Leeward Financial Partners

Leeward Financial Partners as of March 31, 2022

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 68 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Inf Tech Etf (VGT) 5.3 $8.6M 21k 416.46
Vanguard Index Fds Growth Etf (VUG) 4.9 $7.9M 28k 287.61
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 4.8 $7.8M 159k 49.39
Apple (AAPL) 3.9 $6.3M 36k 174.62
Microsoft Corporation (MSFT) 3.7 $6.0M 19k 308.31
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.7 $5.9M 124k 48.03
Vanguard Index Fds Small Cp Etf (VB) 3.4 $5.6M 26k 212.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $5.4M 147k 36.72
Amazon (AMZN) 3.1 $5.1M 1.6k 3259.95
Ishares Tr U.s. Tech Etf (IYW) 2.9 $4.7M 46k 103.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $4.6M 18k 248.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $4.6M 57k 79.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.7 $4.3M 58k 74.81
Ishares Tr Core High Dv Etf (HDV) 2.5 $4.0M 38k 106.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.5 $4.0M 78k 51.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.5 $4.0M 56k 71.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $3.9M 85k 46.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $3.2M 41k 77.91
Vanguard Index Fds Value Etf (VTV) 1.9 $3.0M 20k 147.77
JPMorgan Chase & Co. (JPM) 1.8 $2.8M 21k 136.32
UnitedHealth (UNH) 1.7 $2.8M 5.5k 510.02
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.7M 977.00 2780.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $2.7M 34k 78.09
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $2.6M 16k 162.19
Vanguard Index Fds Large Cap Etf (VV) 1.6 $2.6M 12k 208.51
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.5 $2.4M 28k 86.03
Amgen (AMGN) 1.5 $2.4M 10k 241.80
Eaton Corp SHS (ETN) 1.5 $2.4M 16k 151.75
Ishares Tr Core S&p500 Etf (IVV) 1.5 $2.4M 5.2k 453.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.3M 5.1k 451.56
Visa Com Cl A (V) 1.3 $2.1M 9.5k 221.74
Walt Disney Company (DIS) 1.3 $2.1M 15k 137.14
Illinois Tool Works (ITW) 1.1 $1.8M 8.6k 209.39
Adobe Systems Incorporated (ADBE) 1.1 $1.8M 3.9k 455.72
Monster Beverage Corp (MNST) 1.1 $1.8M 22k 79.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $1.7M 30k 59.25
Meta Platforms Cl A (META) 1.1 $1.7M 7.7k 222.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.7M 9.6k 175.99
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.0 $1.6M 36k 44.78
Starbucks Corporation (SBUX) 1.0 $1.6M 18k 90.97
Ecolab (ECL) 0.9 $1.4M 8.0k 176.61
Home Depot (HD) 0.8 $1.4M 4.5k 299.41
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $1.3M 26k 50.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $1.3M 16k 82.28
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.3M 21k 60.71
Ishares Tr National Mun Etf (MUB) 0.8 $1.3M 12k 109.62
Adaptive Biotechnologies Cor (ADPT) 0.6 $951k 69k 13.88
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $857k 15k 55.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $835k 16k 52.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $794k 13k 59.74
Marriott Intl Cl A (MAR) 0.5 $744k 4.2k 175.72
Costco Wholesale Corporation (COST) 0.3 $498k 864.00 576.39
Tesla Motors (TSLA) 0.2 $391k 363.00 1077.13
Crowdstrike Hldgs Cl A (CRWD) 0.2 $324k 1.4k 226.89
Stem (STEM) 0.2 $323k 29k 11.00
Spdr Ser Tr S&p Bk Etf (KBE) 0.2 $320k 6.1k 52.34
Paypal Holdings (PYPL) 0.2 $316k 2.7k 115.71
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $307k 2.9k 107.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $301k 854.00 352.46
Rivian Automotive Com Cl A (RIVN) 0.2 $278k 5.5k 50.26
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $277k 1.0k 269.98
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $274k 3.3k 82.01
Shake Shack Cl A (SHAK) 0.2 $272k 4.0k 68.00
Shopify Cl A (SHOP) 0.2 $264k 391.00 675.19
Paccar (PCAR) 0.1 $220k 2.5k 88.00
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $211k 12k 17.62
Franklin Resources (BEN) 0.1 $203k 7.3k 27.93
Harrow Health (HROW) 0.0 $68k 10k 6.80