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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO INSTITUTION : NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Portfolio (reported on 2020-08-14)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 6,219,554,000 20,083,160 19.18%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,161,188,000 72,644,988 6.66%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 2,056,054,000 23,274,331 6.34%
ISHARES TR    (CORE S&P MCP ETF) IJH 1,837,121,000 10,331,352 5.66%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,482,116,000 37,417,728 4.57%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,441,742,000 4,675,519 4.44%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,262,207,000 18,483,041 3.89%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 881,625,000 22,728,132 2.71%
ISHARES TR    (CORE MSCI EAFE) IEFA 780,165,000 13,648,786 2.40%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 777,893,000 15,505,137 2.39%
INVESCO QQQ TR    (UNIT SER 1) 641,878,000 2,592,399 1.98%
ISHARES GOLD TRUST    (ISHARES) IAU 576,573,000 33,936,007 1.77%
ISHARES TR    (MSCI MIN VOL ETF) USMV 492,339,000 8,120,373 1.51%
ISHARES INC    (CORE MSCI EMKT) IEMG 462,813,000 9,722,960 1.42%
VANGUARD INDEX FDS    (MID CAP ETF) VO 397,917,000 2,427,654 1.22%
ISHARES TR    (CORE TOTAL USD) IUSB 380,114,000 6,996,391 1.17%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 377,342,000 6,969,740 1.16%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 316,338,000 4,788,650 0.97%
APPLE INC    (COM) AAPL 279,974,000 767,474 0.86%
ISHARES TR    (NATIONAL MUN ETF) MUB 258,772,000 2,242,392 0.79%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 245,486,000 3,126,021 0.75%
MICROSOFT CORP    (COM) MSFT 243,074,000 1,194,407 0.74%
ISHARES TR    (TIPS BD ETF) TIP 214,299,000 1,742,266 0.66%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 207,555,000 1,451,429 0.64%
AMAZON COM INC    (COM) AMZN 202,560,000 73,422 0.62%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 189,130,000 935,872 0.58%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 187,587,000 2,256,818 0.57%
ISHARES TR    (CORE US AGGBD ET) AGG 187,035,000 1,582,232 0.57%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 165,127,000 1,133,177 0.50%
ISHARES TR    (RUS 1000 ETF) IWB 153,771,000 895,684 0.47%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 140,014,000 494,000 0.43%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 134,870,000 4,462,929 0.41%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 127,504,000 1,252,994 0.39%
ISHARES TR    (MSCI EAFE ETF) EFA 124,409,000 2,043,850 0.38%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 123,282,000 1,052,068 0.38%
ISHARES TR    (RUS 1000 GRW ETF) IWF 118,113,000 615,330 0.36%
ISHARES TR    (S&P 500 GRWT ETF) IVW 110,923,000 534,596 0.34%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 106,630,000 681,210 0.32%
SPDR SER TR    (NUVEEN BRC MUNIC) 104,430,000 2,021,476 0.32%
ALPHABET INC    (CAP STK CL A) GOOGL 99,314,000 70,036 0.30%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 90,892,000 1,226,613 0.28%
ISHARES TR    (RUS 1000 VAL ETF) IWD 78,039,000 692,945 0.24%
ISHARES TR    (1 3 YR TREAS BD) SHY 76,588,000 884,275 0.23%
VANGUARD INDEX FDS    (VALUE ETF) VTV 73,593,000 738,959 0.22%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 72,983,000 975,696 0.22%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 71,741,000 278,207 0.22%
SPDR GOLD TR    (GOLD SHS) GLD 71,450,000 426,900 0.22%
FACEBOOK INC    (CL A) FB 69,533,000 306,217 0.21%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 66,417,000 1,150,477 0.20%
ARK ETF TR    (INNOVATION ETF) ARKK 65,268,000 915,273 0.20%
ISHARES TR    (GLOBAL 100 ETF) IOO 64,990,000 1,231,336 0.20%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 64,684,000 1,229,271 0.19%
VISA INC    (COM CL A) V 63,058,000 326,437 0.19%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 62,485,000 2,060,852 0.19%
SPDR SER TR    (NUVEEN BLMBRG SR) 62,418,000 1,251,614 0.19%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 62,336,000 323,571 0.19%
ISHARES TR    (SELECT DIVID ETF) DVY 60,326,000 747,344 0.18%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 58,717,000 328,928 0.18%
ISHARES TR    (IBOXX INV CP ETF) LQD 57,210,000 425,354 0.17%
ISHARES TR    (PFD AND INCM SEC) PFF 56,619,000 1,634,484 0.17%
ARK ETF TR    (NEXT GNRTN INTER) ARKW 56,362,000 664,260 0.17%
MASTERCARD INCORPORATED    (CL A) MA 55,588,000 187,985 0.17%
ISHARES TR    (COHEN STEER REIT) ICF 54,525,000 540,495 0.16%
ISHARES TR    (EAFE GRWTH ETF) EFG 54,259,000 652,858 0.16%
JPMORGAN CHASE & CO    (COM) JPM 52,470,000 557,837 0.16%
ISHARES TR    (S&P MC 400GR ETF) IJK 50,035,000 223,352 0.15%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 50,023,000 404,484 0.15%
HOME DEPOT INC    (COM) HD 49,495,000 197,577 0.15%
PROCTER AND GAMBLE CO    (COM) PG 47,830,000 400,021 0.14%
JOHN HANCOCK EXCHANGE TRADED    (MULTIFACTOR MI) 47,373,000 1,348,867 0.14%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 47,028,000 463,145 0.14%
ISHARES TR    (RUS MID CAP ETF) IWR 46,653,000 870,389 0.14%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 46,437,000 893,035 0.14%
JOHNSON & JOHNSON    (COM) JNJ 45,815,000 325,786 0.14%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 45,474,000 487,969 0.14%
VANECK VECTORS ETF TR    (HIGH YLD MUN ETF) 45,009,000 759,275 0.13%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 44,499,000 464,969 0.13%
UNITEDHEALTH GROUP INC    (COM) UNH 43,380,000 147,075 0.13%
PEPSICO INC    (COM) PEP 42,850,000 323,982 0.13%
ISHARES TR    (RUS MD CP GR ETF) IWP 42,713,000 270,132 0.13%
ISHARES TR    (USA QUALITY FCTR) QUAL 40,576,000 423,017 0.12%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 40,150,000 243,215 0.12%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 37,349,000 173,151 0.11%
SALESFORCE COM INC    (COM) CRM 37,035,000 197,700 0.11%
ABBOTT LABS    (COM) ABT 36,536,000 399,607 0.11%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 36,235,000 111,668 0.11%
ISHARES TR    (CORE DIV GRWTH) DGRO 35,903,000 954,866 0.11%
ISHARES TR    (S&P MC 400VL ETF) IJJ 35,769,000 269,063 0.11%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 35,592,000 292,055 0.10%
ISHARES TR    (S&P 500 VAL ETF) IVE 35,540,000 328,433 0.10%
NVIDIA CORPORATION    (COM) NVDA 35,163,000 92,554 0.10%
ADOBE INC    (COM) ADBE 35,132,000 80,705 0.10%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 34,693,000 124,479 0.10%
MERCK & CO. INC    (COM) MRK 34,417,000 445,060 0.10%
DISNEY WALT CO    (COM DISNEY) DIS 34,042,000 305,280 0.10%
COSTCO WHSL CORP NEW    (COM) COST 33,665,000 111,025 0.10%
ISHARES TR    (CORE S&P TTL STK) ISI 32,946,000 474,453 0.10%
ISHARES TR    (CORE S&P US GWT) IWZ 31,939,000 444,331 0.09%
CHEVRON CORP NEW    (COM) CVX 31,926,000 357,802 0.09%
ISHARES TR    (RUSSELL 2000 ETF) IWM 31,630,000 220,904 0.09%
ISHARES TR    (USA MOMENTUM FCT) 31,593,000 241,168 0.09%
SPDR SER TR    (DJ REIT ETF) RWR 29,118,000 373,160 0.08%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 28,122,000 77,613 0.08%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 27,209,000 251,219 0.08%
UNION PAC CORP    (COM) UNP 26,927,000 159,264 0.08%
LOCKHEED MARTIN CORP    (COM) LMT 26,661,000 73,061 0.08%
INTEL CORP    (COM) INTC 25,685,000 429,306 0.07%
ISHARES TR    (20 YR TR BD ETF) TLT 25,551,000 155,865 0.07%
MCDONALDS CORP    (COM) MCD 25,510,000 138,287 0.07%
HONEYWELL INTL INC    (COM) HON 25,087,000 173,508 0.07%
COMCAST CORP NEW    (CL A) CMCSA 24,923,000 639,361 0.07%
NIKE INC    (CL B) NKE 24,844,000 253,369 0.07%
ISHARES TR    (ESG MSCI USA ETF) 24,347,000 347,856 0.07%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 24,119,000 485,496 0.07%
ALPHABET INC    (CAP STK CL C) GOOG 23,987,000 16,969 0.07%
ISHARES INC    (MSCI EURZONE ETF) EZU 23,870,000 654,330 0.07%
ISHARES TR    (CORE HIGH DV ETF) HDV 23,042,000 283,942 0.07%
ISHARES TR    (MSCI EMG MKT ETF) EEM 22,979,000 574,612 0.07%
DANAHER CORPORATION    (COM) DHR 22,888,000 129,434 0.07%
WALMART INC    (COM) WMT 22,580,000 188,512 0.06%
LAM RESEARCH CORP    (COM) LRCX 22,163,000 68,516 0.06%
ISHARES TR    (EAFE SML CP ETF) SCZ 21,391,000 398,923 0.06%
STARBUCKS CORP    (COM) SBUX 21,151,000 287,419 0.06%
ISHARES TR    (S&P SML 600 GWT) IJT 20,862,000 122,871 0.06%
BK OF AMERICA CORP    (COM) BAC 20,763,000 874,208 0.06%
APPLIED MATLS INC    (COM) AMAT 20,751,000 343,274 0.06%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 20,471,000 429,992 0.06%
ISHARES TR    (EDGE MSCI USA VL) VLUE 20,433,000 282,691 0.06%
VERIZON COMMUNICATIONS INC    (COM) VZ 20,200,000 366,404 0.06%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 19,829,000 194,991 0.06%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 19,768,000 302,551 0.06%
BLACKROCK INC    (COM) BLK 19,423,000 35,698 0.05%
ISHARES TR    (HDG MSCI EAFE) HEFA 19,299,000 699,369 0.05%
TEXAS INSTRS INC    (COM) TXN 19,170,000 150,978 0.05%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 18,929,000 312,877 0.05%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 18,725,000 125,190 0.05%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 18,711,000 93,740 0.05%
ISHARES INC    (MIN VOL GBL ETF) ACWV 18,377,000 209,830 0.05%
INVESCO ACTIVLY MANGD ETC FD    (OPTIMUM YIELD) 18,364,000 1,419,222 0.05%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 18,254,000 85,011 0.05%
PROGRESSIVE CORP OHIO    (COM) PGR 18,106,000 226,010 0.05%
AMERICAN EXPRESS CO    (COM) AXP 17,779,000 186,762 0.05%
ISHARES TR    (EXPANDED TECH) IGV 17,290,000 60,825 0.05%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 17,174,000 187,477 0.05%
VICTORY PORTFOLIOS II    (VCSHS US 500 ENH) 17,140,000 330,459 0.05%
EXCHANGE TRADED CONCEPTS TR    (EMQQ EM INTERN) EMQQ 17,108,000 366,271 0.05%
BOSTON SCIENTIFIC CORP    (COM) BSX 16,562,000 471,715 0.05%
ISHARES TR    (GLOBAL REIT ETF) REET 16,488,000 789,650 0.05%
PFIZER INC    (COM) PFE 16,468,000 503,587 0.05%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 16,051,000 135,635 0.04%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 15,971,000 202,729 0.04%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 15,655,000 302,516 0.04%
ISHARES TR    (RUSSELL 3000 ETF) IWV 15,595,000 86,609 0.04%
AT&T INC    (COM) T 15,533,000 513,823 0.04%
ISHARES TR    (SP SMCP600VL ETF) IJS 15,500,000 128,772 0.04%
CSX CORP    (COM) CSX 15,371,000 220,415 0.04%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 15,352,000 306,364 0.04%
BOEING CO    (COM) BA 15,222,000 83,045 0.04%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 15,204,000 242,880 0.04%
ACTIVISION BLIZZARD INC    (COM) ATVI 15,127,000 199,316 0.04%
VANGUARD WORLD FDS    (MATERIALS ETF) VAW 15,115,000 125,290 0.04%
NETFLIX INC    (COM) NFLX 14,995,000 32,953 0.04%
ANTHEM INC    (COM) ANTM 14,796,000 56,260 0.04%
ISHARES TR    (RUS 2000 GRW ETF) IWO 14,667,000 70,900 0.04%
3M CO    (COM) MMM 14,650,000 93,916 0.04%
ALTRIA GROUP INC    (COM) MO 14,480,000 368,935 0.04%
CME GROUP INC    (COM) CME 14,388,000 88,514 0.04%
DEERE & CO    (COM) DE 14,284,000 90,899 0.04%
CISCO SYS INC    (COM) CSCO 14,218,000 304,858 0.04%
EXXON MOBIL CORP    (COM) XOM 14,209,000 317,735 0.04%
ABBVIE INC    (COM) ABBV 14,127,000 143,882 0.04%
CITIGROUP INC    (COM NEW) C 14,056,000 275,066 0.04%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 13,850,000 129,530 0.04%
WASTE MGMT INC DEL    (COM) WMI 13,548,000 127,920 0.04%
BECTON DICKINSON & CO    (COM) BDX 13,545,000 56,608 0.04%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 13,324,000 159,013 0.04%
AMGEN INC    (COM) AMGN 12,950,000 54,907 0.03%
SOUTHERN CO    (COM) SO 12,640,000 243,776 0.03%
AMERICAN TOWER CORP NEW    (COM) AMT 12,449,000 48,154 0.03%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 12,382,000 210,580 0.03%
SYSCO CORP    (COM) SYY 12,150,000 222,275 0.03%
RAYTHEON TECHNOLOGIES CORP    (COM) 12,120,000 196,680 0.03%
COCA COLA CO    (COM) KO 12,075,000 270,271 0.03%
S&P GLOBAL INC    (COM) SPGI 12,028,000 36,507 0.03%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 12,015,000 332,530 0.03%
VANGUARD ADMIRAL FDS INC    (MIDCP 400 IDX) IVOO 11,756,000 97,774 0.03%
NOVARTIS AG    (SPONSORED ADR) NVS 11,615,000 132,987 0.03%
LAS VEGAS SANDS CORP    (COM) LVS 11,353,000 249,310 0.03%
CHURCHILL DOWNS INC    (COM) CHDN 10,540,000 79,162 0.03%
CVS HEALTH CORP    (COM) CVS 10,500,000 161,606 0.03%
SPDR SER TR    (BLOOMBERG BRCLYS) 10,383,000 102,640 0.03%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 10,270,000 124,238 0.03%
ISHARES TR    (INTL QLTY FACTOR) 10,225,000 347,665 0.03%
ISHARES TR    (RUS MDCP VAL ETF) IWS 9,967,000 130,243 0.03%
ADVANCED MICRO DEVICES INC    (COM) AMD 9,964,000 189,390 0.03%
GOLDMAN SACHS ETF TR    (ACTIVEBETA INT) 9,878,000 371,484 0.03%
LILLY ELI & CO    (COM) LLY 9,828,000 59,862 0.03%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 9,715,000 17,050 0.02%
ISHARES TR    (EAFE VALUE ETF) EFV 9,580,000 239,688 0.02%
ISHARES TR    (US HLTHCR PR ETF) IHF 9,547,000 49,467 0.02%
1 2 3 4 5 6 7 8 9 10 11 12 13 Next >Full Portfolio View
Total Value As 2020-06-30: 32,416,078,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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