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Willow Creek Wealth Management

Latest statistics and disclosures from Willow Creek Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAT, BSV, SPAB, DFUS, DFUV, and represent 39.52% of Willow Creek Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSV (+$23M), SCHP (+$20M), DFAI (+$14M), DFAT (+$12M), SPAB (+$9.2M), BIV (+$8.7M), DFEM (+$8.5M), DFUS (+$7.9M), AVLV (+$7.0M), DFSU (+$6.6M).
Started 14 new stock positions in IOO, AVGO, NFLX, ETN, NVDA, DFCA, VEA, CGGO, AMZN, SPYX. HPQ, PSNY, A, GLD.
Reduced shares in these 10 stocks: BIL, SGOV, DFUV, COST, FSLY, INTC, IVV, AAPL, SPMB, DFAE.
Sold out of its positions in CSX, EXPO, F, INTC, NKE, MMM.
Willow Creek Wealth Management was a net buyer of stock by $156M.
Willow Creek Wealth Management has $981M in assets under management (AUM), dropping by 22.96%.
Central Index Key (CIK): 0001632407

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Portfolio Holdings for Willow Creek Wealth Management

Willow Creek Wealth Management holds 153 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	11.1	$109M	+11%	2.0M	55.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	10.4	$102M	+28%	1.3M	77.27	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	8.9	$87M	+11%	3.5M	24.99	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.6	$46M	+20%	714k	63.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.5	$45M	-4%	1.1M	40.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.9	$38M	+17%	754k	50.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	3.8	$37M	+13%	354k	105.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.6	$35M	+32%	473k	74.73	View chart
Spdr Ser Tr Portfolio Short (SPSB)	3.1	$31M	+19%	1.0M	29.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.0	$29M	+219%	1.1M	25.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.0	$29M	+87%	998k	29.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.7	$27M		747k	35.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.3	$23M	+44%	340k	66.77	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.2	$21M	+66%	814k	26.19	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.1	$21M	+26%	631k	32.76	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	2.0	$20M	+9%	684k	29.01	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$16M	+49%	246k	65.08	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.5	$15M	+7%	600k	25.31	View chart
Apple (AAPL)	1.5	$15M	-2%	60k	250.42	View chart
Costco Wholesale Corporation (COST)	1.5	$15M	-6%	16k	916.27	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.4	$14M	+16%	502k	27.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.3	$13M	+2%	326k	40.49	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	1.1	$11M	+2%	201k	55.68	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.1	$10M	+5%	444k	23.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$10M	+8%	105k	96.53	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$9.7M	+219%	255k	37.90	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.0	$9.6M	+134%	378k	25.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$7.5M		302k	24.86	View chart
Dimensional Etf Trust International (DFSI)	0.7	$6.4M	+183%	196k	32.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$6.4M	+3%	72k	89.08	View chart
Cisco Systems (CSCO)	0.6	$6.1M		103k	59.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$5.2M		152k	34.59	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.5	$5.2M	+7%	104k	50.43	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.4	$4.3M	+25%	424k	10.12	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$4.3M	-6%	169k	25.37	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.4	$4.2M	+7%	64k	66.12	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.4	$4.1M	+121%	125k	33.13	View chart
Ishares Tr Esg Aware Msci (ESML)	0.4	$4.0M		95k	42.05	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$3.4M		127k	26.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.8M	+432%	44k	62.31	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$2.5M	-52%	25k	100.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M	+3%	13k	190.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.4M	+7%	12k	189.30	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$2.3M		36k	65.08	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.3M		4.4k	520.23	View chart
Intuit (INTU)	0.2	$2.3M	-2%	3.6k	628.50	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$2.0M	-14%	92k	21.55	View chart
W.R. Berkley Corporation (WRB)	0.2	$1.9M	+49%	33k	58.52	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$1.9M	+16%	73k	25.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.9M	+14%	26k	71.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M	-17%	3.2k	588.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.8M	-7%	4.5k	401.58	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.7M	-69%	18k	91.43	View chart
Microsoft Corporation (MSFT)	0.2	$1.6M	+8%	3.9k	421.58	View chart
Planet Labs Pbc Com Cl A (PL)	0.2	$1.6M	+46%	400k	4.04	View chart
Verisign (VRSN)	0.2	$1.5M		7.4k	206.96	View chart
Visa Com Cl A (V)	0.2	$1.5M		4.7k	316.04	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.5M	+9%	36k	40.49	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.3M	+5%	27k	49.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.2M	+36%	27k	45.34	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.1M	+6%	46k	24.70	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.1M	-19%	10k	106.55	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.0M		9.5k	108.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.0M		7.8k	128.62	View chart
Oracle Corporation (ORCL)	0.1	$984k		5.9k	166.64	View chart
Fastly Cl A (FSLY)	0.1	$968k	-49%	103k	9.44	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$934k	-3%	7.7k	121.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$858k		4.6k	185.13	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$811k		7.4k	110.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$794k	+5%	4.1k	195.83	View chart
JPMorgan Chase & Co. (JPM)	0.1	$790k	+53%	3.3k	239.75	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$772k	+15%	34k	22.72	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$740k		7.6k	96.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$732k	+8%	1.2k	586.45	View chart
Procter & Gamble Company (PG)	0.1	$716k	-17%	4.3k	167.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$694k	+12%	6.0k	115.22	View chart
AFLAC Incorporated (AFL)	0.1	$684k		6.6k	103.44	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$638k		16k	40.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$621k		2.6k	240.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$601k	+15%	1.1k	538.92	View chart
Johnson & Johnson (JNJ)	0.1	$585k	+2%	4.0k	144.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$571k		1.1k	526.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$568k	-17%	12k	48.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$559k	+53%	1.9k	289.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$554k	-18%	1.2k	453.28	View chart
Progressive Corporation (PGR)	0.1	$525k	-17%	2.2k	239.61	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$520k	+124%	4.9k	106.55	View chart
Honeywell International (HON)	0.1	$514k	-2%	2.3k	225.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$489k	+41%	11k	44.04	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$488k	+7%	7.9k	61.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$474k	-2%	928.00	511.25	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$450k	-10%	15k	30.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$435k	+5%	1.6k	264.13	View chart
Wal-Mart Stores (WMT)	0.0	$434k	+206%	4.8k	90.35	View chart
Amazon (AMZN)	0.0	$434k	NEW	2.0k	219.39	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$421k	-11%	5.4k	77.79	View chart
Merck & Co (MRK)	0.0	$415k	+18%	4.2k	99.48	View chart
Texas Instruments Incorporated (TXN)	0.0	$409k		2.2k	187.51	View chart
Pepsi (PEP)	0.0	$406k	+30%	2.7k	152.08	View chart
Meta Platforms Cl A (META)	0.0	$399k	-2%	682.00	585.51	View chart
Marsh & McLennan Companies (MMC)	0.0	$393k	-4%	1.8k	212.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$393k	+2%	1.2k	322.16	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$392k	+2%	5.9k	66.14	View chart
O'reilly Automotive (ORLY)	0.0	$387k		326.00	1185.80	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$381k	-5%	4.3k	88.40	View chart
Danaher Corporation (DHR)	0.0	$380k		1.7k	229.55	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$379k		13k	30.03	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$376k	+15%	9.0k	41.92	View chart
Walt Disney Company (DIS)	0.0	$372k	+3%	3.3k	111.38	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$371k	-4%	1.1k	334.25	View chart
Eli Lilly & Co. (LLY)	0.0	$363k	-2%	470.00	772.00	View chart
Home Depot (HD)	0.0	$361k	+38%	929.00	388.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$358k	+2%	1.0k	351.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$353k	NEW	7.4k	47.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$350k	-12%	1.3k	269.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$339k	NEW	1.4k	242.13	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$338k	+39%	5.7k	58.80	View chart
Ge Aerospace Com New (GE)	0.0	$334k	+8%	2.0k	166.79	View chart
Adobe Systems Incorporated (ADBE)	0.0	$333k		748.00	444.68	View chart
Intercontinental Exchange (ICE)	0.0	$331k		2.2k	149.01	View chart
Morgan Stanley Com New (MS)	0.0	$329k		2.6k	125.72	View chart
NVIDIA Corporation (NVDA)	0.0	$327k	NEW	2.4k	134.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$327k		3.4k	96.90	View chart
Union Pacific Corporation (UNP)	0.0	$317k	-8%	1.4k	228.17	View chart
Bank of America Corporation (BAC)	0.0	$307k	-14%	7.0k	43.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$294k		1.5k	198.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$292k	+500%	2.9k	102.09	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$288k	NEW	9.8k	29.22	View chart
International Business Machines (IBM)	0.0	$278k	-2%	1.3k	219.83	View chart
Cintas Corporation (CTAS)	0.0	$277k	+316%	1.5k	182.70	View chart
Exxon Mobil Corporation (XOM)	0.0	$273k	+14%	2.5k	107.57	View chart
Nextera Energy (NEE)	0.0	$259k	-4%	3.6k	71.70	View chart
Hp (HPQ)	0.0	$259k	NEW	7.9k	32.63	View chart
UnitedHealth (UNH)	0.0	$258k	+4%	509.00	505.86	View chart
Starbucks Corporation (SBUX)	0.0	$256k	-15%	2.8k	91.25	View chart
Broadcom (AVGO)	0.0	$256k	NEW	1.1k	231.84	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$249k	NEW	5.0k	50.05	View chart
Norfolk Southern (NSC)	0.0	$245k	-9%	1.0k	234.70	View chart
Tesla Motors (TSLA)	0.0	$242k	-35%	600.00	403.84	View chart
Dentsply Sirona (XRAY)	0.0	$241k		13k	18.98	View chart
Public Storage (PSA)	0.0	$236k		789.00	299.44	View chart
Eaton Corp SHS (ETN)	0.0	$236k	NEW	711.00	331.87	View chart
Target Corporation (TGT)	0.0	$236k	+2%	1.7k	135.18	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$228k	-7%	6.8k	33.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$224k	-25%	2.7k	81.98	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$224k	NEW	2.2k	100.77	View chart
McDonald's Corporation (MCD)	0.0	$223k	-4%	769.00	289.89	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$220k	NEW	4.6k	48.15	View chart
Agilent Technologies Inc C ommon (A)	0.0	$218k	NEW	1.6k	134.34	View chart
Netflix (NFLX)	0.0	$207k	NEW	232.00	891.32	View chart
Sanofi Sponsored Adr (SNY)	0.0	$201k		4.2k	48.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$201k	-35%	2.7k	75.63	View chart
Polestar Automotive Hldg Uk Ads A (PSNY)	0.0	$16k	NEW	15k	1.05	View chart

Past Filings by Willow Creek Wealth Management

SEC 13F filings are viewable for Willow Creek Wealth Management going back to 2014

Willow Creek Wealth Management 2024 Q4 filed Feb. 14, 2025
Willow Creek Wealth Management 2023 Q4 filed April 1, 2024
Willow Creek Wealth Management 2023 Q3 filed Nov. 20, 2023
Willow Creek Wealth Management 2023 Q2 filed Aug. 28, 2023
Willow Creek Wealth Management 2023 Q1 filed April 24, 2023
Willow Creek Wealth Management 2022 Q4 filed March 1, 2023
Willow Creek Wealth Management 2022 Q3 filed Oct. 31, 2022
Willow Creek Wealth Management 2022 Q2 filed Aug. 16, 2022
Willow Creek Wealth Management 2022 Q1 filed May 2, 2022
Willow Creek Wealth Management 2021 Q4 filed March 24, 2022
Willow Creek Wealth Management 2021 Q2 filed Nov. 16, 2021
Willow Creek Wealth Management 2021 Q3 filed Nov. 15, 2021
Willow Creek Wealth Management 2021 Q1 filed May 17, 2021
Willow Creek Wealth Management 2020 Q4 filed Feb. 23, 2021
Willow Creek Wealth Management 2020 Q3 filed Nov. 12, 2020
Willow Creek Wealth Management 2020 Q2 filed Aug. 11, 2020

View all past filings

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