Willow Creek Wealth Management Inc. Portfolio Holdings
Q3 2025•179 long positions•$1.2B portfolio value
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Holding182 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $125.3M 10.37% | +$3.1M Bought | — 2.2M shares | 2.1M → 2.2M +$3.1M | +2.57% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $118.7M 9.82% | +$7.1M Bought | — 1.5M shares | 1.4M → 1.5M +$7.1M | +6.35% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $101.7M 8.41% | +$6.2M Bought | — 3.9M shares | 3.7M → 3.9M +$6.2M | +6.49% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $59.4M 4.91% | +$1.7M Bought | — 819.7K shares | 796.6K → 819.7K +$1.7M | +2.89% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $48.3M 3.99% | -$202.8K Sold | — 1.1M shares | 1.1M → 1.1M −$202.8K | -0.42% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $48.0M 3.97% | +$4.2M Bought | — 1.3M shares | 1.2M → 1.3M +$4.2M | +9.47% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $45.1M 3.73% | +$4.3M Bought | — 421.9K shares | 381.3K → 421.9K +$4.3M | +10.67% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $41.7M 3.45% | +$2.9M Bought | — 1.5M shares | 1.4M → 1.5M +$2.9M | +7.58% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $38.2M 3.16% | +$808.0K Bought | — 489.5K shares | 479.2K → 489.5K +$808.0K | +2.16% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $34.0M 2.82% | +$236.0K Bought | — 680.0K shares | 675.3K → 680.0K +$236.0K | +0.7% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $33.8M 2.79% | -$257.3K Sold | — 732.4K shares | 737.9K → 732.4K −$257.3K | -0.76% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $33.6M 2.78% | +$1.1M Bought | — 1.1M shares | 1.1M → 1.1M +$1.1M | +3.48% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $32.1M 2.66% | +$1.9M Bought | — 444.6K shares | 418.1K → 444.6K +$1.9M | +6.33% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $30.9M 2.55% | +$1.6M Bought | — 962.2K shares | 911.1K → 962.2K +$1.6M | +5.61% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $26.6M 2.2% | +$352.4K Bought | — 299.2K shares | 295.2K → 299.2K +$352.4K | +1.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $23.7M 1.96% | +$799.6K Bought | — 699.8K shares | 676.2K → 699.8K +$799.6K | +3.49% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $21.9M 1.81% | +$573.1K Bought | — 745.4K shares | 725.9K → 745.4K +$573.1K | +2.69% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $17.4M 1.44% | +$2.1M Bought | — 638.9K shares | 560.7K → 638.9K +$2.1M | +13.93% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $17.2M 1.42% | +$470.0K Bought | — 593.7K shares | 577.5K → 593.7K +$470.0K | +2.82% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $16.7M 1.38% | -$106.4K Sold | — 365.6K shares | 368.0K → 365.6K −$106.4K | -0.63% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $16.3M 1.35% | +$289.5K Bought | — 620.5K shares | 609.5K → 620.5K +$289.5K | +1.81% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.6M 1.29% | +$70.2K Bought | — 217.5K shares | 216.5K → 217.5K +$70.2K | +0.45% | — — | Q2 2022 Held for 3y 5m | |
Consumer Electronics Technology | $15.5M 1.28% | +$7.4K Bought | 0.0% 60.7K shares | 60.7K → 60.7K +$7.4K | +0.05% | $3.78T Mega Cap | Q4 2014 Held for 10y 11m | |
Discount Stores Consumer Defensive | $15.0M 1.24% | +$69.4K Bought | 0.004% 16.2K shares | 16.1K → 16.2K +$69.4K | +0.47% | $410.27B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $14.5M 1.2% | +$99.7K Bought | — 146.1K shares | 145.1K → 146.1K +$99.7K | +0.69% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $13.9M 1.15% | +$346.2K Bought | — 326.9K shares | 318.8K → 326.9K +$346.2K | +2.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.5M 0.872% | +$132.3K Bought | — 257.4K shares | 254.1K → 257.4K +$132.3K | +1.27% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.4M 0.776% | +$17.0K Bought | — 299.0K shares | 298.5K → 299.0K +$17.0K | +0.18% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $9.3M 0.771% | +$117.7K Bought | — 391.0K shares | 386.1K → 391.0K +$117.7K | +1.28% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.7M 0.723% | +$46.0K Bought | — 137.5K shares | 136.7K → 137.5K +$46.0K | +0.53% | — — | Q2 2022 Held for 3y 5m | |
Communication Equipment Technology | $7.4M 0.609% | +$4.2K Bought | 0.003% 107.6K shares | 107.6K → 107.6K +$4.2K | +0.06% | $270.48B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $6.9M 0.572% | -$12.3K Sold | — 179.2K shares | 179.5K → 179.2K −$12.3K | -0.18% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.8M 0.563% | +$97.8K Bought | — 165.7K shares | 163.4K → 165.7K +$97.8K | +1.46% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.8M 0.56% | +$204.8K Bought | — 74.0K shares | 71.8K → 74.0K +$204.8K | +3.12% | — — | Q2 2015 Held for 10y 5m | |
ETF ETF | $6.6M 0.548% | -$132.9K Sold | — 90.0K shares | 91.8K → 90.0K −$132.9K | -1.97% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.2M 0.51% | +$176.4K Bought | — 195.5K shares | 189.9K → 195.5K +$176.4K | +2.95% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.1M 0.418% | +$255.5K Bought | — 474.3K shares | 450.3K → 474.3K +$255.5K | +5.33% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.9M 0.407% | -$8.9K Sold | — 109.3K shares | 109.5K → 109.3K −$8.9K | -0.18% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.4M 0.366% | -$20.8K Sold | — 123.9K shares | 124.5K → 123.9K −$20.8K | -0.47% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $3.1M 0.26% | +$1.5M Bought | — 5.1K shares | 2.7K → 5.1K +$1.5M | +90.56% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $3.1M 0.258% | -$4.6K Sold | 0.0% 12.8K shares | 12.8K → 12.8K −$4.6K | -0.15% | $2.95T Mega Cap | Q1 2018 Held for 7y 8m | |
Internet Content & Information Communication Services | $3.0M 0.25% | +$486.2 Bought | 0.0% 12.4K shares | 12.4K → 12.4K +$486.2 | +0.02% | $2.95T Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $2.9M 0.236% | +$22.9K Bought | — 87.2K shares | 86.5K → 87.2K +$22.9K | +0.81% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.8M 0.228% | +$717.9 Bought | — 42.2K shares | 42.2K → 42.2K +$717.9 | +0.03% | — — | Q3 2018 Held for 7y 2m | |
Insurance - Property & Casualty Financial Services | $2.5M 0.209% | — | 0.009% 33.0K shares | — | — | $29.1B Large Cap | Q4 2014 Held for 10y 11m | |
Software - Application Technology | $2.5M 0.203% | — | 0.001% 3.6K shares | — | — | $190.40B Large Cap | Q1 2018 Held for 7y 8m | |
Software - Infrastructure Technology | $2.5M 0.203% | +$247.6K Bought | 0.0% 4.7K shares | 4.3K → 4.7K +$247.6K | +11.24% | $3.85T Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $2.4M 0.202% | +$958.4 Bought | — 35.7K shares | 35.7K → 35.7K +$958.4 | +0.04% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.1M 0.178% | +$105.8K Bought | — 3.2K shares | 3.1K → 3.2K +$105.8K | +5.18% | — — | Q1 2018 Held for 7y 8m | |
Medical - Diagnostics & Research Healthcare | $2.1M 0.174% | -$5.3K Sold | 0.001% 4.3K shares | 4.4K → 4.3K −$5.3K | -0.25% | $183.15B Large Cap | Q1 2018 Held for 7y 8m |
