Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Windward Private Wealth Management Inc. > Profile

Instuitional Investor - Windward Private Wealth Management Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Windward Private Wealth Management Inc.
Portfolio Value	$289,282,380

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Bond Index Funds	BND	843,187	$66,114,284	22.85%
2.	Vanguard Tax-Managed Fds		617,688	$39,581,447	13.68%
3.	Vanguard Scottsdale Funds		300,323	$32,942,430	11.39%
4.	Vanguard Scottsdale Funds		305,776	$28,663,442	9.91%
5.	Vanguard Bond Index Funds	BND	327,417	$25,270,006	8.74%