| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 22.0% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 12.4% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 11.7% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 9.7% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 8.7% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 9.1% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 4.3% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 3.8% |
| SPDR SER TR | 15 | Q2 2024 | 6.8% |
View Windward Private Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-19 |
View Windward Private Wealth Management Inc.'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.