Willow Creek Wealth Management Inc. Incresed Positions in Q4 2023

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
33.1K
+ 1.93%
$42.71 - $53.09 $1.41M - $1.76M
1.75M $91.4M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
391K
+ 948.02%
$27.05 - $28.64 $10.6M - $11.2M
432K $12.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
154K
+ 35.32%
$44.51 - $52.0 $6.85M - $8.01M
590K $30.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
267K
+ 114.42%
$30.91 - $32.89 $8.26M - $8.79M
501K $16.4M
DFAI
Dimensional ETF Tr

ETFs
177K
+ 49.47%
$24.88 - $28.69 $4.39M - $5.06M
533K $15.3M
AVLV
American Centy ETF Tr Avantis
81.3K
+ 52.98%
$49.96 - $58.08 $4.06M - $4.72M
235K $13.6M
SPSB
Spdr Portfolio Short Term Corp

ETFs
150K
+ 20.97%
$29.14 - $29.78 $4.36M - $4.46M
863K $25.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
172K
+ 68.66%
$18.45 - $23.08 $3.17M - $3.97M
423K $9.61M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
160K
+ 48.41%
$22.36 - $24.96 $3.57M - $3.98M
489K $12.2M
SUB
Ishares Short Term National Mu

ETFs
33.4K
+ 12.02%
$102.62 - $105.46 $3.43M - $3.52M
311K $32.8M
AVUV
American Centy ETF Tr Avantis

ETFs
32K
+ 49.21%
$73.38 - $91.25 $2.35M - $2.92M
97K $8.71M
SPTS
Spdr Portfolio Short Term Trea

ETFs
112K
+ 21.94%
$28.59 - $29.06 $3.21M - $3.26M
623K $18.1M
AVDV
American Centy ETF Tr Avantis

ETFs
42.9K
+ 35.22%
$54.34 - $62.7 $2.33M - $2.69M
165K $10.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
31.1K
+ 149.26%
$100.05 - $100.73 $3.12M - $3.14M
52K $5.21M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19.8K
+ 5.89%
$70.49 - $76.74 $1.4M - $1.52M
356K $27.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
44.8K
+ 14.46%
$49.69 - $52.46 $2.22M - $2.35M
354K $18.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.64K
+ 0.55%
$74.64 - $77.03 $421K - $435K
1.03M $79.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
45.3K
+ 89.53%
$30.96 - $38.59 $1.4M - $1.75M
96K $3.65M
COST
Costco Wholesale Corp

Consumer Defensive
295
+ 1.74%
$543.03 - $681.24 $160K - $201K
17.2K $11.4M
AAPL
Apple Inc.

Technology
2.12K
+ 3.54%
$166.89 - $198.11 $353K - $419K
62K $11.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.56K
+ 198.68%
$232.04 - $279.85 $1.29M - $1.56M
8.35K $2.32M
DFAU
Dimensional ETF Tr

ETFs
10.2K
+ 3.29%
$28.58 - $33.37 $290K - $339K
319K $10.6M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
37.5K
+ 7.17%
$24.42 - $25.87 $915K - $969K
560K $14.3M
DFAX
Dimensional ETF Tr
27.8K
+ 10.0%
$21.44 - $24.42 $597K - $680K
306K $7.48M
AVSD
American Centy ETF Tr Avantis

ETFs
789
+ 0.4%
$46.27 - $54.0 $36.5K - $42.6K
196K $10.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
20.2K
+ 18.98%
$22.43 - $25.87 $453K - $522K
127K $3.27M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.42K
+ 0.95%
$24.91 - $29.38 $35.4K - $41.8K
151K $4.41M
MSFT
Microsoft Corp

Technology
459
+ 14.79%
$313.39 - $382.7 $144K - $176K
3.56K $1.34M
GOOG
Alphabet Inc.

Communication Services
1.61K
+ 14.79%
$123.4 - $142.82 $199K - $230K
12.5K $1.76M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.55K
+ 13.61%
$22.18 - $25.58 $167K - $193K
63K $1.61M
IVV
Ishares Core S&P 500 ETF

ETFs
139
+ 3.75%
$412.55 - $479.0 $57.3K - $66.6K
3.85K $1.84M
V
Visa Inc.

Financial Services
406
+ 9.32%
$228.81 - $262.38 $92.9K - $107K
4.76K $1.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
172
+ 4.09%
$431.41 - $532.94 $74.2K - $91.7K
4.37K $2.32M
WRB
Berkley W R Corp

Financial Services
1
+ 0.0%
$62.44 - $73.65 $62.4 - $73.7
21.9K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
286
+ 23.56%
$331.71 - $362.68 $94.9K - $104K
1.5K $534K
HON
Honeywell International Inc

Industrials
235
+ 11.13%
$176.06 - $209.71 $41.4K - $49.3K
2.35K $492K
MRK
Merck & Co., Inc.

Healthcare
781
+ 28.4%
$100.18 - $109.02 $78.2K - $85.1K
3.53K $384K
VB
Vanguard Small Cap ETF

ETFs
149
+ 6.17%
$175.26 - $215.9 $26.1K - $32.2K
2.56K $546K
ADBE
Adobe Inc.

Technology
1
+ 0.13%
$507.03 - $633.66 $507 - $634
751 $448K
ICE
Intercontinental Exchange, Inc.

Financial Services
165
+ 8.04%
$104.72 - $128.6 $17.3K - $21.2K
2.22K $284K
IWR
Ishares Russell Mid Cap ETF

ETFs
265
+ 6.2%
$64.84 - $78.27 $17.2K - $20.7K
4.54K $352K
PGR
Progressive Corp

Financial Services
1
+ 0.04%
$138.97 - $165.13 $139 - $165
2.67K $425K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
23
+ 0.08%
$21.11 - $23.38 $486 - $538
29.4K $684K
PG
Procter & Gamble CO

Consumer Defensive
234
+ 4.74%
$143.0 - $153.52 $33.5K - $35.9K
5.17K $758K
GE
General Electric CO

Industrials
7
+ 0.38%
$106.08 - $128.32 $743 - $898
1.85K $236K
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 0.39%
$65.84 - $75.47 $1.05K - $1.21K
4.12K $310K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.63%
$525.19 - $619.13 $1.58K - $1.86K
480 $279K
DHR
Danaher Corp

Healthcare
201
+ 13.81%
$185.1 - $233.13 $37.2K - $46.9K
1.66K $383K
XRAY
Dentsply Sirona Inc.

Healthcare
1
+ 0.01%
$27.25 - $35.63 $27.3 - $35.6
12.7K $452K
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
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