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Apple shares owned by Willow Creek Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Willow Creek Wealth Management from 13F filings

Historical chart of Willow Creek Wealth Management investment in Apple

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All positions including Apple held by Willow Creek Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Willow Creek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $10M 60k 171.21
2023-06-30 $13M 64k 193.97
2023-03-31 $9.9M 60k 164.90
2022-12-31 $7.7M 59k 129.93
2022-09-30 $9.1M 66k 138.20
2022-06-30 $24M 172k 136.72
2022-03-31 $29M 168k 174.61
2021-12-31 $30M 169k 177.57
2021-09-30 $25M 175k 141.50
2021-06-30 $24M 175k 136.96
2021-03-31 $7.6M 63k 122.15
2020-12-31 $8.7M 65k 132.68
2020-09-30 $7.9M 68k 115.81
2020-06-30 $3.7M 10k 364.79
2020-03-31 $2.7M 11k 254.29
2019-12-31 $3.1M 11k 293.70
2019-09-30 $2.5M 11k 223.98
2019-06-30 $2.2M 11k 197.96
2019-03-31 $2.1M 11k 189.93
2018-12-31 $1.7M 11k 157.73
2018-09-30 $3.0M 13k 225.72
2018-06-30 $2.2M 12k 185.11
2018-03-31 $2.6M 15k 167.79
2017-12-31 $2.6M 15k 169.24
2017-09-30 $2.4M 15k 154.12
2017-06-30 $2.1M 14k 144.02
2017-03-31 $1.9M 13k 143.62
2016-12-31 $1.6M 14k 115.85
2016-09-30 $1.5M 13k 113.03
2016-06-30 $1.3M 13k 95.59
2016-03-31 $1.4M 13k 108.96
2015-12-31 $1.4M 14k 105.27
2015-09-30 $1.5M 14k 110.32
2015-06-30 $1.7M 14k 125.39
2015-03-31 $1.7M 14k 124.43
2014-12-31 $1.5M 14k 110.39

More positions owned by Willow Creek Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Apple (AAPL)
American Centy Etf Tr Avantis Responsi (AVSD)

View all positions for Willow Creek Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple