$107 Million is the total value of Willow Creek Wealth Management Inc.'s 16 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EXPO | New | EXPONENT INC | $788,000 | – | 17,600 | +100.0% | 0.73% | – |
VNQ | New | VANGUARD INDEX FDSreit etf | $773,000 | – | 10,353 | +100.0% | 0.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 37 | Q4 2023 | 44.0% |
VANGUARD BD INDEX FDS | 37 | Q4 2023 | 32.0% |
ISHARES TR | 37 | Q4 2023 | 12.4% |
COSTCO WHSL CORP NEW | 37 | Q4 2023 | 6.4% |
APPLE INC | 37 | Q4 2023 | 6.2% |
CISCO SYS INC | 37 | Q4 2023 | 2.0% |
W R BERKLEY CORPORATION | 37 | Q4 2023 | 0.6% |
BALL CORP | 35 | Q2 2023 | 2.5% |
VANGUARD INDEX FDS | 35 | Q4 2023 | 2.1% |
EXPONENT INC | 35 | Q4 2023 | 0.9% |
View Willow Creek Wealth Management Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-01 |
13F-HR | 2023-11-20 |
13F-HR | 2023-08-28 |
13F-HR | 2023-04-24 |
13F-HR | 2023-03-01 |
13F-HR | 2022-10-31 |
13F-HR | 2022-08-16 |
13F-HR | 2022-05-02 |
13F-HR | 2022-03-24 |
13F-HR | 2021-11-16 |
View Willow Creek Wealth Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.