The Analysis of Windward Private Wealth Management Inc.'s Holdings
Currently, Windward Private Wealth Management Inc. holds 44 types of securities in its portfolio with a total value $288.8M. In the most recent quarter, they have increased their positions in BSV (+20.7K shares, valued at $1.6M), N/A (+1.0K shares, valued at $352.0K), VTEB (+3.7K shares, valued at $186.2K); decreased their positions in VONG (-18.2K shares, valued at $2.2M), VEA (-27.3K shares, valued at $1.7M), VWO (-9.1K shares, valued at $487.3K); initiated new positions in N/A (+1.0K shares, valued at $352.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSV VANGUARD BD INDEX FDS822.4K shares2.59%2025-12-312026-02-02
VEA VANGUARD TAX-MANAGED FDS616.9K shares-4.24%2025-12-312026-02-02 VONG VANGUARD SCOTTSDALE FDS292.8K shares-5.84%2025-12-312026-02-02 VONV VANGUARD SCOTTSDALE FDS309.2K shares0.08%2025-12-312026-02-02 BIV VANGUARD BD INDEX FDS314.5K shares0.32%2025-12-312026-02-02 VMBS VANGUARD SCOTTSDALE FDS330.7K shares-0.23%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F247.9K shares-3.53%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS36.5K shares-2.82%2025-12-312026-02-02 VTWO VANGUARD SCOTTSDALE FDS55.6K shares-2.71%2025-12-312026-02-02 VTV VANGUARD INDEX FDS28.1K shares-5.91%2025-12-312026-02-02 IXUS ISHARES TR59.5K shares-5.13%2025-12-312026-02-02 IUSG ISHARES TR29.8K shares-1.87%2025-12-312026-02-02 IUSV ISHARES TR38.8K shares-1.89%2025-12-312026-02-02 IEFA ISHARES TR41.8K shares0.00%2025-12-312026-02-02 VCSH VANGUARD SCOTTSDALE FDS45.9K shares4.68%2025-12-312026-02-02 MUB ISHARES TR26.7K shares-1.72%2025-12-312026-02-02 VGSH VANGUARD SCOTTSDALE FDS44.0K shares-1.62%2025-12-312026-02-02 VOOG VANGUARD ADMIRAL FDS INC5.2K shares-11.25%2025-12-312026-02-02 EFV ISHARES TR26.8K shares-2.19%2025-12-312026-02-02 IGE ISHARES TR37.3K shares-5.40%2025-12-312026-02-02 VBR VANGUARD INDEX FDS8.4K shares-5.49%2025-12-312026-02-02 IWN ISHARES TR9.1K shares-9.08%2025-12-312026-02-02 SCHE SCHWAB STRATEGIC TR39.7K shares-12.01%2025-12-312026-02-02 VT VANGUARD INTL EQUITY INDEX F9.0K shares-0.86%2025-12-312026-02-02 IVE ISHARES TR5.9K shares0.00%2025-12-312026-02-02 IUSB ISHARES TR22.7K shares-12.29%2025-12-312026-02-02 VSS VANGUARD INTL EQUITY INDEX F5.6K shares-0.70%2025-12-312026-02-02 DLS WISDOMTREE TR9.6K shares0.00%2025-12-312026-02-02 SCZ ISHARES TR9.4K shares-13.25%2025-12-312026-02-02 SPSB SPDR SERIES TRUST22.4K shares-12.99%2025-12-312026-02-02 VBK VANGUARD INDEX FDS2.0K shares-17.19%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS11.0K shares50.71%2025-12-312026-02-02 SHY ISHARES TR4.5K shares0.29%2025-12-312026-02-02 RMD RESMED INC1.5K shares0.00%2025-12-312026-02-02 BROADCOM INC BROADCOM INC1.0K sharesnew addition2025-12-312026-02-02 VB VANGUARD INDEX FDS1.3K shares-4.35%2025-12-312026-02-02 MBB ISHARES TR3.3K shares1.12%2025-12-312026-02-02 EMR EMERSON ELEC CO2.3K shares-3.54%2025-12-312026-02-02 EFA ISHARES TR2.9K shares0.00%2025-12-312026-02-02 SHW SHERWIN WILLIAMS CO843 shares0.00%2025-12-312026-02-02 IEMG ISHARES INC3.8K shares0.00%2025-12-312026-02-02 FAST FASTENAL CO6.0K shares0.00%2025-12-312026-02-02 PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-12-312026-02-02 SLYV SPDR SERIES TRUST2.3K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available