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CIK: 0001632407
Total reported value
$1.5B
$1.5B
180 檔
29.9%
The Q3 2025 SEC filing reveals that Willow Creek Wealth Management Inc. held a total portfolio value of $1.5B, covering 180 public equity positions.
In Q3 2025, Willow Creek Wealth Management Inc. displayed an active expansion posture, initiating 99 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 10.32% | -0.40% | +2.57% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 9.77% | -0.13% | +6.35% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 8.38% | -0.07% | +6.49% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.89% | +0.16% | +2.89% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.98% | -0.07% | -0.42% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.95% | +0.07% | +9.47% | |
| 7 | SUB | Ishares Short-term National | ETF-Other | 3.71% | -0.15% | +10.67% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.44% | -0.01% | +7.58% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.15% | +0.27% | +2.16% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.80% | +0.05% | +0.70% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.78% | +0.08% | -0.76% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.76% | +0.11% | +3.48% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.65% | -0.03% | +6.33% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.54% | -0.01% | +5.61% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.19% | +0.16% | +1.34% | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.95% | +0.06% | +3.49% | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.80% | +0.44% | +2.69% | |
| 18 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.44% | -0.04% | +13.93% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.41% | -0.19% | +2.82% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.38% | +0.01% | -0.63% | |
| 21 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.34% | +0.11% | +1.81% | |
| 22 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.28% | — | +0.45% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.20% | +0.05% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.07% | +0.47% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.20% | -0.14% | +0.69% | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.14% | +0.03% | +2.56% | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.87% | +0.02% | +1.27% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.77% | -0.04% | +0.18% | |
| 29 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.77% | -0.73% | EXIT | |
| 30 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.72% | -0.02% | +0.53% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | -0.07% | +0.06% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.57% | -0.04% | -0.18% | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.56% | +0.08% | +1.46% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | -0.03% | +3.12% | |
| 35 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.55% | — | -1.97% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.51% | -0.03% | +2.95% | |
| 37 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.43% | +0.02% | +105.34% | |
| 38 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.42% | -0.02% | +5.33% | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.41% | -0.03% | -0.18% | |
| 40 | DISV | Dimensional International Sm | ETF-Other | 0.36% | +0.02% | -0.47% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.04% | +90.56% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.01% | -0.15% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | -0.01% | +0.02% | |
| 44 | DFIC | Dimensional International Co | ETF-Other | 0.24% | — | +0.81% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.23% | -0.02% | +0.03% | |
| 46 | WRB | Wr Berkley CORP | Stock-Financials | 0.21% | -0.01% | — | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.20% | +0.01% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.06% | +11.24% | |
| 49 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.20% | -0.01% | +0.04% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.02% | +5.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +3.8% | +9.47% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +2.7% | +0.70% | Add |
| 3 | SCHP | Schwab U.s. Tips ETF | +1.8% | +7.58% | Add |
| 4 | BIV | Vanguard Intermediate-term B | +1.6% | +2.16% | Add |
| 5 | DFAU | Dimensional US Core Equity M | +1.2% | -0.63% | Add |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +3.49% | Add |
| 7 | ESML | Ishares Esg Aware Msci USA S | +0.2% | -0.18% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +49.40% | Add |
| 9 | VO | Vanguard Mid-cap ETF | 0% | +131.23% | Add |
| 10 | JPM | Jpmorgan Chase & Co | 0% | -0.37% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | +44.27% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.03% | Add |
| 13 | MSFT | Microsoft CORP | 0% | +11.24% | Add |
| 14 | SUSB | Ishares Esg Aware 1-5 Year U | 0% | +4.26% | Add |
| 15 | WMT | Walmart Inc | 0% | -1.28% | Add |
| 16 | ORCL | Oracle CORP | -0.1% | — | Trim |
| 17 | PG | Procter & Gamble Co/the | -0.1% | +11.71% | Add |
| 18 | META | Meta Platforms Inc-class A | -0.1% | -18.35% | Trim |
| 19 | HD | Home Depot Inc | -0.1% | -0.32% | Add |
| 20 | ICE | Intercontinental Exchange In | -0.1% | -7.40% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +55.00% | Add |
| 22 | AFL | Aflac Inc | -0.1% | — | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +14.71% | Trim |
| 24 | MRSH | Marsh & Mclennan Cos | -0.1% | -7.87% | Trim |
| 25 | BAC | Bank Of America CORP | -0.1% | — | Add |
| 26 | NSC | Norfolk Southern CORP | -0.1% | — | Add |
| 27 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | — | Unchanged |
| 28 | PGR | Progressive CORP | -0.1% | — | Trim |
| 29 | IWV | Ishares Russell 3000 ETF | -0.1% | -0.87% | Trim |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | -0.1% | — | Add |
| 31 | INTC | Intel CORP | -0.1% | +4.98% | Add |
| 32 | VB | Vanguard Small-cap ETF | -0.1% | +50.90% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Add |
| 34 | IWB | Ishares Russell 1000 ETF | -0.1% | -3.57% | Trim |
| 35 | PEP | Pepsico Inc | -0.1% | -3.31% | Add |
| 36 | NEE | Nextera Energy Inc | -0.1% | +11.10% | Add |
| 37 | IXUS | Ishares Core Intl Stock ETF | -0.1% | — | Add |
| 38 | DLN | Wisdomtree US Largecap Divid | -0.1% | — | Add |
| 39 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -10.30% | Trim |
| 40 | DHR | Danaher CORP | -0.1% | +0.06% | Add |
| 41 | MA | Mastercard Inc - A | -0.1% | -0.36% | Trim |
| 42 | ACN | Accenture plc | -0.1% | -2.46% | Trim |
| 43 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Trim |
| 44 | ADBE | Adobe Inc | -0.1% | -0.13% | Add |
| 45 | DIS | Walt Disney Co/the | -0.1% | +8.33% | Add |
| 46 | GOOG | Alphabet Inc-cl C | -0.1% | -0.15% | Add |
| 47 | MMM | 3m Co | -0.1% | — | Trim |
| 48 | VV | Vanguard Large-cap ETF | -0.1% | — | Trim |
| 49 | HON | Honeywell International Inc | -0.1% | +2.20% | Add |
| 50 | TXN | Texas Instruments Inc | -0.1% | -1.38% | Add |
According to official SEC Form 13F filings, Willow Creek Wealth Management Inc. reported a total U.S. public equity portfolio value of $1.5B across 180 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAT, BSV, SPAB) accounted for 29.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFAT
市值: $125.3M
Top Position Liquidated / Trimmed
FSLY
前期市值: $6.7M
During Q3 2025, Willow Creek Wealth Management Inc.'s top holdings by market value included DFAT (10.3%)、BSV (9.8%)、SPAB (8.4%). The largest single position, DFAT, represented 10.3% of total portfolio value.
In Q3 2025, Willow Creek Wealth Management Inc. made 191 total portfolio adjustments, initiating 99 new buys, adding to 49 positions, trimming 30 holdings, and fully liquidating 13 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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