Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 25, 2023

Total Value ($000): $163,219 (100.0% shares, 0.0% debt)

Holdings (73)

MSFT MICROSOFT CORP 4.8%
Value ($000) $7,786 Shares 27,008 Est. Cost $295.30 Unrealized -15.5%
VTV VANGUARD INDEX FDS 4.7%
Value ($000) $7,742 Shares 56,056 Est. Cost $142.10 Unrealized
AAPL APPLE INC 4.4%
Value ($000) $7,222 Shares 43,795 Est. Cost $153.59 Unrealized -5.3%
VUG VANGUARD INDEX FDS 4.2%
Value ($000) $6,893 Shares 27,635 Est. Cost $313.78 Unrealized
VGT VANGUARD WORLD FDS 3.9%
Value ($000) $6,322 Shares 16,402 Est. Cost $452.20 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.7%
Value ($000) $6,095 Shares 134,939 Est. Cost $50.30 Unrealized
SCHF SCHWAB STRATEGIC TR 3.5%
Value ($000) $5,778 Shares 166,039 Est. Cost $38.15 Unrealized
VUSB VANGUARD BD INDEX FDS 3.4%
Value ($000) $5,597 Shares 113,662 Est. Cost $49.34 Unrealized
SCHV SCHWAB STRATEGIC TR 3.2%
Value ($000) $5,213 Shares 79,496 Est. Cost $69.85 Unrealized
VV VANGUARD INDEX FDS 3.2%
Value ($000) $5,144 Shares 27,534 Est. Cost $195.65 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.0%
Value ($000) $4,894 Shares 121,139 Est. Cost $46.61 Unrealized
HDV ISHARES TR 2.8%
Value ($000) $4,615 Shares 45,396 Est. Cost $101.12 Unrealized
AMZN AMAZON COM INC 2.6%
Value ($000) $4,315 Shares 41,772 Est. Cost $125.82 Unrealized -23.2%
VB VANGUARD INDEX FDS 2.3%
Value ($000) $3,802 Shares 20,057 Est. Cost $224.44 Unrealized
VTIP VANGUARD MALVERN FDS 2.2%
Value ($000) $3,664 Shares 76,621 Est. Cost $50.85 Unrealized
BND VANGUARD BD INDEX FDS 2.2%
Value ($000) $3,546 Shares 48,030 Est. Cost $81.17 Unrealized
BSV VANGUARD BD INDEX FDS 1.9%
Value ($000) $3,126 Shares 40,862 Est. Cost $79.80 Unrealized
ABBV ABBVIE INC 1.8%
Value ($000) $3,017 Shares 18,931 Est. Cost $134.21 Unrealized +2.9%
VCSH VANGUARD SCOTTSDALE FDS 1.8%
Value ($000) $3,002 Shares 39,376 Est. Cost $80.60 Unrealized
ETN EATON CORP PLC 1.8%
Value ($000) $2,953 Shares 17,233 Est. Cost $153.77 Unrealized +4.2%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $2,614 Shares 9,410 Est. Cost $17.67 Unrealized +22.4%
V VISA INC 1.6%
Value ($000) $2,582 Shares 11,453 Est. Cost $207.75 Unrealized +4.9%
VNQ VANGUARD INDEX FDS 1.6%
Value ($000) $2,552 Shares 30,738 Est. Cost $82.51 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $2,552 Shares 5,400 Est. Cost $423.46 Unrealized +8.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $2,518 Shares 24,271 Est. Cost $110.47 Unrealized -13.8%
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $2,509 Shares 16,290 Est. Cost $171.76 Unrealized
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $2,474 Shares 16,640 Est. Cost $136.66 Unrealized -2.5%
AMGN AMGEN INC 1.5%
Value ($000) $2,418 Shares 10,001 Est. Cost $190.14 Unrealized +17.8%
BIV VANGUARD BD INDEX FDS 1.4%
Value ($000) $2,322 Shares 30,253 Est. Cost $74.49 Unrealized
STZ CONSTELLATION BRANDS INC 1.3%
Value ($000) $2,188 Shares 9,685 Est. Cost $225.11 Unrealized -6.3%
TIPX SPDR SER TR 1.3%
Value ($000) $2,162 Shares 113,625 Est. Cost $19.37 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $2,087 Shares 5,099 Est. Cost $475.00 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $2,083 Shares 35,579 Est. Cost $60.43 Unrealized
MET METLIFE INC 1.2%
Value ($000) $2,002 Shares 34,559 Est. Cost $59.38 Unrealized +4.0%
PCAR PACCAR INC 1.1%
Value ($000) $1,863 Shares 25,444 Est. Cost $54.49 Unrealized +17.7%
IVV ISHARES TR 1.1%
Value ($000) $1,725 Shares 4,196 Est. Cost $474.62 Unrealized
HYG ISHARES TR 1.1%
Value ($000) $1,721 Shares 22,779 Est. Cost $82.73 Unrealized
VBR VANGUARD INDEX FDS 0.9%
Value ($000) $1,542 Shares 9,710 Est. Cost $177.77 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $1,533 Shares 32,932 Est. Cost $51.32 Unrealized
IYW ISHARES TR 0.9%
Value ($000) $1,431 Shares 15,422 Est. Cost $114.62 Unrealized
SBUX STARBUCKS CORP 0.9%
Value ($000) $1,401 Shares 13,457 Est. Cost $96.36 Unrealized +0.7%
MUB ISHARES TR 0.8%
Value ($000) $1,313 Shares 12,185 Est. Cost $114.44 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $1,305 Shares 6,824 Est. Cost $181.74 Unrealized +1.6%
ITW ILLINOIS TOOL WKS INC 0.8%
Value ($000) $1,278 Shares 5,248 Est. Cost $210.07 Unrealized +3.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $1,212 Shares 3,145 Est. Cost $554.43 Unrealized -35.9%
SCHP SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,144 Shares 21,330 Est. Cost $62.87 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,141 Shares 18,388 Est. Cost $56.70 Unrealized -2.3%
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,097 Shares 13,673 Est. Cost $92.75 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $800 Shares 15,798 Est. Cost $58.61 Unrealized -13.7%
SPTM SPDR SER TR 0.5%
Value ($000) $791 Shares 15,683 Est. Cost $58.44 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $678 Shares 4,081 Est. Cost $151.70 Unrealized +6.6%
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $539 Shares 8,275 Est. Cost $114.59 Unrealized
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $497 Shares 18,438 Est. Cost $24.91 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $494 Shares 2,285 Est. Cost $272.03 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.3%
Value ($000) $482 Shares 8,930 Est. Cost $47.75 Unrealized +7.4%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.3%
Value ($000) $478 Shares 54,097 Est. Cost $30.65 Unrealized -71.2%
DCI DONALDSON INC 0.3%
Value ($000) $455 Shares 6,964 Est. Cost $59.95 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $441 Shares 888 Est. Cost $487.63 Unrealized -3.4%
BA BOEING CO 0.3%
Value ($000) $420 Shares 1,975 Est. Cost $207.77 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $374 Shares 1,680 Est. Cost $228.99 Unrealized -7.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $366 Shares 1,184 Est. Cost $288.80 Unrealized +6.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $339 Shares 902 Est. Cost $354.93 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $317 Shares 2,309 Est. Cost $204.13 Unrealized -43.3%
IJR ISHARES TR 0.2%
Value ($000) $276 Shares 2,850 Est. Cost $107.72 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $268 Shares 1,020 Est. Cost $285.40 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $261 Shares 812 Est. Cost $280.70 Unrealized
EDV VANGUARD WORLD FD 0.2%
Value ($000) $256 Shares 2,832 Est. Cost $82.83 Unrealized
SHAK SHAKE SHACK INC 0.1%
Value ($000) $235 Shares 4,235 Est. Cost $55.18 Unrealized 0.0%
ITA ISHARES TR 0.1%
Value ($000) $233 Shares 2,025 Est. Cost $115.08 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $230 Shares 5,700 Est. Cost $40.34 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $209 Shares 1,504 Est. Cost $138.93 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.1%
Value ($000) $203 Shares 3,363 Est. Cost $58.42 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $85 Shares 10,089 Est. Cost $7.83 Unrealized 0.0%