Leeward Financial Partners

Leeward Financial Partners as of Dec. 31, 2022

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 65 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 5.2 $7.6M 54k 140.37
Microsoft Corporation (MSFT) 4.5 $6.5M 27k 239.82
Vanguard Index Fds Growth Etf (VUG) 3.9 $5.7M 27k 213.11
Apple (AAPL) 3.8 $5.5M 43k 129.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.8 $5.5M 131k 41.97
Vanguard World Fds Inf Tech Etf (VGT) 3.6 $5.1M 16k 319.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $5.1M 158k 32.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.5 $5.0M 76k 66.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.3 $4.7M 66k 71.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $4.5M 116k 38.98
Vanguard Index Fds Large Cap Etf (VV) 3.1 $4.5M 26k 174.20
Ishares Tr Core High Dv Etf (HDV) 3.0 $4.4M 42k 104.24
Vanguard Index Fds Small Cp Etf (VB) 2.4 $3.5M 19k 183.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $3.5M 75k 46.71
Amazon (AMZN) 2.3 $3.4M 41k 84.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $2.9M 39k 75.28
Abbvie (ABBV) 2.0 $2.9M 18k 161.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $2.8M 37k 75.19
UnitedHealth (UNH) 1.9 $2.8M 5.2k 530.18
Eaton Corp SHS (ETN) 1.8 $2.6M 17k 156.95
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.8 $2.5M 52k 49.00
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.5M 16k 151.85
Amgen (AMGN) 1.7 $2.5M 9.4k 262.64
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $2.4M 29k 82.48
Procter & Gamble Company (PG) 1.6 $2.4M 16k 151.56
MetLife (MET) 1.6 $2.4M 33k 72.37
Visa Com Cl A (V) 1.6 $2.3M 11k 207.76
Constellation Brands Cl A (STZ) 1.4 $2.1M 9.0k 231.75
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.1M 28k 74.32
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.1M 24k 88.23
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.4 $2.0M 109k 18.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.0M 5.1k 382.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $1.9M 32k 57.82
Starbucks Corporation (SBUX) 1.3 $1.8M 19k 99.20
Paccar (PCAR) 1.1 $1.6M 17k 98.97
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.6M 4.1k 384.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $1.5M 9.7k 158.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $1.5M 20k 73.63
Ishares Tr National Mun Etf (MUB) 1.0 $1.4M 13k 105.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.4M 30k 45.52
NVIDIA Corporation (NVDA) 0.9 $1.3M 9.0k 146.14
Arthur J. Gallagher & Co. (AJG) 0.8 $1.2M 6.5k 188.54
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.1M 15k 74.49
Coca-Cola Company (KO) 0.8 $1.1M 18k 63.61
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.1M 21k 51.79
Illinois Tool Works (ITW) 0.7 $1.1M 4.9k 220.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.1M 14k 77.51
Adobe Systems Incorporated (ADBE) 0.7 $997k 3.0k 336.53
Devon Energy Corporation (DVN) 0.6 $890k 15k 61.51
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $739k 16k 47.29
Marriott Intl Cl A (MAR) 0.4 $608k 4.1k 148.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $584k 12k 47.43
Costco Wholesale Corporation (COST) 0.3 $463k 1.0k 456.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $462k 8.3k 55.56
Monster Beverage Corp (MNST) 0.3 $453k 4.5k 101.53
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $415k 2.1k 200.50
Adaptive Biotechnologies Cor (ADPT) 0.3 $413k 54k 7.64
Automatic Data Processing (ADP) 0.3 $401k 1.7k 238.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $368k 1.2k 308.90
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $270k 2.9k 94.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $269k 766.00 351.19
Crowdstrike Hldgs Cl A (CRWD) 0.2 $243k 2.3k 105.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $243k 912.00 266.28
Vanguard World Extended Dur (EDV) 0.2 $235k 2.8k 82.83
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $207k 1.0k 202.94