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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.
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Market Cap
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Value
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Growth
14
3
0
0
0
0
13
2
1
WILLOW CREEK WEALTH MANAGEMENT INC

Time Period2018-12-31

Total Holdings66

Total Value ($x1000)188,109
Activities
New1

Increased19

Unchanged24

Decreased22

Sold Out7

Top 10 Stock Holdingstotal 81.4%
BIV29.02

BSV24.22

IPE4.94

ITE4.45

ITR3.9

 
SST3.89

SCPB3.82

BIL2.87

LAG2.41

VNQ1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIV
29.02%
INTERMED TERM
BSV
24.22%
SHORT TRM BOND
IPE
4.94%
BARCLYS TIPS ETF
ITE
4.45%
BRCLYS INTER ETF
ITR
3.9%
INTR TRM CORP BD
SST
3.89%
SHRT TRSRY ETF
SCPB
3.82%
BARC SHT TR CP
BIL
2.87%
SPDR BLOOMBERG
LAG
2.41%
BRCLYS AGG ETF
VNQ
1.88%
REIT ETF
BLL
1.72%
COM
TIP
1.49%
TIPS BD ETF
AAPL
0.92%
COM
EXPO
0.81%
COM
IVV
0.72%
CORE S&P500 ETF
TMO
0.71%
COM
COST
0.67%
COM
CSCO
0.61%
COM
INTU
0.61%
COM
VRSN
0.61%
COM
PG
0.53%
COM
IWF
0.46%
RUS 1000 GRW ETF
WRB
0.43%
COM
DIS
0.42%
COM DISNEY
IJS
0.4%
SP SMCP600VL ETF
GOOGL
0.4%
CAP STK CL A
VTIP
0.39%
STRM INFPROIDX
IWD
0.33%
RUS 1000 VAL ETF
JNJ
0.3%
COM
SCHZ
0.29%
US AGGREGATE B
V
0.28%
COM CL A
MSFT
0.28%
COM
GOOG
0.28%
CAP STK CL C
XRAY
0.25%
COM
DBEU
0.23%
DB XTR MSCI EUR
MMM
0.22%
COM
TSLA
0.21%
COM
NWL
0.21%
COM
HON
0.2%
COM
ORCL
0.19%
COM
SCZ
0.19%
EAFE SML CP ETF
PZD
0.18%
CLEANTECH ETF
CVX
0.17%
COM
VIG
0.16%
DIV APP ETF
AFL
0.16%
COM
BRK.B
0.16%
CL B NEW
DLN
0.14%
LARGECAP DIVID
SQ
0.14%
CL A
VV
0.14%
LARGE CAP ETF
SCHF
0.14%
INTL EQTY ETF
VBR
0.14%
SM CP VAL ETF
TXN
0.13%
COM
PEP
0.13%
COM
INTC
0.13%
COM
XOM
0.13%
COM
SPY
0.12%
TR UNIT
EWJ
0.12%
MSCI JPN ETF NEW
JPM
0.12%
COM
EFA
0.12%
MSCI EAFE ETF
SCHX
0.12%
US LRG CAP ETF
IWV
0.12%
RUSSELL 3000 ETF
WFC
0.11%
COM
VWO
0.11%
FTSE EMR MKT ETF
PGR
0.11%
COM
SBUX
0.11%
COM
NYMX
0.01%
COM
IWR
0.13%
RUS MID-CAP ETF
DHR
0.13%
COM
EPP
0.12%
MSCI PAC JP ETF
IJH
0.12%
CORE S&P MCP ETF
BAC
0.12%
COM
BDX
0.12%
COM
ENPH
0.04%
COM