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CIK: 0001632407
Total reported value
$1.2B
$1.2B
149 檔
28.4%
The Q2 2024 SEC filing reveals that Willow Creek Wealth Management Inc. held a total portfolio value of $1.2B, covering 149 public equity positions.
During Q2 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 | 10.66% | +10.32% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 9.98% | -7.75% | +5.85% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 9.22% | -21.47% | +2.02% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.91% | +3.98% | NEW | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.46% | +4.89% | NEW | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 3.94% | +3.71% | NEW | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.77% | +2.68% | +2.19% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.68% | +1.58% | +8.70% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.26% | -2.77% | +3.77% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.05% | +2.78% | NEW | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.75% | +1.75% | +15.11% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.30% | +3.79% | +13.22% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.14% | +0.36% | +4.94% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.13% | +2.65% | NEW | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.08% | -3.35% | -2.45% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.91% | +2.54% | NEW | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.65% | — | +0.92% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | -1.07% | — | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.51% | +2.19% | NEW | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.49% | -1.53% | +1.26% | |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.45% | -0.32% | -5.93% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.36% | +1.22% | +0.34% | |
| 23 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.17% | +1.28% | NEW | |
| 24 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.08% | +0.77% | NEW | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.02% | +1.20% | NEW | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.86% | +0.77% | NEW | |
| 27 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.80% | +1.44% | NEW | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.73% | +1.14% | NEW | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | — | -10.46% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.54% | -0.57% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.68% | — | -11.46% | |
| 32 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.57% | +0.72% | NEW | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | -1.35% | +0.09% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | +0.57% | NEW | |
| 35 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.52% | +0.87% | NEW | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.50% | +0.51% | NEW | |
| 37 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.44% | +0.42% | NEW | |
| 38 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.41% | +0.20% | +1.44% | |
| 39 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.41% | +0.55% | NEW | |
| 40 | DISV | Dimensional International Sm | ETF-Other | 0.39% | +0.36% | NEW | |
| 41 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.35% | +0.56% | NEW | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | -0.04% | +1.54% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.27% | — | +0.11% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.27% | — | -0.22% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.12% | +2.69% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | +0.10% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.25% | +0.20% | NEW | |
| 48 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.23% | — | -13.99% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | -0.05% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | +0.16% | NEW |
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 149 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, BSV, SPAB) accounted for 28.4% of total reported equity market value during Q2 2024.
During Q2 2024, Willow Creek Wealth Management Inc.'s top holdings by market value included DFAT (10.7%)、BSV (10.0%)、SPAB (9.2%). The largest single position, DFAT, represented 10.7% of total portfolio value.
In Q2 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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