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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 51 | $1,837,427 | 3,846 | 0.00 | 0.00 | 139 | 3.75 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 52 | $1,784,409 | 56,424 | 0.00 | 0.00 | 13,596 | 31.75 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $1,763,457 | 12,513 | 0.00 | 0.00 | 1,612 | 14.79 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 54 | $1,687,458 | 22,943 | 0.00 | 0.00 | -3,953 | -14.70 | 12-31-2023 |
