Willow Creek Wealth Management Inc. Reduced Holdings in Q4 2023

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-192K
- 23.06%
$47.36 - $51.14 $9.09M - $9.81M
640K $32.7M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-31.3K
- 48.86%
$39.16 - $41.47 $1.23M - $1.3M
32.8K $1.35M
AVSE
American Centy ETF Tr Avantis

ETFs
-15.6K
- 13.98%
$43.39 - $48.23 $677K - $753K
96K $4.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.44K
- 16.34%
$102.12 - $107.97 $249K - $264K
12.5K $1.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.95K
- 14.7%
$68.04 - $73.9 $269K - $292K
22.9K $1.69M
ORCL
Oracle Corp

Technology
-822
- 12.25%
$100.31 - $117.16 $82.5K - $96.3K
5.89K $620K
AVRE
American Centy ETF Tr Avantis
-2.87K
- 26.97%
$35.51 - $43.68 $102K - $126K
7.78K $337K
WMT
Walmart Inc.

Consumer Defensive
-346
- 18.08%
$150.86 - $169.78 $52.2K - $58.7K
1.57K $247K
TSLA
Tesla, Inc.

Consumer Cyclical
-232
- 20.03%
$197.36 - $263.62 $45.8K - $61.2K
926 $230K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-8.59K
- 7.37%
$20.11 - $22.18 $173K - $190K
108K $2.38M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.54K
- 17.83%
$23.61 - $29.53 $83.6K - $105K
16.3K $475K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.78K
- 8.14%
$42.3 - $46.59 $75.3K - $82.9K
20.1K $931K
JNJ
Johnson & Johnson

Healthcare
-187
- 4.55%
$145.6 - $158.88 $27.2K - $29.7K
3.93K $615K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-331
- 2.28%
$46.72 - $48.12 $15.5K - $15.9K
14.2K $674K
HD
Home Depot, Inc.

Consumer Cyclical
-125
- 15.66%
$276.46 - $354.0 $34.6K - $44.3K
673 $233K
NEE
Nextera Energy Inc

Utilities
-304
- 7.47%
$49.32 - $62.78 $15K - $19.1K
3.77K $228K
F
Ford Motor CO

Consumer Cyclical
-34
- 0.28%
$9.7 - $12.45 $330 - $423
12.3K $150K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-229
- 3.03%
$57.78 - $63.69 $13.2K - $14.6K
7.34K $464K
MS
Morgan Stanley

Financial Services
-153
- 5.54%
$70.4 - $93.66 $10.8K - $14.3K
2.61K $243K
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 3.83%
$203.12 - $238.25 $10.2K - $11.9K
1.26K $297K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-281
- 0.65%
$23.56 - $24.48 $6.62K - $6.88K
42.6K $1.04M
TXN
Texas Instruments Inc

Technology
-7
- 0.32%
$140.5 - $171.72 $984 - $1.2K
2.21K $377K
VRSN
Verisign Inc

Technology
-1
- 0.01%
$192.63 - $220.02 $193 - $220
7.45K $1.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.25%
$246.19 - $296.51 $492 - $593
802 $237K
DIS
Walt Disney CO

Communication Services
-16
- 0.49%
$79.32 - $96.06 $1.27K - $1.54K
3.22K $290K
VBR
Vanguard Small Cap Value ETF

ETFs
-13
- 0.87%
$149.18 - $181.94 $1.94K - $2.37K
1.48K $266K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-42
- 4.23%
$343.66 - $411.5 $14.4K - $17.3K
952 $389K
GOOGL
Alphabet Inc.

Communication Services
-511
- 4.23%
$122.17 - $141.52 $62.4K - $72.3K
11.6K $1.62M
AFL
Aflac Inc

Financial Services
-1
- 0.02%
$75.43 - $84.35 $75.4 - $84.4
6.58K $543K
JPM
Jpmorgan Chase & CO

Financial Services
-115
- 5.09%
$135.69 - $170.3 $15.6K - $19.6K
2.15K $365K
ACN
Accenture PLC

Technology
-1
- 0.1%
$290.04 - $354.45 $290 - $354
994 $348K
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.52%
$410.68 - $476.69 $2.46K - $2.86K
1.15K $546K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-129
- 1.73%
$77.74 - $91.23 $10K - $11.8K
7.33K $667K
INTC
Intel Corp

Technology
-1.07K
- 10.92%
$32.52 - $50.76 $34.8K - $54.3K
8.73K $438K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-228
- 2.32%
$82.1 - $104.53 $18.7K - $23.8K
9.59K $987K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-65
- 1.33%
$256.94 - $304.21 $16.7K - $19.8K
4.82K $1.46M
DFAE
Dimensional ETF Tr

ETFs
-4.97K
- 2.67%
$21.63 - $24.11 $108K - $120K
181K $4.36M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-806
- 2.18%
$48.83 - $60.51 $39.4K - $48.8K
36.2K $2.16M
AVSU
American Centy ETF Tr Avantis

ETFs
-3.18K
- 5.07%
$47.19 - $56.42 $150K - $179K
59.5K $3.34M
VNQ
Vanguard Specialized Funds Van

ETFs
-344
- 0.5%
$71.05 - $89.54 $24.4K - $30.8K
68.8K $6.08M
DFIV
Dimensional ETF Tr

ETFs
-1.76K
- 0.23%
$30.86 - $34.46 $54.3K - $60.6K
748K $25.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-30.5K
- 2.61%
$31.85 - $37.39 $972K - $1.14M
1.14M $42.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-25.8K
- 0.82%
$23.71 - $25.74 $612K - $664K
3.11M $79.7M
Activity Summary
Buys All Purchases 73 New Holdings 14 Increased Positions 59 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email