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| Name: |
Windward Private Wealth Management Inc. |
| City: |
OVERLAND PARK |
| State: |
KS |
| Zip: |
66210 |
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data |
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| Holdings
Found :
7 |
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Increased Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BSV |
Vanguard Short-Term Bond |
1 |
- |
$76.27 |
$52,135,000 |
679,994 |
21.31% |
2,694,000 |
38,074 |
0.13 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
2 |
- |
$49.56 |
$30,277,000 |
603,493 |
12.37% |
1,983,000 |
12,811 |
0.027 |
Closed - End Fund - F... |
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BIV |
Vanguard Intermediate-Term ... |
5 |
- |
$74.25 |
$20,806,000 |
275,939 |
8.5% |
921,000 |
15,597 |
0.172 |
Closed - End Fund - Debt |
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VMBS |
Vanguard Mortgage-Backed S |
6 |
- |
$44.89 |
$13,640,000 |
299,060 |
5.57% |
-169,000 |
1,187 |
0.033 |
Closed - End Fund - Debt |
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VWO |
Vanguard Emerging Markets S... |
7 |
- |
$44.06 |
$9,986,000 |
239,070 |
4.08% |
526,000 |
8,890 |
0.002 |
Closed - End Fund - E... |
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VTWO |
Vanguard Russell 2000 Etf |
10 |
- |
$82.18 |
$4,433,000 |
52,116 |
1.81% |
208,000 |
14 |
0.077 |
N/A |
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IUSB |
Ishares Core Total Usd Bond... |
25 |
- |
$0.00 |
$1,268,000 |
27,803 |
0.52% |
60,000 |
1,583 |
0.001 |
N/A |
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