Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 19, 2024

Total Value ($000): $236,410 (100.0% shares, 0.0% debt)

Holdings (92)

MSFT MICROSOFT CORP 6.3%
Value ($000) $14,982 Shares 35,610 Est. Cost $311.52 Unrealized +28.2%
VTV VANGUARD INDEX FDS 5.4%
Value ($000) $12,737 Shares 78,209 Est. Cost $142.66 Unrealized
VUG VANGUARD INDEX FDS 5.4%
Value ($000) $12,682 Shares 36,844 Est. Cost $301.71 Unrealized
VGT VANGUARD WORLD FD 5.2%
Value ($000) $12,315 Shares 23,487 Est. Cost $451.40 Unrealized
VV VANGUARD INDEX FDS 4.4%
Value ($000) $10,405 Shares 43,396 Est. Cost $199.76 Unrealized
AMZN AMAZON COM INC 3.9%
Value ($000) $9,146 Shares 50,705 Est. Cost $129.89 Unrealized +28.5%
SCHG SCHWAB STRATEGIC TR 3.4%
Value ($000) $8,110 Shares 87,463 Est. Cost $79.71 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $7,069 Shares 41,225 Est. Cost $155.89 Unrealized +15.6%
VB VANGUARD INDEX FDS 2.9%
Value ($000) $6,875 Shares 30,074 Est. Cost $216.65 Unrealized
VBR VANGUARD INDEX FDS 2.5%
Value ($000) $5,909 Shares 30,796 Est. Cost $180.90 Unrealized
ETN EATON CORP PLC 2.4%
Value ($000) $5,752 Shares 18,395 Est. Cost $161.43 Unrealized +65.8%
SCHF SCHWAB STRATEGIC TR 2.4%
Value ($000) $5,583 Shares 143,083 Est. Cost $37.82 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.3%
Value ($000) $5,479 Shares 109,213 Est. Cost $50.13 Unrealized
SCHV SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,822 Shares 63,463 Est. Cost $70.76 Unrealized
VBK VANGUARD INDEX FDS 2.0%
Value ($000) $4,812 Shares 18,458 Est. Cost $237.47 Unrealized
GOOGL ALPHABET INC 2.0%
Value ($000) $4,615 Shares 30,576 Est. Cost $113.04 Unrealized +25.6%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $4,615 Shares 9,328 Est. Cost $450.31 Unrealized +8.6%
BLV VANGUARD BD INDEX FDS 1.9%
Value ($000) $4,519 Shares 62,481 Est. Cost $72.35 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $4,102 Shares 4,540 Est. Cost $19.82 Unrealized +265.4%
HD HOME DEPOT INC 1.7%
Value ($000) $4,001 Shares 10,431 Est. Cost $285.75 Unrealized +22.0%
V VISA INC 1.6%
Value ($000) $3,846 Shares 13,782 Est. Cost $214.46 Unrealized +27.0%
PNC PNC FINL SVCS GROUP INC 1.6%
Value ($000) $3,665 Shares 22,678 Est. Cost $126.64 Unrealized +11.4%
VRTX VERTEX PHARMACEUTICALS INC 1.5%
Value ($000) $3,631 Shares 8,686 Est. Cost $340.14 Unrealized +24.3%
ECL ECOLAB INC 1.5%
Value ($000) $3,625 Shares 15,701 Est. Cost $179.82 Unrealized +15.6%
BIV VANGUARD BD INDEX FDS 1.5%
Value ($000) $3,572 Shares 47,369 Est. Cost $74.38 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $3,445 Shares 39,834 Est. Cost $83.47 Unrealized
ADBE ADOBE INC 1.4%
Value ($000) $3,317 Shares 6,573 Est. Cost $498.59 Unrealized +15.0%
MUB ISHARES TR 1.3%
Value ($000) $3,025 Shares 28,111 Est. Cost $110.03 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $2,913 Shares 5,540 Est. Cost $469.17 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $2,867 Shares 62,869 Est. Cost $48.61 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.2%
Value ($000) $2,839 Shares 15,549 Est. Cost $171.76 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $2,727 Shares 5,214 Est. Cost $475.00 Unrealized
BND VANGUARD BD INDEX FDS 1.0%
Value ($000) $2,420 Shares 33,323 Est. Cost $81.07 Unrealized
PCAR PACCAR INC 1.0%
Value ($000) $2,305 Shares 18,603 Est. Cost $54.49 Unrealized +85.0%
IYW ISHARES TR 0.9%
Value ($000) $2,067 Shares 15,302 Est. Cost $114.62 Unrealized
BSV VANGUARD BD INDEX FDS 0.9%
Value ($000) $2,031 Shares 26,485 Est. Cost $79.80 Unrealized
NOW SERVICENOW INC 0.8%
Value ($000) $1,962 Shares 2,574 Est. Cost $116.76 Unrealized +29.8%
ITW ILLINOIS TOOL WKS INC 0.8%
Value ($000) $1,931 Shares 7,195 Est. Cost $214.64 Unrealized +15.4%
IR INGERSOLL RAND INC 0.8%
Value ($000) $1,926 Shares 20,288 Est. Cost $66.47 Unrealized +28.5%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $1,888 Shares 7,550 Est. Cost $185.76 Unrealized +27.3%
USHY ISHARES TR 0.7%
Value ($000) $1,683 Shares 46,003 Est. Cost $35.37 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,661 Shares 20,633 Est. Cost $87.98 Unrealized
WDAY WORKDAY INC 0.7%
Value ($000) $1,575 Shares 5,775 Est. Cost $244.55 Unrealized +16.4%
TOTL SSGA ACTIVE ETF TR 0.7%
Value ($000) $1,574 Shares 39,302 Est. Cost $40.36 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,532 Shares 3,667 Est. Cost $372.27 Unrealized 0.0%
FLMI FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $1,354 Shares 55,191 Est. Cost $23.94 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,307 Shares 54,859 Est. Cost $23.54 Unrealized
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $1,302 Shares 25,733 Est. Cost $50.10 Unrealized
BA BOEING CO 0.5%
Value ($000) $1,246 Shares 6,456 Est. Cost $206.15 Unrealized -0.3%
VUSB VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,141 Shares 23,026 Est. Cost $49.34 Unrealized
SCHP SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,113 Shares 21,330 Est. Cost $62.87 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $1,042 Shares 4,130 Est. Cost $152.72 Unrealized +55.6%
SPTM SPDR SER TR 0.4%
Value ($000) $1,021 Shares 15,921 Est. Cost $58.44 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $884 Shares 18,450 Est. Cost $50.85 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $809 Shares 8,852 Est. Cost $95.69 Unrealized -7.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $803 Shares 1,097 Est. Cost $527.17 Unrealized +34.1%
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $775 Shares 2,477 Est. Cost $259.43 Unrealized +7.1%
HYG ISHARES TR 0.3%
Value ($000) $619 Shares 7,964 Est. Cost $82.44 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $525 Shares 8,848 Est. Cost $48.02 Unrealized +19.7%
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $518 Shares 18,438 Est. Cost $24.91 Unrealized -1.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $513 Shares 1,219 Est. Cost $298.72 Unrealized +31.7%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $509 Shares 6,249 Est. Cost $75.32 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $430 Shares 894 Est. Cost $363.09 Unrealized
RRX REGAL REXNORD CORPORATION 0.2%
Value ($000) $425 Shares 2,362 Est. Cost $126.16 Unrealized +23.5%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $420 Shares 8,527 Est. Cost $47.24 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $362 Shares 1,450 Est. Cost $228.99 Unrealized +2.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $349 Shares 785 Est. Cost $280.70 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $340 Shares 117 Est. Cost $42.59 Unrealized +20.1%
LOW LOWES COS INC 0.1%
Value ($000) $327 Shares 1,283 Est. Cost $194.73 Unrealized +14.0%
ARKK ARK ETF TR 0.1%
Value ($000) $310 Shares 6,184 Est. Cost $41.26 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $309 Shares 1,190 Est. Cost $237.22 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $304 Shares 391 Est. Cost $702.49 Unrealized 0.0%
IWY ISHARES TR 0.1%
Value ($000) $293 Shares 1,504 Est. Cost $138.93 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $293 Shares 1,304 Est. Cost $215.32 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $286 Shares 588 Est. Cost $443.21 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $278 Shares 6,805 Est. Cost $37.22 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $277 Shares 294 Est. Cost $101.64 Unrealized +36.4%
DCI DONALDSON INC 0.1%
Value ($000) $260 Shares 3,482 Est. Cost $59.95 Unrealized +10.0%
FTNT FORTINET INC 0.1%
Value ($000) $256 Shares 3,751 Est. Cost $55.27 Unrealized +20.4%
ARISTA NETWORKS INC 0.1%
Value ($000) $253 Shares 874 Est. Cost $289.98 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $240 Shares 10,431 Est. Cost $7.93 Unrealized +168.8%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $232 Shares 1,156 Est. Cost $173.61 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $231 Shares 2,995 Est. Cost $60.59 Unrealized +30.4%
GIC GLOBAL INDUSTRIAL COMPANY 0.1%
Value ($000) $224 Shares 5,013 Est. Cost $39.96 Unrealized 0.0%
ELF E L F BEAUTY INC 0.1%
Value ($000) $224 Shares 1,142 Est. Cost $177.63 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $222 Shares 1,731 Est. Cost $128.40 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $218 Shares 359 Est. Cost $56.38 Unrealized 0.0%
ILCG ISHARES TR 0.1%
Value ($000) $215 Shares 2,850 Est. Cost $75.48 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $212 Shares 160 Est. Cost $121.22 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $211 Shares 750 Est. Cost $258.68 Unrealized +7.5%
OWL BLUE OWL CAPITAL INC 0.1%
Value ($000) $205 Shares 10,862 Est. Cost $16.75 Unrealized 0.0%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $166 Shares 51,650 Est. Cost $30.65 Unrealized -87.4%