Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $280,386 (100.0% shares, 0.0% debt)

Holdings (92)

VUG VANGUARD INDEX FDS 6.8%
Value ($000) $18,948 Shares 46,165 Est. Cost $318.90 Unrealized
VGT VANGUARD WORLD FD 6.3%
Value ($000) $17,694 Shares 28,456 Est. Cost $476.07 Unrealized
MSFT MICROSOFT CORP 6.3%
Value ($000) $17,677 Shares 41,938 Est. Cost $328.25 Unrealized +28.7%
VTV VANGUARD INDEX FDS 4.8%
Value ($000) $13,374 Shares 78,999 Est. Cost $143.10 Unrealized
VV VANGUARD INDEX FDS 4.4%
Value ($000) $12,370 Shares 45,865 Est. Cost $203.00 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $11,431 Shares 45,649 Est. Cost $161.52 Unrealized +45.2%
AMZN AMAZON COM INC 3.8%
Value ($000) $10,711 Shares 48,821 Est. Cost $129.89 Unrealized +57.5%
SCHG SCHWAB STRATEGIC TR 3.8%
Value ($000) $10,579 Shares 379,581 Est. Cost $41.01 Unrealized
VB VANGUARD INDEX FDS 3.2%
Value ($000) $8,886 Shares 36,982 Est. Cost $220.23 Unrealized
GOOGL ALPHABET INC 2.7%
Value ($000) $7,526 Shares 39,760 Est. Cost $126.84 Unrealized +37.3%
VBR VANGUARD INDEX FDS 2.5%
Value ($000) $7,128 Shares 35,966 Est. Cost $182.09 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $6,223 Shares 46,337 Est. Cost $93.90 Unrealized +46.7%
ETN EATON CORP PLC 2.2%
Value ($000) $6,118 Shares 18,434 Est. Cost $178.63 Unrealized +94.3%
VBK VANGUARD INDEX FDS 2.1%
Value ($000) $6,010 Shares 21,459 Est. Cost $240.54 Unrealized
SCHF SCHWAB STRATEGIC TR 2.0%
Value ($000) $5,722 Shares 309,291 Est. Cost $27.88 Unrealized
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $5,299 Shares 9,254 Est. Cost $414.68 Unrealized +31.4%
LLY ELI LILLY & CO 1.8%
Value ($000) $4,958 Shares 6,422 Est. Cost $798.27 Unrealized +2.9%
BLV VANGUARD BD INDEX FDS 1.7%
Value ($000) $4,905 Shares 71,673 Est. Cost $71.98 Unrealized
V VISA INC 1.7%
Value ($000) $4,791 Shares 15,159 Est. Cost $220.47 Unrealized +35.3%
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $4,597 Shares 61,512 Est. Cost $74.74 Unrealized
NFLX NETFLIX INC 1.6%
Value ($000) $4,556 Shares 5,112 Est. Cost $62.81 Unrealized +31.0%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $4,537 Shares 4,951 Est. Cost $832.87 Unrealized +10.8%
SCHV SCHWAB STRATEGIC TR 1.6%
Value ($000) $4,422 Shares 169,609 Est. Cost $40.74 Unrealized
ECL ECOLAB INC 1.5%
Value ($000) $4,321 Shares 18,441 Est. Cost $188.31 Unrealized +30.4%
IVV ISHARES TR 1.4%
Value ($000) $3,952 Shares 6,714 Est. Cost $486.00 Unrealized
VRT VERTIV HOLDINGS CO 1.3%
Value ($000) $3,586 Shares 31,564 Est. Cost $92.06 Unrealized +28.8%
ORCL ORACLE CORP 1.2%
Value ($000) $3,501 Shares 21,008 Est. Cost $175.85 Unrealized 0.0%
NOW SERVICENOW INC 1.2%
Value ($000) $3,372 Shares 3,181 Est. Cost $123.38 Unrealized +64.2%
VMBS VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $3,315 Shares 73,113 Est. Cost $48.20 Unrealized
MUB ISHARES TR 1.2%
Value ($000) $3,267 Shares 30,665 Est. Cost $109.78 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $3,167 Shares 5,404 Est. Cost $478.91 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $3,045 Shares 15,548 Est. Cost $171.76 Unrealized
BND VANGUARD BD INDEX FDS 1.1%
Value ($000) $2,995 Shares 41,647 Est. Cost $79.26 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $2,491 Shares 10,743 Est. Cost $156.02 Unrealized +17.2%
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $2,473 Shares 12,823 Est. Cost $127.82 Unrealized +48.1%
IYW ISHARES TR 0.9%
Value ($000) $2,441 Shares 15,302 Est. Cost $114.62 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $2,342 Shares 8,250 Est. Cost $191.81 Unrealized +50.2%
BSV VANGUARD BD INDEX FDS 0.8%
Value ($000) $2,222 Shares 28,755 Est. Cost $79.59 Unrealized
USHY ISHARES TR 0.7%
Value ($000) $1,892 Shares 51,431 Est. Cost $35.55 Unrealized
VUSB VANGUARD BD INDEX FDS 0.7%
Value ($000) $1,863 Shares 37,541 Est. Cost $49.46 Unrealized
TOTL SSGA ACTIVE ETF TR 0.7%
Value ($000) $1,840 Shares 46,723 Est. Cost $40.27 Unrealized
PCAR PACCAR INC 0.6%
Value ($000) $1,658 Shares 15,935 Est. Cost $57.18 Unrealized +81.6%
FLMI FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $1,580 Shares 64,647 Est. Cost $24.03 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,563 Shares 19,466 Est. Cost $86.96 Unrealized
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $1,472 Shares 2,477 Est. Cost $259.43 Unrealized +109.7%
PZA INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,457 Shares 61,722 Est. Cost $23.57 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $1,454 Shares 29,012 Est. Cost $50.13 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,227 Shares 6,930 Est. Cost $203.23 Unrealized -22.8%
WDAY WORKDAY INC 0.4%
Value ($000) $1,187 Shares 4,599 Est. Cost $243.79 Unrealized +4.8%
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $1,152 Shares 4,130 Est. Cost $152.72 Unrealized +77.8%
SPTM SPDR SER TR 0.4%
Value ($000) $1,149 Shares 16,083 Est. Cost $58.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,085 Shares 2,144 Est. Cost $452.64 Unrealized +22.1%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,069 Shares 41,380 Est. Cost $44.35 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $920 Shares 10,077 Est. Cost $94.44 Unrealized -0.5%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $789 Shares 10,431 Est. Cost $7.93 Unrealized +634.7%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $674 Shares 14,094 Est. Cost $50.17 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $601 Shares 1,352 Est. Cost $496.79 Unrealized -0.3%
HYG ISHARES TR 0.2%
Value ($000) $596 Shares 7,582 Est. Cost $82.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $553 Shares 1,219 Est. Cost $298.72 Unrealized +54.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $498 Shares 924 Est. Cost $527.51 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $458 Shares 7,597 Est. Cost $59.96 Unrealized +0.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $448 Shares 877 Est. Cost $322.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $409 Shares 1,015 Est. Cost $340.14 Unrealized +36.3%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $394 Shares 3,564 Est. Cost $102.84 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $381 Shares 1,878 Est. Cost $144.85 Unrealized +24.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $373 Shares 1,273 Est. Cost $228.99 Unrealized +25.7%
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $366 Shares 2,362 Est. Cost $126.16 Unrealized +33.9%
META META PLATFORMS INC 0.1%
Value ($000) $358 Shares 611 Est. Cost $457.90 Unrealized +27.7%
LOW LOWES COS INC 0.1%
Value ($000) $351 Shares 1,423 Est. Cost $201.77 Unrealized +29.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $345 Shares 1,190 Est. Cost $238.47 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $325 Shares 1,341 Est. Cost $216.17 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $310 Shares 51,650 Est. Cost $30.65 Unrealized -82.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $308 Shares 2,898 Est. Cost $60.73 Unrealized +60.2%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $278 Shares 6,805 Est. Cost $37.22 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $274 Shares 703 Est. Cost $285.75 Unrealized +39.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $255 Shares 2,864 Est. Cost $83.47 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $242 Shares 1,371 Est. Cost $29.56 Unrealized +41.6%
CLS CELESTICA INC 0.1%
Value ($000) $238 Shares 2,575 Est. Cost $78.23 Unrealized 0.0%
DCI DONALDSON INC 0.1%
Value ($000) $235 Shares 3,482 Est. Cost $59.95 Unrealized +20.5%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $229 Shares 539 Est. Cost $437.35 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.1%
Value ($000) $223 Shares 9,587 Est. Cost $22.89 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $223 Shares 666 Est. Cost $316.76 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $222 Shares 927 Est. Cost $228.03 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $222 Shares 852 Est. Cost $286.05 Unrealized 0.0%
GVA GRANITE CONSTR INC 0.1%
Value ($000) $219 Shares 2,500 Est. Cost $90.12 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $219 Shares 8,465 Est. Cost $36.58 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $217 Shares 750 Est. Cost $266.70 Unrealized +8.8%
NTRA NATERA INC 0.1%
Value ($000) $211 Shares 1,332 Est. Cost $114.81 Unrealized +26.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $210 Shares 830 Est. Cost $214.64 Unrealized +19.9%
TSLA TESLA INC 0.1%
Value ($000) $209 Shares 518 Est. Cost $321.74 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $206 Shares 931 Est. Cost $238.87 Unrealized -3.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $202 Shares 287 Est. Cost $710.77 Unrealized +13.2%