Leeward Financial Partners

Leeward Financial Partners as of June 30, 2022

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 67 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Inf Tech Etf (VGT) 4.8 $7.0M 21k 326.56
Microsoft Corporation (MSFT) 4.7 $6.9M 27k 256.84
Vanguard Index Fds Growth Etf (VUG) 4.2 $6.2M 28k 222.89
Apple (AAPL) 4.0 $5.8M 42k 136.71
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 3.6 $5.3M 130k 40.80
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.5 $5.1M 102k 50.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.4 $4.9M 78k 62.42
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $4.9M 155k 31.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $4.8M 117k 41.65
Amazon (AMZN) 3.2 $4.6M 43k 106.21
Vanguard Index Fds Small Cp Etf (VB) 3.1 $4.5M 26k 176.09
Ishares Tr Core High Dv Etf (HDV) 2.6 $3.8M 38k 100.43
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.5 $3.7M 19k 197.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $3.6M 62k 57.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $3.6M 48k 75.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $3.5M 46k 76.78
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.3 $3.4M 69k 49.20
Vanguard Index Fds Value Etf (VTV) 2.3 $3.3M 25k 131.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $2.8M 36k 76.26
UnitedHealth (UNH) 1.9 $2.7M 5.3k 513.65
Abbvie (ABBV) 1.8 $2.6M 17k 153.14
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.7 $2.5M 128k 19.46
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.4M 1.1k 2178.96
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $2.3M 16k 143.46
Amgen (AMGN) 1.6 $2.3M 9.5k 243.32
Vanguard Index Fds Large Cap Etf (VV) 1.6 $2.3M 13k 172.34
Eaton Corp SHS (ETN) 1.5 $2.2M 17k 125.98
MetLife (MET) 1.5 $2.1M 34k 62.78
Procter & Gamble Company (PG) 1.5 $2.1M 15k 143.81
Visa Com Cl A (V) 1.4 $2.1M 11k 196.90
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.0M 5.2k 379.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.9M 5.1k 377.33
Coca-Cola Company (KO) 1.3 $1.9M 30k 62.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $1.8M 31k 58.87
Meta Platforms Cl A (META) 1.1 $1.6M 9.9k 161.21
Johnson & Johnson (JNJ) 1.0 $1.5M 8.6k 177.54
Ishares Tr U.s. Tech Etf (IYW) 1.0 $1.5M 19k 79.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.4M 9.5k 149.85
Starbucks Corporation (SBUX) 1.0 $1.4M 19k 76.39
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.4M 29k 47.82
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.3M 17k 73.60
Paccar (PCAR) 0.8 $1.2M 15k 82.33
Ishares Tr National Mun Etf (MUB) 0.8 $1.2M 11k 106.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.2M 21k 55.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.1M 14k 80.05
Illinois Tool Works (ITW) 0.7 $1.1M 5.9k 182.17
Adobe Systems Incorporated (ADBE) 0.6 $924k 2.5k 366.09
NVIDIA Corporation (NVDA) 0.6 $887k 5.8k 151.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $785k 16k 49.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $730k 14k 51.59
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $720k 16k 46.51
Marriott Intl Cl A (MAR) 0.4 $564k 4.1k 136.07
Adaptive Biotechnologies Cor (ADPT) 0.4 $543k 67k 8.09
Monster Beverage Corp (MNST) 0.3 $509k 5.5k 92.71
Costco Wholesale Corporation (COST) 0.3 $485k 1.0k 478.78
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $333k 19k 18.05
Tesla Motors (TSLA) 0.2 $320k 475.00 673.68
Spdr Ser Tr S&p Bk Etf (KBE) 0.2 $272k 6.2k 43.85
Crowdstrike Hldgs Cl A (CRWD) 0.2 $263k 1.6k 168.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $263k 962.00 273.39
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $263k 2.9k 92.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $256k 912.00 280.70
Stem (STEM) 0.2 $233k 33k 7.16
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $227k 1.1k 203.95
JPMorgan Chase & Co. (JPM) 0.1 $208k 1.8k 112.62
Matterport Com Cl A (MTTR) 0.1 $74k 20k 3.68
Harrow Health (HROW) 0.1 $73k 10k 7.30