Willow Creek Wealth Management Inc. Portfolio Holdings

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

Willow Creek Wealth Management Inc. has filed its 13F form on April 01, 2024 for Q4 2023 where it was disclosed a total value porftolio of $782 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $91.4M, Spdr Portfolio Aggregate Bond with a value of $79.7M, Vanguard Bd Index Fd Inc Short with a value of $79.2M, Dimensional ETF Tr Us Marketwi with a value of $42.5M, and Ishares Short Term National Mu with a value of $32.8M.

Examining the 13F form we can see an increase of $119M in the current position value, from $663M to 782M.

Willow Creek Wealth Management Inc. is based out at Sebastopol, CA

Below you can find more details about Willow Creek Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $782 Million
ETFs: $699 Million
Technology: $28.4 Million
Consumer Defensive: $13 Million
Financial Services: $6.29 Million
Healthcare: $4.9 Million
Communication Services: $3.92 Million
Industrials: $2.92 Million
Consumer Cyclical: $1.7 Million
Other: $689,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $782 Million
  • Prior Value $663 Million
  • Filing
  • Period Q4 2023
  • Filing Date April 01, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 14 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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