Willow Creek Wealth Management Inc.

All 13F Portfolio Filings

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