HoldingsChannel.com
Willow Creek Wealth Management Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BIV) 550,937 +8,832 $51,342
     BIV550,937+8,832$51,342
VANGUARD BD INDEX FDS (BSV) 475,582 +10,423 $39,530
     BSV475,582+10,423$39,530
FASTLY INC 200,000 -178,120 $17,026
     FSLY200,000-178,120$17,026
SPDR SER TR (SPIP) 457,066 +9,230 $13,776
     SPIP457,066+9,230$13,776
SPDR SER TR (SPTI) 382,136 +11,872 $12,695
     SPTI382,136+11,872$12,695
SPDR SER TR (SPIB) 333,645 +10,931 $12,188
     SPIB333,645+10,931$12,188
SPDR SER TR (SPSB) 385,903 +16,189 $12,094
     SPSB385,903+16,189$12,094
SPDR SER TR (SPTS) 383,429 +21,778 $11,779
     SPTS383,429+21,778$11,779
BALL CORP 70,364 UNCH $4,890
     BLL70,364UNCH$4,890
SPDR SER TR (SPAB) 139,614 -10,107 $4,308
     SPAB139,614-10,107$4,308
APPLE INC 10,110 -551 $3,688
     AAPL10,110-551$3,688
ISHARES TR (TIP) 21,346 +634 $2,626
     TIP21,346+634$2,626
VANGUARD INDEX FDS (VNQ) 32,257 -547 $2,533
     VNQ32,257-547$2,533
THERMO FISHER SCIENTIFIC INC 5,858 UNCH $2,123
     TMO5,858UNCH$2,123
COSTCO WHSL CORP NEW 5,860 +60 $1,777
     COST5,860+60$1,777
EXPONENT INC 20,810 UNCH $1,684
     EXPO20,810UNCH$1,684
VERISIGN INC 7,652 UNCH $1,583
     VRSN7,652UNCH$1,583
INTUIT 4,955 -172 $1,468
     INTU4,955-172$1,468
ISHARES TR (IVV) 4,656 +1 $1,442
     IVV4,656+1$1,442
CISCO SYS INC 26,140 -725 $1,219
     CSCO26,140-725$1,219
ISHARES TR (IWF) 5,960 -398 $1,144
     IWF5,960-398$1,144
ALPHABET INC 729 -13 $1,034
     GOOGL729-13$1,034
SCHWAB STRATEGIC TR 17,218 +8,970 $1,033
     SCHP17,218+8,970$1,033
MICROSOFT CORP 4,691 -446 $955
     MSFT4,691-446$955
BERKLEY W R CORP 16,438 UNCH $942
     WRB16,438UNCH$942
VISA INC 4,388 -41 $848
     V4,388-41$848
ALPHABET INC 519 -7 $734
     GOOG519-7$734
ISHARES TR (IJS) 5,661 UNCH $681
     IJS5,661UNCH$681
VANGUARD MALVERN FDS (VTIP) 13,512 UNCH $678
     VTIP13,512UNCH$678
DENTSPLY SIRONA INC 12,700 UNCH $560
     XRAY12,700UNCH$560
ISHARES TR (ITOT) 8,010 +8,010 $556
     ITOT8,010+8,010$556
JOHNSON & JOHNSON 3,952 -113 $556
     JNJ3,952-113$556
ISHARES TR (IWD) 4,710 UNCH $530
     IWD4,710UNCH$530
ISHARES TR (DSI) 4,224 -8 $499
     DSI4,224-8$499
ISHARES TR (ESML) 19,509 +2,182 $489
     ESML19,509+2,182$489
VANGUARD SPECIALIZED FUNDS (VIG) 3,835 UNCH $449
     VIG3,835UNCH$449
DISNEY WALT CO 3,945 -468 $440
     DIS3,945-468$440
ORACLE CORP 7,786 -180 $430
     ORCL7,786-180$430
VANGUARD INDEX FDS (VB) 2,816 UNCH $410
     VB2,816UNCH$410
SYSCO CORP 6,290 -116 $344
     SYY6,290-116$344
SQUARE INC 3,216 -1,000 $337
     SQ3,216-1,000$337
ISHARES TR (IEO) 9,844 +9,844 $332
     IEO9,844+9,844$332
VANGUARD INDEX FDS (VV) 2,280 UNCH $326
     VV2,280UNCH$326
DANAHER CORPORATION 1,822 UNCH $322
     DHR1,822UNCH$322
CHEVRON CORP NEW 3,458 -124 $309
     CVX3,458-124$309
3M CO 1,984 UNCH $309
     MMM1,984UNCH$309
INTEL CORP 5,083 -481 $304
     INTC5,083-481$304
TEXAS INSTRS INC 2,382 -197 $302
     TXN2,382-197$302
WISDOMTREE TR 3,208 UNCH $298
     DLN3,208UNCH$298
HONEYWELL INTL INC 1,999 -25 $289
     HON1,999-25$289

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 06/30/2020: $222,766
At 03/31/2020: $198,674

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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