Willow Creek Wealth Management Inc. Sells in Q2 2025

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-99.9K
- 12.89%
$48.13 - $49.85 $4.81M - $4.98M
675K $33.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.28K
- 25.18%
$100.35 - $100.71 $630K - $632K
18.6K $1.88M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.02%
$390.26 - $489.06 $390 - $489
4.36K $1.77M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.11K
- 13.42%
$72.02 - $73.82 $296K - $303K
26.5K $1.95M
PG
Procter & Gamble CO

Consumer Defensive
-1.41K
- 26.72%
$157.66 - $172.39 $222K - $243K
3.87K $616K
UNH
Unitedhealth Group Inc

Healthcare
-510
Closed
$274.35 - $599.47 $140K - $306K
0 $0
FSLY
Fastly, Inc.

Technology
-26
- 0.03%
$5.0 - $8.28 $130 - $215
102K $723K
HPQ
Hp Inc

Technology
-7.92K
Closed
$21.88 - $29.32 $173K - $232K
0 $0
AVUS
American Centy ETF Tr Avantis

ETFs
-2.76K
- 27.94%
$81.38 - $100.82 $225K - $279K
7.13K $718K
VIG
Vanguard Dividend Appreciation

ETFs
-389
- 9.5%
N/A
3.71K $674K
MRK
Merck & Co., Inc.

Healthcare
-260
- 6.28%
$73.47 - $87.12 $19.1K - $22.7K
3.88K $307K
PEP
Pepsico Inc

Consumer Defensive
-4
- 0.15%
$128.02 - $151.37 $512 - $605
2.66K $351K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-660
- 11.37%
$90.56 - $109.49 $59.8K - $72.3K
5.15K $562K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-677
- 1.88%
$41.11 - $42.42 $27.8K - $28.7K
35.3K $1.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
-106
- 1.07%
$107.93 - $110.97 $11.4K - $11.8K
9.82K $1.08M
IWR
Ishares Russell Mid Cap ETF

ETFs
-537
- 13.13%
$74.88 - $91.97 $40.2K - $49.4K
3.55K $326K
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 0.72%
$79.69 - $99.41 $1.51K - $1.89K
2.63K $240K
DHR
Danaher Corp

Healthcare
-9
- 0.54%
$174.64 - $205.16 $1.57K - $1.85K
1.65K $326K
ACN
Accenture PLC

Technology
-3
- 0.29%
$279.23 - $323.21 $838 - $970
1.02K $303K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-630
- 1.4%
$24.66 - $25.17 $15.5K - $15.9K
44.4K $1.12M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-626
- 1.8%
$22.43 - $23.23 $14K - $14.5K
34.2K $795K
INTC
Intel Corp

Technology
-14
- 0.16%
$18.13 - $22.69 $254 - $318
8.95K $200K
TXN
Texas Instruments Inc

Technology
-3
- 0.14%
N/A
2.18K $423K
DFSE
Dimensional ETF Tr Dimen Emrgn
-19K
- 10.42%
N/A
163K $0
VUSB
Vanguard Bd Index Fds
-362
- 1.47%
N/A
24.3K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-24.4K
- 7.11%
N/A
319K $0
Super Micro Computer Inc
-3.5K
- 33.83%
N/A
6.85K $0
BAC
Bank Of America Corp

Financial Services
-826
- 10.95%
$34.39 - $47.46 $28.4K - $39.2K
6.72K $317K
AFL
Aflac Inc

Financial Services
-15
- 0.23%
$99.77 - $112.45 $1.5K - $1.69K
6.6K $695K
NSC
Norfolk Southern Corp

Industrials
-3
- 0.29%
$206.34 - $257.46 $619 - $772
1.04K $266K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-41
- 0.92%
$40.79 - $50.93 $1.67K - $2.09K
4.42K $224K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-110
- 3.35%
$57.14 - $72.68 $6.29K - $7.99K
3.17K $230K
VEA
Vanguard Ftse Developed Market

ETFs
-300
- 3.94%
$45.65 - $57.01 $13.7K - $17.1K
7.31K $416K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.61K
- 3.66%
$51.16 - $62.02 $82.1K - $99.5K
42.2K $2.62M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-130
- 0.36%
$52.31 - $63.72 $6.8K - $8.28K
35.7K $2.28M
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 1.45%
$498.8 - $620.9 $22.4K - $27.9K
3.05K $1.89M
ORCL
Oracle Corp

Technology
-629
- 10.65%
$122.82 - $218.63 $77.3K - $138K
5.28K $1.15M
VRSN
Verisign Inc

Technology
-175
- 2.38%
$234.49 - $288.8 $41K - $50.5K
7.19K $2.08M
GOOG
Alphabet Inc.

Communication Services
-112
- 0.87%
$146.58 - $180.01 $16.4K - $20.2K
12.8K $2.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14
- 0.32%
$320.42 - $421.7 $4.49K - $5.9K
4.39K $1.85M
GOOGL
Alphabet Inc.

Communication Services
-22
- 0.18%
$144.7 - $178.6 $3.18K - $3.93K
12.4K $2.19M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.93K
- 1.53%
$25.93 - $32.91 $50.1K - $63.6K
124K $4.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.9K
- 0.99%
$36.25 - $42.28 $395K - $460K
1.09M $45.9M
DFAX
Dimensional ETF Tr
-4.93K
- 1.63%
$23.37 - $29.39 $115K - $145K
298K $8.77M
DFIV
Dimensional ETF Tr

ETFs
-6.48K
- 0.87%
$34.67 - $43.21 $225K - $280K
738K $31.6M
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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