$145 Million is the total value of Leeward Financial Partners, LLC's 65 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,473,637 | +12.3% | 16,290 | 0.0% | 1.71% | +8.2% | |
SPY | SPDR S&P 500 ETF TRtr unit | $1,950,011 | +7.1% | 5,099 | 0.0% | 1.35% | +3.1% | |
SCHP | SCHWAB STRATEGIC TRus tips etf | $1,104,681 | -0.0% | 21,330 | 0.0% | 0.76% | -3.7% | |
IJR | ISHARES TRcore s&p scp etf | $269,724 | +8.8% | 2,850 | 0.0% | 0.19% | +4.5% | |
QQQ | INVESCO QQQ TRunit ser 1 | $242,847 | -0.5% | 912 | 0.0% | 0.17% | -4.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FDS | 8 | Q3 2023 | 5.9% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 6.2% |
MICROSOFT CORP | 8 | Q3 2023 | 5.6% |
APPLE INC | 8 | Q3 2023 | 5.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 5.5% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.5% |
VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 3.8% |
AMAZON COM INC | 8 | Q3 2023 | 3.5% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 3.7% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.5% |
View Leeward Financial Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-31 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-19 |
13F-HR | 2022-05-12 |
13F-HR | 2022-01-27 |
View Leeward Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.