0001221073-22-000038.txt : 20220510 0001221073-22-000038.hdr.sgml : 20220510 20220510145942 ACCESSION NUMBER: 0001221073-22-000038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22909012 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 03-31-2022 03-31-2022 false Windward Private Wealth Management Inc.

10955 LOWELL AVENUE SUITE 410 OVERLAND PARK KS 66210

13F HOLDINGS REPORT 028-20460 N Brad Harrison 913-381-7411 /s/Brad Harrison Overland Park KS 05-06-2022 0 46 242158 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE EMERSON ELEC CO COM 291011104 235 2400 SH SOLE 0 0 2400 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 594 27931 SH SOLE 0 0 27931 ISHARES TR 1 3 YR TREAS BD 464287457 1816 21784 SH SOLE 0 0 21784 ISHARES TR CORE MSCI EAFE 46432F842 1713 24637 SH SOLE 0 0 24637 ISHARES TR CORE MSCI TOTAL 46432F834 4018 60348 SH SOLE 0 0 60348 ISHARES TR CORE S&P US GWT 464287671 3040 28775 SH SOLE 0 0 28775 ISHARES TR CORE S&P US VLU 464287663 1337 17628 SH SOLE 0 0 17628 ISHARES TR CORE TOTAL USD 46434V613 1271 25605 SH SOLE 0 0 25605 ISHARES TR EAFE SML CP ETF 464288273 2460 37089 SH SOLE 0 0 37089 ISHARES TR EAFE VALUE ETF 464288877 1776 35330 SH SOLE 0 0 35330 ISHARES TR GNMA BOND ETF 46429B333 1011 21179 SH SOLE 0 0 21179 ISHARES TR MSCI EAFE ETF 464287465 1024 13918 SH SOLE 0 0 13918 ISHARES TR NORTH AMERN NAT 464287374 3475 85900 SH SOLE 0 0 85900 ISHARES TR RUS 2000 GRW ETF 464287648 203 795 SH SOLE 0 0 795 ISHARES TR RUS 2000 VAL ETF 464287630 2899 17962 SH SOLE 0 0 17962 ISHARES TR S&P 500 VAL ETF 464287408 1190 7641 SH SOLE 0 0 7641 ISHARES TR U.S. ENERGY ETF 464287796 330 8074 SH SOLE 0 0 8074 RESMED INC COM 761152107 364 1500 SH SOLE 0 0 1500 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1524 54869 SH SOLE 0 0 54869 SELECT SECTOR SPDR TR ENERGY 81369Y506 498 6514 SH SOLE 0 0 6514 SHERWIN WILLIAMS CO COM 824348106 435 1742 SH SOLE 0 0 1742 SPDR SER TR DJ REIT ETF 78464A607 317 2704 SH SOLE 0 0 2704 SPDR SER TR PORTFOLIO SHORT 78464A474 6731 223386 SH SOLE 0 0 223386 SPDR SER TR S&P 600 SMCP VAL 78464A300 429 5148 SH SOLE 0 0 5148 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 981 3559 SH SOLE 0 0 3559 VANGUARD BD INDEX FDS INTERMED TERM 921937819 21817 266386 SH SOLE 0 0 266386 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 37951 487178 SH SOLE 0 0 487178 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 618 7772 SH SOLE 0 0 7772 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1679 15497 SH SOLE 0 0 15497 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3822 21726 SH SOLE 0 0 21726 VANGUARD INDEX FDS SMALL CP ETF 922908751 315 1481 SH SOLE 0 0 1481 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1683 6784 SH SOLE 0 0 6784 VANGUARD INDEX FDS VALUE ETF 922908744 7605 51460 SH SOLE 0 0 51460 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8479 183796 SH SOLE 0 0 183796 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 618 4991 SH SOLE 0 0 4991 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 794 7842 SH SOLE 0 0 7842 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1706 27119 SH SOLE 0 0 27119 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 20380 406791 SH SOLE 0 0 406791 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 622 10500 SH SOLE 0 0 10500 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6451 82606 SH SOLE 0 0 82606 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 27033 378821 SH SOLE 0 0 378821 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 20893 286985 SH SOLE 0 0 286985 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 3542 42747 SH SOLE 0 0 42747 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8693 53605 SH SOLE 0 0 53605 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 26098 543377 SH SOLE 0 0 543377 WISDOMTREE TR INTL SMCAP DIV 97717W760 1688 24594 SH SOLE 0 0 24594