Instuitional Investor - Leeward Financial Partners, Llc
Fund Profile
Filing Period:
Fund Name: | Leeward Financial Partners, Llc |
Portfolio Value | $280,386,036 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 46,165 | $18,947,846 | 6.75% | |
2. | Vanguard World Fund | 28,456 | $17,694,043 | 6.31% | |
3. | MSFT | 41,938 | $17,676,722 | 6.3% | |
4. | Vanguard Index Fds - VALUE ETF | 78,999 | $13,374,492 | 4.77% | |
5. | Vanguard Index Fds - LARGE CAP ETF | 45,865 | $12,369,742 | 4.41% |