0001221073-22-000050.txt : 20220719 0001221073-22-000050.hdr.sgml : 20220719 20220718211826 ACCESSION NUMBER: 0001221073-22-000050 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220719 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: 221090218 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 06-30-2022 06-30-2022 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 07-08-2022 0 45 217618 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 541 25542 SH SOLE 0 0 25542 ISHARES TR 1 3 YR TREAS BD 464287457 707 8534 SH SOLE 0 0 8534 ISHARES TR CORE MSCI EAFE 46432F842 1332 22628 SH SOLE 0 0 22628 ISHARES TR CORE MSCI TOTAL 46432F834 4151 72779 SH SOLE 0 0 72779 ISHARES TR CORE S&P US GWT 464287671 3939 47060 SH SOLE 0 0 47060 ISHARES TR CORE S&P US VLU 464287663 2237 33449 SH SOLE 0 0 33449 ISHARES TR CORE TOTAL USD 46434V613 1277 27277 SH SOLE 0 0 27277 ISHARES TR EAFE SML CP ETF 464288273 2034 37269 SH SOLE 0 0 37269 ISHARES TR EAFE VALUE ETF 464288877 1525 35144 SH SOLE 0 0 35144 ISHARES TR GNMA BOND ETF 46429B333 1289 28306 SH SOLE 0 0 28306 ISHARES TR MSCI EAFE ETF 464287465 649 10387 SH SOLE 0 0 10387 ISHARES TR NORTH AMERN NAT 464287374 2557 71073 SH SOLE 0 0 71073 ISHARES TR RUS 2000 GRW ETF 464287648 228 1106 SH SOLE 0 0 1106 ISHARES TR RUS 2000 VAL ETF 464287630 2350 17260 SH SOLE 0 0 17260 ISHARES TR S&P 500 VAL ETF 464287408 1050 7641 SH SOLE 0 0 7641 ISHARES TR U.S. ENERGY ETF 464287796 288 7551 SH SOLE 0 0 7551 RESMED INC COM 761152107 314 1500 SH SOLE 0 0 1500 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 952 37491 SH SOLE 0 0 37491 SELECT SECTOR SPDR TR ENERGY 81369Y506 408 5704 SH SOLE 0 0 5704 SHERWIN WILLIAMS CO COM 824348106 390 1742 SH SOLE 0 0 1742 SPDR SER TR DJ REIT ETF 78464A607 239 2513 SH SOLE 0 0 2513 SPDR SER TR PORTFOLIO SHORT 78464A474 6012 202207 SH SOLE 0 0 202207 SPDR SER TR S&P 600 SMCP VAL 78464A300 356 4913 SH SOLE 0 0 4913 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1579 7254 SH SOLE 0 0 7254 VANGUARD BD INDEX FDS INTERMED TERM 921937819 21069 271329 SH SOLE 0 0 271329 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 41403 539174 SH SOLE 0 0 539174 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 571 7591 SH SOLE 0 0 7591 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1405 15417 SH SOLE 0 0 15417 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3122 20839 SH SOLE 0 0 20839 VANGUARD INDEX FDS SMALL CP ETF 922908751 266 1512 SH SOLE 0 0 1512 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1277 6479 SH SOLE 0 0 6479 VANGUARD INDEX FDS VALUE ETF 922908744 6430 48755 SH SOLE 0 0 48755 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8311 199539 SH SOLE 0 0 199539 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 515 4991 SH SOLE 0 0 4991 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 757 8873 SH SOLE 0 0 8873 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 2991 48897 SH SOLE 0 0 48897 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 19776 413629 SH SOLE 0 0 413629 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 648 11010 SH SOLE 0 0 11010 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2756 36140 SH SOLE 0 0 36140 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 18680 331904 SH SOLE 0 0 331904 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 16954 266784 SH SOLE 0 0 266784 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 3051 44632 SH SOLE 0 0 44632 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7531 52491 SH SOLE 0 0 52491 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 22278 546025 SH SOLE 0 0 546025 WISDOMTREE TR INTL SMCAP DIV 97717W760 1423 24370 SH SOLE 0 0 24370