271527316 STATE OF INCORPORATION: IA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17661 FILM NUMBER: 201024659 BUSINESS ADDRESS: STREET 1: 1607 W 18TH ST CITY: SPENCER STATE: IA ZIP: 51301 BUSINESS PHONE: 877-207-0994 MAIL ADDRESS: STREET 1: 1607 W 18TH ST CITY: SPENCER STATE: IA ZIP: 51301 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001695344 XXXXXXXX 06-30-2020 06-30-2020 false NORTHWEST WEALTH MANAGEMENT, LLC

1607 W 18th St Spencer IA 51301

13F HOLDINGS REPORT 028-17661 N Eric Van Der Heide 877-207-0994 /s/ Eric Van Der Heide Spencer IA 07-13-2020 0 95 114619 false INFORMATION TABLE 2 Form13fInfoTable.xml ALPS ETF TR ALERIAN MLP 00162Q452 568 23010 SH SOLE 0 0 23010 ALPS ETF TR ALERIAN ENERGY 00162Q676 983 70633 SH SOLE 0 0 70633 AT&T INC COM 00206R102 277 9152 SH SOLE 0 0 9152 ALTRIA GROUP INC COM 02209S103 204 5208 SH SOLE 0 0 5208 AMAZON COM INC COM 023135106 2171 787 SH SOLE 0 0 787 APPLE INC COM 037833100 3374 9249 SH SOLE 0 0 9249 BERKSHIRE HATHAWAY INC DEL CL A 084670108 535 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1357 7600 SH SOLE 0 0 7600 DEERE & CO COM 244199105 264 1679 SH SOLE 0 0 1679 DISNEY WALT CO COM DISNEY 254687106 543 4867 SH SOLE 0 0 4867 EXXON MOBIL CORP COM 30231G102 287 6418 SH SOLE 0 0 6418 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 394 19773 SH SOLE 0 0 19773 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1166 63283 SH SOLE 0 0 63283 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1104 20060 SH SOLE 0 0 20060 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 761 14734 SH SOLE 0 0 14734 HOME DEPOT INC COM 437076102 298 1188 SH SOLE 0 0 1188 ISHARES TR CORE S&P TTL STK 464287150 253 3637 SH SOLE 0 0 3637 ISHARES TR TIPS BD ETF 464287176 2442 19855 SH SOLE 0 0 19855 ISHARES TR CORE S&P500 ETF 464287200 2905 9380 SH SOLE 0 0 9380 ISHARES TR CORE US AGGBD ET 464287226 1099 9300 SH SOLE 0 0 9300 ISHARES TR MSCI EMG MKT ETF 464287234 1067 26685 SH SOLE 0 0 26685 ISHARES TR 1 3 YR TREAS BD 464287457 354 4088 SH SOLE 0 0 4088 ISHARES TR RUS MDCP VAL ETF 464287473 217 2831 SH SOLE 0 0 2831 ISHARES TR RUS MD CP GR ETF 464287481 281 1780 SH SOLE 0 0 1780 ISHARES TR COHEN STEER REIT 464287564 549 5439 SH SOLE 0 0 5439 ISHARES TR RUS 1000 ETF 464287622 325 1892 SH SOLE 0 0 1892 ISHARES TR RUS 2000 VAL ETF 464287630 3755 38524 SH SOLE 0 0 38524 ISHARES TR RUSSELL 2000 ETF 464287655 570 3978 SH SOLE 0 0 3978 ISHARES TR CORE S&P US VLU 464287663 1397 26756 SH SOLE 0 0 26756 ISHARES TR SP SMCP600VL ETF 464287879 928 7711 SH SOLE 0 0 7711 ISHARES TR SHRT NAT MUN ETF 464288158 2048 18984 SH SOLE 0 0 18984 ISHARES TR MSCI ACWI ETF 464288257 614 8323 SH SOLE 0 0 8323 ISHARES TR NATIONAL MUN ETF 464288414 968 8388 SH SOLE 0 0 8388 ISHARES TR 3 7 YR TREAS BD 464288661 211 1576 SH SOLE 0 0 1576 ISHARES TR PFD AND INCM SEC 464288687 224 6461 SH SOLE 0 0 6461 ISHARES TR EAFE VALUE ETF 464288877 3028 75760 SH SOLE 0 0 75760 ISHARES TR AGGRES ALLOC ETF 464289859 3763 68563 SH SOLE 0 0 68563 ISHARES TR GRWT ALLOCAT ETF 464289867 2719 58614 SH SOLE 0 0 58614 ISHARES TR MODERT ALLOC ETF 464289875 639 16035 SH SOLE 0 0 16035 ISHARES TR CONSER ALLOC ETF 464289883 230 6330 SH SOLE 0 0 6330 ISHARES TR US TREAS BD ETF 46429B267 624 22306 SH SOLE 0 0 22306 ISHARES TR 0-5 YR TIPS ETF 46429B747 513 5007 SH SOLE 0 0 5007 ISHARES TR CORE MSCI EAFE 46432F842 1214 21232 SH SOLE 0 0 21232 ISHARES TR MULTIFACTOR INTL 46434V274 252 11003 SH SOLE 0 0 11003 JPMORGAN CHASE & CO COM 46625H100 637 6776 SH SOLE 0 0 6776 JOHNSON & JOHNSON COM 478160104 275 1953 SH SOLE 0 0 1953 MICROSOFT CORP COM 594918104 835 4104 SH SOLE 0 0 4104 NETFLIX INC COM 64110L106 228 500 SH SOLE 0 0 500 OCCIDENTAL PETE CORP COM 674599105 966 52784 SH SOLE 0 0 52784 PEPSICO INC COM 713448108 385 2908 SH SOLE 0 0 2908 PFIZER INC COM 717081103 361 11043 SH SOLE 0 0 11043 POLARIS INC COM 731068102 470 5078 SH SOLE 0 0 5078 PROCTER AND GAMBLE CO COM 742718109 288 2405 SH SOLE 0 0 2405 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 876 26193 SH SOLE 0 0 26193 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 821 29716 SH SOLE 0 0 29716 SPDR SER TR S&P 600 SMCP VAL 78464A300 5810 118284 SH SOLE 0 0 118284 SPDR SER TR PORTFLI TIPS ETF 78464A656 2081 69041 SH SOLE 0 0 69041 SPDR SER TR PORTFOLI S&P1500 78464A805 1029 27244 SH SOLE 0 0 27244 SPDR SER TR PORTFOLIO SH TSR 78468R101 346 11276 SH SOLE 0 0 11276 SPDR SER TR NUVEEN BLMBRG SR 78468R739 907 18193 SH SOLE 0 0 18193 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1040 37780 SH SOLE 0 0 37780 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1406 59211 SH SOLE 0 0 59211 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 559 18784 SH SOLE 0 0 18784 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 307 10387 SH SOLE 0 0 10387 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 129 19589 SH SOLE 0 0 19589 TESLA INC COM 88160R101 356 330 SH SOLE 0 0 330 THE TRADE DESK INC COM CL A 88339J105 493 1214 SH SOLE 0 0 1214 TYSON FOODS INC CL A 902494103 575 9630 SH SOLE 0 0 9630 US BANCORP DEL COM NEW 902973304 3851 104599 SH SOLE 0 0 104599 UNION PAC CORP COM 907818108 287 1700 SH SOLE 0 0 1700 UNITEDHEALTH GROUP INC COM 91324P102 408 1383 SH SOLE 0 0 1383 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 277 7550 SH SOLE 0 0 7550 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 363 7129 SH SOLE 0 0 7129 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 509 4348 SH SOLE 0 0 4348 VANGUARD BD INDEX FDS INTERMED TERM 921937819 804 8631 SH SOLE 0 0 8631 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3037 36536 SH SOLE 0 0 36536 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 5575 143735 SH SOLE 0 0 143735 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 250 5362 SH SOLE 0 0 5362 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1178 12194 SH SOLE 0 0 12194 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 339 4537 SH SOLE 0 0 4537 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1331 27957 SH SOLE 0 0 27957 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2136 53938 SH SOLE 0 0 53938 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1057 14983 SH SOLE 0 0 14983 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1907 6727 SH SOLE 0 0 6727 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 674 7040 SH SOLE 0 0 7040 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 439 2659 SH SOLE 0 0 2659 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 885 11267 SH SOLE 0 0 11267 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3763 35195 SH SOLE 0 0 35195 VANGUARD INDEX FDS GROWTH ETF 922908736 312 1544 SH SOLE 0 0 1544 VANGUARD INDEX FDS VALUE ETF 922908744 3561 35761 SH SOLE 0 0 35761 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10750 68679 SH SOLE 0 0 68679 WALMART INC COM 931142103 241 2010 SH SOLE 0 0 2010 WELLS FARGO CO NEW COM 949746101 215 8402 SH SOLE 0 0 8402 WISDOMTREE TR FLOATNG RAT TREA 97717X628 462 18385 SH SOLE 0 0 18385 EATON CORP PLC SHS G29183103 1353 15469 SH SOLE 0 0 15469