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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 2019-11-12)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 5,002,700,000 16,758,340 19.00%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 1,958,710,000 23,199,225 7.44%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,849,785,000 58,059,793 7.02%
ISHARES TR    (CORE S&P MCP ETF) IJH 1,539,865,000 7,969,085 5.85%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,394,592,000 34,639,647 5.29%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,320,711,000 4,450,283 5.01%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 1,122,965,000 27,336,052 4.26%
ISHARES TR    (CORE S&P SCP ETF) IJR 808,540,000 10,387,197 3.07%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 543,959,000 11,089,882 2.06%
ISHARES TR    (CORE TOTAL USD) IUSB 375,660,000 7,167,711 1.42%
INVESCO QQQ TR    (UNIT SER 1) 373,581,000 1,978,602 1.41%
ISHARES TR    (MSCI MIN VOL ETF) USMV 346,842,000 5,410,940 1.31%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 340,621,000 4,216,136 1.29%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 334,832,000 3,590,697 1.27%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 294,271,000 5,488,099 1.11%
ISHARES TR    (NATIONAL MUN ETF) MUB 277,583,000 2,432,810 1.05%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 274,208,000 3,741,923 1.04%
ISHARES TR    (CORE MSCI EAFE) IEFA 258,454,000 4,232,098 0.98%
ISHARES TR    (CORE US AGGBD ET) AGG 192,340,000 1,699,564 0.73%
ISHARES TR    (MSCI EAFE ETF) EFA 173,229,000 2,656,462 0.65%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 163,264,000 1,510,591 0.62%
APPLE INC    (COM) AAPL 161,697,000 721,955 0.61%
ISHARES INC    (CORE MSCI EMKT) IEMG 159,566,000 3,255,106 0.60%
VANGUARD INDEX FDS    (MID CAP ETF) VO 144,889,000 864,495 0.55%
MICROSOFT CORP    (COM) MSFT 128,710,000 925,770 0.48%
ISHARES TR    (RUS 1000 ETF) IWB 125,933,000 765,365 0.47%
ISHARES TR    (S&P 500 GRWT ETF) IVW 118,833,000 660,073 0.45%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 117,666,000 707,639 0.44%
AMAZON COM INC    (COM) AMZN 114,691,000 66,070 0.43%
SPDR SERIES TRUST    (NUVEEN BRC MUNIC) 114,662,000 2,262,024 0.43%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 103,510,000 759,266 0.39%
ISHARES TR    (S&P MC 400GR ETF) IJK 103,422,000 461,996 0.39%
VANGUARD INDEX FDS    (VALUE ETF) VTV 100,349,000 899,024 0.38%
VANGUARD GROUP    (DIV APP ETF) VIG 94,509,000 790,343 0.35%
ISHARES TR    (RUS 1000 GRW ETF) IWF 94,450,000 591,684 0.35%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 90,896,000 436,959 0.34%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 88,276,000 323,830 0.33%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 88,166,000 583,888 0.33%
ISHARES TR    (SELECT DIVID ETF) DVY 86,940,000 852,771 0.33%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 84,410,000 750,508 0.32%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 80,569,000 1,369,507 0.30%
ALPHABET INC    (CAP STK CL A) GOOGL 80,363,000 65,810 0.30%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 76,193,000 1,555,275 0.28%
ISHARES TR    (PFD AND INCM SEC) PFF 74,482,000 1,984,605 0.28%
ISHARES TR    (RUS 1000 VAL ETF) IWD 69,231,000 539,763 0.26%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 66,984,000 435,276 0.25%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 65,609,000 2,028,753 0.24%
JPMORGAN CHASE & CO    (COM) JPM 62,203,000 528,537 0.23%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 61,065,000 226,854 0.23%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 59,910,000 357,286 0.22%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 58,799,000 1,039,963 0.22%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 57,892,000 816,185 0.21%
ISHARES TR    (IBOXX INV CP ETF) LQD 55,772,000 437,493 0.21%
VANECK VECTORS ETF TR    (HIGH YLD MUN ETF) 52,752,000 818,745 0.20%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 51,828,000 692,707 0.19%
PROCTER & GAMBLE CO    (COM) PG 50,790,000 408,339 0.19%
ISHARES TR    (CORE DIV GRWTH) DGRO 49,941,000 1,275,951 0.18%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 49,426,000 865,753 0.18%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 47,272,000 418,338 0.17%
FACEBOOK INC    (CL A) FB 47,185,000 264,970 0.17%
MASTERCARD INC    (CL A) MA 46,508,000 171,254 0.17%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 46,124,000 1,252,680 0.17%
VISA INC    (COM CL A) V 43,459,000 252,649 0.16%
HOME DEPOT INC    (COM) HD 43,240,000 186,365 0.16%
SPDR SERIES TRUST    (DJ REIT ETF) RWR 42,779,000 409,095 0.16%
ISHARES TR    (S&P MC 400VL ETF) IJJ 42,695,000 267,016 0.16%
PEPSICO INC    (COM) PEP 42,614,000 310,824 0.16%
BOEING CO    (COM) BA 41,990,000 110,365 0.15%
ISHARES TR    (S&P 500 VAL ETF) IVE 41,151,000 345,400 0.15%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 41,041,000 116,438 0.15%
ISHARES TR    (TIPS BD ETF) TIP 40,639,000 349,462 0.15%
JOHNSON & JOHNSON    (COM) JNJ 39,486,000 305,186 0.15%
ISHARES TR    (COHEN STEER REIT) ICF 39,108,000 325,843 0.14%
CHEVRON CORP NEW    (COM) CVX 37,577,000 316,834 0.14%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 36,383,000 628,378 0.13%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 35,945,000 716,750 0.13%
ISHARES TR    (GLOBAL 100 ETF) IOO 35,381,000 715,495 0.13%
MERCK & CO INC    (COM) MRK 32,539,000 386,541 0.12%
INVESCO ACTIVELY MANAGD ETF    (OPTIMUM YIELD) 32,221,000 2,062,777 0.12%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 31,847,000 221,700 0.12%
COMCAST CORP NEW    (CL A) CMCSA 31,724,000 703,735 0.12%
ISHARES TR    (RUS MID CAP ETF) IWR 31,566,000 564,180 0.11%
ISHARES TR    (MSCI EMG MKT ETF) EEM 30,962,000 757,574 0.11%
ABBOTT LABS    (COM) ABT 30,629,000 366,076 0.11%
LOCKHEED MARTIN CORP    (COM) LMT 30,198,000 77,419 0.11%
SPDR GOLD TRUST    (GOLD SHS) GLD 30,193,000 217,416 0.11%
ISHARES TR    (1 3 YR TREAS BD) SHY 29,287,000 345,278 0.11%
UNION PACIFIC CORP    (COM) UNP 28,656,000 176,908 0.10%
HONEYWELL INTL INC    (COM) HON 28,489,000 168,382 0.10%
ISHARES TR    (RUSSELL 2000 ETF) IWM 27,990,000 184,947 0.10%
UNITEDHEALTH GROUP INC    (COM) UNH 27,771,000 127,785 0.10%
MCDONALDS CORP    (COM) MCD 27,304,000 127,166 0.10%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 26,426,000 300,283 0.10%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 26,196,000 176,874 0.09%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 26,053,000 323,520 0.09%
ISHARES TR    (RUS MD CP GR ETF) IWP 25,853,000 182,900 0.09%
ISHARES TR    (USA MOMENTUM FCT) 25,788,000 216,250 0.09%
SALESFORCE COM INC    (COM) CRM 25,529,000 171,978 0.09%
ISHARES TR    (CORE S&P TTL STK) ISI 25,527,000 380,605 0.09%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 24,660,000 191,391 0.09%
ALPHABET INC    (CAP STK CL C) GOOG 24,533,000 20,126 0.09%
DISNEY WALT CO    (COM DISNEY) DIS 23,985,000 184,047 0.09%
ISHARES TR    (CORE S&P US GWT) IWZ 23,812,000 378,743 0.09%
ISHARES INC    (MSCI EURZONE ETF) EZU 23,754,000 610,796 0.09%
INVESCO EXCHNG TRADED FD TR    (S&P INTL LOW) 23,674,000 693,044 0.08%
ISHARES TR    (EAFE GRWTH ETF) EFG 23,316,000 289,601 0.08%
BROADCOM INC    (COM) 22,179,000 80,341 0.08%
CITIGROUP INC    (COM NEW) C 21,735,000 314,642 0.08%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 21,667,000 434,211 0.08%
INVESCO EXCHNG TRADED FD TR    (S&P MIDCP LOW) 21,517,000 408,986 0.08%
ISHARES TR    (USA QUALITY FCTR) QUAL 21,431,000 231,931 0.08%
EXXON MOBIL CORP    (COM) XOM 20,810,000 294,709 0.07%
TWILIO INC    (CL A) 20,694,000 188,195 0.07%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 20,587,000 392,511 0.07%
ISHARES TR    (S&P SML 600 GWT) IJT 20,293,000 113,765 0.07%
VERIZON COMMUNICATIONS INC    (COM) VZ 20,263,000 335,698 0.07%
ADOBE INC    (COM) ADBE 19,833,000 71,791 0.07%
DANAHER CORPORATION    (COM) DHR 19,709,000 136,465 0.07%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 19,565,000 116,989 0.07%
INVESCO EXCHNG TRADED FD TR    (S&P 500 REVENUE) 19,541,000 362,213 0.07%
NIKE INC    (CL B) NKE 19,326,000 205,771 0.07%
ISHARES TR    (EAFE SML CP ETF) SCZ 19,062,000 333,081 0.07%
COCA COLA CO    (COM) KO 18,794,000 345,212 0.07%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 18,551,000 63,692 0.07%
AMERICAN EXPRESS CO    (COM) AXP 18,364,000 155,257 0.06%
AT&T INC    (COM) T 18,359,000 485,194 0.06%
ISHARES TR    (SP SMCP600VL ETF) IJS 18,198,000 121,169 0.06%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 18,097,000 153,550 0.06%
BOSTON SCIENTIFIC CORP    (COM) BSX 17,987,000 442,034 0.06%
STARBUCKS CORP    (COM) SBUX 17,813,000 201,457 0.06%
SYSCO CORP    (COM) SYY 17,198,000 216,597 0.06%
PFIZER INC    (COM) PFE 17,156,000 477,489 0.06%
ISHARES TR    (CORE HIGH DV ETF) HDV 17,060,000 181,179 0.06%
ISHARES TR    (GLOBAL REIT ETF) REET 16,994,000 605,192 0.06%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 16,602,000 86,316 0.06%
WALMART INC    (COM) WMT 16,314,000 137,462 0.06%
CISCO SYS INC    (COM) CSCO 15,985,000 323,530 0.06%
PROGRESSIVE CORP OHIO    (COM) PGR 15,803,000 204,569 0.06%
TEXAS INSTRS INC    (COM) TXN 15,693,000 121,432 0.05%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 15,468,000 167,645 0.05%
ISHARES TR    (IBONDS DEC20 ETF) 15,420,000 607,824 0.05%
ISHARES TR    (EAFE VALUE ETF) EFV 15,289,000 322,759 0.05%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 15,275,000 126,559 0.05%
ISHARES TR    (CORE MSCI INTL) 15,188,000 278,067 0.05%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 15,173,000 130,432 0.05%
SOUTHERN CO    (COM) SO 14,850,000 240,420 0.05%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 14,806,000 176,240 0.05%
APPLIED MATLS INC    (COM) AMAT 14,747,000 295,523 0.05%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 14,615,000 208,786 0.05%
ALTRIA GROUP INC    (COM) MO 14,489,000 354,257 0.05%
BLACKROCK INC    (COM) BLK 14,426,000 32,371 0.05%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 14,217,000 344,168 0.05%
INTEL CORP    (COM) INTC 14,097,000 273,561 0.05%
DEERE & CO    (COM) DE 13,806,000 81,851 0.05%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 13,770,000 150,342 0.05%
3M CO    (COM) MMM 13,600,000 82,731 0.05%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 13,571,000 86,686 0.05%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 13,318,000 272,408 0.05%
ISHARES INC    (MIN VOL GBL ETF) ACWV 13,202,000 139,331 0.05%
BECTON DICKINSON & CO    (COM) BDX 12,993,000 51,363 0.04%
BOOKING HLDGS INC    (COM) 12,969,000 6,608 0.04%
PIMCO DYNMIC CREDIT AND MRT    (COM SHS) PCI 12,769,000 521,609 0.04%
ISHARES TR    (RUS MDCP VAL ETF) IWS 12,543,000 139,834 0.04%
ISHARES TR    (RUSSELL 3000 ETF) IWV 12,523,000 72,067 0.04%
LAM RESEARCH CORP    (COM) LRCX 12,368,000 53,516 0.04%
NVIDIA CORP    (COM) NVDA 12,110,000 69,571 0.04%
AMGEN INC    (COM) AMGN 12,022,000 62,124 0.04%
LAS VEGAS SANDS CORP    (COM) LVS 11,780,000 203,951 0.04%
INVESCO EXCHNG TRADED FD TR    (S&P ULTRA DIVIDE) 11,742,000 311,533 0.04%
UNITED TECHNOLOGIES CORP    (COM) UTX 11,632,000 85,203 0.04%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 11,581,000 113,836 0.04%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 11,435,000 128,882 0.04%
BANK AMER CORP    (COM) BAC 10,931,000 374,741 0.04%
ISHARES TR    (EXPANDED TECH) IGV 10,908,000 51,482 0.04%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 10,803,000 175,899 0.04%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 10,780,000 386,651 0.04%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 10,612,000 304,339 0.04%
SELECT SECTOR SPDR TR    (ENERGY) XLE 10,573,000 178,591 0.04%
NETFLIX INC    (COM) NFLX 10,459,000 39,082 0.03%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 10,357,000 95,240 0.03%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 10,300,000 47,784 0.03%
SPDR SERIES TRUST    (S&P BIOTECH) XBI 10,260,000 134,560 0.03%
VANGUARD WORLD FDS    (MATERIALS ETF) VAW 10,215,000 80,827 0.03%
FEDEX CORP    (COM) FDX 10,111,000 69,454 0.03%
ISHARES TR    (IBONDS SEP2020) IBMI 10,056,000 393,902 0.03%
VALERO ENERGY CORP NEW    (COM) VLO 10,040,000 117,794 0.03%
ISHARES TR    (US AER DEF ETF) ITA 10,005,000 44,526 0.03%
ISHARES TR    (3 7 YR TREAS BD) IEI 10,002,000 78,880 0.03%
PIONEER NAT RES CO    (COM) PXD 9,902,000 78,734 0.03%
CHURCHILL DOWNS INC    (COM) CHDN 9,773,000 79,162 0.03%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 9,731,000 89,819 0.03%
PIMCO DYNAMIC INCOME FD    (SHS) PDI 9,303,000 285,909 0.03%
WELLS FARGO CO NEW    (COM) WFC 9,281,000 184,017 0.03%
COSTCO WHSL CORP NEW    (COM) COST 9,229,000 32,029 0.03%
ABBVIE INC    (COM) ABBV 9,211,000 121,651 0.03%
VICTORY PORTFOLIOS II    (VCSHS US 500 ENH) 9,144,000 185,318 0.03%
ISHARES TR    (IBONDS DEC21 ETF) 8,901,000 356,025 0.03%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 8,889,000 48,831 0.03%
IQVIA HLDGS INC    (COM) 8,878,000 59,428 0.03%
VANGUARD INTL EQUITY INDEX F    (GLB EX US ETF) VNQI 8,804,000 150,264 0.03%
1 2 3 4 5 6 7 8 9 10 11 12 13 Next >Full Portfolio View
Total Value As 2019-09-30: 26,320,726,000 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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