Leeward Financial Partners

Leeward Financial Partners as of Sept. 30, 2022

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 64 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.9 $6.8M 29k 232.89
Vanguard World Fds Inf Tech Etf (VGT) 4.7 $6.6M 21k 307.38
Vanguard Index Fds Growth Etf (VUG) 4.2 $5.9M 28k 213.94
Apple (AAPL) 4.2 $5.9M 43k 138.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.7 $5.1M 107k 48.11
Amazon (AMZN) 3.5 $4.8M 43k 112.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.4 $4.8M 131k 36.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.3 $4.6M 79k 58.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.2 $4.4M 157k 28.13
Vanguard Index Fds Small Cp Etf (VB) 3.2 $4.4M 26k 170.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $4.3M 118k 36.49
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.6 $3.6M 19k 195.15
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $3.5M 48k 74.81
Ishares Tr Core High Dv Etf (HDV) 2.5 $3.5M 39k 91.28
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.5 $3.5M 72k 48.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $3.5M 48k 71.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $3.4M 62k 55.80
Vanguard Index Fds Value Etf (VTV) 2.2 $3.1M 25k 123.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $2.7M 37k 74.28
UnitedHealth (UNH) 1.9 $2.7M 5.3k 505.08
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.8 $2.5M 136k 18.21
Abbvie (ABBV) 1.7 $2.3M 17k 134.18
Eaton Corp SHS (ETN) 1.6 $2.3M 17k 133.34
Vanguard Index Fds Large Cap Etf (VV) 1.6 $2.3M 14k 163.59
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $2.2M 16k 135.18
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.2M 23k 95.65
Amgen (AMGN) 1.6 $2.2M 9.6k 225.39
MetLife (MET) 1.5 $2.1M 35k 60.77
Visa Com Cl A (V) 1.4 $1.9M 11k 177.63
Procter & Gamble Company (PG) 1.4 $1.9M 15k 126.23
Ishares Tr Core S&p500 Etf (IVV) 1.4 $1.9M 5.3k 358.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.8M 5.1k 357.13
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $1.8M 32k 57.79
Coca-Cola Company (KO) 1.2 $1.7M 30k 56.03
Starbucks Corporation (SBUX) 1.1 $1.6M 19k 84.27
Johnson & Johnson (JNJ) 1.0 $1.4M 8.8k 163.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.3M 9.3k 143.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.3M 29k 45.09
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.3M 18k 73.40
Ishares Tr National Mun Etf (MUB) 0.9 $1.3M 13k 102.55
Paccar (PCAR) 0.9 $1.3M 15k 83.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.2M 18k 71.41
Meta Platforms Cl A (META) 0.9 $1.2M 9.2k 135.67
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.1M 21k 51.80
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.1M 14k 75.67
Illinois Tool Works (ITW) 0.7 $1.0M 5.7k 180.59
NVIDIA Corporation (NVDA) 0.6 $843k 6.9k 121.35
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $778k 16k 47.72
Adobe Systems Incorporated (ADBE) 0.5 $700k 2.5k 275.05
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $686k 16k 44.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $646k 14k 45.76
Marriott Intl Cl A (MAR) 0.4 $581k 4.1k 140.17
Costco Wholesale Corporation (COST) 0.3 $479k 1.0k 472.39
Adaptive Biotechnologies Cor (ADPT) 0.3 $478k 67k 7.12
Monster Beverage Corp (MNST) 0.3 $409k 4.7k 86.86
Tesla Motors (TSLA) 0.3 $398k 1.5k 265.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $321k 1.2k 267.05
Crowdstrike Hldgs Cl A (CRWD) 0.2 $284k 1.7k 164.92
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $248k 2.9k 87.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $244k 912.00 267.54
Rivian Automotive Com Cl A (RIVN) 0.2 $243k 7.4k 32.92
Shopify Cl A (SHOP) 0.2 $220k 8.2k 26.89
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $219k 1.2k 185.44
Matterport Com Cl A (MTTR) 0.1 $121k 32k 3.78