WCWM
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Willow Creek Wealth Management’s Target TGT Stock Holding History

Willow Creek Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,742
Closed -$235K – 160
2024
Q4 		$235K Buy
1,742
+75
+4% +$10.7K 0.02% 143
2024
Q3 		$260K Buy
1,667
+19
+1% +$2.83K 0.03% 138
2024
Q2 		$244K Sell
1,648
-1
-0.1% -$157 0.03% 139
2024
Q1 		$292K Sell
1,649
-53
-3% -$8.06K 0.03% 123
2023
Q4 		$242K Buy
+1,702
New +$208K 0.03% 126
2023
Q3 		– Sell
-1,655
Closed -$218K – 143
2023
Q2 		$218K Buy
1,655
+8
+0.5% +$1.19K 0.03% 136
2023
Q1 		$273K Hold
1,647
– – 0.04% 112
2022
Q4 		$245K Hold
1,647
– – 0.04% 112
2022
Q3 		$244K Buy
+1,647
New +$264K 0.05% 104

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return