Northwest Quadrant Wealth Management, LLC

**Northwest Quadrant Wealth Management, LLC** manages $484M across a diversified portfolio of 71 holdings. The strategy exhibits a significant allocation to U.S. small-cap exposure, anchored by the $142.7M position in SCHX. Further diversification is evident through substantial holdings in international equities, notably IEFA at $56.0M, and core factor plays like SCHD ($44.3M) and VBR ($28.7M). The top five positions alone account for over $328M of the fund's total assets.

📌 Top Holdings