Willow Creek Wealth Management Inc. Buys SPDR Bloomberg Barclays Intermediate Term Treasury, SPDR Portfolio Intermediate Term Corporate Bond, SPDR Portfolio Short Term Corporate Bond, Sells SPDR Bloomberg Barclays 1-3 Month T-Bill, Vanguard Total Bond Mar

Sebastopol, CA, based Investment company Willow Creek Wealth Management Inc. buys SPDR Bloomberg Barclays Intermediate Term Treasury, SPDR Portfolio Intermediate Term Corporate Bond, SPDR Portfolio Short Term Corporate Bond, Vanguard Div Appreciation, Becton, Dickinson and Co, iShares Core S&P Mid-Cap, Starbucks Corp, sells SPDR Bloomberg Barclays 1-3 Month T-Bill, Vanguard Total Bond Market ETF, Summit State Bank, Alphabet Inc, Facebook Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Willow Creek Wealth Management Inc.. As of 2018-09-30, Willow Creek Wealth Management Inc. owns 70 stocks with a total value of $171 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 http://www.gurufocus.com/StockBuy.php?GuruName=Willow+Creek+Wealth+Management+Inc.

These are the top 5 holdings of Willow Creek Wealth Management Inc.
  1. Vanguard Intermediate-Term Bond (BIV) - 743,226 shares, 34.99% of the total portfolio. Shares reduced by 0.14%
  2. Vanguard Short-Term Bond (BSV) - 679,519 shares, 31.02% of the total portfolio. Shares reduced by 3.06%
  3. SPDR Portfolio Aggregate Bond (SPAB) - 364,664 shares, 5.91% of the total portfolio. Shares reduced by 1.22%
  4. iShares TIPS Bond (TIP) - 34,965 shares, 2.26% of the total portfolio. Shares reduced by 1.42%
  5. Vanguard Real Estate (VNQ) - 44,049 shares, 2.08% of the total portfolio. Shares added by 4.01%
New Purchase: SPDR Bloomberg Barclays Intermediate Term Treasury (ITE)

Willow Creek Wealth Management Inc. initiated holding in SPDR Bloomberg Barclays Intermediate Term Treasury. The purchase prices were between $58.03 and $58.82, with an estimated average price of $58.47. The stock is now traded at around $57.90. The impact to a portfolio due to this purchase was 0.86%. The holding were 25,346 shares as of 2018-09-30.

New Purchase: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

Willow Creek Wealth Management Inc. initiated holding in SPDR Portfolio Intermediate Term Corporate Bond. The purchase prices were between $33.17 and $33.49, with an estimated average price of $33.31. The stock is now traded at around $33.06. The impact to a portfolio due to this purchase was 0.58%. The holding were 29,901 shares as of 2018-09-30.

New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

Willow Creek Wealth Management Inc. initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.11 and $30.26, with an estimated average price of $30.18. The stock is now traded at around $30.10. The impact to a portfolio due to this purchase was 0.37%. The holding were 20,722 shares as of 2018-09-30.

New Purchase: Vanguard Div Appreciation (VIG)

Willow Creek Wealth Management Inc. initiated holding in Vanguard Div Appreciation. The purchase prices were between $101.53 and $112.45, with an estimated average price of $107.43. The stock is now traded at around $106.62. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,339 shares as of 2018-09-30.

New Purchase: Becton, Dickinson and Co (BDX)

Willow Creek Wealth Management Inc. initiated holding in Becton, Dickinson and Co. The purchase prices were between $238.9 and $262.4, with an estimated average price of $252.49. The stock is now traded at around $244.30. The impact to a portfolio due to this purchase was 0.12%. The holding were 793 shares as of 2018-09-30.

New Purchase: Starbucks Corp (SBUX)

Willow Creek Wealth Management Inc. initiated holding in Starbucks Corp. The purchase prices were between $48.61 and $57.45, with an estimated average price of $52.87. The stock is now traded at around $57.81. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,615 shares as of 2018-09-30.

Sold Out: Vanguard Total Bond Market ETF (BND)

Willow Creek Wealth Management Inc. sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $78.44 and $79.51, with an estimated average price of $79.05.

Sold Out: Summit State Bank (SSBI)

Willow Creek Wealth Management Inc. sold out a holding in Summit State Bank. The sale prices were between $15.1 and $16.09, with an estimated average price of $15.58.

Sold Out: Facebook Inc (FB)

Willow Creek Wealth Management Inc. sold out a holding in Facebook Inc. The sale prices were between $160.3 and $217.5, with an estimated average price of $181.03.

Sold Out: CVS Health Corp (CVS)

Willow Creek Wealth Management Inc. sold out a holding in CVS Health Corp. The sale prices were between $63.78 and $79.59, with an estimated average price of $71.49.

Reduced: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Willow Creek Wealth Management Inc. reduced to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill by 59.79%. The sale prices were between $91.44 and $91.6, with an estimated average price of $91.52. The stock is now traded at around $91.52. The impact to a portfolio due to this sale was -0.96%. Willow Creek Wealth Management Inc. still held 12,031 shares as of 2018-09-30.

Reduced: Alphabet Inc (GOOG)

Willow Creek Wealth Management Inc. reduced to a holding in Alphabet Inc by 29.44%. The sale prices were between $1102.89 and $1268.33, with an estimated average price of $1197.94. The stock is now traded at around $1121.28. The impact to a portfolio due to this sale was -0.14%. Willow Creek Wealth Management Inc. still held 501 shares as of 2018-09-30.

Reduced: Intel Corp (INTC)

Willow Creek Wealth Management Inc. reduced to a holding in Intel Corp by 28.6%. The sale prices were between $44.93 and $52.43, with an estimated average price of $48.66. The stock is now traded at around $45.94. The impact to a portfolio due to this sale was -0.05%. Willow Creek Wealth Management Inc. still held 4,353 shares as of 2018-09-30.

Reduced: Exxon Mobil Corp (XOM)

Willow Creek Wealth Management Inc. reduced to a holding in Exxon Mobil Corp by 20.28%. The sale prices were between $76.94 and $86.6, with an estimated average price of $81.76. The stock is now traded at around $81.20. The impact to a portfolio due to this sale was -0.04%. Willow Creek Wealth Management Inc. still held 3,574 shares as of 2018-09-30.



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