0001735201-22-000005.txt : 20220512 0001735201-22-000005.hdr.sgml : 20220512 20220512152931 ACCESSION NUMBER: 0001735201-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Leeward Financial Partners, LLC CENTRAL INDEX KEY: 0001735201 IRS NUMBER: 821531856 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21499 FILM NUMBER: 22917456 BUSINESS ADDRESS: STREET 1: 67 CASCADE KEY CITY: BELLEVUE STATE: WA ZIP: 98006 BUSINESS PHONE: 206-718-6644 MAIL ADDRESS: STREET 1: 67 CASCADE KEY CITY: BELLEVUE STATE: WA ZIP: 98006 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001735201 XXXXXXXX 03-31-2022 03-31-2022 false Leeward Financial Partners, LLC

67 Cascade Key Bellevue WA 98006

13F HOLDINGS REPORT 028-21499 N James M. Ridgeway 206-353-6644 James M. Ridgeway Bellevue WA 05-12-2022 0 68 161898 INFORMATION TABLE 2 infotable.xml ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 951 68504 SH SOLE 0 0 68504 ADOBE SYSTEMS INCORPORATED COM 00724F101 1765 3873 SH SOLE 0 0 3873 ALPHABET INC CAP STK CL A 02079K305 2717 977 SH SOLE 0 0 977 AMAZON COM INC COM 023135106 5079 1558 SH SOLE 0 0 1558 AMGEN INC COM 031162100 2432 10058 SH SOLE 0 0 10058 APPLE INC COM 037833100 6331 36256 SH SOLE 0 0 36256 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 301 854 SH SOLE 0 0 854 COSTCO WHSL CORP NEW COM 22160K105 498 864 SH SOLE 0 0 864 CROWDSTRIKE HLDGS INC CL A 22788C105 324 1428 SH SOLE 0 0 1428 DISNEY WALT CO COM 254687106 2069 15087 SH SOLE 0 0 15087 EATON CORP PLC SHS G29183103 2417 15928 SH SOLE 0 0 15928 ECOLAB INC COM 278865100 1412 7995 SH SOLE 0 0 7995 FRANKLIN RESOURCES INC COM 354613101 203 7269 SH SOLE 0 0 7269 HARROW HEALTH INC COM 415858109 68 10000 SH SOLE 0 0 10000 HOME DEPOT INC COM 437076102 1359 4539 SH SOLE 0 0 4539 ILLINOIS TOOL WKS INC COM 452308109 1810 8644 SH SOLE 0 0 8644 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 211 11974 SH SOLE 0 0 11974 ISHARES TR CORE HIGH DV ETF 46429B663 4011 37521 SH SOLE 0 0 37521 ISHARES TR NATIONAL MUN ETF 464288414 1260 11494 SH SOLE 0 0 11494 ISHARES TR CORE S&P SCP ETF 464287804 307 2850 SH SOLE 0 0 2850 ISHARES TR CORE S&P500 ETF 464287200 2351 5182 SH SOLE 0 0 5182 ISHARES TR U.S. TECH ETF 464287721 4698 45596 SH SOLE 0 0 45596 ISHARES TR IBOXX HI YD ETF 464288513 1299 15787 SH SOLE 0 0 15787 JPMORGAN CHASE & CO COM 46625H100 2834 20790 SH SOLE 0 0 20790 MARRIOTT INTL INC NEW CL A 571903202 744 4234 SH SOLE 0 0 4234 META PLATFORMS INC CL A 30303M102 1703 7660 SH SOLE 0 0 7660 MICROSOFT CORP COM 594918104 5991 19432 SH SOLE 0 0 19432 MONSTER BEVERAGE CORP NEW COM 61174X109 1760 22027 SH SOLE 0 0 22027 PACCAR INC COM 693718108 220 2500 SH SOLE 0 0 2500 PAYPAL HLDGS INC COM 70450Y103 316 2731 SH SOLE 0 0 2731 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 278 5531 SH SOLE 0 0 5531 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5402 147109 SH SOLE 0 0 147109 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4327 57839 SH SOLE 0 0 57839 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3986 55832 SH SOLE 0 0 55832 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1295 21330 SH SOLE 0 0 21330 SHAKE SHACK INC CL A 819047101 272 4000 SH SOLE 0 0 4000 SHOPIFY INC CL A 82509L107 264 391 SH SOLE 0 0 391 SPDR S&P 500 ETF TR TR UNIT 78462F103 2307 5109 SH SOLE 0 0 5109 SPDR SER TR PORTFOLI S&P1500 78464A805 857 15416 SH SOLE 0 0 15416 SPDR SER TR S&P BK ETF 78464A797 320 6114 SH SOLE 0 0 6114 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1629 36379 SH SOLE 0 0 36379 STARBUCKS CORP COM 855244109 1617 17776 SH SOLE 0 0 17776 STEM INC COM 85859N102 323 29363 SH SOLE 0 0 29363 TESLA INC COM 88160R101 391 363 SH SOLE 0 0 363 UNITEDHEALTH GROUP INC COM 91324P102 2800 5490 SH SOLE 0 0 5490 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 277 1026 SH SOLE 0 0 1026 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3171 40703 SH SOLE 0 0 40703 VANGUARD BD INDEX FDS INTERMED TERM 921937819 274 3341 SH SOLE 0 0 3341 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4551 57215 SH SOLE 0 0 57215 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 7850 158948 SH SOLE 0 0 158948 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 835 15932 SH SOLE 0 0 15932 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2568 12316 SH SOLE 0 0 12316 VANGUARD INDEX FDS VALUE ETF 922908744 3004 20329 SH SOLE 0 0 20329 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1689 9597 SH SOLE 0 0 9597 VANGUARD INDEX FDS SMALL CP ETF 922908751 5550 26117 SH SOLE 0 0 26117 VANGUARD INDEX FDS GROWTH ETF 922908736 7923 27548 SH SOLE 0 0 27548 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4563 18390 SH SOLE 0 0 18390 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3925 85078 SH SOLE 0 0 85078 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3995 78007 SH SOLE 0 0 78007 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2656 34011 SH SOLE 0 0 34011 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2447 28444 SH SOLE 0 0 28444 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1746 29470 SH SOLE 0 0 29470 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1307 26090 SH SOLE 0 0 26090 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2642 16290 SH SOLE 0 0 16290 VANGUARD STAR FDS VG TL INTL STK F 921909768 794 13292 SH SOLE 0 0 13292 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5945 123787 SH SOLE 0 0 123787 VANGUARD WORLD FDS INF TECH ETF 92204A702 8562 20559 SH SOLE 0 0 20559 VISA INC COM CL A 92826C839 2115 9538 SH SOLE 0 0 9538