Willow Creek Wealth Management Inc. ETFs

Willow Creek Wealth Management Inc.

$1.06 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$848,000 0.08% of portfolio	1,373	Q3 2024 Added 0.48%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$795,000 0.08% of portfolio	34,237	Q3 2024 Added 0.14%
VO Vanguard Mid Cap ETF	$0	$763,000 0.07% of portfolio	2,728	Q2 2024 Reduced 39.66%
AVUS American Centy ETF Tr Avantis	$0	$718,000 0.07% of portfolio	7,129	Q2 2024 Added 7.08%
VIG Vanguard Dividend Appreciation	$0	$674,000 0.06% of portfolio	3,705	Q3 2024 Reduced 0.88%
PRF Invesco Exchange Traded Fd Tr	$0	$668,000 0.06% of portfolio	15,805	Q3 2023 Added 400.0%
QQQ Invesco Qqq Trust, Series 1	$0	$650,000 0.06% of portfolio	1,179	Q3 2024 Added 8.31%
VWO Vanguard Ftse Emerging Mkts Et	$0	$650,000 0.06% of portfolio	13,149	Q3 2024 Added 5.77%
IJR Ishares Core S&P Sm Cap ETF	$0	$562,000 0.05% of portfolio	5,145	Q2 2024 Added 17.14%
VCEB Vanguard World Fd Esg U S Corp	$0	$553,000 0.05% of portfolio	8,727	Q3 2024 Added 2.56%
VXUS Vanguard Star Fd Vanguard Tota	$0	$537,000 0.05% of portfolio	7,778	Q2 2025 New
MUB Ishares National Muni Bond ETF	$0	$517,000 0.05% of portfolio	4,954	Q3 2024 Added 0.7%
IXUS Ishares Tr	$0	$458,000 0.04% of portfolio	5,925	Q3 2024 Added 6.86%
VCIT Vanguard Intermediate Term Cor	$0	$447,000 0.04% of portfolio	5,398	Q2 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$437,000 0.04% of portfolio	5,329	Q3 2024 Reduced 4.7%
VEA Vanguard Ftse Developed Market	$0	$416,000 0.04% of portfolio	7,313	Q3 2024 Added 23.94%
IWV Ishares Russell 3000 ETF	$0	$405,000 0.04% of portfolio	1,154	Q3 2024 Reduced 4.73%
IWB Ishares Tr Russell 1000 ETF	$0	$399,000 0.04% of portfolio	1,177	Q3 2024 Added 12.04%
AVEM American Centy ETF Tr Avantis	$0	$395,000 0.04% of portfolio	5,764	Q3 2024 Added 19.33%
VHT Vanguard Health Care ETF	$0	$385,000 0.04% of portfolio	1,554	Q2 2025 New
GLD Spdr Gold Trust	$116B	$381,000 0.04% of portfolio	1,250	Q2 2025 Added 20.54%
VONV Vanguard Russell 1000 Value Et	$0	$373,000 0.04% of portfolio	4,383	Q2 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$365,000 0.03% of portfolio	1,286	Q2 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$335,000 0.03% of portfolio	3,378	Q3 2023 Reduced 0.38%
IWR Ishares Russell Mid Cap ETF	$0	$326,000 0.03% of portfolio	3,553	Q2 2024 Added 20.26%
IGM Ishares Expanded Tech Sector E	$0	$321,000 0.03% of portfolio	2,862	Q4 2024 Added 500.0%
VGT Vanguard Information Technolog	$0	$316,000 0.03% of portfolio	477	Q2 2025 New
CGGO Capital Group Global Growth Eq	$0	$314,000 0.03% of portfolio	9,842	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$311,000 0.03% of portfolio	1,092	Q2 2024 Added 23.99%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$310,000 0.03% of portfolio	3,909	Q2 2025 Added 18.2%
VBR Vanguard Small Cap Value ETF	$0	$294,000 0.03% of portfolio	1,512	Q2 2024 Reduced 2.05%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$267,000 0.03% of portfolio	6,838	Q4 2024 Reduced 7.99%
EFA Ishares Tr Msci Eafe ETF	$0	$243,000 0.02% of portfolio	2,722	Q3 2024 Reduced 35.89%
IOO Ishares Tr Global 100 ETF	$0	$238,000 0.02% of portfolio	2,219	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$230,000 0.02% of portfolio	3,173	Q2 2025 Reduced 3.35%
SHY Ishares Barclays 1 3 Year Trea	$0	$226,000 0.02% of portfolio	2,731	Q2 2024 Added 29.51%
SPYX Spdr S&P 500 Fossil Fuel Reser	$0	$224,000 0.02% of portfolio	4,417	Q3 2024 Added 4.66%
CGXU Capital Group Intl Focus Equit	$0	$212,000 0.02% of portfolio	7,819	Q2 2025 New
BNDX Vanguard Total International B	$0	$209,000 0.02% of portfolio	4,235	Q2 2025 New

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