Willow-Creek-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", "ACN", null, "ADBE", "A", "GOOGL", null, null, "AVGO", null, null, null, "AVEM", "WRB", null, null, null, null, "PL", "FSLY", "HON", "HD", "HPQ", "MCD", null, null, "INTU", null, null, null, "UNP", "ICE", "MUB", "META", "IJH", null, null, null, null, null, null, "MMC", "MA", "MSFT", "MS", "GE", null, "ORLY", "DLN", "IJR", "IWD", "ORCL", null, "IWF", "PEP", null, "PGR", "IVV", "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", null, null, null, "GLD", null, null, null, null, null, "IBM", "SBUX", "TXN", "TGT", "TMO", "BIV", "VNQ", "VO", "VV", null, "VWO", null, "IWV", null, null, null, "PRF", null, null, null, "VIG", "PSNY", "SNY", null, "AFL", "IWR", null, "AMZN", null, null, null, null, null, "VEA", "VTEB", "BND", "VBR", "BSV", "VB", "VOO", "VUSB", "VRSN", "V", "WMT", null, null, "NSC", null, "IXUS", null, "PSA", "BAC", "BRK-B", "CTAS", "CSCO", "COST", "DHR", "XRAY", null, null, null, null, "DFAX", "DFAC", "EFA", "IWB", "NEE", "QQQ", null, "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-02-14
- Total Holdings
- 153
- Total Value
- 980902346
- Accession Number
- 0001580642-25-001023
- Form Type
- 13F-HR
- Manager Name
- Willow-Creek-Wealth-Management
Data Enrichment
63% identified97 identified56 unidentified
Holdings
153 positions
Manager:
Search and click to pin securities to the top
Page 2 of 8
78464A672
Shares:501.7K
Value:$14.0M
25434V104
Shares:326.1K
Value:$13.2M
025072299
Shares:201.1K
Value:$11.2M
25434V823
Shares:443.9K
Value:$10.3M
025072877
Shares:105.2K
Value:$10.2M
25434V716
Shares:255.2K
Value:$9.7M
25434V658
Shares:377.8K
Value:$9.6M
25434V690
Shares:196.3K
Value:$6.4M
025072315
Shares:103.6K
Value:$5.2M
56170L695
Shares:424.4K
Value:$4.3M
25434V302
Shares:168.5K
Value:$4.3M
025072281
Shares:64.1K
Value:$4.2M
25434V682
Shares:124.8K
Value:$4.1M
46435U663
Shares:94.7K
Value:$4.0M
25434V781
Shares:127.3K
Value:$3.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78464A672)✕ | 501.7K | QoQ- | All Managers (Combined) | $14.0M | QoQ- |
(cusip25434V104)✕ | 326.1K | QoQ- | All Managers (Combined) | $13.2M | QoQ- |
(cusip025072299)✕ | 201.1K | QoQ- | All Managers (Combined) | $11.2M | QoQ- |
(cusip25434V823)✕ | 443.9K | QoQ- | All Managers (Combined) | $10.3M | QoQ- |
(cusip025072877)✕ | 105.2K | QoQ- | All Managers (Combined) | $10.2M | QoQ- |
(cusip25434V716)✕ | 255.2K | QoQ- | All Managers (Combined) | $9.7M | QoQ- |
(cusip25434V658)✕ | 377.8K | QoQ- | All Managers (Combined) | $9.6M | QoQ- |
301.7K | QoQ- | All Managers (Combined) | $7.5M | QoQ- | |
(cusip25434V690)✕ | 196.3K | QoQ- | All Managers (Combined) | $6.4M | QoQ- |
71.5K | QoQ- | All Managers (Combined) | $6.4M | QoQ- | |
103.3K | QoQ- YoY -0.03% (-41) | All Managers (Combined) | $6.1M | QoQ- | |
151.5K | QoQ- YoY +0.53% (+801) | All Managers (Combined) | $5.2M | QoQ- | |
(cusip025072315)✕ | 103.6K | QoQ- | All Managers (Combined) | $5.2M | QoQ- |
(cusip56170L695)✕ | 424.4K | QoQ- | All Managers (Combined) | $4.3M | QoQ- |
(cusip25434V302)✕ | 168.5K | QoQ- | All Managers (Combined) | $4.3M | QoQ- |
(cusip025072281)✕ | 64.1K | QoQ- | All Managers (Combined) | $4.2M | QoQ- |
(cusip25434V682)✕ | 124.8K | QoQ- | All Managers (Combined) | $4.1M | QoQ- |
(cusip46435U663)✕ | 94.7K | QoQ- | All Managers (Combined) | $4.0M | QoQ- |
(cusip25434V781)✕ | 127.3K | QoQ- YoY +0.51% (+653) | All Managers (Combined) | $3.4M | QoQ- |
44.4K | QoQ- | All Managers (Combined) | $2.8M | QoQ- |