Willow Creek Wealth Management Inc. Purchases in Q2 2025

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
2.55K
+ 3.68%
$79.79 - $91.42 $203K - $233K
71.8K $6.39M
SPSB
Spdr Portfolio Short Term Corp

ETFs
765
+ 0.07%
$29.82 - $30.19 $22.8K - $23.1K
1.07M $32.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
125
+ 10.02%
$496.48 - $617.85 $62.1K - $77.2K
1.37K $848K
AMZN
Amazon Com Inc

Consumer Cyclical
261
+ 12.65%
$167.32 - $223.3 $43.7K - $58.3K
2.32K $509K
NFLX
Netflix Inc

Communication Services
3
+ 1.29%
$855.86 - $1339.13 $2.57K - $4.02K
236 $316K
AVGO
Broadcom Inc.

Technology
134
+ 12.13%
$146.29 - $275.65 $19.6K - $36.9K
1.24K $341K
GLD
Spdr Gold Trust

ETFs
213
+ 20.54%
$273.71 - $316.29 $58.3K - $67.4K
1.25K $381K
WMT
Walmart Inc.

Consumer Defensive
78
+ 1.3%
$81.79 - $99.98 $6.38K - $7.8K
6.07K $593K
IBM
International Business Machines Corp

Technology
8
+ 0.63%
$221.03 - $294.78 $1.77K - $2.36K
1.28K $376K
AVEM
American Centy ETF Tr Avantis

ETFs
18
+ 0.31%
$53.08 - $68.54 $955 - $1.23K
5.76K $395K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
602
+ 18.2%
$77.94 - $79.5 $46.9K - $47.9K
3.91K $310K
DSI
Ishares Msci Kld 400 Social Et

ETFs
8
+ 0.11%
$91.62 - $116.16 $733 - $929
7.36K $855K
V
Visa Inc.

Financial Services
49
+ 1.04%
$308.27 - $373.31 $15.1K - $18.3K
4.77K $1.69M
ETN
Eaton Corp PLC

Industrials
37
+ 5.2%
$246.52 - $356.99 $9.12K - $13.2K
748 $267K
MA
Mastercard Inc

Financial Services
21
+ 1.93%
$479.92 - $590.74 $10.1K - $12.4K
1.11K $622K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
289
+ 3.42%
$61.25 - $63.4 $17.7K - $18.3K
8.73K $553K
MCK
Mckesson Corp

Healthcare
1
+ 0.32%
$652.83 - $732.78 $653 - $733
309 $226K
AVRE
American Centy ETF Tr Avantis
147
+ 2.18%
$38.75 - $44.92 $5.7K - $6.6K
6.89K $304K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
274
+ 0.3%
$21.55 - $22.2 $5.9K - $6.08K
92.6K $2.05M
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.41K
+ 1.42%
$20.99 - $23.93 $114K - $130K
386K $9.06M
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 1.61%
$335.24 - $380.78 $5.03K - $5.71K
945 $346K
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 1.57%
$119.13 - $135.03 $3.1K - $3.51K
1.68K $207K
SNY
Sanofi

Healthcare
31
+ 0.74%
$47.62 - $55.44 $1.48K - $1.72K
4.2K $202K
VBR
Vanguard Small Cap Value ETF

ETFs
31
+ 2.09%
$162.76 - $195.77 $5.05K - $6.07K
1.51K $294K
DFSI
Dimensional ETF Tr Dimen Intl
14K
+ 5.82%
N/A
254K $0
Manager Directed Portfolios
4.79K
+ 1.08%
N/A
450K $0
Dimensional ETF Trust
20.2K
+ 157.37%
N/A
33K $0
Dimensional ETF Trust
59.9K
+ 11.97%
N/A
561K $0
Ge Vernova Inc
500
New
N/A
500 $0
Dimensional ETF Trust
8.68K
+ 167.89%
N/A
13.9K $0
Dimensional ETF Trust
3.63K
+ 63.34%
N/A
9.35K $0
Vanguard Instl Index Fd
6.77K
+ 25.3%
N/A
33.5K $0
MUB
Ishares National Muni Bond ETF

ETFs
37
+ 0.75%
$102.31 - $105.8 $3.79K - $3.91K
4.95K $517K
NEE
Nextera Energy Inc

Utilities
36
+ 1.03%
$64.11 - $75.0 $2.31K - $2.7K
3.54K $245K
UNP
Union Pacific Corp

Industrials
13
+ 0.93%
$208.27 - $238.46 $2.71K - $3.1K
1.4K $323K
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 4.73%
$285.55 - $321.23 $13.1K - $14.8K
1.02K $297K
LLY
Eli Lilly & CO

Healthcare
8
+ 1.74%
$713.71 - $898.95 $5.71K - $7.19K
467 $364K
XOM
Exxon Mobil Corp

Energy
91
+ 3.57%
$99.93 - $119.04 $9.09K - $10.8K
2.64K $284K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
6.16K
+ 1.02%
$25.57 - $26.34 $157K - $162K
610K $15.9M
JNJ
Johnson & Johnson

Healthcare
48
+ 1.2%
$146.36 - $159.82 $7.03K - $7.67K
4.04K $616K
AAPL
Apple Inc.

Technology
190
+ 0.31%
$172.42 - $223.89 $32.8K - $42.5K
60.7K $12.5M
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 46 Reductions 44 Sold out 2 Options Calls 0 Puts 0
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