0001221073-22-000014.txt : 20220208 0001221073-22-000014.hdr.sgml : 20220208 20220207200548 ACCESSION NUMBER: 0001221073-22-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220208 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: 22598992 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 12-31-2021 12-31-2021 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 02-01-2022 0 46 259156 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE EMERSON ELEC CO COM 291011104 223 2400 SH SOLE 0 0 2400 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 652 30492 SH SOLE 0 0 30492 ISHARES TR 1 3 YR TREAS BD 464287457 1865 21808 SH SOLE 0 0 21808 ISHARES TR CORE MSCI EAFE 46432F842 1607 21536 SH SOLE 0 0 21536 ISHARES TR CORE MSCI TOTAL 46432F834 2233 31476 SH SOLE 0 0 31476 ISHARES TR CORE S&P US GWT 464287671 2776 24006 SH SOLE 0 0 24006 ISHARES TR CORE S&P US VLU 464287663 1074 14064 SH SOLE 0 0 14064 ISHARES TR CORE TOTAL USD 46434V613 596 11260 SH SOLE 0 0 11260 ISHARES TR CORE US AGGBD ET 464287226 251 2200 SH SOLE 0 0 2200 ISHARES TR EAFE SML CP ETF 464288273 2953 40401 SH SOLE 0 0 40401 ISHARES TR EAFE VALUE ETF 464288877 1816 36032 SH SOLE 0 0 36032 ISHARES TR MSCI EAFE ETF 464287465 1426 18127 SH SOLE 0 0 18127 ISHARES TR NORTH AMERN NAT 464287374 2951 93738 SH SOLE 0 0 93738 ISHARES TR RUS 2000 GRW ETF 464287648 317 1081 SH SOLE 0 0 1081 ISHARES TR RUS 2000 VAL ETF 464287630 3452 20788 SH SOLE 0 0 20788 ISHARES TR S&P 500 VAL ETF 464287408 1219 7785 SH SOLE 0 0 7785 ISHARES TR U.S. ENERGY ETF 464287796 284 9425 SH SOLE 0 0 9425 RESMED INC COM 761152107 391 1500 SH SOLE 0 0 1500 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 528 17829 SH SOLE 0 0 17829 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 296 2600 SH SOLE 0 0 2600 SELECT SECTOR SPDR TR ENERGY 81369Y506 405 7300 SH SOLE 0 0 7300 SHERWIN WILLIAMS CO COM 824348106 703 1996 SH SOLE 0 0 1996 SPDR SER TR DJ REIT ETF 78464A607 330 2704 SH SOLE 0 0 2704 SPDR SER TR PORTFOLIO AGRGTE 78464A649 294 9935 SH SOLE 0 0 9935 SPDR SER TR PORTFOLIO SHORT 78464A474 7959 256983 SH SOLE 0 0 256983 SPDR SER TR S&P 600 SMCP VAL 78464A300 436 5148 SH SOLE 0 0 5148 VANGUARD BD INDEX FDS INTERMED TERM 921937819 24354 277949 SH SOLE 0 0 277949 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 42728 528621 SH SOLE 0 0 528621 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 515 6078 SH SOLE 0 0 6078 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1906 16426 SH SOLE 0 0 16426 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4237 23690 SH SOLE 0 0 23690 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1910 6779 SH SOLE 0 0 6779 VANGUARD INDEX FDS VALUE ETF 922908744 8385 56997 SH SOLE 0 0 56997 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10025 202684 SH SOLE 0 0 202684 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 699 5215 SH SOLE 0 0 5215 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 599 5580 SH SOLE 0 0 5580 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4926 74107 SH SOLE 0 0 74107 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 20997 397371 SH SOLE 0 0 397371 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 600 9871 SH SOLE 0 0 9871 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3686 45360 SH SOLE 0 0 45360 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 29479 375340 SH SOLE 0 0 375340 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 21533 292011 SH SOLE 0 0 292011 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 3782 42107 SH SOLE 0 0 42107 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10074 58655 SH SOLE 0 0 58655 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 29049 568909 SH SOLE 0 0 568909 WISDOMTREE TR INTL SMCAP DIV 97717W760 2635 35776 SH SOLE 0 0 35776