Willow Creek Wealth Management Inc. Buys Sysco Corp, Danaher Corp, iShares MSCI Pacific Ex-Japan Index Fund, Sells Procter & Gamble Co

Sebastopol, CA, based Investment company Willow Creek Wealth Management Inc. buys Sysco Corp, Danaher Corp, iShares MSCI Pacific Ex-Japan Index Fund, iShares Russell Mid-Cap, iShares Core S&P Mid-Cap, Vanguard Total Stock Market, Nymox Pharmaceutical Corp, sells Procter & Gamble Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Willow Creek Wealth Management Inc.. As of 2019Q1, Willow Creek Wealth Management Inc. owns 70 stocks with a total value of $188 million. These are the details of the buys and sells.

For the details of Willow Creek Wealth Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/willow+creek+wealth+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Willow Creek Wealth Management Inc.
  1. Vanguard Intermediate-Term Bond (BIV) - 644,217 shares, 28.81% of the total portfolio. Shares reduced by 4.05%
  2. Vanguard Short-Term Bond (BSV) - 559,280 shares, 23.72% of the total portfolio. Shares reduced by 3.53%
  3. SPDR Bloomberg Barclays Intermediate Term Treasury (ITE) - 156,975 shares, 5.05% of the total portfolio. Shares added by 11.72%
  4. SPDR Portfolio Intermediate Term Corporate Bond (SPIB) - 251,418 shares, 4.58% of the total portfolio. Shares added by 13.09%
  5. Sports Media Inc (SPTS) - 277,346 shares, 4.40% of the total portfolio. New Position
New Purchase: Sysco Corp (SYY)

Willow Creek Wealth Management Inc. initiated holding in Sysco Corp. The purchase prices were between $61.37 and $67.58, with an estimated average price of $65.02. The stock is now traded at around $69.36. The impact to a portfolio due to this purchase was 0.29%. The holding were 8,267 shares as of .

New Purchase: Danaher Corp (DHR)

Willow Creek Wealth Management Inc. initiated holding in Danaher Corp. The purchase prices were between $97.62 and $132.29, with an estimated average price of $115.24. The stock is now traded at around $130.35. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,838 shares as of .

New Purchase: iShares MSCI Pacific Ex-Japan Index Fund (EPP)

Willow Creek Wealth Management Inc. initiated holding in iShares MSCI Pacific Ex-Japan Index Fund. The purchase prices were between $39.96 and $45.9, with an estimated average price of $44.2. The stock is now traded at around $46.80. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,844 shares as of .

New Purchase: iShares Russell Mid-Cap (IWR)

Willow Creek Wealth Management Inc. initiated holding in iShares Russell Mid-Cap. The purchase prices were between $45.53 and $54.18, with an estimated average price of $51.73. The stock is now traded at around $55.43. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,273 shares as of .

New Purchase: Vanguard Total Stock Market (VTI)

Willow Creek Wealth Management Inc. initiated holding in Vanguard Total Stock Market. The purchase prices were between $124.77 and $146.62, with an estimated average price of $139.34. The stock is now traded at around $149.35. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,455 shares as of .

New Purchase: iShares Core S&P Mid-Cap (IJH)

Willow Creek Wealth Management Inc. initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $195.23. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,066 shares as of .

Added: Nymox Pharmaceutical Corp (NYMX)

Willow Creek Wealth Management Inc. added to a holding in Nymox Pharmaceutical Corp by 94.31%. The purchase prices were between $1.31 and $2.71, with an estimated average price of $2.12. The stock is now traded at around $1.85. The impact to a portfolio due to this purchase was 0.02%. The holding were 34,124 shares as of .



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