| |
|
|
| Name: |
Leeward Financial Partners LLC |
| City: |
Bellevue |
| State: |
WA |
| Zip: |
98006 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VIG |
Vanguard Dividend Appreciat... |
31 |
- |
$183.63 |
$2,839,000 |
15,549 |
1.2% |
189,000 |
0 |
0.004 |
Closed - End Fund - Debt |
|
|
SPY |
Standard & Poors Depository... |
32 |
- |
$528.69 |
$2,727,000 |
5,214 |
1.15% |
249,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IYW |
iShares Trust DJ US Sector |
35 |
- |
$138.35 |
$2,067,000 |
15,302 |
0.87% |
189,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
|
SCHP |
Schwab U.S. Tips Etf |
51 |
- |
$51.92 |
$1,113,000 |
21,330 |
0.47% |
0 |
0 |
0.007 |
N/A |
|
|
VTIP |
Vanguard Short Term Inflati... |
54 |
- |
$48.16 |
$884,000 |
18,450 |
0.37% |
8,000 |
0 |
0.001 |
N/A |
|
|
BEN |
Franklin Resources Inc |
60 |
- |
$24.16 |
$518,000 |
18,438 |
0.22% |
-31,000 |
0 |
0.004 |
Asset Management |
|
|
VOO |
Vanguard S&P 500 Etf |
63 |
- |
$485.97 |
$430,000 |
894 |
0.18% |
40,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
RBC |
Regal Beloit Corp |
64 |
- |
$160.20 |
$425,000 |
2,362 |
0.18% |
75,000 |
0 |
0.003 |
Machine Tools & Acces... |
|
|
IWY |
iShares Trust |
74 |
- |
$199.57 |
$293,000 |
1,504 |
0.12% |
29,000 |
0 |
0 |
N/A |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
76 |
- |
$40.33 |
$278,000 |
6,805 |
0.12% |
25,000 |
0 |
0.001 |
N/A |
|
|
DCI |
Donaldson Co Inc |
78 |
- |
$73.91 |
$260,000 |
3,482 |
0.11% |
32,000 |
0 |
0.003 |
Pollution and Treatme... |
|
|
PLTR |
Palantir Technologies Inc |
81 |
- |
$21.65 |
$240,000 |
10,431 |
0.1% |
61,000 |
0 |
0.001 |
N/A |
|
