WC

Willow Creek Wealth Management Inc.

13F
Willow Creek Wealth Management Inc.
Last update 2025-07-17 167 Stocks (14 new)
Value $1.11 Bil Turnover 5 %
Countries:
Top Holdings: DFAT(10.19%)BSV(10.01%)SPAB(8.51%)DFUS(4.80%)DFUV(4.13%)
Summary Stock Picks Current Portfolio
Willow Creek Wealth Management... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAT
Dimensional U.S. Targeted Value ETF
2,099,217
113,273.8
+3.42%
10.190
+0.34%
1.060
+18.02%
+2.57%
11,214.5
 
BSV
Vanguard Short-Term Bond ETF
1,414,161
111,294.5
+3.80%
10.010
+0.37%
0.290
+1.32%
+3.40%
38,433.0
 
SPAB
SPDR Portfolio Aggregate Bond ETF
3,695,021
94,592.6
+3.32%
8.510
+0.27%
1.100
+1.70%
+3.58%
8,520.8
 
DFUS
Dimensional U.S. Equity Market ETF
796,649
53,391.5
+7.10%
4.800
+0.32%
0.340
+18.73%
+8.13%
15,913.2
 
DFUV
Dimensional US Marketwide Value ETF
1,085,073
45,876.9
-0.99%
4.130
-0.04%
0.400
+12.91%
+6.99%
11,877.7
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
1,206,131
41,695.9
+7.93%
3.750
+0.28%
0.400
+13.18%
+22.94%
10,866.0
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
381,277
40,545.0
+5.11%
3.650
+0.18%
0.410
+1.84%
+2.15%
10,036.6
 
SCHP
Schwab U.S. Tips ETF
1,439,578
38,407.9
+10.72%
3.450
+0.33%
0.290
+1.56%
+4.64%
13,098.6
 
BIV
Vanguard Intermediate-Term Bond ETF
479,154
37,057.8
+0.21%
3.330
+0.01%
0.160
+2.30%
+4.77%
23,141.0
 
VTEB
Vanguard Tax-Exempt Bond ETF
675,264
33,108.2
-12.89%
2.980
-0.48%
0.090
+0.59%
-1.67%
35,646.8
 

Willow Creek Wealth Management Inc.'s Historical Top Holdings Breakdowns

Willow Creek Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Reduce
Reduce
-0.48%
●
48.13 ($48.86) 49.85
$48.49
-0.76%
Reduce -12.89%
675,264
-99,877
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Add
Add
+0.37%
●
77.74 ($78.19) 78.78
$78.42
0.29%
Add 3.8%
1,414,161
51,835
DFAT
Dimensional U.S. Targeted Value ETF
2025-06-30
Add
Add
+0.34%
●
44.8 ($50.94) 53.97
$56.66
11.23%
Add 3.42%
2,099,217
69,450
SCHP
Schwab U.S. Tips ETF
2025-06-30
Add
Add
+0.33%
●
26.18 ($26.47) 26.93
$26.58
0.42%
Add 10.72%
1,439,578
139,376
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
Add
Add
+0.32%
●
53.65 ($61.9) 67.02
$68.59
10.81%
Add 7.1%
796,649
52,789
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Add
Add
+0.28%
●
28.02 ($32.74) 34.71
$35.33
7.90%
Add 7.93%
1,206,131
88,630
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-06-30
Add
Add
+0.27%
●
24.98 ($25.28) 25.66
$25.37
0.37%
Add 3.32%
3,695,021
118,603
AVLV
Avantis U.S. Large Cap Value ETF
2025-06-30
Add
Add
+0.22%
●
56.85 ($64.41) 68.21
$70.06
8.77%
Add 9.53%
418,110
36,396
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+0.21%
●
75.17 ($86.2) 91.21
$96.24
11.65%
Add 21.4%
145,052
25,566
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-06-30
Add
Add
+0.18%
●
104.77 ($105.63) 106.34
$106.49
0.81%
Add 5.11%
381,277
18,550

Willow Creek Wealth Management Inc. Total Holding History ($B)

To

Willow Creek Wealth Management Inc.'s Asset Allocation

To

Willow Creek Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Willow Creek Wealth Management Inc.'s Hypothetical Growth since 2025-06-30

Willow Creek Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Willow Creek Wealth Management Inc.'s Holdings Heat Map

Size field:

Willow Creek Wealth Management Inc.'s Holdings Bubble Chart

Willow Creek Wealth Management Inc. News

  • 1

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