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| Name: |
Willow Creek Wealth Management Inc. |
| City: |
Sebastopol |
| State: |
CA |
| Zip: |
95472 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VGSR |
Vert Global Sustainable Rea... |
37 |
New |
$0.00 |
$3,364,000 |
337,724 |
0.42% |
3,364,000 |
337,724 |
0.375 |
N/A |
|
|
UNP |
Union Pacific Corp |
97 |
New |
$245.90 |
$372,000 |
1,515 |
0.05% |
372,000 |
1,515 |
0 |
Railroads |
|
|
UNH |
Unitedhealth Group Inc |
122 |
New |
$521.27 |
$257,000 |
488 |
0.03% |
257,000 |
488 |
0 |
Health Care Plans |
|
|
ESGE |
IShares MSCI EM ESG ETF |
128 |
New |
$34.23 |
$238,000 |
7,432 |
0.03% |
238,000 |
7,432 |
0.005 |
N/A |
|
|
CTAS |
Cintas Corp |
139 |
New |
$691.38 |
$219,000 |
364 |
0.03% |
219,000 |
364 |
0 |
Business Services |
|
|
IGM |
iShares S&P GSTI Tech Index Fd |
141 |
New |
$88.02 |
$214,000 |
477 |
0.03% |
214,000 |
477 |
0.005 |
Closed - End Fund - E... |
|
|
IBM |
International Business Mach... |
142 |
New |
$168.97 |
$211,000 |
1,292 |
0.03% |
211,000 |
1,292 |
0 |
Diversified Computer ... |
|
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CSX |
CSX Corp |
144 |
New |
$33.93 |
$203,000 |
5,858 |
0.03% |
203,000 |
5,858 |
0 |
Railroads |
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