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CIK: 0001632407
Total reported value
$1.5B
$1.5B
203 檔
35.8%
According to the latest 13F quarterly dataset, Willow Creek Wealth Management Inc. managed an equity portfolio of $1.5B at the end of Q2 2026, spanning 203 distinct U.S. exchange-listed positions.
In Q2 2026, Willow Creek Wealth Management Inc. displayed an active expansion posture, initiating 35 new positions and adding to 93 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAT, BSV, SPAB) accounted for 35.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
BIL
市值: $2.0M
Top Position Liquidated / Trimmed
HON
前期市值: $489.8K
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 10.30% | -0.40% | +4.12% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 9.23% | -0.13% | +19.78% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.62% | -0.07% | +15.44% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.72% | +0.16% | +6.90% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.84% | +0.07% | +7.20% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.76% | -0.07% | -3.90% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.51% | -0.01% | +30.15% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 3.25% | -0.15% | +9.97% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.99% | -0.07% | +200.56% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.94% | +0.27% | +19.14% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.91% | -0.03% | +9.08% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.65% | -0.01% | +2.95% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.46% | +0.08% | -5.31% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.44% | +0.05% | +7.97% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.43% | +0.11% | +11.16% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.04% | +0.16% | +0.86% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.73% | +0.06% | +12.15% | |
| 18 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.59% | -0.04% | +30.29% | |
| 19 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.55% | +0.44% | +9.10% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.30% | +0.01% | +5.01% | |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.27% | -0.19% | +14.36% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.20% | +8.58% | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.20% | +0.03% | +19.36% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.19% | -0.14% | -0.30% | |
| 25 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.16% | +0.11% | +10.53% | |
| 26 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.13% | — | -1.27% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.02% | +2375.57% | |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.97% | +0.02% | +26.92% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | -0.07% | +0.47% | |
| 30 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.73% | -0.73% | EXIT | |
| 31 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.71% | -0.02% | -3.61% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.69% | -0.04% | -4.43% | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.64% | +0.08% | +21.01% | |
| 34 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.58% | — | +10.91% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | -0.04% | +2.58% | |
| 36 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.51% | +0.02% | +48.93% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | -0.03% | -4.55% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.08% | +1860.00% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | -0.03% | -1.35% | |
| 40 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.43% | -0.02% | +22.18% | |
| 41 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.41% | -0.03% | +2.59% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.01% | +35.27% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | -0.01% | +27.08% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | -0.08% | +214.79% | |
| 45 | DISV | Dimensional International Sm | ETF-Other | 0.31% | +0.02% | -4.37% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | +0.01% | +206.60% | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.21% | — | -0.47% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.01% | +42.07% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.04% | -12.85% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.20% | -0.02% | -6.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.8% | +200.56% | Add |
| 2 | PG | Procter & Gamble Co/the | +1% | +2375.57% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | +1860.00% | Add |
| 4 | AVLV | Avantis US Large Cap Value | +0.3% | +9.08% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.2% | +0.47% | Add |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +214.79% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +206.60% | Add |
| 8 | DFGR | Dim Global Real Estate ETF | +0.2% | +30.29% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +35.27% | Add |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 11 | PL | Planet Labs Pbc | +0.1% | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +27.08% | Add |
| 13 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +2.95% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 15 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +26.92% | Add |
| 16 | DFSE | Dimensional Em Sus Core1 ETF | +0.1% | +21.01% | Add |
| 17 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +48.93% | Add |
| 18 | SCHP | Schwab U.s. Tips ETF | +0.1% | +30.15% | Add |
| 19 | VCRM | Vanguard Core Tax-ex Bond | +0.1% | NEW | New buy |
| 20 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +19.36% | Add |
| 21 | INTC | Intel CORP | +0.1% | +0.01% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +42.07% | Add |
| 23 | VTES | Vanguard Sh Term Tax-ex Bond | +0.1% | NEW | New buy |
| 24 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | NEW | New buy |
| 25 | CWT | California Water Service Grp | +0.1% | NEW | New buy |
| 26 | VONV | Vanguard Russell 1000 Value | 0% | +50.19% | Add |
| 27 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
| 28 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 29 | AVSU | Avantis Resp US Equity ETF | 0% | +10.91% | Add |
| 30 | MCD | Mcdonald's CORP | 0% | +197.04% | Add |
| 31 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 32 | LLY | Eli Lilly & Co | 0% | +55.85% | Add |
| 33 | BNY | Bank Of New York Mellon CORP | 0% | NEW | New buy |
| 34 | STT | State Street CORP | 0% | NEW | New buy |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 36 | VGT | Vanguard Info Tech ETF | 0% | +770.09% | Add |
| 37 | DFCA | Dimensional Calfornia Mb ETF | 0% | +67.04% | Add |
| 38 | PSA | Public Storage | 0% | +166.16% | Add |
| 39 | VOT | Vanguard Mid-cap Growth ETF | 0% | +119.16% | Add |
| 40 | ✓ | 0% | NEW | New buy | |
| 41 | ✓ | 0% | NEW | New buy | |
| 42 | ABBV | Abbvie Inc | 0% | NEW | New buy |
| 43 | VBK | Vanguard Small-cap Grwth ETF | 0% | NEW | New buy |
| 44 | GLW | Corning Inc | 0% | NEW | New buy |
| 45 | ETN | Eaton Corporation plc | 0% | +87.30% | Add |
| 46 | DFNM | Dimensional National Muni Bd | 0% | NEW | New buy |
| 47 | KEYS | Keysight Technologies In | 0% | NEW | New buy |
| 48 | ABT | Abbott Laboratories | 0% | NEW | New buy |
| 49 | A | Agilent Technologies Inc | 0% | NEW | New buy |
| 50 | IBID | Ishares Ibonds Oct 2027 Tt | 0% | NEW | New buy |
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 203 disclosed positions in Q2 2026.
During Q2 2026, Willow Creek Wealth Management Inc.'s top holdings by market value included DFAT (10.3%)、BSV (9.2%)、SPAB (7.6%). The largest single position, DFAT, represented 10.3% of total portfolio value.
In Q2 2026, Willow Creek Wealth Management Inc. made 190 total portfolio adjustments, initiating 35 new buys, adding to 93 positions, trimming 51 holdings, and fully liquidating 11 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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