Willow Creek Wealth Management as of Dec. 31, 2014
Portfolio Holdings for Willow Creek Wealth Management
Willow Creek Wealth Management holds 15 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF (BIV) | 44.0 | $45M | 531k | 84.68 | |
| Vanguard Short-Term Bond ETF (BSV) | 28.5 | $29M | 365k | 79.95 | |
| iShares Barclays TIPS Bond Fund (TIP) | 12.4 | $13M | 113k | 112.01 | |
| Costco Wholesale Corporation (COST) | 5.8 | $5.9M | 42k | 141.76 | |
| Ball Corporation (BALL) | 2.4 | $2.4M | 35k | 68.16 | |
| Jarden Corporation | 1.5 | $1.5M | 32k | 47.88 | |
| Apple (AAPL) | 1.5 | $1.5M | 14k | 110.39 | |
| DENTSPLY International | 0.7 | $677k | 13k | 53.31 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $675k | 11k | 60.88 | |
| Cisco Systems (CSCO) | 0.6 | $649k | 23k | 27.80 | |
| Wells Fargo & Company (WFC) | 0.6 | $636k | 12k | 54.86 | |
| W.R. Berkley Corporation (WRB) | 0.6 | $562k | 11k | 51.28 | |
| Hennessy Advisors (HNNA) | 0.3 | $362k | 17k | 21.94 | |
| PowerShares Cleantech Portfolio | 0.3 | $332k | 12k | 28.98 | |
| Summit State Bank (SSBI) | 0.2 | $201k | 15k | 13.89 |
