Leeward Financial Partners

Leeward Financial Partners as of Dec. 31, 2021

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 71 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Inf Tech Etf (VGT) 5.9 $9.4M 20k 458.16
Vanguard Index Fds Growth Etf (VUG) 4.7 $7.5M 23k 320.89
Apple (AAPL) 4.0 $6.5M 36k 177.58
Microsoft Corporation (MSFT) 3.9 $6.2M 19k 336.33
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.8 $6.1M 120k 51.06
Vanguard Index Fds Small Cp Etf (VB) 3.7 $6.0M 26k 226.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $5.6M 144k 38.87
Ishares Tr U.s. Tech Etf (IYW) 3.2 $5.1M 45k 114.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.0 $4.9M 58k 84.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $4.8M 17k 281.76
Amazon (AMZN) 3.0 $4.8M 1.4k 3334.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.9 $4.6M 28k 163.75
Ishares Tr Core High Dv Etf (HDV) 2.5 $4.0M 40k 100.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $3.8M 51k 73.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $3.6M 73k 49.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $3.0M 37k 80.83
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.0M 1.0k 2897.19
JPMorgan Chase & Co. (JPM) 1.8 $2.9M 18k 158.34
Vanguard Index Fds Large Cap Etf (VV) 1.8 $2.9M 13k 221.03
UnitedHealth (UNH) 1.8 $2.9M 5.7k 502.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $2.8M 35k 81.26
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.8M 16k 171.76
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $2.7M 29k 92.75
Eaton Corp SHS (ETN) 1.6 $2.6M 15k 172.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $2.4M 48k 51.41
Ishares Tr Core S&p500 Etf (IVV) 1.5 $2.4M 5.1k 477.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $2.4M 5.1k 475.00
Vanguard Index Fds Value Etf (VTV) 1.4 $2.2M 15k 147.14
Walt Disney Company (DIS) 1.3 $2.1M 13k 154.90
Meta Platforms Cl A (META) 1.3 $2.1M 6.2k 336.42
Adaptive Biotechnologies Cor (ADPT) 1.2 $2.0M 71k 28.07
Amgen (AMGN) 1.2 $2.0M 8.7k 224.98
Adobe Systems Incorporated (ADBE) 1.2 $1.9M 3.4k 566.92
Monster Beverage Corp (MNST) 1.2 $1.9M 20k 96.03
Illinois Tool Works (ITW) 1.2 $1.9M 7.7k 246.81
Visa Com Cl A (V) 1.2 $1.9M 8.6k 216.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $1.8M 30k 60.83
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.1 $1.8M 37k 47.33
Home Depot (HD) 1.0 $1.7M 4.0k 414.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.6M 8.9k 178.85
Ecolab (ECL) 1.0 $1.6M 6.7k 234.54
Starbucks Corporation (SBUX) 0.9 $1.5M 13k 116.98
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $1.4M 16k 87.59
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.3M 21k 62.87
Ishares Tr National Mun Etf (MUB) 0.8 $1.3M 12k 116.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $1.2M 14k 87.00
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.2M 23k 52.82
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $1.1M 23k 49.93
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $898k 15k 58.44
Paypal Holdings (PYPL) 0.6 $897k 4.8k 188.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $839k 15k 55.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $765k 12k 63.60
Marriott Intl Cl A (MAR) 0.4 $710k 4.3k 165.19
Costco Wholesale Corporation (COST) 0.4 $598k 1.1k 567.36
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $389k 1.1k 340.93
Shake Shack Cl A (SHAK) 0.2 $289k 4.0k 72.25
Spdr Ser Tr S&p Bk Etf (KBE) 0.2 $276k 5.1k 54.51
Smartsheet Com Cl A (SMAR) 0.2 $268k 3.5k 77.39
Nordstrom (JWN) 0.2 $266k 12k 22.64
Crowdstrike Hldgs Cl A (CRWD) 0.2 $255k 1.2k 204.65
Zillow Group Cl C Cap Stk (Z) 0.2 $252k 4.0k 63.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $252k 844.00 298.58
Franklin Resources (BEN) 0.2 $243k 7.3k 33.43
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $233k 753.00 309.43
Paccar (PCAR) 0.1 $221k 2.5k 88.40
Tesla Motors (TSLA) 0.1 $220k 208.00 1057.69
Lowe's Companies (LOW) 0.1 $213k 823.00 258.81
Uber Technologies (UBER) 0.1 $210k 5.0k 41.83
Axon Enterprise (AXON) 0.1 $206k 1.3k 156.65
Okta Cl A (OKTA) 0.1 $204k 909.00 224.42
Harrow Health (HROW) 0.1 $86k 10k 8.60