0001085146-20-001413.txt : 20200511 0001085146-20-001413.hdr.sgml : 20200511 20200511165304 ACCESSION NUMBER: 0001085146-20-001413 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200511 DATE AS OF CHANGE: 20200511 EFFECTIVENESS DATE: 20200511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Northwest Quadrant Wealth Management, LLC CENTRAL INDEX KEY: 0001697767 IRS NUMBER: 204040323 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17738 FILM NUMBER: 20865718 BUSINESS ADDRESS: STREET 1: 63088 18TH STREET STREET 2: SUITE 190 CITY: BEND STATE: OR ZIP: 97701 BUSINESS PHONE: (541)388-9888 MAIL ADDRESS: STREET 1: 63088 18TH STREET STREET 2: SUITE 190 CITY: BEND STATE: OR ZIP: 97701 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001697767 XXXXXXXX 03-31-2020 03-31-2020 false Northwest Quadrant Wealth Management, LLC

63088 18TH STREET SUITE 190 BEND OR 97701

13F HOLDINGS REPORT 028-17738 N Tyler Simones 541-388-9888 /s/ Tyler Simones Bend OR 05-11-2020 0 55 220700 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 226 1549 SH SOLE 0 0 1549 ABBOTT LABS COM 002824100 245 2607 SH SOLE 0 0 2607 ABBVIE INC COM 00287Y109 200 2371 SH SOLE 0 0 2371 ALPHABET INC CAP STK CL A 02079K305 530 387 SH SOLE 0 0 387 AMAZON COM INC COM 023135106 864 365 SH SOLE 0 0 365 AMGEN INC COM 031162100 270 1156 SH SOLE 0 0 1156 APPLE INC COM 037833100 1002 3299 SH SOLE 0 0 3299 ASTRAZENECA PLC SPONSORED ADR 046353108 225 4264 SH SOLE 0 0 4264 AUTOMATIC DATA PROCESSING IN COM 053015103 583 3942 SH SOLE 0 0 3942 BECTON DICKINSON & CO COM 075887109 416 1623 SH SOLE 0 0 1623 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 857 4938 SH SOLE 0 0 4938 BK OF AMERICA CORP COM 060505104 248 10861 SH SOLE 0 0 10861 BOEING CO COM 097023105 773 6009 SH SOLE 0 0 6009 CATERPILLAR INC DEL COM 149123101 568 5292 SH SOLE 0 0 5292 CHEVRON CORP NEW COM 166764100 634 6846 SH SOLE 0 0 6846 CISCO SYS INC COM 17275R102 323 7797 SH SOLE 0 0 7797 COMPASS DIVERSIFIED HOLDINGS SH BEN INT 20451Q104 368 22041 SH SOLE 0 0 22041 COSTCO WHSL CORP NEW COM 22160K105 1034 3391 SH SOLE 0 0 3391 CUMMINS INC COM 231021106 326 2091 SH SOLE 0 0 2091 DEERE & CO COM 244199105 406 2982 SH SOLE 0 0 2982 DIAGEO P L C SPON ADR NEW 25243Q205 233 1696 SH SOLE 0 0 1696 EXXON MOBIL CORP COM 30231G102 260 5888 SH SOLE 0 0 5888 HOME DEPOT INC COM 437076102 200 873 SH SOLE 0 0 873 INTEL CORP COM 458140100 648 10946 SH SOLE 0 0 10946 INTERNATIONAL BUSINESS MACHS COM 459200101 263 2171 SH SOLE 0 0 2171 ISHARES TR CORE MSCI EAFE 46432F842 26505 505336 SH SOLE 0 0 505336 ISHARES TR CORE S&P SCP ETF 464287804 19367 318481 SH SOLE 0 0 318481 ISHARES TR SHORT TREAS BD 464288679 14177 127947 SH SOLE 0 0 127947 JOHNSON & JOHNSON COM 478160104 869 5888 SH SOLE 0 0 5888 LILLY ELI & CO COM 532457108 515 3365 SH SOLE 0 0 3365 LOCKHEED MARTIN CORP COM 539830109 472 1253 SH SOLE 0 0 1253 MASTERCARD INC CL A 57636Q104 579 2080 SH SOLE 0 0 2080 MCDONALDS CORP COM 580135101 207 1144 SH SOLE 0 0 1144 MICROSOFT CORP COM 594918104 661 3602 SH SOLE 0 0 3602 MONDELEZ INTL INC CL A 609207105 316 6293 SH SOLE 0 0 6293 NIKE INC CL B 654106103 281 3171 SH SOLE 0 0 3171 PACCAR INC COM 693718108 209 3049 SH SOLE 0 0 3049 PAYCHEX INC COM 704326107 238 3502 SH SOLE 0 0 3502 PEPSICO INC COM 713448108 478 3633 SH SOLE 0 0 3633 PFIZER INC COM 717081103 224 6064 SH SOLE 0 0 6064 PHILIP MORRIS INTL INC COM 718172109 364 5193 SH SOLE 0 0 5193 PROCTER & GAMBLE CO COM 742718109 581 5179 SH SOLE 0 0 5179 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 47892 697318 SH SOLE 0 0 697318 SCHWAB STRATEGIC TR US REIT ETF 808524847 7742 230068 SH SOLE 0 0 230068 SYSCO CORP COM 871829107 271 5179 SH SOLE 0 0 5179 UNILEVER N V N Y SHS NEW 904784709 211 4402 SH SOLE 0 0 4402 US BANCORP DEL COM NEW 902973304 269 7855 SH SOLE 0 0 7855 VANGUARD INDEX FDS MID CAP ETF 922908629 22529 150454 SH SOLE 0 0 150454 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 247 3368 SH SOLE 0 0 3368 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8637 89492 SH SOLE 0 0 89492 VANGUARD INDEX FDS TOTAL STK MKT 922908769 956 6602 SH SOLE 0 0 6602 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8585 240485 SH SOLE 0 0 240485 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 11325 228461 SH SOLE 0 0 228461 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 34079 547191 SH SOLE 0 0 547191 WELLS FARGO CO NEW COM 949746101 212 8391 SH SOLE 0 0 8391