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Willow Creek Wealth Management Inc. Buys Dimensional U.S. Targeted Value ETF, Dimensional International Value ETF, Apple Inc, Sells , , BTC iShares U.S. Oil & Gas Exploration & Productio

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Nov 16, 2021
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Sebastopol, CA, based Investment company Willow Creek Wealth Management Inc. (Current Portfolio) buys Dimensional U.S. Targeted Value ETF, Dimensional International Value ETF, Apple Inc, Robert Half International Inc, Dimensional U.S. Equity ETF, sells , , BTC iShares U.S. Oil & Gas Exploration & Productio, General Electric Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Willow Creek Wealth Management Inc.. As of 2021Q3, Willow Creek Wealth Management Inc. owns 112 stocks with a total value of $451 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. SPDR Portfolio Aggregate Bond ETF (SPAB) - 3,017,193 shares, 19.98% of the total portfolio. Shares added by 10.11%
  2. Dimensional U.S. Targeted Value ETF (DFAT) - 1,525,204 shares, 15.03% of the total portfolio. New Position
  3. Vanguard Short-Term Bond ETF (BSV) - 605,785 shares, 11.01% of the total portfolio. Shares added by 4.41%
  4. Apple Inc (AAPL) - 175,412 shares, 5.51% of the total portfolio. Shares added by 180.74%
  5. Dimensional International Value ETF (DFIV) - 663,752 shares, 4.82% of the total portfolio. New Position
New Purchase: Dimensional U.S. Targeted Value ETF (DFAT)

Willow Creek Wealth Management Inc. initiated holding in Dimensional U.S. Targeted Value ETF. The purchase prices were between $41.55 and $45.75, with an estimated average price of $44.23. The stock is now traded at around $49.469100. The impact to a portfolio due to this purchase was 15.03%. The holding were 1,525,204 shares as of 2021-09-30.

New Purchase: Dimensional International Value ETF (DFIV)

Willow Creek Wealth Management Inc. initiated holding in Dimensional International Value ETF. The purchase prices were between $32.07 and $33.47, with an estimated average price of $32.96. The stock is now traded at around $33.949600. The impact to a portfolio due to this purchase was 4.82%. The holding were 663,752 shares as of 2021-09-30.

New Purchase: Robert Half International Inc (RHI)

Willow Creek Wealth Management Inc. initiated holding in Robert Half International Inc. The purchase prices were between $84.37 and $104.26, with an estimated average price of $97.83. The stock is now traded at around $118.980000. The impact to a portfolio due to this purchase was 2.53%. The holding were 113,663 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Equity ETF (DFUS)

Willow Creek Wealth Management Inc. initiated holding in Dimensional U.S. Equity ETF. The purchase prices were between $46.35 and $49.56, with an estimated average price of $48.27. The stock is now traded at around $51.640000. The impact to a portfolio due to this purchase was 1.86%. The holding were 177,378 shares as of 2021-09-30.

New Purchase: KLA Corp (KLAC)

Willow Creek Wealth Management Inc. initiated holding in KLA Corp. The purchase prices were between $293.22 and $372.02, with an estimated average price of $333.63. The stock is now traded at around $419.330000. The impact to a portfolio due to this purchase was 1.64%. The holding were 22,031 shares as of 2021-09-30.

New Purchase: SPDR Portfolio Intermediate Term Treasury ETF (SPTI)

Willow Creek Wealth Management Inc. initiated holding in SPDR Portfolio Intermediate Term Treasury ETF. The purchase prices were between $32.23 and $32.78, with an estimated average price of $32.55. The stock is now traded at around $31.950000. The impact to a portfolio due to this purchase was 1.1%. The holding were 152,873 shares as of 2021-09-30.

Added: Apple Inc (AAPL)

Willow Creek Wealth Management Inc. added to a holding in Apple Inc by 180.74%. The purchase prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $151.115000. The impact to a portfolio due to this purchase was 3.55%. The holding were 175,412 shares as of 2021-09-30.

Added: Fastly Inc (FSLY)

Willow Creek Wealth Management Inc. added to a holding in Fastly Inc by 100.00%. The purchase prices were between $39.22 and $58.02, with an estimated average price of $46.31. The stock is now traded at around $49.190000. The impact to a portfolio due to this purchase was 0.9%. The holding were 200,000 shares as of 2021-09-30.

Added: SPDR Portfolio Short Term Corporate Bond ETF (SPSB)

Willow Creek Wealth Management Inc. added to a holding in SPDR Portfolio Short Term Corporate Bond ETF by 20.03%. The purchase prices were between $31.16 and $31.24, with an estimated average price of $31.2. The stock is now traded at around $31.055000. The impact to a portfolio due to this purchase was 0.67%. The holding were 576,984 shares as of 2021-09-30.

Added: SPDR Portfolio Short Term Treasury ETF (SPTS)

Willow Creek Wealth Management Inc. added to a holding in SPDR Portfolio Short Term Treasury ETF by 20.84%. The purchase prices were between $30.61 and $30.68, with an estimated average price of $30.64. The stock is now traded at around $30.500700. The impact to a portfolio due to this purchase was 0.65%. The holding were 552,608 shares as of 2021-09-30.

Added: Schwab U.S. Tips ETF (SCHP)

Willow Creek Wealth Management Inc. added to a holding in Schwab U.S. Tips ETF by 55.59%. The purchase prices were between $61.04 and $62.95, with an estimated average price of $62.25. The stock is now traded at around $63.665000. The impact to a portfolio due to this purchase was 0.58%. The holding were 117,107 shares as of 2021-09-30.

Added: Honeywell International Inc (HON)

Willow Creek Wealth Management Inc. added to a holding in Honeywell International Inc by 305.75%. The purchase prices were between $212.28 and $234.18, with an estimated average price of $226.13. The stock is now traded at around $222.830000. The impact to a portfolio due to this purchase was 0.29%. The holding were 8,326 shares as of 2021-09-30.

Sold Out: (ITE)

Willow Creek Wealth Management Inc. sold out a holding in . The sale prices were between $32.23 and $32.78, with an estimated average price of $32.55.

Sold Out: (MBG)

Willow Creek Wealth Management Inc. sold out a holding in . The sale prices were between $25.56 and $25.79, with an estimated average price of $25.67.

Sold Out: BTC iShares U.S. Oil & Gas Exploration & Productio (IEO)

Willow Creek Wealth Management Inc. sold out a holding in BTC iShares U.S. Oil & Gas Exploration & Productio. The sale prices were between $46.13 and $58.66, with an estimated average price of $51.67.

Sold Out: General Electric Co (GE)

Willow Creek Wealth Management Inc. sold out a holding in General Electric Co. The sale prices were between $96 and $107.84, with an estimated average price of $103.28.



Here is the complete portfolio of Willow Creek Wealth Management Inc.. Also check out:

1. Willow Creek Wealth Management Inc.'s Undervalued Stocks
2. Willow Creek Wealth Management Inc.'s Top Growth Companies, and
3. Willow Creek Wealth Management Inc.'s High Yield stocks
4. Stocks that Willow Creek Wealth Management Inc. keeps buying
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