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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
15
3
0
0
0
0
14
2
1
WILLOW CREEK WEALTH MANAGEMENT INC

Time Period2019-03-31

Total Holdings72

Total Value ($x1000)198,345
Activities
New6

Increased24

Unchanged26

Decreased16

Sold Out0

Top 10 Stock Holdingstotal 79.16%
BIV27.26

BSV22.44

IPE5.18

ITE4.78

ITR4.33

 
SST4.16

SCPB4.1

BIL2.53

LAG2.3

VNQ2.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIV
27.26%
INTERMED TERM
BSV
22.44%
SHORT TRM BOND
IPE
5.18%
BARCLYS TIPS ETF
ITE
4.78%
BRCLYS INTER ETF
ITR
4.33%
INTR TRM CORP BD
SST
4.16%
SHRT TRSRY ETF
SCPB
4.1%
BARC SHT TR CP
BIL
2.53%
SPDR BLOOMBERG
LAG
2.3%
BRCLYS AGG ETF
VNQ
2.08%
REIT ETF
BLL
2.05%
COM
TIP
1.41%
TIPS BD ETF
AAPL
1.05%
COM
TMO
0.82%
COM
EXPO
0.78%
COM
IVV
0.77%
CORE S&P500 ETF
INTU
0.77%
COM
COST
0.77%
COM
CSCO
0.72%
COM
VRSN
0.71%
COM
IWF
0.5%
RUS 1000 GRW ETF
WRB
0.47%
COM
GOOGL
0.44%
CAP STK CL A
IJS
0.42%
SP SMCP600VL ETF
PG
0.42%
COM
DIS
0.4%
COM DISNEY
VTIP
0.38%
STRM INFPROIDX
IWD
0.35%
RUS 1000 VAL ETF
V
0.34%
COM CL A
XRAY
0.32%
COM
GOOG
0.31%
CAP STK CL C
JNJ
0.31%
COM
MSFT
0.29%
COM
SCHZ
0.29%
US AGGREGATE B
SYY
0.28%
COM
DBEU
0.25%
DB XTR MSCI EUR
HON
0.23%
COM
ORCL
0.22%
COM
MMM
0.22%
COM
SCZ
0.2%
EAFE SML CP ETF
PZD
0.2%
CLEANTECH ETF
CVX
0.19%
COM
SQ
0.18%
CL A
TSLA
0.17%
COM
VIG
0.17%
DIV APP ETF
AFL
0.17%
COM
NWL
0.17%
COM
DLN
0.15%
LARGECAP DIVID
VV
0.15%
LARGE CAP ETF
VBR
0.15%
SM CP VAL ETF
BRK.B
0.15%
CL B NEW
SCHF
0.15%
INTL EQTY ETF
TXN
0.14%
COM
INTC
0.14%
COM
PEP
0.13%
COM
SPY
0.13%
TR UNIT
PGR
0.13%
COM
SBUX
0.13%
COM
XOM
0.13%
COM
EFA
0.13%
MSCI EAFE ETF
SCHX
0.13%
US LRG CAP ETF
EWJ
0.13%
MSCI JPN ETF NEW
IWV
0.12%
RUSSELL 3000 ETF
DHR
0.12%
COM
VWO
0.12%
FTSE EMR MKT ETF
JPM
0.12%
COM
IWR
0.12%
RUS MID-CAP ETF
WFC
0.11%
COM
EPP
0.11%
MSCI PAC JP ETF
VTI
0.11%
TOTAL STK MKT
IJH
0.1%
CORE S&P MCP ETF
NYMX
0.03%
COM