Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WILLOW CREEK WEALTH MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 22, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
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 |
|
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