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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	$288,752,294

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Bond Index Funds	BND	822,376	$64,811,444	22.45%
2.	Vanguard Tax-Managed Fds		616,922	$38,539,117	13.35%
3.	Vanguard Scottsdale Funds		292,807	$35,649,252	12.35%
4.	Vanguard Scottsdale Funds		309,185	$28,537,776	9.88%
5.	Vanguard Bond Index Funds	BND	314,464	$24,490,418	8.48%