0001730404-22-000006.txt : 20221107 0001730404-22-000006.hdr.sgml : 20221107 20221107104814 ACCESSION NUMBER: 0001730404-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221107 DATE AS OF CHANGE: 20221107 EFFECTIVENESS DATE: 20221107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Northwest Capital Management Inc CENTRAL INDEX KEY: 0001730404 IRS NUMBER: 931242462 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18275 FILM NUMBER: 221364227 BUSINESS ADDRESS: STREET 1: 1 CENTERPOINTE DRIVE STREET 2: SUITE 115 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 BUSINESS PHONE: 5035971616 MAIL ADDRESS: STREET 1: 1 CENTERPOINTE DRIVE STREET 2: SUITE 115 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001730404 XXXXXXXX 09-30-2022 09-30-2022 Northwest Capital Management Inc

1 CENTERPOINTE DRIVE SUITE 115 LAKE OSWEGO OR 97035

13F HOLDINGS REPORT 028-18275 N Fred Payne 5035971621 Fred Payne Lake Oswego OR 11-07-2022 0 88 172583 false INFORMATION TABLE 2 NorthwestCapitalMgmt_13f.xml ABBOTT LABS COM 002824100 436 4504 SH SOLE 0 0 0 4504 ABBVIE INC COM 00287Y109 281 2096 SH SOLE 0 0 0 2096 ALPHABET INC CAP STK CL C 02079K107 700 7284 SH SOLE 0 0 0 7284 AMAZON COM INC COM 023135106 3225 28542 SH SOLE 0 0 0 28542 AMGEN INC COM 031162100 652 2893 SH SOLE 0 0 0 2893 APPLE INC COM 037833100 7321 52972 SH SOLE 0 0 0 52972 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 877 3285 SH SOLE 0 0 0 3285 CHEVRON CORP NEW COM 166764100 323 2247 SH SOLE 0 0 0 2247 CISCO SYS INC COM 17275R102 304 7604 SH SOLE 0 0 0 7604 COCA COLA CO COM 191216100 232 4145 SH SOLE 0 0 0 4145 COLUMBIA BKG SYS INC COM 197236102 239 8257 SH SOLE 0 0 0 8257 CORTEVA INC COM 22052L104 210 3667 SH SOLE 0 0 0 3667 COSTCO WHSL CORP NEW COM 22160K105 641 1357 SH SOLE 0 0 0 1357 DISNEY WALT CO COM 254687106 346 3669 SH SOLE 0 0 0 3669 EXXON MOBIL CORP COM 30231G102 291 3336 SH SOLE 0 0 0 3336 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 3109 130529 SH SOLE 0 0 0 130529 GARTNER INC COM 366651107 733 2650 SH SOLE 0 0 0 2650 HOME DEPOT INC COM 437076102 341 1237 SH SOLE 0 0 0 1237 INTEL CORP COM 458140100 965 37438 SH SOLE 0 0 0 37438 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 431 26632 SH SOLE 0 0 0 26632 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 225 4675 SH SOLE 0 0 0 4675 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 4055 70122 SH SOLE 0 0 0 70122 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 265 6674 SH SOLE 0 0 0 6674 INVESCO QQQ TR UNIT SER 1 46090E103 347 1298 SH SOLE 0 0 0 1298 ISHARES INC MSCI EMERG MRKT 464286533 5434 107220 SH SOLE 0 0 0 107220 ISHARES TR CORE 1 5 YR USD 46432F859 704 15262 SH SOLE 0 0 0 15262 ISHARES TR MBS ETF 464288588 3596 39267 SH SOLE 0 0 0 39267 ISHARES TR NATIONAL MUN ETF 464288414 393 3828 SH SOLE 0 0 0 3828 ISHARES TR 0-5 YR TIPS ETF 46429B747 221 2296 SH SOLE 0 0 0 2296 ISHARES TR EAFE VALUE ETF 464288877 9448 245213 SH SOLE 0 0 0 245213 ISHARES TR CORE S&P TTL STK 464287150 2413 30338 SH SOLE 0 0 0 30338 ISHARES TR CORE S&P MCP ETF 464287507 286 1306 SH SOLE 0 0 0 1306 ISHARES TR CORE S&P SCP ETF 464287804 201 2302 SH SOLE 0 0 0 2302 ISHARES TR CORE S&P500 ETF 464287200 1834 5115 SH SOLE 0 0 0 5115 ISHARES TR RUS 1000 GRW ETF 464287614 389 1850 SH SOLE 0 0 0 1850 ISHARES TR CORE US AGGBD ET 464287226 1295 13439 SH SOLE 0 0 0 13439 ISHARES TR CORE TOTAL USD 46434V613 4137 92977 SH SOLE 0 0 0 92977 ISHARES TR CONV BD ETF 46435G102 1603 23271 SH SOLE 0 0 0 23271 ISHARES TR FALN ANGLS USD 46435G474 883 36933 SH SOLE 0 0 0 36933 ISHARES TR ESG AWR MSCI USA 46435G425 11969 150721 SH SOLE 0 0 0 150721 ISHARES TR US INFRASTRUC 46435U713 1914 59377 SH SOLE 0 0 0 59377 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 7781 217845 SH SOLE 0 0 0 217845 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2194 43731 SH SOLE 0 0 0 43731 JOHNSON & 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81911 SH SOLE 0 0 0 81911 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1057 25174 SH SOLE 0 0 0 25174 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6040 214715 SH SOLE 0 0 0 214715 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10434 246387 SH SOLE 0 0 0 246387 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 724 19165 SH SOLE 0 0 0 19165 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 368 6598 SH SOLE 0 0 0 6598 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1146 19583 SH SOLE 0 0 0 19583 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1854 66795 SH SOLE 0 0 0 66795 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2539 113347 SH SOLE 0 0 0 113347 SCHWAB STRATEGIC TR LONG TERM US 808524680 8994 249771 SH SOLE 0 0 0 249771 SELECT SECTOR SPDR TR ENERGY 81369Y506 1512 20995 SH SOLE 0 0 0 20995 SHELL PLC SPON ADS 780259305 498 10000 SH SOLE 0 0 0 10000 SPDR S&P 500 ETF TR TR UNIT 78462F103 2139 5990 SH SOLE 0 0 0 5990 SPDR SER TR PORTFOLIO LN COR 78464A367 452 20781 SH SOLE 0 0 0 20781 SPDR SER TR PORTFLI 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