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Willow Creek Wealth Management Inc. → CWT

Willow Creek Wealth Management Inc. CWT Position History

California Water Service Group

Quarters held
2
Latest value
$701K
Q3 2026
Peak value
$737K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$737K
Q3 2026$701K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$701K15.2K——
Q2 2026$737K15.2K——

Other funds holding CWT

Other Willow Creek Wealth Management Inc. positions

VGES

VANGUARD BD INDEX FDS

$140.3M
VGES

VANGUARD BD INDEX FDS

$137.9M
VGES

VANGUARD BD INDEX FDS

$118.7M
STT-PG

SPDR SERIES TRUST

$115.9M
STT-PG

SPDR SERIES TRUST

$114.4M
STT-PG

SPDR SERIES TRUST

$101.7M
CRDO

DIMENSIONAL ETF TRUST

$59.3M
CRDO

DIMENSIONAL ETF TRUST

$58.4M
Willow Creek Wealth Management Inc. CWT Holdings: 13F Position History | Track13F