Willow Creek Wealth Management Inc. ETFs

Willow Creek Wealth Management Inc.

$945 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$731,000 0.08% of portfolio	1,248	Q4 2024 Added 8.62%
IJR Ishares Core S&P Sm Cap ETF	$0	$694,000 0.07% of portfolio	6,027	Q4 2024 Added 12.3%
PRF Invesco Exchange Traded Fd Tr	$0	$637,000 0.07% of portfolio	15,805	Q3 2023 Added 400.0%
VB Vanguard Small Cap ETF	$0	$621,000 0.07% of portfolio	2,586	Q4 2024 Added 0.9%
VOO Vanguard Index Fds S&P 500 ETF	$0	$600,000 0.06% of portfolio	1,115	Q4 2024 Added 15.54%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$567,000 0.06% of portfolio	11,728	Q4 2024 Reduced 17.43%
MUB Ishares National Muni Bond ETF	$0	$520,000 0.06% of portfolio	4,884	Q4 2024 Added 124.35%
VWO Vanguard Ftse Emerging Mkts Et	$0	$489,000 0.05% of portfolio	11,107	Q4 2024 Added 41.06%
VCEB Vanguard World Fd Esg U S Corp	$0	$488,000 0.05% of portfolio	7,873	Q4 2024 Added 7.32%
QQQ Invesco Qqq Trust, Series 1	$0	$474,000 0.05% of portfolio	928	Q4 2024 Reduced 2.52%
DFSV Dimensional ETF Tr Dimensional	$0	$450,000 0.05% of portfolio	14,629	Q4 2024 Reduced 10.33%
VO Vanguard Mid Cap ETF	$0	$434,000 0.05% of portfolio	1,646	Q4 2024 Added 5.92%
DLN Wisdomtree Tr U.S Largecap Div	$0	$421,000 0.04% of portfolio	5,416	Q4 2024 Reduced 11.36%
IWB Ishares Tr Russell 1000 ETF	$0	$392,000 0.04% of portfolio	1,219	Q4 2024 Added 2.44%
IXUS Ishares Tr	$0	$391,000 0.04% of portfolio	5,925	Q4 2024 Added 2.7%
IWR Ishares Russell Mid Cap ETF	$0	$380,000 0.04% of portfolio	4,306	Q4 2024 Reduced 5.11%
IWV Ishares Russell 3000 ETF	$0	$370,000 0.04% of portfolio	1,109	Q4 2024 Reduced 4.31%
VEA Vanguard Ftse Developed Market	$0	$353,000 0.04% of portfolio	7,384	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$350,000 0.04% of portfolio	1,298	Q4 2024 Reduced 12.06%
GLD Spdr Gold Trust	$109B	$338,000 0.04% of portfolio	1,399	Q4 2024 New
AVEM American Centy ETF Tr Avantis	$0	$337,000 0.04% of portfolio	5,746	Q4 2024 Added 39.53%
AGG Ishares Core U.S. Aggregate Bo	$0	$327,000 0.03% of portfolio	3,378	Q3 2023 Reduced 0.38%
VBR Vanguard Small Cap Value ETF	$0	$293,000 0.03% of portfolio	1,481	Q4 2023 Reduced 0.87%
IGM Ishares Expanded Tech Sector E	$0	$292,000 0.03% of portfolio	2,862	Q4 2024 Added 500.0%
CGGO Capital Group Global Growth Eq	$0	$287,000 0.03% of portfolio	9,842	Q4 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$228,000 0.02% of portfolio	6,838	Q4 2024 Reduced 7.99%
SHY Ishares Barclays 1 3 Year Trea	$0	$223,000 0.02% of portfolio	2,731	Q4 2024 Reduced 25.65%
IOO Ishares Tr Global 100 ETF	$0	$223,000 0.02% of portfolio	2,219	Q4 2024 New
SPYX Spdr S&P 500 Fossil Fuel Reser	$0	$220,000 0.02% of portfolio	4,573	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$200,000 0.02% of portfolio	2,656	Q4 2024 Reduced 35.55%

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