Willow Creek Wealth Management Inc.

13F Filings History

Latest 13F report
Q4 2023 - Apr 1, 2024
Value $
$798M
Signature - Title
Beverly Hanson - Assistant Compliance Officer
Location
Sebastopol, CA
Summary
This page shows a list of all the recent 13F filings made by Willow Creek Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Willow Creek Wealth Management Inc. reported 145 stock holdings with total value $798M as of Q4 2023. Top holdings included DFAT, SPAB, BSV, DFUV, and SUB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 145 $798M +$93.3M -$15.7M +$77.6M DFAT, SPAB, BSV, DFUV, SUB 13F-HR 4/1/2024, 12:43 PM
Q3 2023 131 $672M +$25.5M -$44.1M -$18.7M DFAT, BSV, SPAB, VTEB, DFUV 13F-HR 11/20/2023, 01:55 PM
Q2 2023 145 $706M +$55.8M -$6.08M +$49.7M SPAB, DFAT, BSV, VTEB, DFUV 13F-HR 8/28/2023, 02:49 PM
Q1 2023 132 $648M +$27.7M -$2.3M +$25.4M SPAB, DFAT, BSV, VTEB, DFUV 13F-HR 4/24/2023, 03:14 PM
Q4 2022 131 $602M +$111M -$49.9M +$60.8M SPAB, BSV, DFAT, VTEB, DFUV 13F-HR 3/1/2023, 01:09 PM
Q3 2022 118 $515M +$59.9M -$53.3M +$6.57M SPAB, BSV, DFAT, DFUV, COST 13F-HR 10/31/2022, 03:06 PM
Q2 2022 123 $539M +$101M -$7.56M +$93.4M SPAB, BSV, DFAT, DFUV, COST 13F-HR 8/16/2022, 09:25 AM
Q1 2022 118 $498M +$41.8M -$5.75M +$36M SPAB, DFAT, BSV, AAPL, DFIV 13F-HR 5/2/2022, 05:25 PM
Q4 2021 122 $484M +$18.6M -$7.08M +$11.5M SPAB, DFAT, BSV, AAPL, DFIV 13F-HR 3/24/2022, 03:24 PM
Q3 2021 114 $451M +$36.7M -$3.35M +$33.4M SPAB, DFAT, BSV, AAPL, DFIV 13F-HR 11/15/2021, 05:14 PM
Q2 2021 112 $419M +$142M -$937K +$141M SPAB, DFAT, BSV, AAPL, SPSB 13F-HR 11/16/2021, 12:19 PM
Q1 2021 94 $272M +$23.8M -$10.2M +$13.6M SPAB, BSV, SPSB, SPIP, SPTS 13F-HR 5/17/2021, 12:57 PM
Q4 2020 89 $266M +$36.9M -$18.8M +$18.1M SPAB, BSV, FSLY, SPIP, SPSB 13F-HR 2/23/2021, 02:45 PM
Q3 2020 85 $242M +$67M -$50.3M +$16.8M SPAB, BSV, FSLY, SPIP, SPTI 13F-HR 11/12/2020, 02:50 PM
Q2 2020 78 $223M +$8.17M -$20.2M -$12M BIV, BSV, FSLY, SPIP, SPTI 13F-HR 8/11/2020, 12:54 PM
Q1 2020 65 $199M +$6.54M -$23.4M -$16.9M BIV, BSV, SPIP, SPTI, SPSB 13F-HR 5/7/2020, 09:36 AM
Q4 2019 82 $219M +$7.46M -$5.37M +$2.09M BIV, BSV, SPIP, SPTI, SPIB 13F-HR 2/3/2020, 01:40 PM
Q3 2019 85 $216M +$19.5M -$3.53M +$16M BIV, BSV, SPIP, SPTI, SPIB 13F-HR 10/15/2019, 02:10 PM
Q2 2019 82 $209M +$11.9M -$6.6M +$5.29M BIV, BSV, SPIP, SPTI, SPIB 13F-HR 7/22/2019, 05:27 PM
Q1 2019 72 $198M +$6.29M -$5.1M +$1.19M BIV, BSV, SPIP, SPTI, SPIB 13F-HR 4/25/2019, 03:30 PM
Q4 2018 66 $188M +$34.2M -$22.4M +$11.9M BIV, BSV, SPIP, SPTI, SPIB 13F-HR 1/31/2019, 01:57 PM
Q3 2018 72 $179M +$5.68M -$6.2M -$521K BIV, BSV, SPAB, SPIP, TIP 13F-HR 10/16/2018, 05:02 PM
Q2 2018 69 $178M +$7.97M -$17.9M -$9.92M BIV, BSV, SPAB, SPIP, TIP 13F-HR 7/17/2018, 03:46 PM
Q1 2018 69 $187M +$41.1M -$3.48M +$37.6M BIV, BSV, COST, SPAB, SPIP 13F-HR 4/26/2018, 01:25 PM
Q4 2017 20 $152M +$11.1M -$12.9M -$1.8M BIV, BSV, COST, SPIP, TIP 13F-HR 2/2/2018, 02:40 PM
Q3 2017 19 $153M +$5.01M -$472K +$4.54M BIV, BSV, TIP, COST, BND 13F-HR 11/6/2017, 09:17 AM
Q2 2017 20 $149M +$4.49M -$54.9K +$4.43M BIV, BSV, TIP, COST, BND 13F-HR 7/27/2017, 02:53 PM
Q1 2017 20 $145M +$8.25M -$538K +$7.71M BIV, BSV, TIP, COST, BND 13F-HR 5/8/2017, 07:55 PM
Q4 2016 20 $136M +$12.3M -$10.2K +$12.3M BIV, BSV, TIP, COST, BND 13F-HR 1/27/2017, 01:31 PM
Q3 2016 18 $127M +$5.51M -$1.41M +$4.09M BIV, BSV, TIP, COST, BALL 13F-HR 10/21/2016, 02:49 PM
Q2 2016 20 $123M +$12.9M -$1.91M +$11M BIV, BSV, TIP, COST, BALL 13F-HR 7/27/2016, 12:36 PM
Q1 2016 17 $110M +$1.78M -$5.06M -$3.27M BIV, BSV, TIP, COST, BALL 13F-HR 5/9/2016, 12:45 PM
Q4 2015 18 $111M +$3.27M -$941K +$2.33M BIV, BSV, TIP, COST, BALL 13F-HR 1/26/2016, 02:30 PM
Q3 2015 17 $108M +$1.87M -$1.12M +$748K BIV, BSV, TIP, COST, BALL 13F-HR 10/22/2015, 03:25 PM
Q2 2015 16 $107M +$3.25M -$73.9K +$3.18M BIV, BSV, TIP, COST, BALL 13F-HR 7/29/2015, 06:34 AM
Q1 2015 14 $107M +$2.54M -$255K +$2.28M BIV, BSV, TIP, COST, BALL 13F-HR 4/30/2015, 08:05 AM
Q4 2014 15 $102M $0 $0 BIV, BSV, TIP, COST, BALL 13F-HR 2/9/2015, 04:10 PM