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CIK: 0001632407
Total reported value
$1.2B
$1.2B
155 檔
30.7%
In Q3 2024, Willow Creek Wealth Management Inc.'s U.S. equity holdings reached a combined market value of $1.2B, distributed across 155 disclosed stock positions.
During Q3 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 | 10.68% | +10.32% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 10.01% | -7.75% | +5.84% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 9.24% | -21.47% | +4.12% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.74% | +3.98% | NEW | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.53% | +4.89% | NEW | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 3.78% | +3.71% | NEW | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.63% | +1.58% | +1.92% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.56% | +2.68% | +0.09% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.23% | -2.77% | +4.85% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 2.92% | +2.78% | NEW | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.86% | +1.75% | +9.09% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.54% | +3.79% | +11.62% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.18% | +2.65% | NEW | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.11% | +0.36% | +2.68% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.03% | +2.54% | NEW | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.98% | -3.35% | +1.35% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.62% | +2.19% | NEW | |
| 18 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.59% | — | +1.42% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.51% | -1.53% | -0.88% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | -1.07% | -5.28% | |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.40% | -0.32% | +0.55% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.34% | +1.22% | +0.54% | |
| 23 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.24% | +1.28% | NEW | |
| 24 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.17% | +0.77% | NEW | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.04% | +1.20% | NEW | |
| 26 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.95% | +1.44% | NEW | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.85% | +0.77% | NEW | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.76% | +1.14% | NEW | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.54% | -0.05% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.69% | — | +10.31% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.65% | — | +1.64% | |
| 32 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.59% | +0.72% | NEW | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -1.35% | -0.04% | |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.54% | +0.87% | NEW | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | +0.57% | NEW | |
| 36 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.48% | +0.42% | NEW | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.48% | +0.51% | NEW | |
| 38 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.43% | +0.55% | NEW | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.41% | +0.20% | +0.25% | |
| 40 | DISV | Dimensional International Sm | ETF-Other | 0.38% | +0.36% | NEW | |
| 41 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.36% | +0.56% | NEW | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.28% | — | -0.18% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | -0.04% | -3.92% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.24% | +0.20% | NEW | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.23% | — | -1.10% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.12% | +0.15% | |
| 47 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.22% | — | -0.25% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | — | — | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | +0.16% | NEW | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | -11.59% |
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 155 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, BSV, SPAB) accounted for 30.7% of total reported equity market value during Q3 2024.
During Q3 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 Q3 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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