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 $289.9M. In the most recent quarter, they have increased their positions in BSV (+10.1K shares, valued at $798.4K), VONV (+8.2K shares, valued at $728.6K), VNQ (+2.2K shares, valued at $204.6K); decreased their positions in VONG (-7.3K shares, valued at $875.3K), VTV (-1.6K shares, valued at $297.3K), IUSG (-1.5K shares, valued at $251.7K); initiated new positions in VNQ (+2.2K shares, valued at $204.6K), SLYV (+2.3K shares, valued at $204.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSV VANGUARD BD INDEX FDS801.7K shares1.28%2025-09-302025-11-05
VEA VANGUARD TAX-MANAGED FDS644.3K shares-0.17%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS311.0K shares-2.28%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS309.0K shares2.71%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS313.5K shares0.32%2025-09-302025-11-05 VMBS VANGUARD SCOTTSDALE FDS331.5K shares0.57%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F256.9K shares0.20%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS37.5K shares-0.48%2025-09-302025-11-05 VTWO VANGUARD SCOTTSDALE FDS57.2K shares-0.41%2025-09-302025-11-05 VTV VANGUARD INDEX FDS29.8K shares-5.07%2025-09-302025-11-05 IXUS ISHARES TR62.7K shares-3.27%2025-09-302025-11-05 IUSG ISHARES TR30.4K shares-4.80%2025-09-302025-11-05 IUSV ISHARES TR39.6K shares-0.22%2025-09-302025-11-05 IEFA ISHARES TR41.8K shares-5.47%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS43.8K shares-0.31%2025-09-302025-11-05 MUB ISHARES TR27.1K shares1.42%2025-09-302025-11-05 VGSH VANGUARD SCOTTSDALE FDS44.7K shares-0.78%2025-09-302025-11-05 VOOG VANGUARD ADMIRAL FDS INC5.9K shares-2.30%2025-09-302025-11-05 IGE ISHARES TR39.5K shares-0.28%2025-09-302025-11-05 EFV ISHARES TR27.4K shares0.00%2025-09-302025-11-05 VBR VANGUARD INDEX FDS8.9K shares-0.51%2025-09-302025-11-05 IWN ISHARES TR10.0K shares-0.48%2025-09-302025-11-05 SCHE SCHWAB STRATEGIC TR45.1K shares-4.06%2025-09-302025-11-05 VT VANGUARD INTL EQUITY INDEX F9.1K shares0.25%2025-09-302025-11-05 IVE ISHARES TR5.9K shares0.00%2025-09-302025-11-05 IUSB ISHARES TR25.9K shares-0.18%2025-09-302025-11-05 SCZ ISHARES TR10.9K shares-6.62%2025-09-302025-11-05 VSS VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2025-09-302025-11-05 SPSB SPDR SERIES TRUST25.7K shares0.06%2025-09-302025-11-05 DLS WISDOMTREE TR9.6K shares-8.08%2025-09-302025-11-05 VBK VANGUARD INDEX FDS2.4K shares-6.85%2025-09-302025-11-05 RMD RESMED INC1.5K shares0.00%2025-09-302025-11-05 SHY ISHARES TR4.5K shares-2.66%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS7.3K shares27.60%2025-09-302025-11-05 VB VANGUARD INDEX FDS1.3K shares-9.96%2025-09-302025-11-05 EMR EMERSON ELEC CO2.4K shares0.00%2025-09-302025-11-05 MBB ISHARES TR3.3K shares-0.33%2025-09-302025-11-05 FAST FASTENAL CO6.0K shares0.00%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO843 shares0.00%2025-09-302025-11-05 EFA ISHARES TR2.9K shares0.00%2025-09-302025-11-05 IEMG ISHARES INC3.8K shares0.00%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS2.2K sharesnew addition2025-09-302025-11-05 SLYV SPDR SERIES TRUST2.3K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available