Willow Creek Wealth Management Inc.
CIK: 0001632407SEC EDGAR →
Portfolio Value
$1.2B
Holdings
180
As of
Q3 2025
New Positions
34
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,153,099 | $125.3M | 10.32% |
| 2 | VANGUARD BD INDEX FDS | 1,503,962 | $118.7M | 9.77% |
| 3 | SPDR SERIES TRUST | 3,934,831 | $101.7M | 8.38% |
| 4 | DIMENSIONAL ETF TRUST | 819,697 | $59.4M | 4.89% |
| 5 | DIMENSIONAL ETF TRUST | 1,080,534 | $48.3M | 3.98% |
| 6 | DIMENSIONAL ETF TRUST | 1,320,407 | $48.0M | 3.95% |
| 7 | ISHARES TR | 421,947 | $45.1M | 3.71% |
| 8 | SCHWAB STRATEGIC TR | 1,548,759 | $41.7M | 3.44% |
| 9 | VANGUARD BD INDEX FDS | 489,501 | $38.2M | 3.15% |
| 10 | VANGUARD MUN BD FDS | 679,977 | $34.0M | 2.80% |
Quarterly Changes
Top Buys
New Positions (16)
$1.6M · 3K shares
$700K · 15K shares
$566K · 7K shares
$505K · 8K shares
$400K · 900 shares
$384K · 3K shares
$302K · 1K shares
$281K · 2K shares
$270K · 10K shares
$246K · 1K shares
$216K · 472 shares
$214K · 10K shares
$206K · 1K shares
$204K · 827 shares
$202K · 4K shares
$202K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 120 | $1.1B | 94.0% |
| Technology | 16 | $34.7M | 2.9% |
| Consumer Defensive | 4 | $16.6M | 1.4% |
| Communication Services | 5 | $7.4M | 0.6% |
| Healthcare | 8 | $4.5M | 0.4% |
| Unknown | 6 | $3.1M | 0.3% |
| Consumer Cyclical | 8 | $2.6M | 0.2% |
| Industrials | 8 | $2.6M | 0.2% |
| Utilities | 2 | $604K | 0.0% |
| Energy | 1 | $314K | 0.0% |
| Real Estate | 1 | $228K | 0.0% |
| Basic Materials | 1 | $214K | 0.0% |