Willow Creek Wealth Management Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Sebastopol, CA
CIK
0001632407
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 145 797,756 DFAT, SPAB, BSV, DFUV 13F-HR 4/1/2024 000158064224001890
Q3 2023 131 671,610 DFAT, BSV, SPAB, VTEB 13F-HR 11/20/2023 000158064223006260
Q2 2023 145 705,939 SPAB, DFAT, BSV, VTEB 13F-HR 8/28/2023 000158064223004509
Q1 2023 132 648,312 SPAB, DFAT, BSV, VTEB 13F-HR 4/24/2023 000158064223002220
Q4 2022 131 602,288 SPAB, BSV, DFAT, VTEB 13F-HR 3/1/2023 000158064223001142
Q3 2022 118 515,304 SPAB, BSV, DFAT, DFUV 13F-HR 10/31/2022 000158064222005451
Q2 2022 123 539,114 SPAB, BSV, DFAT, DFUV 13F-HR 8/16/2022 000158064222004123
Q1 2022 118 497,533 SPAB, DFAT, BSV, AAPL 13F-HR 5/2/2022 000158064222002419
Q4 2021 122 483,704 SPAB, DFAT, BSV, AAPL 13F-HR 3/24/2022 000158064222001661
Q3 2021 114 451,322 SPAB, DFAT, BSV, AAPL 13F-HR 11/15/2021 000158064221005469
Q2 2021 112 418,983 SPAB, DFAT, BSV, AAPL 13F-HR 11/16/2021 000158064221005482
Q1 2021 94 272,170 SPAB, BSV, SPSB, SPIP 13F-HR 5/17/2021 000158064221002390
Q4 2020 89 265,581 SPAB, BSV, FSLY, SPIP 13F-HR 2/23/2021 000158064221000763
Q3 2020 85 242,482 SPAB, BSV, FSLY, SPIP 13F-HR 11/12/2020 000158064220004160
Q2 2020 78 222,766 BIV, BSV, FSLY, SPIP 13F-HR 8/11/2020 000158064220002964
Q1 2020 65 198,674 BIV, BSV, SPIP, SPTI 13F-HR 5/7/2020 000158064220002060
Q4 2019 82 219,051 BIV, BSV, SPIP, SPTI 13F-HR 2/3/2020 000158064220000468
Q3 2019 85 215,742 BIV, BSV, SPIP, SPTI 13F-HR 10/15/2019 000158064219004717
Q2 2019 82 208,733 BIV, BSV, SPIP, SPTI 13F-HR 7/22/2019 000158064219003298
Q1 2019 72 198,345 BIV, BSV, SPIP, SPTI 13F-HR 4/25/2019 000158064219002098
Q4 2018 66 188,109 BIV, BSV, SPIP, SPTI 13F-HR 1/31/2019 000158064219000449
Q3 2018 72 179,343 BIV, BSV, SPAB, SPIP 13F-HR 10/16/2018 000158064218004918
Q2 2018 69 177,753 BIV, BSV, SPAB, SPIP 13F-HR 7/17/2018 000158064218003418
Q1 2018 69 186,734 BIV, BSV, COST, SPAB 13F-HR 4/26/2018 000117266118000969
Q4 2017 20 151,619 BIV, BSV, COST, SPIP 13F-HR 2/2/2018 000117266118000234
Q3 2017 19 153,246 BIV, BSV, TIP, COST 13F-HR 11/6/2017 000117266117001882
Q2 2017 20 148,575 BIV, BSV, TIP, COST 13F-HR 7/27/2017 000117266117001411
Q1 2017 20 144,881 BIV, BSV, TIP, COST 13F-HR 5/9/2017 000117266117000965
Q4 2016 20 135,569 BIV, BSV, TIP, COST 13F-HR 1/27/2017 000117266117000186
Q3 2016 18 126,996 BIV, BSV, TIP, COST 13F-HR 10/21/2016 000117266116004056
Q2 2016 20 122,952 BIV, BSV, TIP, COST 13F-HR 7/27/2016 000117266116003622
Q1 2016 17 110,382 BIV, BSV, TIP, COST 13F-HR 5/9/2016 000117266116003212
Q4 2015 18 111,004 BIV, BSV, TIP, COST 13F-HR 1/26/2016 000117266116002330
Q3 2015 17 108,351 BIV, BSV, TIP, COST 13F-HR 10/22/2015 000117266115001836
Q2 2015 16 107,438 BIV, BSV, TIP, COST 13F-HR 7/29/2015 000117266115001410
Q1 2015 14 106,525 BIV, BSV, TIP, COST 13F-HR 4/30/2015 000117266115000977
Q4 2014 15 102,230 BIV, BSV, TIP, COST 13F-HR 2/9/2015 000117266115000297