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.
Holding | Shares | Value | Portfolio Percent | Change Status | Change 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) |