HoldingsChannel.com
Willow Creek Wealth Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD BD INDEX FD INC (BIV) 608,790 -18,452 $53,574
     BIV608,790-18,452$53,574
VANGUARD BD INDEX FD INC (BSV) 523,584 -6,196 $42,300
     BSV523,584-6,196$42,300
SPDR SERIES TRUST (IPE) 450,754 +240,483 $12,856
     IPE450,754+240,483$12,856
SPDR SERIES TRUST (ITE) 409,855 +225,529 $12,816
     ITE409,855+225,529$12,816
SPDR SERIES TRUST (SPIB) 333,884 +36,898 $11,779
     SPIB333,884+36,898$11,779
SPDR SERIES TRUST (SPTS) 382,057 +46,543 $11,469
     SPTS382,057+46,543$11,469
SPDR SERIES TRUST (SPSB) 369,054 +45,903 $11,385
     SPSB369,054+45,903$11,385
BALL CORP 70,364 UNCH $5,123
     BLL70,364UNCH$5,123
SPDR SERIES TRUST (SPAB) 159,358 +4,417 $4,723
     SPAB159,358+4,417$4,723
VANGUARD INDEX FDS (VNQ) 44,317 -2,766 $4,133
     VNQ44,317-2,766$4,133
SPDR SERIES TRUST (BIL) 35,466 -5,460 $3,248
     BIL35,466-5,460$3,248
ISHARES TR (TIP) 24,403 -456 $2,838
     TIP24,403-456$2,838
APPLE INC 11,028 -50 $2,470
     AAPL11,028-50$2,470
EXPONENT INC 26,690 UNCH $1,866
     EXPO26,690UNCH$1,866
THERMO FISHER SCIENTIFIC INC 5,959 +17 $1,736
     TMO5,959+17$1,736
COSTCO WHSL CORP NEW 5,831 -181 $1,680
     COST5,831-181$1,680
ISHARES TR (IVV) 4,907 +476 $1,465
     IVV4,907+476$1,465
VERISIGN INC 7,652 -68 $1,443
     VRSN7,652-68$1,443
INTUIT 5,127 -250 $1,363
     INTU5,127-250$1,363
CISCO SYS INC 26,823 +366 $1,325
     CSCO26,823+366$1,325
BERKLEY W R CORP 16,438 UNCH $1,187
     WRB16,438UNCH$1,187
ISHARES TR (IWF) 6,291 -30 $1,004
     IWF6,291-30$1,004
DISNEY WALT CO 7,401 +256 $964
     DIS7,401+256$964
ALPHABET INC 784 +51 $957
     GOOGL784+51$957
ISHARES TR (IJS) 5,672 UNCH $852
     IJS5,672UNCH$852
VISA INC 4,591 +327 $790
     V4,591+327$790
VANGUARD MALVERN FDS (VTIP) 15,187 -449 $745
     VTIP15,187-449$745
ISHARES TR (IWD) 5,558 -55 $713
     IWD5,558-55$713
MICROSOFT CORP 4,898 -16 $681
     MSFT4,898-16$681
DENTSPLY SIRONA INC 12,700 UNCH $677
     XRAY12,700UNCH$677
ALPHABET INC 519 UNCH $633
     GOOG519UNCH$633
SCHWAB STRATEGIC TR 11,089 +72 $597
     SCHZ11,089+72$597
ISHARES TR (SCZ) 10,326 -120 $591
     SCZ10,326-120$591
DBX ETF TR (DBEU) 17,376 UNCH $518
     DBEU17,376UNCH$518
SYSCO CORP 6,406 +116 $509
     SYY6,406+116$509
ISHARES TR (DSI) 4,417 -25 $490
     DSI4,417-25$490
ORACLE CORP 8,422 +177 $463
     ORCL8,422+177$463
JOHNSON & JOHNSON 3,555 UNCH $460
     JNJ3,555UNCH$460
INVESCO EXCHANGE TRADED FD T (PZD) 9,220 +62 $411
     PZD9,220+62$411
PROCTER & GAMBLE CO 3,274 +80 $407
     PG3,274+80$407
NEWELL BRANDS INC 21,650 UNCH $405
     NWL21,650UNCH$405
VANGUARD INTL EQUITY INDEX F (VEU) 7,472 -332 $373
     VEU7,472-332$373
CHEVRON CORP NEW 3,097 UNCH $367
     CVX3,097UNCH$367
VANGUARD INDEX FDS (VO) 2,189 +6 $367
     VO2,189+6$367
VANGUARD GROUP (VIG) 3,032 -40 $363
     VIG3,032-40$363
AFLAC INC 6,706 UNCH $351
     AFL6,706UNCH$351
HONEYWELL INTL INC 2,024 -901 $342
     HON2,024-901$342
VANGUARD INDEX FDS (VB) 2,223 -9 $342
     VB2,223-9$342
3M CO 2,025 -70 $333
     MMM2,025-70$333
TEXAS INSTRS INC 2,579 UNCH $333
     TXN2,579UNCH$333

See Full List: All Stocks Held By Willow Creek Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Willow Creek Wealth Management Inc.

Size ($ in 1000's)
At 09/30/2019: $215,742
At 06/30/2019: $208,733

Willow Creek Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Willow Creek Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Willow Creek Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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