$266 Million is the total value of Willow Creek Wealth Management Inc.'s 89 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMF | New | ISHARES TRcalif mun bd etf | $362,000 | – | 5,758 | +100.0% | 0.14% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $304,000 | – | 5,500 | +100.0% | 0.11% | – |
| IWB | New | ISHARES TRrus 1000 etf | $293,000 | – | 1,381 | +100.0% | 0.11% | – |
| JPM | New | JPMORGAN CHASE & CO | $235,000 | – | 1,853 | +100.0% | 0.09% | – |
| IBML | New | ISHARES TRibonds dec2023 | $219,000 | – | 8,358 | +100.0% | 0.08% | – |
| COUP | New | COUPA SOFTWARE INC | $212,000 | – | 625 | +100.0% | 0.08% | – |
| BPFH | New | BOSTON PRIVATE FINL HLDGS IN | $106,000 | – | 12,500 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 36 | Q3 2023 | 44.0% |
| VANGUARD BD INDEX FDS | 36 | Q3 2023 | 32.0% |
| ISHARES TR | 36 | Q3 2023 | 12.4% |
| COSTCO WHSL CORP NEW | 36 | Q3 2023 | 6.4% |
| APPLE INC | 36 | Q3 2023 | 6.2% |
| CISCO SYS INC | 36 | Q3 2023 | 2.0% |
| W R BERKLEY CORPORATION | 36 | Q3 2023 | 0.6% |
| BALL CORP | 35 | Q2 2023 | 2.5% |
| VANGUARD INDEX FDS | 34 | Q3 2023 | 2.1% |
| EXPONENT INC | 34 | Q3 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.