$234 Million is the total value of Windward Private Wealth Management Inc.'s 46 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 19.0% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 11.3% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 11.4% |
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 9.7% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 9.1% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 8.6% |
VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 3.9% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 4.2% |
SPDR SER TR | 12 | Q3 2023 | 6.8% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 3.8% |
View Windward Private Wealth Management Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-08 |
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.