Willow Creek Wealth Management Inc. Purchases in Q4 2024

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
3.23K
+ 206.19%
$79.1 - $95.7 $256K - $309K
4.8K $433K
SPY
Spdr S&P 500 ETF Trust

ETFs
99
+ 8.62%
$567.81 - $607.81 $56.2K - $60.2K
1.25K $731K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 15.54%
$521.84 - $558.82 $78.3K - $83.8K
1.12K $600K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.23K
+ 41.06%
$44.04 - $49.49 $142K - $160K
11.1K $489K
DSI
Ishares Msci Kld 400 Social Et

ETFs
22
+ 0.3%
$107.41 - $115.71 $2.36K - $2.55K
7.35K $810K
AFL
Aflac Inc

Financial Services
31
+ 0.47%
$100.37 - $115.27 $3.11K - $3.57K
6.61K $684K
HD
Home Depot, Inc.

Consumer Cyclical
256
+ 38.04%
$385.02 - $431.37 $98.6K - $110K
929 $361K
DISV
Dimensional ETF Tr Dimensional

ETFs
653
+ 0.52%
$26.18 - $28.77 $17.1K - $18.8K
127K $3.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
660
+ 12.3%
$113.92 - $127.38 $75.2K - $84.1K
6.03K $694K
AVEM
American Centy ETF Tr Avantis

ETFs
1.63K
+ 39.53%
$58.59 - $66.14 $95.4K - $108K
5.75K $337K
GE
General Electric CO

Industrials
149
+ 8.04%
$159.95 - $194.23 $23.8K - $28.9K
2K $333K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.55K
+ 15.46%
$22.65 - $23.8 $103K - $108K
34K $772K
MS
Morgan Stanley

Financial Services
3
+ 0.11%
$104.42 - $134.99 $313 - $405
2.61K $328K
VIG
Vanguard Dividend Appreciation

ETFs
217
+ 5.66%
N/A
4.05K $738K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.96K
+ 6.94%
$24.61 - $25.12 $72.8K - $74.4K
45.6K $1.13M
DIS
Walt Disney CO

Communication Services
126
+ 3.92%
$92.39 - $117.6 $11.6K - $14.8K
3.34K $372K
IWB
Ishares Tr Russell 1000 ETF

ETFs
29
+ 2.44%
$311.11 - $335.64 $9.02K - $9.73K
1.22K $392K
IGM
Ishares Expanded Tech Sector E

ETFs
2.39K
+ 500.0%
$94.19 - $106.95 $225K - $255K
2.86K $292K
VB
Vanguard Small Cap ETF

ETFs
23
+ 0.9%
$233.76 - $261.58 $5.38K - $6.02K
2.59K $621K
VO
Vanguard Mid Cap ETF

ETFs
92
+ 5.92%
$261.5 - $284.63 $24.1K - $26.2K
1.65K $434K
PEP
Pepsico Inc

Consumer Defensive
626
+ 30.67%
$151.29 - $176.1 $94.7K - $110K
2.67K $405K
CTAS
Cintas Corp

Industrials
1.15K
+ 316.48%
$182.7 - $226.47 $210K - $261K
1.52K $276K
XOM
Exxon Mobil Corp

Energy
316
+ 14.25%
$105.51 - $125.37 $33.3K - $39.6K
2.53K $272K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.05%
$148.29 - $166.93 $148 - $167
2.22K $330K
AVRE
American Centy ETF Tr Avantis
1.19K
+ 15.33%
$41.03 - $46.91 $48.9K - $56K
8.98K $376K
MRK
Merck & Co., Inc.

Healthcare
639
+ 18.1%
$96.31 - $114.76 $61.5K - $73.3K
4.17K $414K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
537
+ 7.32%
$61.87 - $64.86 $33.2K - $34.8K
7.87K $488K
IXUS
Ishares Tr

ETFs
156
+ 2.7%
$65.95 - $72.56 $10.3K - $11.3K
5.93K $391K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
15.3K
New
$0.86 - $1.75 $13.2K - $26.8K
15.3K $16K
ACN
Accenture PLC

Technology
23
+ 2.31%
$343.9 - $376.86 $7.91K - $8.67K
1.02K $357K
UNH
Unitedhealth Group Inc

Healthcare
21
+ 4.3%
$485.52 - $625.25 $10.2K - $13.1K
509 $257K
Dimensional ETF Trust
216K
+ 134.03%
N/A
378K $0
VUSB
Vanguard Bd Index Fds
1.48K
+ 5.75%
N/A
27.2K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
68.4K
+ 121.27%
N/A
125K $0
Dimensional ETF Trust
4.98K
New
N/A
4.98K $0
DFSU
Dimensional ETF Tr Dimen Us Su
175K
+ 219.38%
N/A
255K $0
DFSI
Dimensional ETF Tr Dimen Intl
127K
+ 183.61%
N/A
196K $0
Manager Directed Portfolios
86.7K
+ 25.68%
N/A
424K $0
Dimensional ETF Trust
28
+ 0.22%
N/A
12.6K $0
TGT
Target Corp

Consumer Defensive
40
+ 2.35%
$121.59 - $160.69 $4.86K - $6.43K
1.74K $235K
JNJ
Johnson & Johnson

Healthcare
115
+ 2.93%
$143.34 - $165.86 $16.5K - $19.1K
4.04K $584K
Activity Summary
Buys All Purchases 92 New Holdings 14 Increased Positions 78 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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