Willow Creek Wealth Management Inc.
CIK: 0001632407SEC EDGAR →
Portfolio Value
$1.2T
Holdings
180
As of
Q3 2025
New Positions
34
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,153,099 | $125.3B | 10.32% |
| 2 | VANGUARD BD INDEX FDS | 1,503,962 | $118.7B | 9.77% |
| 3 | SPDR SERIES TRUST | 3,934,831 | $101.7B | 8.38% |
| 4 | DIMENSIONAL ETF TRUST | 819,697 | $59.4B | 4.89% |
| 5 | DIMENSIONAL ETF TRUST | 1,080,534 | $48.3B | 3.98% |
| 6 | DIMENSIONAL ETF TRUST | 1,320,407 | $48.0B | 3.95% |
| 7 | ISHARES TR | 421,947 | $45.1B | 3.71% |
| 8 | SCHWAB STRATEGIC TR | 1,548,759 | $41.7B | 3.44% |
| 9 | VANGUARD BD INDEX FDS | 489,501 | $38.2B | 3.15% |
| 10 | VANGUARD MUN BD FDS | 679,977 | $34.0B | 2.80% |
Quarterly Changes
Top Buys
New Positions (38)
$5.2B · 69K shares
$1.6B · 3K shares
$1.6B · 2K shares
$1.2B · 16K shares
$1.1B · 12K shares
$970.8M · 4K shares
$700.3M · 15K shares
$695.1M · 14K shares
$618.9M · 2K shares
$565.9M · 7K shares
$530.2M · 10K shares
$509.9M · 6K shares
$505.1M · 8K shares
$400.2M · 900 shares
$383.9M · 3K shares
$383.7M · 1K shares
$337.3M · 1K shares
$316.8M · 4K shares
$307.4M · 500 shares
$306.9M · 256 shares
$304.2M · 6K shares
$302.4M · 1K shares
$281.4M · 2K shares
$269.6M · 10K shares
$266.3M · 2K shares
$246.4M · 1K shares
$242.5M · 2K shares
$238.7M · 309 shares
$217.3M · 1K shares
$216.8M · 4K shares
$216.3M · 472 shares
$214.4M · 4K shares
$214.3M · 10K shares
$208.4M · 723 shares
$204.4M · 827 shares
$202.1M · 4K shares
$202.0M · 3K shares
$14.4M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 120 | $1.1T | 94.0% |
| Technology | 16 | $34.7B | 2.9% |
| Consumer Defensive | 4 | $16.6B | 1.4% |
| Communication Services | 5 | $7.4B | 0.6% |
| Healthcare | 8 | $4.5B | 0.4% |
| Unknown | 6 | $3.1B | 0.3% |
| Consumer Cyclical | 8 | $2.6B | 0.2% |
| Industrials | 8 | $2.6B | 0.2% |
| Utilities | 2 | $604.3M | 0.0% |
| Energy | 1 | $314.0M | 0.0% |
| Real Estate | 1 | $227.9M | 0.0% |
| Basic Materials | 1 | $214.3M | 0.0% |