Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 26, 2024

Total Value ($000): $207,057 (100.0% shares, 0.0% debt)

Holdings (87)

MSFT MICROSOFT CORP 5.6%
Value ($000) $11,563 Shares 30,749 Est. Cost $297.65 Unrealized +17.7%
VUG VANGUARD INDEX FDS 5.5%
Value ($000) $11,464 Shares 36,877 Est. Cost $301.71 Unrealized
VTV VANGUARD INDEX FDS 5.3%
Value ($000) $11,044 Shares 73,875 Est. Cost $141.47 Unrealized
VGT VANGUARD WORLD FDS 5.2%
Value ($000) $10,783 Shares 22,278 Est. Cost $447.45 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $9,279 Shares 48,195 Est. Cost $155.89 Unrealized +17.3%
VV VANGUARD INDEX FDS 4.3%
Value ($000) $8,920 Shares 40,889 Est. Cost $197.31 Unrealized
AMZN AMAZON COM INC 3.5%
Value ($000) $7,272 Shares 47,864 Est. Cost $127.69 Unrealized +9.8%
SCHG SCHWAB STRATEGIC TR 3.3%
Value ($000) $6,768 Shares 81,579 Est. Cost $78.77 Unrealized
VB VANGUARD INDEX FDS 2.9%
Value ($000) $5,903 Shares 27,669 Est. Cost $215.61 Unrealized
SCHF SCHWAB STRATEGIC TR 2.4%
Value ($000) $5,008 Shares 135,493 Est. Cost $37.75 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.4%
Value ($000) $4,933 Shares 102,979 Est. Cost $50.13 Unrealized
VBR VANGUARD INDEX FDS 2.3%
Value ($000) $4,839 Shares 26,888 Est. Cost $179.30 Unrealized
GOOGL ALPHABET INC 2.1%
Value ($000) $4,354 Shares 31,167 Est. Cost $113.04 Unrealized +18.0%
BLV VANGUARD BD INDEX FDS 2.1%
Value ($000) $4,298 Shares 57,629 Est. Cost $72.36 Unrealized
ETN EATON CORP PLC 2.0%
Value ($000) $4,186 Shares 17,384 Est. Cost $155.25 Unrealized +38.8%
VBK VANGUARD INDEX FDS 1.8%
Value ($000) $3,822 Shares 15,808 Est. Cost $233.58 Unrealized
VNQ VANGUARD INDEX FDS 1.8%
Value ($000) $3,781 Shares 42,789 Est. Cost $83.47 Unrealized
SCHV SCHWAB STRATEGIC TR 1.8%
Value ($000) $3,741 Shares 53,371 Est. Cost $69.78 Unrealized
ADBE ADOBE INC 1.8%
Value ($000) $3,713 Shares 6,224 Est. Cost $494.41 Unrealized +16.7%
VRTX VERTEX PHARMACEUTICALS INC 1.7%
Value ($000) $3,483 Shares 8,559 Est. Cost $338.91 Unrealized +9.0%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $3,396 Shares 6,450 Est. Cost $433.06 Unrealized +18.1%
V VISA INC 1.6%
Value ($000) $3,396 Shares 13,043 Est. Cost $211.18 Unrealized +14.9%
HD HOME DEPOT INC 1.6%
Value ($000) $3,369 Shares 9,720 Est. Cost $281.16 Unrealized +4.5%
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $3,255 Shares 42,610 Est. Cost $74.27 Unrealized
MUB ISHARES TR 1.3%
Value ($000) $2,743 Shares 25,305 Est. Cost $110.30 Unrealized
ECL ECOLAB INC 1.3%
Value ($000) $2,729 Shares 13,757 Est. Cost $175.85 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $2,657 Shares 57,322 Est. Cost $48.90 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value ($000) $2,650 Shares 15,549 Est. Cost $171.76 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $2,579 Shares 5,399 Est. Cost $467.70 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $2,478 Shares 5,214 Est. Cost $475.00 Unrealized
BND VANGUARD BD INDEX FDS 1.2%
Value ($000) $2,421 Shares 32,922 Est. Cost $81.17 Unrealized
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,401 Shares 15,507 Est. Cost $119.93 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,335 Shares 4,715 Est. Cost $19.82 Unrealized +133.6%
VUSB VANGUARD BD INDEX FDS 1.1%
Value ($000) $2,184 Shares 44,166 Est. Cost $49.34 Unrealized
PCAR PACCAR INC 1.0%
Value ($000) $2,138 Shares 21,894 Est. Cost $54.49 Unrealized +50.1%
BSV VANGUARD BD INDEX FDS 1.0%
Value ($000) $2,057 Shares 26,705 Est. Cost $79.80 Unrealized
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $1,892 Shares 7,222 Est. Cost $214.64 Unrealized +5.9%
IYW ISHARES TR 0.9%
Value ($000) $1,878 Shares 15,302 Est. Cost $114.62 Unrealized
NOW SERVICENOW INC 0.8%
Value ($000) $1,735 Shares 2,456 Est. Cost $115.09 Unrealized +9.5%
IR INGERSOLL RAND INC 0.8%
Value ($000) $1,680 Shares 21,724 Est. Cost $66.47 Unrealized +2.7%
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $1,654 Shares 20,355 Est. Cost $88.08 Unrealized
SBUX STARBUCKS CORP 0.8%
Value ($000) $1,615 Shares 16,819 Est. Cost $95.69 Unrealized -3.7%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $1,581 Shares 7,031 Est. Cost $182.03 Unrealized +27.7%
USHY ISHARES TR 0.7%
Value ($000) $1,544 Shares 42,466 Est. Cost $35.27 Unrealized
TOTL SSGA ACTIVE ETF TR 0.7%
Value ($000) $1,542 Shares 38,302 Est. Cost $40.37 Unrealized
WDAY WORKDAY INC 0.7%
Value ($000) $1,373 Shares 4,974 Est. Cost $238.09 Unrealized 0.0%
FLMI FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $1,133 Shares 46,683 Est. Cost $23.84 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,118 Shares 46,236 Est. Cost $23.49 Unrealized
SCHP SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,113 Shares 21,330 Est. Cost $62.87 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $1,105 Shares 21,639 Est. Cost $50.00 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $928 Shares 15,870 Est. Cost $58.44 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $920 Shares 4,081 Est. Cost $151.70 Unrealized +30.9%
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $876 Shares 18,450 Est. Cost $50.85 Unrealized
HYG ISHARES TR 0.3%
Value ($000) $608 Shares 7,856 Est. Cost $82.50 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $593 Shares 899 Est. Cost $487.62 Unrealized +17.6%
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $549 Shares 18,438 Est. Cost $24.91 Unrealized -11.8%
MNST MONSTER BEVERAGE CORP NEW 0.3%
Value ($000) $535 Shares 9,294 Est. Cost $48.02 Unrealized +11.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $503 Shares 1,409 Est. Cost $298.72 Unrealized +17.5%
BA BOEING CO 0.2%
Value ($000) $492 Shares 1,889 Est. Cost $207.77 Unrealized +2.9%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $473 Shares 6,277 Est. Cost $75.32 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $460 Shares 9,743 Est. Cost $47.24 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $391 Shares 1,680 Est. Cost $228.99 Unrealized -3.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $390 Shares 894 Est. Cost $363.09 Unrealized
RRX REGAL REXNORD CORPORATION 0.2%
Value ($000) $350 Shares 2,362 Est. Cost $126.16 Unrealized 0.0%
LOW LOWES COS INC 0.2%
Value ($000) $345 Shares 1,551 Est. Cost $194.73 Unrealized 0.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $340 Shares 4,367 Est. Cost $60.59 Unrealized +5.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $333 Shares 812 Est. Cost $280.70 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $332 Shares 1,302 Est. Cost $204.13 Unrealized +2.6%
SHAK SHAKE SHACK INC 0.2%
Value ($000) $315 Shares 4,250 Est. Cost $56.17 Unrealized +9.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $308 Shares 1,300 Est. Cost $237.22 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $305 Shares 1,229 Est. Cost $204.37 Unrealized +16.3%
SMH VANECK ETF TRUST 0.1%
Value ($000) $295 Shares 1,686 Est. Cost $215.32 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $295 Shares 5,626 Est. Cost $40.39 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $265 Shares 54,097 Est. Cost $30.65 Unrealized -85.1%
IWY ISHARES TR 0.1%
Value ($000) $264 Shares 1,504 Est. Cost $138.93 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $253 Shares 6,805 Est. Cost $37.22 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $240 Shares 105 Est. Cost $41.61 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $235 Shares 352 Est. Cost $101.64 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $231 Shares 3,949 Est. Cost $55.27 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value ($000) $230 Shares 568 Est. Cost $405.64 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $229 Shares 946 Est. Cost $227.83 Unrealized +0.0%
DCI DONALDSON INC 0.1%
Value ($000) $228 Shares 3,482 Est. Cost $59.95 Unrealized -2.0%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $225 Shares 871 Est. Cost $225.35 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $224 Shares 755 Est. Cost $258.68 Unrealized 0.0%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.1%
Value ($000) $217 Shares 3,507 Est. Cost $52.53 Unrealized 0.0%
FULT FULTON FINL CORP PA 0.1%
Value ($000) $196 Shares 11,914 Est. Cost $12.84 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $179 Shares 10,431 Est. Cost $7.93 Unrealized +124.6%