Tenencias informadas de la
Willow Creek Wealth Management Inc

Legal Name: WILLOW CREEK WEALTH MANAGEMENT, INC.

Período de informe: Jun 30, 2019
Fecha de vigencia: Jul 22, 2019

Seguridad	Acciones mantenidas / Cantidad principal	Valor de mercado
VANGUARD BD INDEX FD INC (921937819)	627,242	$54,256k
VANGUARD BD INDEX FD INC (921937827)	529,780	$42,663k
SPDR SERIES TRUST (78464A656)	210,271	$11,899k
SPDR SERIES TRUST (78464A672)	184,326	$11,391k
SPDR SERIES TRUST (78464A375)	296,986	$10,374k
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)	335,514	$10,065k
SPDR SERIES TRUST (78464A474)	323,151	$9,947k
Ball Corp. (058498106)	70,364	$4,925k
SPDR SERIES TRUST (78464A649)	154,941	$4,520k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	47,083	$4,115k
SPDR SERIES TRUST (78468r663)	40,926	$3,749k
ISHARES TR (464287176)	24,859	$2,871k
Apple Inc (037833100)	11,078	$2,193k
Thermo Fisher Scientific Inc (883556102)	5,942	$1,745k
VERISIGN INC (92343E102)	7,720	$1,615k
COSTCO WHSL CORP (22160K105)	6,012	$1,589k
EXPONENT INC (30214U102)	26,690	$1,562k
CISCO SYSTEMS INC (17275R102)	26,457	$1,448k
Intuit Inc (461202103)	5,377	$1,405k
ISHARES TR CORE S&P500 ETF (464287200)	4,431	$1,306k
BERKLEY W R CORP (084423102)	16,438	$1,084k
DISNEY WALT CO (254687106)	7,145	$998k
ISHARES TR RUS 1000 GRW ETF (464287614)	6,321	$995k
ISHARES (464287879)	5,672	$843k
ALPHABET INC (02079K305)	733	$794k
VANGUARD MALVERN FDS (922020805)	15,636	$771k
DENTSPLY SIRONA INC (24906P109)	12,700	$741k
VISA INC COM CL A (92826C839)	4,264	$740k
ISHARES TR RUS 1000 VAL ETF (464287598)	5,613	$714k
MICROSOFT CORP (594918104)	4,914	$658k
ISHARES (464288273)	10,446	$600k
Schwab Aggregate Bond ETF (SCH (808524839)	11,017	$584k
Alphabet Inc (02079K107)	519	$561k
HONEYWELL INTL INC (438516106)	2,925	$511k
Deutsche X-Trackers Europe Hed (233051853)	17,376	$506k
JOHNSON & JOHNSON (478160104)	3,555	$495k
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)	4,442	$486k
ORACLE CORP (68389X105)	8,245	$470k
SYSCO CORP (871829107)	6,290	$445k
INVESCO EXCHANGE TRADED FD T (46137V407)	9,158	$418k
VANGUARD INTL EQUITY INDEX F (922042775)	7,804	$398k
Chevron Corp (166764100)	3,097	$385k
AFLAC INC (001055102)	6,706	$368k
VANGUARD INDEX FDS MID CAP ETF (922908629)	2,183	$365k
3M CO (88579Y101)	2,095	$363k
VANGUARD GROUP (921908844)	3,072	$354k
PROCTER & GAMBLE CO (742718109)	3,194	$350k
VANGUARD INDEX FDS SMALL CP ET (922908751)	2,232	$350k
Square Inc (852234103)	4,806	$349k
NEWELL BRANDS INC (651229106)	21,650	$334k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	7,588	$323k
WISDOMTREE LARGECAP DIV (97717W307)	3,208	$311k
Berkshire Hathaway, Inc. (084670702)	1,438	$307k
VANGUARD INDEX FDS (922908637)	2,280	$307k
SCHWAB STRATEGIC TR (808524805)	9,439	$303k
TEXAS INSTRUMENTS (882508104)	2,579	$296k
STARBUCKS CORP (855244109)	3,496	$293k
VANGUARD INDEX FDS SM CP VAL ETF (922908611)	2,247	$293k
PROGRESSIVE CORP (743315103)	3,572	$286k
PEPSICO INC (713448108)	2,173	$285k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	927	$272k
Tesla Inc (88160R101)	1,215	$272k
DANAHER CORP (235851102)	1,871	$267k
JPMORGAN CHASE & CO (46625H100)	2,377	$266k
SCHWAB STRATEGIC TR (808524201)	3,708	$260k
ISHARES (464287465)	3,896	$256k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)	3,584	$256k
ISHARES INC (46434G822)	4,574	$250k
ISHARES RUS (464287689)	1,444	$249k
INTEL CORP (458140100)	5,083	$243k
Exxon Mobil Corp (30231G102)	3,162	$242k
ISHARES TR RUS MID CAP ETF (464287499)	4,273	$239k
ISHARES (464286665)	4,844	$229k
WALMART INC COM (931142103)	2,010	$222k
WELLS FARGO CO NEW (949746101)	4,682	$222k
MASTERCARD INC (57636Q104)	830	$220k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	1,455	$218k
Facebook Inc (30303M102)	1,081	$209k
ISHARES TR CORE S&P MCP ETF (464287507)	1,068	$208k
ACCENTURE PLC IRELAND (G1151C101)	1,119	$207k
Bank of America Corp. (060505104)	7,075	$205k
NYMOX PHARMACEUTICAL CORP (P73398102)	34,124	$49k

Tenencias informadas de la Willow Creek Wealth Management Inc

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