StockDriftsStockDriftsTop 44 Windward Private Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 22.85% | 843.2K | $66.1M | +2.53%(+20.81K) | $79.73(-2.48%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.68% | 617.7K | $39.6M | +0.12%(+766) | $45.37(+56.08%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 11.39% | 300.3K | $32.9M | +2.57%(+7.52K) | $63.79(+95.56%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 9.91% | 305.8K | $28.7M | -1.10%(-3.41K) | $62.05(+74.41%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 8.74% | 327.4K | $25.3M | +4.12%(+12.95K) | $86.92(-12.07%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 5.57% | 343.1K | $16.1M | +3.74%(+12.38K) | $52.43(-11.10%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.67% | 250.0K | $13.5M | +0.86%(+2.12K) | $46.13(+27.99%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.68% | 36.1K | $7.8M | -1.01%(-367) | $134.99(+76.77%) | 2026-03-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 1.92% | 55.5K | $5.6M | -0.24%(-135) | $75.26(+59.76%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.82% | 26.9K | $5.3M | -4.19%(-1.18K) | $111.74(+96.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.14% | +26.45% |
| Top 20 Holdings Unweighted | +9.51% | +31.35% |
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