Leeward Financial Partners

Leeward Financial Partners as of March 31, 2023

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 73 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.8 $7.8M 27k 288.30
Vanguard Index Fds Value Etf (VTV) 4.7 $7.7M 56k 138.11
Apple (AAPL) 4.4 $7.2M 44k 164.90
Vanguard Index Fds Growth Etf (VUG) 4.2 $6.9M 28k 249.44
Vanguard World Fds Inf Tech Etf (VGT) 3.9 $6.3M 16k 385.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $6.1M 135k 45.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $5.8M 166k 34.80
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.4 $5.6M 114k 49.24
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.2 $5.2M 80k 65.58
Vanguard Index Fds Large Cap Etf (VV) 3.2 $5.1M 28k 186.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $4.9M 121k 40.40
Ishares Tr Core High Dv Etf (HDV) 2.8 $4.6M 45k 101.66
Amazon (AMZN) 2.6 $4.3M 42k 103.29
Vanguard Index Fds Small Cp Etf (VB) 2.3 $3.8M 20k 189.56
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $3.7M 77k 47.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $3.5M 48k 73.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $3.1M 41k 76.49
Abbvie (ABBV) 1.8 $3.0M 19k 159.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $3.0M 39k 76.23
Eaton Corp SHS (ETN) 1.8 $3.0M 17k 171.34
NVIDIA Corporation (NVDA) 1.6 $2.6M 9.4k 277.78
Visa Com Cl A (V) 1.6 $2.6M 12k 225.47
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $2.6M 31k 83.04
UnitedHealth (UNH) 1.6 $2.6M 5.4k 472.59
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.5M 24k 103.73
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $2.5M 16k 154.01
Procter & Gamble Company (PG) 1.5 $2.5M 17k 148.69
Amgen (AMGN) 1.5 $2.4M 10k 241.75
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.3M 30k 76.74
Constellation Brands Cl A (STZ) 1.3 $2.2M 9.7k 225.89
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.3 $2.2M 114k 19.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.1M 5.1k 409.39
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $2.1M 36k 58.54
MetLife (MET) 1.2 $2.0M 35k 57.94
Paccar (PCAR) 1.1 $1.9M 25k 73.20
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.7M 4.2k 411.06
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $1.7M 23k 75.55
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $1.5M 9.7k 158.76
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $1.5M 33k 46.55
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.4M 15k 92.81
Starbucks Corporation (SBUX) 0.9 $1.4M 14k 104.13
Ishares Tr National Mun Etf (MUB) 0.8 $1.3M 12k 107.74
Arthur J. Gallagher & Co. (AJG) 0.8 $1.3M 6.8k 191.31
Illinois Tool Works (ITW) 0.8 $1.3M 5.2k 243.45
Adobe Systems Incorporated (ADBE) 0.7 $1.2M 3.1k 385.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $1.1M 21k 53.61
Coca-Cola Company (KO) 0.7 $1.1M 18k 62.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.1M 14k 80.22
Devon Energy Corporation (DVN) 0.5 $800k 16k 50.61
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $791k 16k 50.43
Marriott Intl Cl A (MAR) 0.4 $678k 4.1k 166.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $539k 8.3k 65.17
Franklin Resources (BEN) 0.3 $497k 18k 26.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $494k 2.3k 216.37
Monster Beverage Corp (MNST) 0.3 $482k 8.9k 54.01
Adaptive Biotechnologies Cor (ADPT) 0.3 $478k 54k 8.83
Donaldson Company (DCI) 0.3 $455k 7.0k 65.34
Costco Wholesale Corporation (COST) 0.3 $441k 888.00 496.99
Boeing Company (BA) 0.3 $420k 2.0k 212.45
Automatic Data Processing (ADP) 0.2 $374k 1.7k 222.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $366k 1.2k 308.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $339k 902.00 375.94
Crowdstrike Hldgs Cl A (CRWD) 0.2 $317k 2.3k 137.26
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $276k 2.9k 96.70
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $269k 1.0k 263.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $261k 812.00 320.93
Vanguard World Extended Dur (EDV) 0.2 $256k 2.8k 90.54
Shake Shack Cl A (SHAK) 0.1 $235k 4.2k 55.49
Ishares Tr Us Aer Def Etf (ITA) 0.1 $233k 2.0k 115.08
Ark Etf Tr Innovation Etf (ARKK) 0.1 $230k 5.7k 40.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $209k 1.5k 138.93
Performance Food (PFGC) 0.1 $203k 3.4k 60.34
Palantir Technologies Cl A (PLTR) 0.1 $85k 10k 8.45