Willow Creek Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Willow Creek Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$566K	Buy	+7,389	New	+$542K	0.05%	100

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willow Creek Wealth Management's CSM Position: Q3 2025 in Review

Willow Creek Wealth Management opened a new position in ProShares Large Cap Core Plus (CSM) in Q3 2025: 7,389 shares worth $566K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings.

102 funds tracked by Wall St. Rank hold CSM as of Q3 2025.

Willow Creek Wealth Management held 7,389 shares of ProShares Large Cap Core Plus worth $566K as of Q3 2025.
ProShares Large Cap Core Plus was a new Willow Creek Wealth Management position in Q3 2025.
ProShares Large Cap Core Plus made up 0.05% of Willow Creek Wealth Management's portfolio in Q3 2025, its #100 holding.
102 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.