Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEEWARD FINANCIAL PARTNERS LLC | 04-19-2024 | 03-31-2024 | 92 | 236,410,113 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $14,981,938 | 35,610 | 0.01 | 0.01 | 4,861 | 15.81 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $12,737,062 | 78,209 | 0.01 | 0.01 | 4,334 | 5.87 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $12,681,705 | 36,844 | 0.01 | 0.01 | -33 | -0.09 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 4 | $12,314,980 | 23,487 | 0.01 | 0.01 | 1,209 | 5.43 | 03-31-2024 |
