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
Chief Compliance Officer
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