Willow Creek Wealth Management Inc. Reduced Holdings in Q3 2025

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.79K
- 14.96%
$100.37 - $100.74 $280K - $281K
15.9K $1.6M
VRSN
Verisign Inc

Technology
-369
- 5.13%
$263.02 - $305.98 $97.1K - $113K
6.82K $1.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.63K
- 30.23%
$81.75 - $84.54 $133K - $138K
3.77K $316K
META
Meta Platforms, Inc.

Communication Services
-136
- 18.35%
$695.21 - $791.73 $94.5K - $108K
605 $444K
V
Visa Inc.

Financial Services
-31
- 0.65%
$332.09 - $358.86 $10.3K - $11.1K
4.74K $1.62M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-146
- 7.87%
$196.15 - $217.83 $28.6K - $31.8K
1.71K $344K
ICE
Intercontinental Exchange, Inc.

Financial Services
-165
- 7.4%
$167.28 - $188.45 $27.6K - $31.1K
2.07K $348K
ACN
Accenture PLC

Technology
-25
- 2.46%
$232.56 - $304.78 $5.81K - $7.62K
991 $244K
UNP
Union Pacific Corp

Industrials
-274
- 19.52%
$214.91 - $237.16 $58.9K - $65K
1.13K $267K
VOT
Vanguard Mid Cap Growth Index

ETFs
-138
- 10.73%
$282.75 - $294.19 $39K - $40.6K
1.15K $337K
SBUX
Starbucks Corp

Consumer Cyclical
-84
- 3.2%
$81.9 - $96.86 $6.88K - $8.14K
2.54K $215K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-570
- 2.15%
$72.57 - $74.72 $41.4K - $42.6K
25.9K $1.93M
LLY
Eli Lilly & CO

Healthcare
-14
- 3.0%
$625.65 - $812.69 $8.76K - $11.4K
453 $345K
IWR
Ishares Russell Mid Cap ETF

ETFs
-366
- 10.3%
$92.26 - $97.51 $33.8K - $35.7K
3.19K $307K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-464
- 10.5%
$50.79 - $54.95 $23.6K - $25.5K
3.95K $216K
TXN
Texas Instruments Inc

Technology
-30
- 1.38%
N/A
2.15K $417K
VIG
Vanguard Dividend Appreciation

ETFs
-17
- 0.46%
N/A
3.69K $671K
Super Micro Computer Inc
-500
- 7.3%
N/A
6.35K $0
TIP
Ishares Tr Tips Bd ETF

ETFs
-59
- 0.6%
$109.11 - $111.88 $6.44K - $6.6K
9.76K $1.09M
MA
Mastercard Inc

Financial Services
-4
- 0.36%
$550.18 - $598.96 $2.2K - $2.4K
1.1K $627K
MS
Morgan Stanley

Financial Services
-226
- 9.48%
$139.09 - $161.16 $31.4K - $36.4K
2.16K $342K
PEP
Pepsico Inc

Consumer Defensive
-88
- 3.31%
$133.81 - $152.16 $11.8K - $13.4K
2.57K $361K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-675
- 13.8%
$89.32 - $107.82 $60.3K - $72.8K
4.22K $454K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-42
- 3.57%
$339.37 - $366.46 $14.3K - $15.4K
1.14K $414K
WMT
Walmart Inc.

Consumer Defensive
-78
- 1.28%
$94.4 - $104.27 $7.36K - $8.13K
6K $617K
IWV
Ishares Russell 3000 ETF

ETFs
-10
- 0.87%
$351.04 - $379.81 $3.51K - $3.8K
1.14K $433K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.32%
$357.4 - $423.42 $1.07K - $1.27K
942 $381K
AVGO
Broadcom Inc.

Technology
-76
- 6.13%
$264.74 - $369.57 $20.1K - $28.1K
1.16K $383K
AVUS
American Centy ETF Tr Avantis

ETFs
-38
- 0.53%
$101.2 - $109.16 $3.85K - $4.15K
7.09K $770K
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 0.37%
$282.78 - $316.06 $3.68K - $4.11K
3.46K $1.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 1.14%
$420.11 - $472.68 $21K - $23.6K
4.34K $2.03M
DISV
Dimensional ETF Tr Dimensional

ETFs
-582
- 0.47%
$32.78 - $35.79 $19.1K - $20.8K
124K $4.42M
AVSU
American Centy ETF Tr Avantis

ETFs
-1.81K
- 1.97%
$68.72 - $74.09 $124K - $134K
90K $6.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-11
- 0.25%
$404.94 - $499.99 $4.45K - $5.5K
4.34K $2.11M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-197
- 0.18%
$41.34 - $45.65 $8.14K - $8.99K
109K $4.93M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-320
- 0.18%
$36.04 - $38.78 $11.5K - $12.4K
179K $6.91M
GOOG
Alphabet Inc.

Communication Services
-19
- 0.15%
$175.16 - $255.24 $3.33K - $4.85K
12.8K $3.12M
DFAU
Dimensional ETF Tr

ETFs
-2.33K
- 0.63%
$42.42 - $45.96 $98.7K - $107K
366K $16.7M
DFIV
Dimensional ETF Tr

ETFs
-5.58K
- 0.76%
$42.66 - $46.53 $238K - $260K
732K $33.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.54K
- 0.42%
$41.91 - $44.87 $190K - $204K
1.08M $48.3M
Activity Summary
Buys All Purchases 99 New Holdings 16 Increased Positions 83 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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