13F Filings for Windward Private Wealth Management Inc. (CIK: 1835866)

View the most recent portfolio holdings disclosed by Windward Private Wealth Management Inc. in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND)772.31K $60.46M -Increased 6.61K (0.0%, $1.29M)
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT)673.47K $34.23M -Decreased 387 (0.0%, $2.01M)
VONG - VANGUARD SCOTTSDALE FDS(Class: VNG RUS1000GRW)301.31K $27.96M -Increased 1.24K (0.0%, $3.04M)
VONV - VANGUARD SCOTTSDALE FDS(Class: VNG RUS1000VAL)284.52K $23.48M -Increased 2.29K (0.0%, $553.42K)
BIV - VANGUARD BD INDEX FDS(Class: INTERMED TERM)302.24K $23.14M -Increased 5.01K (1.0%, $930.82K)
VMBS - VANGUARD SCOTTSDALE FDS(Class: MTG-BKD SECS ETF)321.31K $14.88M -Increased 4.55K (1.0%, $518.10K)
VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF)257.86K $11.67M -Increased 4.05K (1.0%, $492.99K)
VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF)37.87K $7.35M -Decreased 1.59K (4.0%, $381.04K)
VTV - VANGUARD INDEX FDS(Class: VALUE ETF)31.71K $5.48M -Decreased 177 (0.0%, $79.13K)
VTWO - VANGUARD SCOTTSDALE FDS(Class: VNG RUS2000IDX)52.54K $4.24M -Increased 1.14K (2.0%, $353.97K)
IUSG - ISHARES TR(Class: CORE SP US GWT)31.35K $3.98M -Decreased 187 (0.0%, $410.75K)
IXUS - ISHARES TR(Class: CORE MSCI TOTAL)55.04K $3.84M -Decreased 1.50K (2.0%, $102.87K)
VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD)44.77K $3.53M -Decreased 728 (1.0%, $15.16K)
N/A - ISHARES TR(Class: CORE MSCI EAFE)44.41K $3.36M -Decreased 1.04K (2.0%, $165.38K)
IUSV - ISHARES TR(Class: CORE SP US VLU)33.45K $3.09M -Decreased 337 (0.0%, $41.24K)
VGSH - VANGUARD SCOTTSDALE FDS(Class: SHORT TERM TREAS)47.37K $2.78M -Decreased 750 (1.0%, $19.48K)
N/A - ISHARES TR(Class: NORTH AMERN NAT)43.32K $1.97M -Decreased 2.33K (5.0%, $19.17K)
VOOG - VANGUARD ADMIRAL FDS INC(Class: 500 GRTH IDX F)5.75K $1.92M -Unchanged
VBR - VANGUARD INDEX FDS(Class: SM CP VAL ETF)8.95K $1.67M -Decreased 532 (5.0%, $211.84K)
MUB - ISHARES TR(Class: NATIONAL MUN ETF)15.53K $1.64M -Unchanged
N/A - ISHARES TR(Class: EAFE VALUE ETF)27.45K $1.62M -Unchanged
IWN - ISHARES TR(Class: RUS 2000 VAL ETF)10.48K $1.58M -Decreased 306 (2.0%, $188.41K)
VTEB - VANGUARD MUN BD FDS(Class: TAX EXEMPT BD)27.01K $1.34M -Increased 75 (0.0%, $10.02K)
SCHE - SCHWAB STRATEGIC TR(Class: EMRG MKTEQ ETF)47.45K $1.31M -Decreased 458 (0.0%, $32.40K)
IUSB - ISHARES TR(Class: CORE TOTAL USD)27.95K $1.29M -Decreased 179 (0.0%, $16.50K)