Willow Creek Wealth Management Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsebastopol, CA
- CIK0001632407
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
153 | $980.90M | DFAT, BSV, KRE, DFUS | 13F-HR | Feb 14, 2025 | 000158064225001023 | ||
145 | $797.76M | DFAT, KRE, BSV, DFUV | 13F-HR | Apr 1, 2024 | 000158064224001890 | ||
131 | $671.61M | DFAT, BSV, KRE, VANGUARD MUN BD FDS | 13F-HR | Nov 20, 2023 | 000158064223006260 | ||
145 | $705.94M | KRE, DFAT, BSV, VANGUARD MUN BD FDS | 13F-HR | Aug 28, 2023 | 000158064223004509 | ||
132 | $648.31M | KRE, DFAT, BSV, VANGUARD MUN BD FDS | 13F-HR | Apr 24, 2023 | 000158064223002220 | ||
131 | $603.00K | KRE, BSV, DFAT, VANGUARD MUN BD FDS | 13F-HR | Mar 1, 2023 | 000158064223001142 | ||
118 | $515.30M | KRE, BSV, DFAT, DFUV | 13F-HR | Oct 31, 2022 | 000158064222005451 | ||
123 | $539.11M | KRE, BSV, DFAT, DFUV | 13F-HR | Aug 16, 2022 | 000158064222004123 | ||
118 | $497.53M | KRE, DFAT, BSV, AAPL | 13F-HR | May 2, 2022 | 000158064222002419 | ||
122 | $483.70M | KRE, DFAT, BSV, AAPL | 13F-HR | Mar 24, 2022 | 000158064222001661 | ||
114 | $451.32M | KRE, DFAT, BSV, AAPL | 13F-HR | Nov 15, 2021 | 000158064221005469 | ||
112 | $418.98M | KRE, DFAT, BSV, AAPL | 13F-HR | Nov 16, 2021 | 000158064221005482 | ||
94 | $272.17M | KRE, BSV, SPSB, SPDR SER TR | 13F-HR | May 17, 2021 | 000158064221002390 | ||
89 | $265.58M | KRE, BSV, FSLY, SPDR SER TR | 13F-HR | Feb 23, 2021 | 000158064221000763 | ||
85 | $242.48M | KRE, BSV, FSLY, SPDR SER TR | 13F-HR | Nov 12, 2020 | 000158064220004160 | ||
78 | $222.77M | BIV, BSV, FSLY, SPDR SER TR | 13F-HR | Aug 11, 2020 | 000158064220002964 | ||
65 | $198.67M | BIV, BSV, SPDR SER TR, SPDR SER TR | 13F-HR | May 7, 2020 | 000158064220002060 | ||
82 | $219.05M | BIV, BSV, SPDR SER TR, SPDR SER TR | 13F-HR | Feb 3, 2020 | 000158064220000468 | ||
85 | $215.74M | BIV, BSV, SPDR SER TR, SPDR SER TR | 13F-HR | Oct 15, 2019 | 000158064219004717 | ||
82 | $208.73M | BIV, BSV, SPDR SER TR, SPDR SER TR | 13F-HR | Jul 22, 2019 | 000158064219003298 | ||
72 | $198.34M | BIV, BSV, SPDR SER TR, SPDR SER TR | 13F-HR | Apr 25, 2019 | 000158064219002098 | ||
66 | $188.11M | BIV, BSV, SPDR SER TR, SPDR SER TR | 13F-HR | Jan 31, 2019 | 000158064219000449 | ||
72 | $179.34M | BIV, BSV, KRE, SPDR SER TR | 13F-HR | Oct 16, 2018 | 000158064218004918 | ||
69 | $177.75M | BIV, BSV, KRE, SPDR SER TR | 13F-HR | Jul 17, 2018 | 000158064218003418 | ||
69 | $186.73M | BIV, BSV, COST, KRE | 13F-HR | Apr 26, 2018 | 000117266118000969 | ||
20 | $151.62M | BIV, BSV, COST, SPDR SER TR | 13F-HR | Feb 2, 2018 | 000117266118000234 | ||
19 | $153.25M | BIV, BSV, TIP, COST | 13F-HR | Nov 6, 2017 | 000117266117001882 | ||
20 | $148.57M | BIV, BSV, TIP, COST | 13F-HR | Jul 27, 2017 | 000117266117001411 | ||
20 | $144.88M | BIV, BSV, TIP, COST | 13F-HR | May 9, 2017 | 000117266117000965 | ||
20 | $135.57M | BIV, BSV, TIP, COST | 13F-HR | Jan 27, 2017 | 000117266117000186 | ||
18 | $127.00M | BIV, BSV, TIP, COST | 13F-HR | Oct 21, 2016 | 000117266116004056 | ||
20 | $122.95M | BIV, BSV, TIP, COST | 13F-HR | Jul 27, 2016 | 000117266116003622 | ||
17 | $110.38M | BIV, BSV, TIP, COST | 13F-HR | May 9, 2016 | 000117266116003212 | ||
18 | $111.00M | BIV, BSV, TIP, COST | 13F-HR | Jan 26, 2016 | 000117266116002330 | ||
17 | $108.35M | BIV, BSV, TIP, COST | 13F-HR | Oct 22, 2015 | 000117266115001836 | ||
16 | $107.44M | BIV, BSV, TIP, COST | 13F-HR | Jul 29, 2015 | 000117266115001410 | ||
14 | $106.53M | BIV, BSV, TIP, COST | 13F-HR | Apr 30, 2015 | 000117266115000977 | ||
15 | $102.23M | BIV, BSV, TIP, COST | 13F-HR | Feb 9, 2015 | 000117266115000297 |