0001735201-22-000003.txt : 20220127 0001735201-22-000003.hdr.sgml : 20220127 20220126185029 ACCESSION NUMBER: 0001735201-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220127 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: 22559217 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 12-31-2021 12-31-2021 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 01-26-2022 0 71 159984 INFORMATION TABLE 2 infotable.xml ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1992 70976 SH SOLE 0 0 70976 ADOBE SYSTEMS INCORPORATED COM 00724F101 1923 3392 SH SOLE 0 0 3392 ALPHABET INC CAP STK CL A 02079K305 2987 1031 SH SOLE 0 0 1031 AMAZON COM INC COM 023135106 4775 1432 SH SOLE 0 0 1432 AMGEN INC COM 031162100 1960 8712 SH SOLE 0 0 8712 APPLE INC COM 037833100 6465 36407 SH SOLE 0 0 36407 AXON ENTERPRISE INC COM 05464C101 206 1315 SH SOLE 0 0 1315 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 252 844 SH SOLE 0 0 844 COSTCO WHSL CORP NEW COM 22160K105 598 1054 SH SOLE 0 0 1054 CROWDSTRIKE HLDGS INC CL A 22788C105 255 1246 SH SOLE 0 0 1246 DISNEY WALT CO COM 254687106 2078 13415 SH SOLE 0 0 13415 EATON CORP PLC SHS G29183103 2630 15217 SH SOLE 0 0 15217 ECOLAB INC COM 278865100 1570 6694 SH SOLE 0 0 6694 FRANKLIN RESOURCES INC COM 354613101 243 7269 SH SOLE 0 0 7269 HARROW HEALTH INC COM 415858109 86 10000 SH SOLE 0 0 10000 HOME DEPOT INC COM 437076102 1658 3996 SH SOLE 0 0 3996 ILLINOIS TOOL WKS INC COM 452308109 1894 7674 SH SOLE 0 0 7674 ISHARES TR U.S. TECH ETF 464287721 5150 44856 SH SOLE 0 0 44856 ISHARES TR CORE S&P500 ETF 464287200 2432 5098 SH SOLE 0 0 5098 ISHARES TR IBOXX HI YD ETF 464288513 1223 14057 SH SOLE 0 0 14057 ISHARES TR NATIONAL MUN ETF 464288414 1334 11473 SH SOLE 0 0 11473 ISHARES TR CORE HIGH DV ETF 46429B663 4014 39749 SH SOLE 0 0 39749 JPMORGAN CHASE & CO COM 46625H100 2910 18378 SH SOLE 0 0 18378 LOWES COS INC COM 548661107 213 823 SH SOLE 0 0 823 MARRIOTT INTL INC NEW CL A 571903202 710 4298 SH SOLE 0 0 4298 META PLATFORMS INC CL A 30303M102 2072 6159 SH SOLE 0 0 6159 MICROSOFT CORP COM 594918104 6238 18547 SH SOLE 0 0 18547 MONSTER BEVERAGE CORP NEW COM 61174X109 1921 20005 SH SOLE 0 0 20005 NORDSTROM INC COM 655664100 266 11749 SH SOLE 0 0 11749 OKTA INC CL A 679295105 204 909 SH SOLE 0 0 909 PACCAR INC COM 693718108 221 2500 SH SOLE 0 0 2500 PAYPAL HLDGS INC COM 70450Y103 897 4759 SH SOLE 0 0 4759 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1341 21330 SH SOLE 0 0 21330 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5584 143650 SH SOLE 0 0 143650 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4648 28384 SH SOLE 0 0 28384 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3762 51373 SH SOLE 0 0 51373 SHAKE SHACK INC CL A 819047101 289 4000 SH SOLE 0 0 4000 SMARTSHEET INC COM CL A 83200N103 268 3463 SH SOLE 0 0 3463 SPDR S&P 500 ETF TR TR UNIT 78462F103 2422 5099 SH SOLE 0 0 5099 SPDR SER TR PORTFOLI S&P1500 78464A805 898 15367 SH SOLE 0 0 15367 SPDR SER TR S&P BK ETF 78464A797 276 5063 SH SOLE 0 0 5063 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1752 37013 SH SOLE 0 0 37013 STARBUCKS CORP COM 855244109 1500 12823 SH SOLE 0 0 12823 TESLA INC COM 88160R101 220 208 SH SOLE 0 0 208 UBER TECHNOLOGIES INC COM 90353T100 210 5020 SH SOLE 0 0 5020 UNITEDHEALTH GROUP INC COM 91324P102 2860 5696 SH SOLE 0 0 5696 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 233 753 SH SOLE 0 0 753 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1148 22990 SH SOLE 0 0 22990 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2991 37005 SH SOLE 0 0 37005 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1414 16143 SH SOLE 0 0 16143 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4870 57465 SH SOLE 0 0 57465 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 839 15205 SH SOLE 0 0 15205 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2871 12989 SH SOLE 0 0 12989 VANGUARD INDEX FDS VALUE ETF 922908744 2239 15217 SH SOLE 0 0 15217 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1593 8907 SH SOLE 0 0 8907 VANGUARD INDEX FDS SMALL CP ETF 922908751 5976 26443 SH SOLE 0 0 26443 VANGUARD INDEX FDS GROWTH ETF 922908736 7493 23351 SH SOLE 0 0 23351 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4775 16947 SH SOLE 0 0 16947 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3594 72670 SH SOLE 0 0 72670 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2445 47563 SH SOLE 0 0 47563 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1817 29868 SH SOLE 0 0 29868 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1219 23078 SH SOLE 0 0 23078 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2821 34715 SH SOLE 0 0 34715 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2677 28861 SH SOLE 0 0 28861 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2798 16290 SH SOLE 0 0 16290 VANGUARD STAR FDS VG TL INTL STK F 921909768 765 12028 SH SOLE 0 0 12028 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6131 120070 SH SOLE 0 0 120070 VANGUARD WORLD FDS INF TECH ETF 92204A702 9362 20434 SH SOLE 0 0 20434 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 389 1141 SH SOLE 0 0 1141 VISA INC COM CL A 92826C839 1865 8606 SH SOLE 0 0 8606 ZILLOW GROUP INC CL C CAP STK 98954M200 252 3952 SH SOLE 0 0 3952