0001085146-21-000254.txt : 20210126 0001085146-21-000254.hdr.sgml : 20210126 20210125212754 ACCESSION NUMBER: 0001085146-21-000254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210126 DATE AS OF CHANGE: 20210125 EFFECTIVENESS DATE: 20210126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Windward Private Wealth Management Inc. CENTRAL INDEX KEY: 0001835866 IRS NUMBER: 481217561 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20460 FILM NUMBER: 21551503 BUSINESS ADDRESS: STREET 1: 10955 LOWELL AVENUE STREET 2: SUITE 410 CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: 913-601-3101 MAIL ADDRESS: STREET 1: 10955 LOWELL AVENUE STREET 2: SUITE 410 CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001835866 XXXXXXXX 12-31-2020 12-31-2020 false Windward Private Wealth Management Inc.

10955 LOWELL AVENUE SUITE 410 OVERLAND PARK KS 66210

13F HOLDINGS REPORT 028-20460 N DARRELL R. TIERNEY 913-381-7411 /s/DARRELL R. TIERNEY Overland Park KS 01-19-2021 0 43 214056 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1810 85340 SH SOLE 0 0 85340 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1955 89899 SH SOLE 0 0 89899 ISHARES TR 1 3 YR TREAS BD 464287457 2444 28299 SH SOLE 0 0 28299 ISHARES TR CORE MSCI EAFE 46432F842 1561 22599 SH SOLE 0 0 22599 ISHARES TR CORE MSCI TOTAL 46432F834 2047 30464 SH SOLE 0 0 30464 ISHARES TR CORE S&P US GWT 464287671 1872 21107 SH SOLE 0 0 21107 ISHARES TR CORE S&P US VLU 464287663 1017 16354 SH SOLE 0 0 16354 ISHARES TR CORE TOTAL USD 46434V613 322 5903 SH SOLE 0 0 5903 ISHARES TR EAFE SML CP ETF 464288273 3473 50818 SH SOLE 0 0 50818 ISHARES TR EAFE VALUE ETF 464288877 1907 40398 SH SOLE 0 0 40398 ISHARES TR MSCI EAFE ETF 464287465 1438 19712 SH SOLE 0 0 19712 ISHARES TR NORTH AMERN NAT 464287374 3668 157478 SH SOLE 0 0 157478 ISHARES TR RUS 2000 GRW ETF 464287648 325 1135 SH SOLE 0 0 1135 ISHARES TR RUS 2000 VAL ETF 464287630 3490 26486 SH SOLE 0 0 26486 ISHARES TR S&P 500 VAL ETF 464287408 1023 7993 SH SOLE 0 0 7993 ISHARES TR U.S. ENERGY ETF 464287796 308 15213 SH SOLE 0 0 15213 RESMED INC COM 761152107 319 1500 SH SOLE 0 0 1500 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 551 17971 SH SOLE 0 0 17971 SELECT SECTOR SPDR TR ENERGY 81369Y506 545 14368 SH SOLE 0 0 14368 SHERWIN WILLIAMS CO COM 824348106 554 754 SH SOLE 0 0 754 SPDR SER TR DJ REIT ETF 78464A607 443 5112 SH SOLE 0 0 5112 SPDR SER TR PORTFOLIO SHORT 78464A474 14556 463564 SH SOLE 0 0 463564 SPDR SER TR S&P 600 SMCP VAL 78464A300 663 10024 SH SOLE 0 0 10024 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17021 183319 SH SOLE 0 0 183319 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 31611 381313 SH SOLE 0 0 381313 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 628 7123 SH SOLE 0 0 7123 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2668 31417 SH SOLE 0 0 31417 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6861 48247 SH SOLE 0 0 48247 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2934 10962 SH SOLE 0 0 10962 VANGUARD INDEX FDS VALUE ETF 922908744 8134 68378 SH SOLE 0 0 68378 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7069 141070 SH SOLE 0 0 141070 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 778 6383 SH SOLE 0 0 6383 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 647 6986 SH SOLE 0 0 6986 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 308 4434 SH SOLE 0 0 4434 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 17698 327314 SH SOLE 0 0 327314 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 586 9518 SH SOLE 0 0 9518 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1701 20437 SH SOLE 0 0 20437 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 18340 74009 SH SOLE 0 0 74009 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 14593 121790 SH SOLE 0 0 121790 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2751 17384 SH SOLE 0 0 17384 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9061 64182 SH SOLE 0 0 64182 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 21493 455269 SH SOLE 0 0 455269 WISDOMTREE TR INTL SMCAP DIV 97717W760 2883 42334 SH SOLE 0 0 42334