Willow Creek Wealth Management Inc. Reduced Holdings in Q4 2024

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-42K
- 69.89%
$91.29 - $91.8 $3.84M - $3.86M
18.1K $1.66M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-27.1K
- 52.17%
$100.16 - $100.7 $2.72M - $2.73M
24.9K $2.5M
FSLY
Fastly, Inc.

Technology
-99.5K
- 49.26%
$6.33 - $11.34 $630K - $1.13M
103K $967K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-15.7K
- 14.5%
$21.43 - $22.55 $336K - $353K
92.3K $1.99M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.48K
- 19.82%
$106.33 - $110.69 $264K - $274K
10K $1.07M
XRAY
Dentsply Sirona Inc.

Healthcare
-3
- 0.02%
$17.26 - $26.12 $51.8 - $78.4
12.7K $241K
ADBE
Adobe Inc.

Technology
-3
- 0.4%
$437.39 - $552.96 $1.31K - $1.66K
748 $332K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.47K
- 35.55%
$75.1 - $82.99 $110K - $122K
2.66K $200K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.48K
- 17.43%
$48.33 - $49.08 $120K - $122K
11.7K $567K
DFAE
Dimensional ETF Tr

ETFs
-12.4K
- 6.87%
$25.36 - $28.15 $315K - $350K
169K $4.27M
SBUX
Starbucks Corp

Consumer Cyclical
-505
- 15.24%
$87.44 - $102.5 $44.2K - $51.8K
2.81K $255K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-20
- 0.46%
$501.29 - $612.85 $10K - $12.3K
4.35K $2.26M
UNP
Union Pacific Corp

Industrials
-125
- 8.25%
$223.15 - $249.32 $27.9K - $31.2K
1.39K $316K
INTU
Intuit Inc

Technology
-103
- 2.79%
$602.01 - $706.25 $62K - $72.7K
3.59K $2.25M
PG
Procter & Gamble CO

Consumer Defensive
-900
- 17.4%
$161.05 - $179.7 $145K - $162K
4.27K $716K
NSC
Norfolk Southern Corp

Industrials
-113
- 9.78%
$230.6 - $277.0 $26.1K - $31.3K
1.04K $244K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.69K
- 10.33%
$30.18 - $33.87 $50.9K - $57.1K
14.6K $450K
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 4.11%
$288.47 - $316.54 $9.52K - $10.4K
769 $222K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-594
- 7.99%
$33.39 - $37.66 $19.8K - $22.4K
6.84K $228K
TSLA
Tesla, Inc.

Consumer Cyclical
-326
- 35.21%
$213.65 - $479.86 $69.6K - $156K
600 $242K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-694
- 11.36%
$77.23 - $82.11 $53.6K - $57K
5.42K $421K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-277
- 18.47%
$442.29 - $483.08 $123K - $134K
1.22K $554K
DFAX
Dimensional ETF Tr
-4.62K
- 1.51%
$24.76 - $27.04 $114K - $125K
302K $7.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-691
- 17.97%
$570.51 - $610.59 $394K - $422K
3.16K $1.86M
HON
Honeywell International Inc

Industrials
-70
- 2.98%
$202.84 - $236.0 $14.2K - $16.5K
2.28K $514K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-90
- 4.64%
$209.89 - $233.24 $18.9K - $21K
1.85K $392K
IWR
Ishares Russell Mid Cap ETF

ETFs
-232
- 5.11%
$87.25 - $95.52 $20.2K - $22.2K
4.31K $380K
VV
Vanguard Large Cap ETF

ETFs
-178
- 12.06%
$260.27 - $280.65 $46.3K - $50K
1.3K $350K
NEE
Nextera Energy Inc

Utilities
-158
- 4.19%
$69.77 - $85.43 $11K - $13.5K
3.61K $258K
BAC
Bank Of America Corp

Financial Services
-1.14K
- 14.01%
$39.22 - $47.77 $44.6K - $54.4K
6.99K $307K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-89
- 0.93%
$104.59 - $118.05 $9.31K - $10.5K
9.5K $1.03M
TXN
Texas Instruments Inc

Technology
-33
- 1.49%
N/A
2.18K $424K
IWV
Ishares Russell 3000 ETF

ETFs
-50
- 4.31%
$323.08 - $349.08 $16.2K - $17.5K
1.11K $370K
IBM
International Business Machines Corp

Technology
-27
- 2.09%
$204.9 - $238.04 $5.53K - $6.43K
1.27K $278K
IWD
Ishares Russell 1000 Val ETF

ETFs
-73
- 1.55%
$183.23 - $199.79 $13.4K - $14.6K
4.64K $858K
LLY
Eli Lilly & CO

Healthcare
-10
- 2.08%
$727.2 - $932.06 $7.27K - $9.32K
470 $362K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-24
- 2.52%
$481.22 - $538.17 $11.5K - $12.9K
928 $474K
PGR
Progressive Corp

Financial Services
-479
- 17.93%
$239.6 - $268.88 $115K - $129K
2.19K $525K
MA
Mastercard Inc

Financial Services
-12
- 1.09%
$491.3 - $536.15 $5.9K - $6.43K
1.09K $571K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-280
- 3.52%
$118.0 - $127.04 $33K - $35.6K
7.68K $933K
META
Meta Platforms, Inc.

Communication Services
-19
- 2.71%
$554.08 - $632.68 $10.5K - $12K
682 $402K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-616
- 1.7%
$63.58 - $71.15 $39.2K - $43.8K
35.6K $2.32M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-31
- 0.4%
$124.26 - $134.12 $3.85K - $4.16K
7.81K $1M
V
Visa Inc.

Financial Services
-56
- 1.18%
$273.87 - $320.91 $15.3K - $18K
4.71K $1.49M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.22K
- 1.27%
$41.09 - $45.94 $50K - $55.9K
94.7K $3.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-339
- 7.04%
$370.24 - $418.94 $126K - $142K
4.48K $1.8M
DFIV
Dimensional ETF Tr

ETFs
-1.61K
- 0.22%
$34.86 - $37.97 $56.3K - $61.3K
747K $26.5M
CSCO
Cisco Systems, Inc.

Technology
-41
- 0.04%
$52.45 - $60.02 $2.15K - $2.46K
103K $6.11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-53.4K
- 4.68%
$40.38 - $44.35 $2.16M - $2.37M
1.09M $44.5M
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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