Willow Creek Wealth Management Inc. ETFs

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AVUS American Centy ETF Tr Avantis	$0	$622,000 0.08% of portfolio	7,634	Q4 2022 New
IJR Ishares Core S&P Sm Cap ETF	$0	$580,000 0.07% of portfolio	5,367	Q1 2023 Reduced 4.26%
PRF Invesco Exchange Traded Fd Tr	$0	$556,000 0.07% of portfolio	15,805	Q3 2023 Added 400.0%
VB Vanguard Small Cap ETF	$0	$546,000 0.07% of portfolio	2,563	Q4 2023 Added 6.17%
SPY Spdr S&P 500 ETF Trust	$0	$546,000 0.07% of portfolio	1,149	Q4 2023 Reduced 0.52%
DFSV Dimensional ETF Tr Dimensional	$0	$475,000 0.06% of portfolio	16,314	Q4 2023 Reduced 17.83%
VCEB Vanguard World Fd Esg U S Corp	$0	$464,000 0.06% of portfolio	7,336	Q4 2023 Reduced 3.03%
VOO Vanguard Index Fds S&P 500 ETF	$0	$421,000 0.05% of portfolio	965	Q2 2023 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$405,000 0.05% of portfolio	6,110	Q3 2023 Reduced 7.9%
QQQ Invesco Qqq Trust, Series 1	$0	$389,000 0.05% of portfolio	952	Q4 2023 Reduced 4.23%
IXUS Ishares Tr	$0	$374,000 0.05% of portfolio	5,769	Q3 2023 Added 4.1%
VO Vanguard Mid Cap ETF	$0	$361,000 0.05% of portfolio	1,554	Q1 2023 Reduced 0.58%
IWR Ishares Russell Mid Cap ETF	$0	$352,000 0.05% of portfolio	4,538	Q4 2023 Added 6.2%
AGG Ishares Core U.S. Aggregate Bo	$0	$335,000 0.04% of portfolio	3,378	Q3 2023 Reduced 0.38%
VWO Vanguard Ftse Emerging Mkts Et	$0	$323,000 0.04% of portfolio	7,874	Q2 2023 Added 2.25%
VV Vanguard Large Cap ETF	$0	$321,000 0.04% of portfolio	1,476	Q3 2023 Reduced 6.88%
IWV Ishares Russell 3000 ETF	$0	$317,000 0.04% of portfolio	1,159	Q2 2023 Reduced 5.08%
IWB Ishares Tr Russell 1000 ETF	$0	$312,000 0.04% of portfolio	1,190	Q2 2023 Reduced 4.11%
EFA Ishares Tr Msci Eafe ETF	$0	$310,000 0.04% of portfolio	4,121	Q4 2023 Added 0.39%
SHY Ishares Barclays 1 3 Year Trea	$0	$301,000 0.04% of portfolio	3,673	Q3 2023 Added 19.95%
VBR Vanguard Small Cap Value ETF	$0	$266,000 0.03% of portfolio	1,481	Q4 2023 Reduced 0.87%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$238,000 0.03% of portfolio	7,432	Q4 2023 New
MUB Ishares National Muni Bond ETF	$0	$236,000 0.03% of portfolio	2,177	Q4 2022 New
AVEM American Centy ETF Tr Avantis	$0	$232,000 0.03% of portfolio	4,118	Q4 2022 New
IGM Ishares Expanded Tech Sector E	$0	$213,000 0.03% of portfolio	477	Q4 2023 New

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