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CIK: 0001632407
Total reported value
$1.2B
$1.2B
153 檔
28.1%
At the close of Q1 2024, Willow Creek Wealth Management Inc. disclosed equity holdings valued at approximately $1.2B, spread across 153 reported holdings.
During Q1 2024, Willow Creek Wealth Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 11.30% | +10.32% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 9.69% | -7.75% | +5.05% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 9.36% | -21.47% | +1.83% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.37% | +3.98% | NEW | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.16% | +4.89% | NEW | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 4.11% | +3.71% | NEW | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.83% | +2.68% | +1.07% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.50% | +1.58% | +11.45% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.24% | -2.77% | +7.88% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.24% | +2.78% | NEW | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.46% | +1.75% | +13.86% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.19% | -3.35% | +4.04% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 2.13% | +3.79% | +12.88% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.11% | +0.36% | +10.25% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.02% | +2.65% | NEW | |
| 16 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.69% | — | +0.78% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.69% | +2.54% | NEW | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.59% | -0.32% | +11.90% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -1.07% | -1.42% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.43% | +2.19% | NEW | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.36% | +1.22% | +0.03% | |
| 22 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.23% | +1.28% | NEW | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.23% | -1.53% | -1.18% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.09% | +1.20% | NEW | |
| 25 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.07% | +0.77% | NEW | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.90% | +0.77% | NEW | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | — | +22.17% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.79% | — | +28.24% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.54% | +5.05% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.61% | +1.44% | NEW | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | -1.35% | -0.09% | |
| 32 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.55% | +0.72% | NEW | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | +0.57% | NEW | |
| 34 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.52% | +1.14% | NEW | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.48% | +0.51% | NEW | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.44% | +0.20% | -3.40% | |
| 37 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.42% | +0.55% | NEW | |
| 38 | DISV | Dimensional International Sm | ETF-Other | 0.41% | +0.36% | NEW | |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.40% | +0.87% | NEW | |
| 40 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.39% | +0.42% | NEW | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | -0.04% | +400.78% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.30% | — | -0.23% | |
| 43 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.28% | +0.56% | NEW | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.28% | — | -1.49% | |
| 45 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.27% | — | — | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.26% | +0.20% | NEW | |
| 47 | WRB | Wr Berkley CORP | Stock-Financials | 0.23% | — | -0.00% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | -4.81% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.12% | +0.42% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | — | +7.23% |
According to official SEC Form 13F filings, Willow Creek Wealth Management Inc. reported a total U.S. public equity portfolio value of $1.2B across 153 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, BSV, SPAB) accounted for 28.1% of total reported equity market value during Q1 2024.
During Q1 2024, Willow Creek Wealth Management Inc.'s top holdings by market value included DFAT (11.3%)、BSV (9.7%)、SPAB (9.4%). The largest single position, DFAT, represented 11.3% of total portfolio value.
In Q1 2024, Willow Creek Wealth Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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