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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 2020-05-08)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 4,769,289,000 18,457,001 18.41%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,989,165,000 23,305,986 7.68%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,772,648,000 68,600,966 6.84%
ISHARES TR    (CORE S&P MCP ETF) IJH 1,320,788,000 9,181,064 5.09%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,234,620,000 36,799,412 4.76%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,161,288,000 4,505,482 4.48%
ISHARES TR    (CORE S&P SCP ETF) IJR 973,471,000 17,349,315 3.75%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 806,399,000 24,187,137 3.11%
ISHARES TR    (CORE MSCI EAFE) IEFA 607,362,000 12,174,000 2.34%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 577,719,000 11,857,938 2.23%
INVESCO QQQ TR    (UNIT SER 1) 431,819,000 2,267,953 1.66%
ISHARES TR    (MSCI MIN VOL ETF) USMV 392,601,000 7,269,058 1.51%
ISHARES TR    (CORE TOTAL USD) IUSB 366,705,000 6,984,859 1.41%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 363,829,000 4,427,230 1.40%
ISHARES INC    (CORE MSCI EMKT) IEMG 339,785,000 8,395,958 1.31%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 333,712,000 6,308,377 1.28%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 294,550,000 4,746,989 1.13%
ISHARES TR    (NATIONAL MUN ETF) MUB 257,356,000 2,277,287 0.99%
VANGUARD INDEX FDS    (MID CAP ETF) VO 250,762,000 1,904,764 0.96%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 216,392,000 3,097,948 0.83%
APPLE INC    (COM) AAPL 188,062,000 739,555 0.72%
ISHARES TR    (CORE US AGGBD ET) AGG 181,138,000 1,570,062 0.69%
ISHARES TR    (RUS 1000 ETF) IWB 178,058,000 1,258,088 0.68%
MICROSOFT CORP    (COM) MSFT 156,944,000 995,140 0.60%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 141,081,000 900,383 0.54%
AMAZON COM INC    (COM) AMZN 133,260,000 68,348 0.51%
ISHARES TR    (MSCI EAFE ETF) EFA 129,311,000 2,418,834 0.49%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 127,069,000 1,072,946 0.49%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 121,580,000 1,053,194 0.46%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 115,555,000 1,375,328 0.44%
SPDR SER TR    (NUVEEN BRC MUNIC) 109,358,000 2,187,167 0.42%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 100,158,000 3,737,236 0.38%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 99,430,000 419,857 0.38%
ISHARES TR    (RUS 1000 VAL ETF) IWD 98,946,000 997,629 0.38%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 98,272,000 950,493 0.37%
ISHARES TR    (S&P 500 GRWT ETF) IVW 97,450,000 590,429 0.37%
ISHARES TR    (RUS 1000 GRW ETF) IWF 97,280,000 645,735 0.37%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 86,694,000 672,511 0.33%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 85,458,000 703,476 0.32%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 80,063,000 437,915 0.30%
ALPHABET INC    (CAP STK CL A) GOOGL 76,625,000 65,945 0.29%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 73,662,000 1,202,640 0.28%
SPDR SER TR    (NUVEEN BLMBRG SR) 72,162,000 1,475,708 0.27%
VANGUARD INDEX FDS    (VALUE ETF) VTV 71,093,000 798,268 0.27%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 70,509,000 1,253,265 0.27%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 61,263,000 975,531 0.23%
ISHARES TR    (SELECT DIVID ETF) DVY 59,402,000 807,758 0.22%
ISHARES TR    (S&P MC 400GR ETF) IJK 58,717,000 329,021 0.22%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 58,262,000 350,782 0.22%
ISHARES TR    (PFD AND INCM SEC) PFF 57,718,000 1,812,760 0.22%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 54,423,000 248,248 0.21%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 53,635,000 1,272,190 0.20%
ISHARES TR    (TIPS BD ETF) TIP 49,261,000 417,746 0.19%
SPDR GOLD TRUST    (GOLD SHS) GLD 48,929,000 330,491 0.18%
FACEBOOK INC    (CL A) FB 48,515,000 290,856 0.18%
JPMORGAN CHASE & CO    (COM) JPM 48,115,000 534,436 0.18%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 47,082,000 386,141 0.18%
ISHARES TR    (1 3 YR TREAS BD) SHY 46,969,000 541,935 0.18%
VISA INC    (COM CL A) V 45,723,000 283,780 0.17%
ISHARES TR    (GLOBAL 100 ETF) IOO 44,911,000 1,005,612 0.17%
PROCTER & GAMBLE CO    (COM) PG 42,925,000 390,227 0.16%
VANECK VECTORS ETF TR    (HIGH YLD MUN ETF) 42,520,000 813,634 0.16%
ISHARES TR    (COHEN STEER REIT) ICF 42,034,000 458,990 0.16%
MASTERCARD INC    (CL A) MA 41,827,000 173,158 0.16%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 41,415,000 882,656 0.15%
JOHNSON & JOHNSON    (COM) JNJ 41,220,000 314,341 0.15%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 41,194,000 506,755 0.15%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 38,604,000 1,358,816 0.14%
ISHARES TR    (IBOXX INV CP ETF) LQD 38,556,000 312,162 0.14%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 38,208,000 427,707 0.14%
PEPSICO INC    (COM) PEP 37,963,000 316,086 0.14%
ISHARES TR    (CORE DIV GRWTH) DGRO 37,902,000 1,162,975 0.14%
VANECK VECTORS ETF TR    (AMT FREE INT ETF) 36,953,000 752,224 0.14%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 36,944,000 787,381 0.14%
INVESCO ACTIVELY MANAGD ETF    (OPTIMUM YIELD) 36,652,000 3,100,832 0.14%
ISHARES TR    (RUS MID CAP ETF) IWR 36,265,000 840,052 0.14%
HOME DEPOT INC    (COM) HD 35,532,000 190,304 0.13%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 34,524,000 841,643 0.13%
UNITEDHEALTH GROUP INC    (COM) UNH 34,493,000 138,316 0.13%
ISHARES TR    (RUSSELL 2000 ETF) IWM 34,195,000 298,763 0.13%
ISHARES TR    (S&P 500 VAL ETF) IVE 33,406,000 347,077 0.12%
MERCK & CO. INC    (COM) MRK 32,342,000 420,358 0.12%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 31,996,000 121,713 0.12%
SPDR SER TR    (DJ REIT ETF) RWR 31,047,000 430,004 0.11%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 30,273,000 238,954 0.11%
ISHARES TR    (CORE S&P TTL STK) ISI 30,050,000 525,250 0.11%
ABBOTT LABS    (COM) ABT 30,009,000 380,308 0.11%
ISHARES TR    (S&P MC 400VL ETF) IJJ 29,895,000 272,390 0.11%
ISHARES TR    (RUS MD CP GR ETF) IWP 29,817,000 245,223 0.11%
COSTCO WHSL CORP NEW    (COM) COST 29,388,000 103,073 0.11%
ISHARES GOLD TRUST    (ISHARES) IAU 28,684,000 1,903,383 0.11%
ISHARES TR    (3 7 YR TREAS BD) IEI 28,124,000 210,923 0.10%
ISHARES TR    (USA QUALITY FCTR) QUAL 27,958,000 345,000 0.10%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 27,811,000 143,001 0.10%
ISHARES TR    (EAFE GRWTH ETF) EFG 26,997,000 379,649 0.10%
ISHARES TR    (USA MOMENTUM FCT) 26,958,000 253,177 0.10%
LOCKHEED MARTIN CORP    (COM) LMT 26,201,000 77,304 0.10%
DISNEY WALT CO    (COM DISNEY) DIS 25,309,000 261,993 0.09%
SALESFORCE COM INC    (COM) CRM 25,295,000 175,687 0.09%
CHEVRON CORP NEW    (COM) CVX 24,483,000 337,887 0.09%
ISHARES TR    (EAFE SML CP ETF) SCZ 23,539,000 525,075 0.09%
ISHARES TR    (EAFE VALUE ETF) EFV 23,499,000 658,413 0.09%
WALMART INC    (COM) WMT 22,949,000 201,980 0.08%
HONEYWELL INTL INC    (COM) HON 22,828,000 170,623 0.08%
ISHARES TR    (MSCI EMG MKT ETF) EEM 22,459,000 658,014 0.08%
MCDONALDS CORP    (COM) MCD 22,458,000 135,821 0.08%
NVIDIA CORP    (COM) NVDA 21,946,000 83,252 0.08%
INTEL CORP    (COM) INTC 21,886,000 404,416 0.08%
UNION PAC CORP    (COM) UNP 21,822,000 154,719 0.08%
COMCAST CORP NEW    (CL A) CMCSA 21,365,000 621,441 0.08%
ISHARES TR    (CORE S&P US GWT) IWZ 21,253,000 372,270 0.08%
ADOBE INC    (COM) ADBE 20,248,000 63,627 0.07%
ISHARES INC    (MSCI EURZONE ETF) EZU 20,188,000 661,670 0.07%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 20,161,000 253,122 0.07%
ARK ETF TR    (INNOVATION ETF) ARKK 19,790,000 449,784 0.07%
ISHARES TR    (ESG MSCI USA ETF) 19,733,000 343,243 0.07%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 19,687,000 69,420 0.07%
VERIZON COMMUNICATIONS INC    (COM) VZ 19,402,000 361,124 0.07%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 19,064,000 192,607 0.07%
NIKE INC    (CL B) NKE 18,982,000 229,437 0.07%
ALPHABET INC    (CAP STK CL C) GOOG 18,810,000 16,177 0.07%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 18,577,000 200,959 0.07%
ISHARES TR    (CORE HIGH DV ETF) HDV 17,589,000 245,831 0.06%
PFIZER INC    (COM) PFE 17,550,000 537,670 0.06%
STARBUCKS CORP    (COM) SBUX 17,186,000 261,420 0.06%
ARK ETF TR    (NEXT GNRTN INTER) ARKW 17,124,000 324,740 0.06%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 16,767,000 79,127 0.06%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 16,340,000 590,320 0.06%
PROGRESSIVE CORP OHIO    (COM) PGR 16,217,000 219,628 0.06%
DANAHER CORPORATION    (COM) DHR 16,168,000 116,814 0.06%
ISHARES TR    (S&P SML 600 GWT) IJT 16,106,000 116,832 0.06%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 16,084,000 336,070 0.06%
BK OF AMERICA CORP    (COM) BAC 15,921,000 749,890 0.06%
ISHARES INC    (MIN VOL GBL ETF) ACWV 15,493,000 192,844 0.05%
COCA COLA CO    (COM) KO 14,997,000 338,911 0.05%
AT&T INC    (COM) T 14,859,000 509,745 0.05%
APPLIED MATLS INC    (COM) AMAT 14,787,000 322,724 0.05%
ALTRIA GROUP INC    (COM) MO 14,735,000 381,018 0.05%
BLACKROCK INC    (COM) BLK 14,620,000 33,227 0.05%
LAM RESEARCH CORP    (COM) LRCX 14,579,000 60,747 0.05%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 14,565,000 180,360 0.05%
BOSTON SCIENTIFIC CORP    (COM) BSX 14,335,000 439,315 0.05%
AMERICAN EXPRESS CO    (COM) AXP 14,270,000 166,678 0.05%
ISHARES TR    (GLOBAL REIT ETF) REET 14,157,000 739,258 0.05%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 14,136,000 102,568 0.05%
ISHARES TR    (SP SMCP600VL ETF) IJS 14,066,000 140,747 0.05%
SPDR SER TR    (SPDR BLOOMBERG) 13,765,000 150,228 0.05%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 13,670,000 83,734 0.05%
VICTORY PORTFOLIOS II    (VCSHS US 500 ENH) 13,366,000 286,387 0.05%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 13,171,000 148,314 0.05%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 13,113,000 185,347 0.05%
SOUTHERN CO    (COM) SO 13,051,000 241,054 0.05%
EXXON MOBIL CORP    (COM) XOM 13,018,000 342,846 0.05%
TEXAS INSTRS INC    (COM) TXN 12,988,000 129,972 0.05%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 12,963,000 86,245 0.05%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 12,829,000 141,694 0.04%
INVESCO EXCHANGE-TRADED FD T    (S&P MIDCP LOW) 12,613,000 316,739 0.04%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 12,549,000 243,579 0.04%
BECTON DICKINSON & CO    (COM) BDX 12,462,000 54,236 0.04%
3M CO    (COM) MMM 12,366,000 90,588 0.04%
DEERE & CO    (COM) DE 12,086,000 87,481 0.04%
BOEING CO    (COM) BA 12,042,000 80,744 0.04%
ISHARES TR    (20 YR TR BD ETF) TLT 11,968,000 72,546 0.04%
CME GROUP INC    (COM) CME 11,865,000 68,621 0.04%
NETFLIX INC    (COM) NFLX 11,842,000 31,536 0.04%
CISCO SYS INC    (COM) CSCO 11,798,000 300,099 0.04%
ISHARES TR    (EXPANDED TECH) IGV 11,661,000 55,452 0.04%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 11,593,000 222,137 0.04%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 11,350,000 351,917 0.04%
TWILIO INC    (CL A) 11,304,000 126,315 0.04%
AMGEN INC    (COM) AMGN 11,020,000 54,355 0.04%
WASTE MGMT INC DEL    (COM) WMI 10,972,000 118,554 0.04%
ACTIVISION BLIZZARD INC    (COM) ATVI 10,957,000 184,226 0.04%
ISHARES TR    (RUSSELL 3000 ETF) IWV 10,956,000 73,859 0.04%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 10,756,000 192,961 0.04%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 10,730,000 327,743 0.04%
INVESCO EXCHANGE-TRADED FD T    (S&P 500 REVENUE) 10,516,000 239,481 0.04%
ABBVIE INC    (COM) ABBV 10,186,000 133,684 0.03%
ISHARES TR    (RUS MDCP VAL ETF) IWS 9,678,000 150,987 0.03%
VANGUARD ADMIRAL FDS INC    (MIDCP 400 IDX) IVOO 9,623,000 98,896 0.03%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 9,597,000 213,377 0.03%
LAS VEGAS SANDS CORP    (COM) LVS 9,547,000 224,783 0.03%
NOVARTIS A G    (SPONSORED ADR) NVS 9,391,000 113,899 0.03%
ISHARES TR    (RUS 2000 GRW ETF) IWO 9,287,000 58,718 0.03%
INVESCO EXCHANGE-TRADED FD T    (NATL AMT MUNI) 9,131,000 353,921 0.03%
SPDR SER TR    (BLOOMBERG BRCLYS) 8,969,000 94,668 0.03%
CATERPILLAR INC DEL    (COM) CAT 8,898,000 76,672 0.03%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 8,889,000 112,386 0.03%
PIMCO DYNAMIC CR & MTG INC F    (COM SHS) PCI 8,864,000 527,009 0.03%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 8,803,000 201,260 0.03%
EXCHANGE TRADED CONCEPTS TR    (EMQQ EM INTERN) EMQQ 8,722,000 276,787 0.03%
UNITED TECHNOLOGIES CORP    (COM) UTX 8,656,000 91,760 0.03%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 8,638,000 107,467 0.03%
ADVANCED MICRO DEVICES INC    (COM) AMD 8,537,000 187,719 0.03%
ANTHEM INC    (COM) ANTM 8,518,000 37,515 0.03%
CVS HEALTH CORP    (COM) CVS 8,505,000 143,341 0.03%
LILLY ELI & CO    (COM) LLY 8,476,000 61,109 0.03%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 8,422,000 166,039 0.03%
SYSCO CORP    (COM) SYY 8,418,000 184,466 0.03%
ISHARES TR    (US HLTHCR PR ETF) IHF 8,371,000 50,215 0.03%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next >Full Portfolio View
Total Value As 2020-03-31: 25,899,914,000 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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