Willow Creek Wealth Management Inc. 13F Holdings
CIK 0001632407
As of Sep 30, 2025, Willow Creek Wealth Management Inc. reported 180 positions worth
CIK 0001632407
As of Sep 30, 2025, Willow Creek Wealth Management Inc. reported 180 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 2,153,099 | 25.3M | 10.32% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 1,503,962 | 18.7M | 9.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 3,934,831 | 01.7M | 8.38% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 819,697 | $59.4M | 4.89% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 1,080,534 | $48.3M | 3.98% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 1,320,407 | $48.0M | 3.95% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 421,947 | $45.1M | 3.71% |
| SCHWAB US TIPS ETF | SCHP | — | 1,548,759 | $41.7M | 3.44% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 489,501 | $38.2M | 3.15% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 679,977 | $34.0M | 2.80% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 732,358 | $33.8M | 2.78% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 1,107,756 | $33.6M | 2.76% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 444,586 | $32.1M | 2.65% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 962,189 | $30.9M | 2.54% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 299,193 | $26.6M | 2.19% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 699,809 | $23.7M | 1.95% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 745,398 | $21.9M | 1.80% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 638,861 | 7.4M | 1.44% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 593,737 | 7.2M | 1.41% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 365,649 | 6.7M | 1.38% |
| STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF | SPIP | — | 620,526 | 6.3M | 1.34% |
| AMERICAN CENTY ETF TR | AVSD | — | 217,469 | 5.6M | 1.28% |
| APPLE INC | AAPL | Technology | 60,737 | 5.5M | 1.27% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 16,174 | 5.0M | 1.23% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 146,054 | 4.5M | 1.20% |