Willow-Creek-Wealth-Management

Filing Details

13F-HR2024-12-31
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% identified
97 identified56 unidentified

Holdings

153 positions
Manager:
Search and click to pin securities to the top
Page 4 of 8
46435G243
Shares:45.6K
Value:$1.1M
464287176
Shares:10.0K
Value:$1.1M
464287879
Shares:9.5K
Value:$1.0M
464287150
Shares:7.8K
Value:$1.0M
ORACLE CORP
Shares:5.9K
Value:$984.0K
Fastly, Inc.
Shares:102.5K
Value:$967.6K
464288802
Shares:7.7K
Value:$933.7K
464287598
Shares:4.6K
Value:$858.1K
464288570
Shares:7.4K
Value:$810.7K
921908844
Shares:4.1K
Value:$793.7K
JPMORGAN CHASE & CO
Shares:3.3K
Value:$790.0K
46435G193
Shares:34.0K
Value:$772.1K
025072885
Shares:7.6K
Value:$740.0K
SPDR S&P 500 ETF TRUST
Shares:1.2K
Value:$731.9K
PROCTER & GAMBLE Co
Shares:4.3K
Value:$716.4K
464287804
Shares:6.0K
Value:$694.4K
AFLAC INC
Shares:6.6K
Value:$684.2K
46137V613
Shares:15.8K
Value:$637.6K
922908751
Shares:2.6K
Value:$621.4K
922908363
Shares:1.1K
Value:$600.9K