Willow Creek Wealth Management Inc. Incresed Positions in Q4 2024

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
292K
+ 28.36%
$77.02 - $78.58 $22.5M - $22.9M
1.32M $102M
DFAT
Dimensional ETF Tr U S Target

ETFs
206K
+ 11.8%
$54.54 - $61.04 $11.2M - $12.6M
1.95M $109M
DFUS
Dimensional ETF Tr U S Equity

ETFs
124K
+ 20.93%
$61.52 - $66.5 $7.6M - $8.21M
713K $45.5M
DFAI
Dimensional ETF Tr

ETFs
465K
+ 87.1%
$29.0 - $31.6 $13.5M - $14.7M
998K $29.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
779K
+ 219.71%
$25.74 - $53.78 $20M - $41.9M
1.13M $29.3M
AVLV
American Centy ETF Tr Avantis
106K
+ 44.98%
$65.51 - $71.22 $6.92M - $7.52M
340K $22.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
324K
+ 66.33%
$26.16 - $28.82 $8.49M - $9.35M
814K $21.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
116K
+ 32.56%
$74.5 - $78.37 $8.65M - $9.1M
473K $35.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
370K
+ 11.9%
$24.94 - $26.14 $9.23M - $9.68M
3.48M $87M
AVDV
American Centy ETF Tr Avantis

ETFs
81.2K
+ 49.3%
$63.85 - $70.4 $5.19M - $5.72M
246K $16M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
114K
+ 17.78%
$49.79 - $51.14 $5.67M - $5.82M
754K $37.8M
SUB
Ishares Short Term National Mu

ETFs
43.1K
+ 13.85%
$104.94 - $106.2 $4.52M - $4.58M
354K $37.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
131K
+ 26.12%
$32.65 - $33.68 $4.27M - $4.4M
631K $20.7M
DFAU
Dimensional ETF Tr

ETFs
7.15K
+ 2.24%
$39.27 - $42.38 $281K - $303K
326K $13.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
60.5K
+ 9.7%
$28.88 - $29.33 $1.75M - $1.77M
684K $19.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
69.4K
+ 16.04%
$27.8 - $29.05 $1.93M - $2.01M
502K $14M
AVUV
American Centy ETF Tr Avantis

ETFs
8.24K
+ 8.49%
$94.37 - $106.41 $777K - $876K
105K $10.2M
PL
Planet Labs Pbc

Industrials
127K
+ 46.3%
$2.1 - $4.52 $266K - $572K
400K $1.62M
AVSU
American Centy ETF Tr Avantis

ETFs
4.58K
+ 7.69%
$64.29 - $69.59 $294K - $318K
64.1K $4.24M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
40.6K
+ 7.25%
$25.25 - $26.34 $1.02M - $1.07M
600K $15.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
801
+ 0.53%
$33.92 - $36.6 $27.2K - $29.3K
152K $5.24M
GOOGL
Alphabet Inc.

Communication Services
863
+ 7.45%
$161.86 - $196.66 $140K - $170K
12.4K $2.36M
DFAR
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 5.04%
$22.72 - $25.76 $484K - $549K
444K $10.3M
GOOG
Alphabet Inc.

Communication Services
402
+ 3.21%
$163.08 - $198.16 $65.6K - $79.7K
12.9K $2.46M
AVSE
American Centy ETF Tr Avantis

ETFs
7.66K
+ 7.98%
$50.47 - $56.52 $386K - $433K
104K $5.23M
AVSD
American Centy ETF Tr Avantis

ETFs
4.67K
+ 2.37%
$55.57 - $59.89 $259K - $279K
201K $11.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36.1K
+ 432.07%
$61.68 - $67.87 $2.23M - $2.45M
44.4K $2.77M
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 53.54%
$205.18 - $250.29 $236K - $288K
3.3K $789K
WRB
Berkley W R Corp

Financial Services
11K
+ 49.99%
$56.48 - $64.94 $619K - $712K
32.9K $1.92M
ORCL
Oracle Corp

Technology
15
+ 0.25%
$165.41 - $192.43 $2.48K - $2.89K
5.91K $984K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.36K
+ 36.63%
$45.17 - $47.23 $332K - $347K
27.4K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
2.71K
+ 3.95%
$87.85 - $98.6 $238K - $268K
71.5K $6.37M
MSFT
Microsoft Corp

Technology
292
+ 8.2%
$406.35 - $454.46 $119K - $133K
3.86K $1.62M
MUB
Ishares National Muni Bond ETF

ETFs
2.71K
+ 124.35%
$105.78 - $108.7 $286K - $294K
4.88K $520K
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.2K
+ 16.18%
$25.61 - $28.0 $261K - $285K
73.2K $1.89M
VTI
Vanguard Total Stock Market Et

ETFs
672
+ 53.5%
$280.04 - $302.45 $188K - $203K
1.93K $558K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.31K
+ 14.44%
$71.75 - $75.11 $238K - $249K
26.3K $1.89M
WMT
Walmart Inc.

Consumer Defensive
3.23K
+ 206.19%
$79.1 - $95.7 $256K - $309K
4.8K $433K
SPY
Spdr S&P 500 ETF Trust

ETFs
99
+ 8.62%
$567.81 - $607.81 $56.2K - $60.2K
1.25K $731K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 15.54%
$521.84 - $558.82 $78.3K - $83.8K
1.12K $600K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.23K
+ 41.06%
$44.04 - $49.49 $142K - $160K
11.1K $489K
DSI
Ishares Msci Kld 400 Social Et

ETFs
22
+ 0.3%
$107.41 - $115.71 $2.36K - $2.55K
7.35K $810K
AFL
Aflac Inc

Financial Services
31
+ 0.47%
$100.37 - $115.27 $3.11K - $3.57K
6.61K $684K
HD
Home Depot, Inc.

Consumer Cyclical
256
+ 38.04%
$385.02 - $431.37 $98.6K - $110K
929 $361K
DISV
Dimensional ETF Tr Dimensional

ETFs
653
+ 0.52%
$26.18 - $28.77 $17.1K - $18.8K
127K $3.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
660
+ 12.3%
$113.92 - $127.38 $75.2K - $84.1K
6.03K $694K
AVEM
American Centy ETF Tr Avantis

ETFs
1.63K
+ 39.53%
$58.59 - $66.14 $95.4K - $108K
5.75K $337K
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.18K
+ 9.7%
$40.31 - $42.43 $128K - $135K
35.9K $1.46M
GE
General Electric CO

Industrials
149
+ 8.04%
$159.95 - $194.23 $23.8K - $28.9K
2K $333K
Activity Summary
Buys All Purchases 92 New Holdings 14 Increased Positions 78 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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