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CIK: 0001632407
Total reported value
$1.2B
$1.2B
167 檔
34.5%
In Q2 2025, Willow Creek Wealth Management Inc.'s U.S. equity holdings reached a combined market value of $1.2B, distributed across 167 disclosed stock positions.
During Q2 2025, 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 | 10.19% | +10.32% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 10.01% | -7.75% | +3.80% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 8.51% | -21.47% | +3.32% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.80% | +4.89% | NEW | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.13% | +3.98% | NEW | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.75% | +3.79% | +7.93% | |
| 7 | SUB | Ishares Short-term National | ETF-Other | 3.65% | +3.71% | NEW | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.45% | +1.75% | +10.72% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.33% | +1.58% | +0.21% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.98% | +2.68% | -12.88% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.91% | -2.77% | +0.07% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.84% | +2.78% | NEW | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.57% | +2.65% | NEW | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.43% | +2.54% | NEW | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.11% | +2.19% | NEW | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.04% | +0.36% | +3.68% | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.91% | -3.35% | +3.90% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.49% | -0.32% | +9.18% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -1.07% | — | |
| 20 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.43% | — | +1.02% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.40% | +1.22% | +6.58% | |
| 22 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.35% | +1.44% | NEW | |
| 23 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.32% | +1.28% | NEW | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.19% | +1.20% | NEW | |
| 25 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.13% | +1.14% | NEW | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.12% | -1.53% | +0.31% | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.90% | +0.87% | NEW | |
| 28 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.81% | +0.77% | NEW | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.79% | +0.77% | NEW | |
| 30 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.72% | +0.72% | NEW | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | -1.35% | +3.75% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | +0.57% | NEW | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | -0.54% | +3.68% | |
| 34 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.57% | +0.55% | NEW | |
| 35 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.56% | +0.56% | NEW | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | +0.51% | NEW | |
| 37 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.42% | +0.42% | NEW | |
| 38 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.41% | +0.20% | +3.31% | |
| 39 | DISV | Dimensional International Sm | ETF-Other | 0.37% | +0.36% | NEW | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.25% | — | +0.11% | |
| 41 | DFIC | Dimensional International Co | ETF-Other | 0.24% | +0.24% | NEW | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.24% | -0.04% | -3.66% | |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.23% | +0.43% | NEW | |
| 44 | PL | Planet Labs Pbc | Stock-Industrials | 0.22% | — | — | |
| 45 | WRB | Wr Berkley CORP | Stock-Financials | 0.22% | — | +0.36% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.20% | +0.20% | NEW | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | -0.12% | -0.87% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | -0.18% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.04% | +2.71% | |
| 50 | VRSN | Verisign Inc | Stock-Tech | 0.19% | — | -2.38% |
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 167 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAT, BSV, SPAB) accounted for 34.5% of total reported equity market value during Q2 2025.
During Q2 2025, Willow Creek Wealth Management Inc.'s top holdings by market value included DFAT (10.2%)、BSV (10.0%)、SPAB (8.5%). The largest single position, DFAT, represented 10.2% of total portfolio value.
In Q2 2025, 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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