Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 31, 2023

Total Value ($000): $180,672 (100.0% shares, 0.0% debt)

Holdings (76)

VUG VANGUARD INDEX FDS 6.2%
Value ($000) $11,171 Shares 41,024 Est. Cost $301.71 Unrealized
VTV VANGUARD INDEX FDS 5.5%
Value ($000) $9,901 Shares 71,780 Est. Cost $141.24 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $9,634 Shares 30,512 Est. Cost $297.65 Unrealized +9.0%
VGT VANGUARD WORLD FDS 5.0%
Value ($000) $9,094 Shares 21,919 Est. Cost $446.85 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $8,253 Shares 48,202 Est. Cost $155.89 Unrealized +16.3%
VV VANGUARD INDEX FDS 4.3%
Value ($000) $7,859 Shares 40,162 Est. Cost $196.93 Unrealized
SCHF SCHWAB STRATEGIC TR 3.5%
Value ($000) $6,285 Shares 185,056 Est. Cost $37.75 Unrealized
AMZN AMAZON COM INC 3.5%
Value ($000) $6,265 Shares 49,282 Est. Cost $127.69 Unrealized +4.9%
SCHG SCHWAB STRATEGIC TR 3.2%
Value ($000) $5,812 Shares 79,926 Est. Cost $78.68 Unrealized
VB VANGUARD INDEX FDS 3.0%
Value ($000) $5,332 Shares 28,202 Est. Cost $215.61 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.5%
Value ($000) $4,521 Shares 103,412 Est. Cost $50.13 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $4,372 Shares 33,413 Est. Cost $113.04 Unrealized +13.6%
ETN EATON CORP PLC 2.1%
Value ($000) $3,727 Shares 17,476 Est. Cost $155.25 Unrealized +35.1%
BLV VANGUARD BD INDEX FDS 1.9%
Value ($000) $3,475 Shares 51,819 Est. Cost $72.11 Unrealized
VBK VANGUARD INDEX FDS 1.8%
Value ($000) $3,327 Shares 15,535 Est. Cost $233.43 Unrealized
ADBE ADOBE INC 1.7%
Value ($000) $3,149 Shares 6,176 Est. Cost $494.41 Unrealized +6.1%
VRTX VERTEX PHARMACEUTICALS INC 1.7%
Value ($000) $3,096 Shares 8,902 Est. Cost $338.91 Unrealized +3.2%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $3,083 Shares 6,115 Est. Cost $428.78 Unrealized +9.6%
HD HOME DEPOT INC 1.7%
Value ($000) $3,037 Shares 10,050 Est. Cost $281.16 Unrealized +7.8%
V VISA INC 1.6%
Value ($000) $2,960 Shares 12,870 Est. Cost $210.76 Unrealized +12.1%
SCHV SCHWAB STRATEGIC TR 1.6%
Value ($000) $2,953 Shares 45,819 Est. Cost $69.72 Unrealized
STZ CONSTELLATION BRANDS INC 1.6%
Value ($000) $2,907 Shares 11,565 Est. Cost $227.83 Unrealized +9.4%
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $2,894 Shares 40,027 Est. Cost $74.13 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $2,844 Shares 6,538 Est. Cost $19.82 Unrealized +125.9%
VIG VANGUARD SPECIALIZED FUNDS 1.4%
Value ($000) $2,537 Shares 16,329 Est. Cost $171.76 Unrealized
VNQ VANGUARD INDEX FDS 1.4%
Value ($000) $2,485 Shares 32,847 Est. Cost $81.99 Unrealized
BND VANGUARD BD INDEX FDS 1.4%
Value ($000) $2,441 Shares 34,976 Est. Cost $81.17 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $2,416 Shares 55,176 Est. Cost $49.00 Unrealized
MUB ISHARES TR 1.3%
Value ($000) $2,345 Shares 22,865 Est. Cost $110.50 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $2,248 Shares 5,235 Est. Cost $467.39 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $2,180 Shares 5,099 Est. Cost $475.00 Unrealized
VUSB VANGUARD BD INDEX FDS 1.2%
Value ($000) $2,169 Shares 44,102 Est. Cost $49.34 Unrealized
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $2,099 Shares 27,927 Est. Cost $79.80 Unrealized
PCAR PACCAR INC 1.0%
Value ($000) $1,868 Shares 21,976 Est. Cost $54.49 Unrealized +40.8%
VTIP VANGUARD MALVERN FDS 1.0%
Value ($000) $1,754 Shares 37,102 Est. Cost $50.85 Unrealized
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $1,656 Shares 7,190 Est. Cost $214.64 Unrealized +7.2%
IYW ISHARES TR 0.9%
Value ($000) $1,605 Shares 15,302 Est. Cost $114.62 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $1,589 Shares 6,970 Est. Cost $182.03 Unrealized +20.4%
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $1,534 Shares 20,193 Est. Cost $88.08 Unrealized
TOTL SSGA ACTIVE ETF TR 0.8%
Value ($000) $1,456 Shares 37,675 Est. Cost $40.37 Unrealized
USHY ISHARES TR 0.8%
Value ($000) $1,425 Shares 41,059 Est. Cost $35.23 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $1,368 Shares 12,913 Est. Cost $112.78 Unrealized 0.0%
IR INGERSOLL RAND INC 0.7%
Value ($000) $1,319 Shares 20,706 Est. Cost $66.38 Unrealized 0.0%
EOG EOG RES INC 0.7%
Value ($000) $1,309 Shares 10,330 Est. Cost $117.17 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $1,300 Shares 8,149 Est. Cost $177.77 Unrealized
SBUX STARBUCKS CORP 0.7%
Value ($000) $1,275 Shares 13,967 Est. Cost $96.41 Unrealized -4.1%
NOW SERVICENOW INC 0.7%
Value ($000) $1,257 Shares 2,248 Est. Cost $114.08 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,077 Shares 21,330 Est. Cost $62.87 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $941 Shares 19,566 Est. Cost $49.89 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $923 Shares 40,215 Est. Cost $23.77 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $906 Shares 40,898 Est. Cost $23.40 Unrealized
SPTM SPDR SER TR 0.5%
Value ($000) $830 Shares 15,807 Est. Cost $58.44 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $802 Shares 4,081 Est. Cost $151.70 Unrealized +27.9%
HYG ISHARES TR 0.3%
Value ($000) $628 Shares 8,513 Est. Cost $82.50 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $506 Shares 895 Est. Cost $487.62 Unrealized +9.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $494 Shares 1,409 Est. Cost $298.72 Unrealized +18.8%
MNST MONSTER BEVERAGE CORP NEW 0.3%
Value ($000) $469 Shares 8,848 Est. Cost $47.75 Unrealized +19.0%
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $453 Shares 18,438 Est. Cost $24.91 Unrealized -5.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $404 Shares 1,680 Est. Cost $228.99 Unrealized +0.9%
BA BOEING CO 0.2%
Value ($000) $379 Shares 1,975 Est. Cost $207.77 Unrealized +5.3%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $365 Shares 2,181 Est. Cost $204.13 Unrealized -23.9%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $353 Shares 898 Est. Cost $363.09 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $308 Shares 2,123 Est. Cost $215.32 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.2%
Value ($000) $295 Shares 54,097 Est. Cost $30.65 Unrealized -78.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $291 Shares 812 Est. Cost $280.70 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $285 Shares 1,138 Est. Cost $201.71 Unrealized +27.3%
IJR ISHARES TR 0.2%
Value ($000) $283 Shares 3,000 Est. Cost $107.32 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $268 Shares 4,919 Est. Cost $60.59 Unrealized 0.0%
SHAK SHAKE SHACK INC 0.1%
Value ($000) $258 Shares 4,451 Est. Cost $56.17 Unrealized +26.5%
HDV ISHARES TR 0.1%
Value ($000) $247 Shares 2,495 Est. Cost $101.12 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $245 Shares 2,834 Est. Cost $19.44 Unrealized +12.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $241 Shares 5,247 Est. Cost $37.17 Unrealized +22.9%
IWY ISHARES TR 0.1%
Value ($000) $231 Shares 1,504 Est. Cost $138.93 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $229 Shares 5,762 Est. Cost $40.39 Unrealized
DCI DONALDSON INC 0.1%
Value ($000) $208 Shares 3,482 Est. Cost $59.95 Unrealized -0.7%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $167 Shares 10,431 Est. Cost $7.93 Unrealized +100.9%