Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLOW CREEK WEALTH MANAGEMENT INC | 04-01-2024 | 12-31-2023 | 145 | 797,756,104 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US LARGECAP DIVD | 101 | $405,582 | 6,110 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 102 | $390,090 | 952 | 0.00 | 0.00 | -42 | -4.23 | 12-31-2023 |
| MERCK & CO INC | COM | 103 | $384,950 | 3,531 | 0.00 | 0.00 | 781 | 28.40 | 12-31-2023 |
| DANAHER CORPORATION | COM | 104 | $383,099 | 1,656 | 0.00 | 0.00 | 201 | 13.81 | 12-31-2023 |
