Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $173,933 (100.0% shares, 0.0% debt)

Holdings (82)

MSFT MICROSOFT CORP 5.6%
Value ($000) $9,799 Shares 28,775 Est. Cost $296.03 Unrealized +3.8%
VUG VANGUARD INDEX FDS 5.4%
Value ($000) $9,411 Shares 33,260 Est. Cost $308.57 Unrealized
AAPL APPLE INC 5.0%
Value ($000) $8,737 Shares 45,041 Est. Cost $154.10 Unrealized +11.7%
VGT VANGUARD WORLD FDS 5.0%
Value ($000) $8,688 Shares 19,648 Est. Cost $450.54 Unrealized
VTV VANGUARD INDEX FDS 4.7%
Value ($000) $8,089 Shares 56,927 Est. Cost $142.10 Unrealized
VV VANGUARD INDEX FDS 4.1%
Value ($000) $7,050 Shares 34,779 Est. Cost $197.12 Unrealized
SCHF SCHWAB STRATEGIC TR 3.5%
Value ($000) $6,034 Shares 169,252 Est. Cost $38.10 Unrealized
SCHG SCHWAB STRATEGIC TR 2.9%
Value ($000) $4,998 Shares 66,683 Est. Cost $79.87 Unrealized
AMZN AMAZON COM INC 2.8%
Value ($000) $4,952 Shares 37,989 Est. Cost $125.82 Unrealized -9.2%
VB VANGUARD INDEX FDS 2.7%
Value ($000) $4,781 Shares 24,038 Est. Cost $220.21 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.7%
Value ($000) $4,650 Shares 100,699 Est. Cost $50.30 Unrealized
GOOGL ALPHABET INC 2.0%
Value ($000) $3,564 Shares 29,778 Est. Cost $111.17 Unrealized +2.8%
ETN EATON CORP PLC 2.0%
Value ($000) $3,421 Shares 17,013 Est. Cost $153.77 Unrealized +10.8%
SCHV SCHWAB STRATEGIC TR 1.7%
Value ($000) $3,003 Shares 44,759 Est. Cost $69.85 Unrealized
VBK VANGUARD INDEX FDS 1.7%
Value ($000) $2,989 Shares 13,012 Est. Cost $237.17 Unrealized
V VISA INC 1.6%
Value ($000) $2,733 Shares 11,509 Est. Cost $207.75 Unrealized +8.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.5%
Value ($000) $2,664 Shares 5,447 Est. Cost $490.37 Unrealized -17.8%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $2,663 Shares 5,540 Est. Cost $424.50 Unrealized +9.5%
VRTX VERTEX PHARMACEUTICALS INC 1.5%
Value ($000) $2,649 Shares 7,527 Est. Cost $336.94 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $2,647 Shares 16,299 Est. Cost $171.76 Unrealized
BND VANGUARD BD INDEX FDS 1.5%
Value ($000) $2,640 Shares 36,316 Est. Cost $81.17 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $2,563 Shares 8,251 Est. Cost $276.41 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $2,546 Shares 6,018 Est. Cost $17.67 Unrealized +87.8%
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $2,535 Shares 30,334 Est. Cost $82.51 Unrealized
STZ CONSTELLATION BRANDS INC 1.4%
Value ($000) $2,513 Shares 10,210 Est. Cost $224.99 Unrealized -1.0%
BLV VANGUARD BD INDEX FDS 1.4%
Value ($000) $2,493 Shares 33,272 Est. Cost $74.92 Unrealized
BIV VANGUARD BD INDEX FDS 1.4%
Value ($000) $2,453 Shares 32,609 Est. Cost $74.54 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $2,355 Shares 57,884 Est. Cost $46.61 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $2,343 Shares 50,949 Est. Cost $49.44 Unrealized
VUSB VANGUARD BD INDEX FDS 1.3%
Value ($000) $2,276 Shares 46,298 Est. Cost $49.34 Unrealized
BSV VANGUARD BD INDEX FDS 1.3%
Value ($000) $2,263 Shares 29,948 Est. Cost $79.80 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $2,260 Shares 5,099 Est. Cost $475.00 Unrealized
MUB ISHARES TR 1.3%
Value ($000) $2,245 Shares 21,038 Est. Cost $111.19 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $2,119 Shares 4,754 Est. Cost $471.23 Unrealized
ASML ASML HOLDING N V 1.2%
Value ($000) $2,004 Shares 2,765 Est. Cost $724.75 Unrealized
VTIP VANGUARD MALVERN FDS 1.1%
Value ($000) $1,909 Shares 40,250 Est. Cost $50.85 Unrealized
PCAR PACCAR INC 1.1%
Value ($000) $1,908 Shares 22,809 Est. Cost $54.49 Unrealized +22.1%
HYG ISHARES TR 1.0%
Value ($000) $1,762 Shares 23,476 Est. Cost $82.50 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,701 Shares 11,212 Est. Cost $136.66 Unrealized +3.4%
IYW ISHARES TR 1.0%
Value ($000) $1,679 Shares 15,422 Est. Cost $114.62 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $1,519 Shares 6,917 Est. Cost $182.03 Unrealized +11.6%
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $1,469 Shares 18,590 Est. Cost $89.12 Unrealized
ITW ILLINOIS TOOL WKS INC 0.8%
Value ($000) $1,457 Shares 5,824 Est. Cost $211.02 Unrealized +4.1%
SBUX STARBUCKS CORP 0.8%
Value ($000) $1,408 Shares 14,212 Est. Cost $96.41 Unrealized +0.9%
TOTL SSGA ACTIVE ETF TR 0.8%
Value ($000) $1,386 Shares 34,189 Est. Cost $40.55 Unrealized
VBR VANGUARD INDEX FDS 0.8%
Value ($000) $1,354 Shares 8,186 Est. Cost $177.77 Unrealized
USHY ISHARES TR 0.7%
Value ($000) $1,285 Shares 36,409 Est. Cost $35.30 Unrealized
SCHP SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,118 Shares 21,330 Est. Cost $62.87 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $916 Shares 18,947 Est. Cost $56.42 Unrealized -19.5%
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $881 Shares 11,643 Est. Cost $80.60 Unrealized
SPTM SPDR SER TR 0.5%
Value ($000) $857 Shares 15,746 Est. Cost $58.44 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $830 Shares 35,162 Est. Cost $23.60 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $830 Shares 34,720 Est. Cost $23.90 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $830 Shares 16,520 Est. Cost $50.22 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $750 Shares 4,081 Est. Cost $151.70 Unrealized +11.4%
HDV ISHARES TR 0.4%
Value ($000) $693 Shares 6,877 Est. Cost $101.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $549 Shares 1,609 Est. Cost $298.72 Unrealized +9.3%
MNST MONSTER BEVERAGE CORP NEW 0.3%
Value ($000) $513 Shares 8,930 Est. Cost $47.75 Unrealized +19.1%
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $492 Shares 18,438 Est. Cost $24.91 Unrealized -10.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $489 Shares 909 Est. Cost $487.62 Unrealized -0.1%
BA BOEING CO 0.2%
Value ($000) $417 Shares 1,975 Est. Cost $207.77 Unrealized -0.0%
SHAK SHAKE SHACK INC 0.2%
Value ($000) $370 Shares 4,756 Est. Cost $56.17 Unrealized +14.4%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $369 Shares 1,680 Est. Cost $228.99 Unrealized -11.2%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.2%
Value ($000) $363 Shares 54,097 Est. Cost $30.65 Unrealized -75.7%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $330 Shares 2,249 Est. Cost $204.13 Unrealized -31.7%
ABBV ABBVIE INC 0.2%
Value ($000) $302 Shares 2,239 Est. Cost $134.21 Unrealized -0.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $300 Shares 812 Est. Cost $280.70 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $299 Shares 3,000 Est. Cost $107.32 Unrealized
TIPX SPDR SER TR 0.2%
Value ($000) $298 Shares 16,154 Est. Cost $19.37 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $291 Shares 1,310 Est. Cost $190.14 Unrealized +12.4%
TSLA TESLA INC 0.2%
Value ($000) $289 Shares 1,103 Est. Cost $199.96 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $287 Shares 704 Est. Cost $354.93 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $283 Shares 1,858 Est. Cost $225.35 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $261 Shares 4,521 Est. Cost $60.43 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $255 Shares 5,773 Est. Cost $40.39 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $238 Shares 1,504 Est. Cost $138.93 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $235 Shares 2,834 Est. Cost $19.44 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $227 Shares 5,247 Est. Cost $37.17 Unrealized 0.0%
PSTG PURE STORAGE INC 0.1%
Value ($000) $221 Shares 6,003 Est. Cost $28.33 Unrealized 0.0%
DCI DONALDSON INC 0.1%
Value ($000) $218 Shares 3,482 Est. Cost $59.95 Unrealized -0.2%
MET METLIFE INC 0.1%
Value ($000) $205 Shares 3,625 Est. Cost $59.38 Unrealized -13.7%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $159 Shares 10,389 Est. Cost $7.93 Unrealized +43.4%