| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -10,431 | -100.0% | -0.09% | – |
| DCI | Exit | DONALDSON INC | $0 | – | -3,482 | -100.0% | -0.12% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -5,762 | -100.0% | -0.13% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -1,504 | -100.0% | -0.13% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -5,247 | -100.0% | -0.13% | – |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -2,834 | -100.0% | -0.14% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -2,495 | -100.0% | -0.14% | – |
| SHAK | Exit | SHAKE SHACK INCcl a | $0 | – | -4,451 | -100.0% | -0.14% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -4,919 | -100.0% | -0.15% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -3,000 | -100.0% | -0.16% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,138 | -100.0% | -0.16% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -812 | -100.0% | -0.16% | – |
| ADPT | Exit | ADAPTIVE BIOTECHNOLOGIES COR | $0 | – | -54,097 | -100.0% | -0.16% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -2,123 | -100.0% | -0.17% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -898 | -100.0% | -0.20% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -2,181 | -100.0% | -0.20% | – |
| BA | Exit | BOEING CO | $0 | – | -1,975 | -100.0% | -0.21% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,680 | -100.0% | -0.22% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -18,438 | -100.0% | -0.25% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -8,848 | -100.0% | -0.26% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,409 | -100.0% | -0.27% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -895 | -100.0% | -0.28% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -8,513 | -100.0% | -0.35% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -4,081 | -100.0% | -0.44% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -15,807 | -100.0% | -0.46% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -40,898 | -100.0% | -0.50% | – |
| FLMI | Exit | FRANKLIN TEMPLETON ETF TRfranklin dyn mun | $0 | – | -40,215 | -100.0% | -0.51% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -19,566 | -100.0% | -0.52% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -21,330 | -100.0% | -0.60% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -2,248 | -100.0% | -0.70% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -13,967 | -100.0% | -0.71% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -8,149 | -100.0% | -0.72% | – |
| EOG | Exit | EOG RES INC | $0 | – | -10,330 | -100.0% | -0.72% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -20,706 | -100.0% | -0.73% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -12,913 | -100.0% | -0.76% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -41,059 | -100.0% | -0.79% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -37,675 | -100.0% | -0.81% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -20,193 | -100.0% | -0.85% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -6,970 | -100.0% | -0.88% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -15,302 | -100.0% | -0.89% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -7,190 | -100.0% | -0.92% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -37,102 | -100.0% | -0.97% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -21,976 | -100.0% | -1.03% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -27,927 | -100.0% | -1.16% | – |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -44,102 | -100.0% | -1.20% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -5,099 | -100.0% | -1.21% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -5,235 | -100.0% | -1.24% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -22,865 | -100.0% | -1.30% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -55,176 | -100.0% | -1.34% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -34,976 | -100.0% | -1.35% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -32,847 | -100.0% | -1.38% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -16,329 | -100.0% | -1.40% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -6,538 | -100.0% | -1.57% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -40,027 | -100.0% | -1.60% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -11,565 | -100.0% | -1.61% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -45,819 | -100.0% | -1.64% | – |
| V | Exit | VISA INC | $0 | – | -12,870 | -100.0% | -1.64% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -10,050 | -100.0% | -1.68% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -6,115 | -100.0% | -1.71% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -8,902 | -100.0% | -1.71% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -6,176 | -100.0% | -1.74% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -15,535 | -100.0% | -1.84% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -51,819 | -100.0% | -1.92% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -17,476 | -100.0% | -2.06% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -33,413 | -100.0% | -2.42% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -103,412 | -100.0% | -2.50% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -28,202 | -100.0% | -2.95% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -79,926 | -100.0% | -3.22% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -49,282 | -100.0% | -3.47% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -185,056 | -100.0% | -3.48% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -40,162 | -100.0% | -4.35% | – |
| AAPL | Exit | APPLE INC | $0 | – | -48,202 | -100.0% | -4.57% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -21,919 | -100.0% | -5.03% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -30,512 | -100.0% | -5.33% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -71,780 | -100.0% | -5.48% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -41,024 | -100.0% | -6.18% | – |
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.