Instuitional Investor - Leeward Financial Partners, Llc
Fund Profile
Filing Period:
Fund Name: | Leeward Financial Partners, Llc |
Portfolio Value | $267,713,930 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 47,039 | $17,442,999 | 6.52% | |
2. | MSFT | 44,027 | $16,527,289 | 6.17% | |
3. | Vanguard Index Fds - VALUE ETF | 79,788 | $13,782,587 | 5.15% | |
4. | Vanguard World Fund | 22,910 | $12,426,081 | 4.64% | |
5. | Vanguard Index Fds - LARGE CAP ETF | 46,860 | $12,044,367 | 4.5% |