$498 Million is the total value of Willow Creek Wealth Management Inc.'s 118 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -2,634 | -100.0% | -0.04% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -1,104 | -100.0% | -0.04% | – |
EGP | Exit | EASTGROUP PPTYS INC | $0 | – | -911 | -100.0% | -0.04% | – |
IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -477 | -100.0% | -0.04% | – |
FB | Exit | META PLATFORMS INCcl a | $0 | – | -760 | -100.0% | -0.05% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -81 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.