Willow Creek Wealth Management

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

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Positions held by Willow Creek Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Willow Creek Wealth Management

Willow Creek Wealth Management holds 131 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Agrgte (SPAB) 13.7 $82M -4% 3.3M 25.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.8 $71M +5% 942k 75.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 11.7 $71M 1.6M 43.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.2 $44M +101% 882k 49.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 6.6 $40M 1.2M 33.48
Ishares Tr Shrt Nat Mun Etf (SUB) 4.5 $27M NEW 262k 104.27
Dimensional Etf Trust Internatnal Val (DFIV) 3.6 $22M +3% 718k 30.40
Spdr Ser Tr Portfolio Short (SPSB) 2.9 $17M -6% 593k 29.38
Vanguard Bd Index Fds Intermed Term (BIV) 2.8 $17M +475% 230k 74.32
Dimensional Etf Trust Us Equity Etf (DFUS) 2.4 $14M -8% 346k 41.61
Schwab Strategic Tr Us Tips Etf (SCHP) 2.4 $14M +67% 277k 51.79
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.3 $14M -5% 481k 28.89
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.0 $12M -8% 479k 25.76
American Centy Etf Tr Avantis Responsi (AVSD) 1.5 $8.9M +102% 190k 47.07

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Costco Wholesale Corporation (COST) 1.3 $7.8M -65% 17k 456.49
Apple (AAPL) 1.3 $7.7M -10% 59k 129.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $6.1M +91% 226k 27.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $6.0M -15% 238k 25.04
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $5.9M +190% 273k 21.60
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.8 $5.0M +30% 99k 50.19
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $4.9M +21% 66k 74.51
Cisco Systems (CSCO) 0.8 $4.8M 102k 47.64
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $4.8M +135% 215k 22.46
Dimensional Etf Trust Us Real Estate E (DFAR) 0.8 $4.6M +153% 216k 21.15
American Centy Etf Tr Avantis Responsi (AVSE) 0.8 $4.6M +177% 107k 42.70
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.7 $4.4M +174% 80k 55.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $3.9M +27% 47k 82.49
Ball Corporation (BALL) 0.6 $3.6M 70k 51.14
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $3.6M +45% 148k 24.28
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $3.3M -5% 152k 21.95
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.5 $2.9M +55% 132k 21.70
American Centy Etf Tr Avantis Respon U (AVSU) 0.4 $2.5M -39% 56k 45.74
Thermo Fisher Scientific (TMO) 0.4 $2.3M 4.2k 550.80
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $2.3M -24% 103k 22.21
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $2.1M +13% 65k 31.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $2.0M -66% 28k 71.84
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $1.9M 37k 51.14
Ishares Tr Esg Aware Msci (ESML) 0.3 $1.8M +60% 53k 32.88
Fastly Cl A (FSLY) 0.3 $1.7M 202k 8.19
W.R. Berkley Corporation (WRB) 0.3 $1.6M -11% 22k 72.58
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.6M -13% 15k 106.46
Verisign (VRSN) 0.3 $1.5M 7.4k 205.51
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.5M +7% 3.9k 384.28
Intuit (INTU) 0.2 $1.4M 3.7k 389.11
Planet Labs Pbc Com Cl A (PL) 0.2 $1.2M 273k 4.35
Dimensional Etf Trust Inflation Prote (DFIP) 0.2 $1.2M -56% 29k 41.17
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $1.2M -57% 41k 28.25
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M -33% 12k 88.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 5.0k 214.27
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $1.1M +260% 48k 22.35
Alphabet Cap Stk Cl C (GOOG) 0.2 $965k -33% 11k 88.69
Visa Com Cl A (V) 0.1 $902k 4.3k 207.83
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $896k 9.8k 91.31
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $795k -24% 33k 23.77
Microsoft Corporation (MSFT) 0.1 $756k -14% 3.2k 239.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $735k 4.8k 151.58
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $731k -58% 16k 45.50
Procter & Gamble Company (PG) 0.1 $711k +16% 4.7k 151.60
Dimensional Etf Trust International 0.1 $702k NEW 25k 27.80
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $701k -32% 15k 46.68
Johnson & Johnson (JNJ) 0.1 $693k -64% 3.9k 176.56
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $677k NEW 8.2k 82.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $639k 7.5k 84.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $632k 2.6k 241.96
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $586k -4% 3.9k 151.77
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $582k -38% 12k 49.04
Oracle Corporation (ORCL) 0.1 $547k 6.7k 81.80
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $546k NEW 25k 22.31
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $543k 7.6k 71.79
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $531k +5% 5.6k 94.72
Dimensional Etf Trust Emerging Markets 0.1 $524k NEW 19k 28.20
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $519k NEW 7.6k 67.99
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $490k NEW 3.2k 155.01
AFLAC Incorporated (AFL) 0.1 $473k 6.6k 71.88
Honeywell International (HON) 0.1 $451k -35% 2.1k 214.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $447k 1.2k 382.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $443k 2.4k 183.59
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $411k 6.6k 61.95
Dentsply Sirona (XRAY) 0.1 $404k 13k 31.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $400k -23% 1.3k 309.12
Progressive Corporation (PGR) 0.1 $392k -7% 3.0k 129.84
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $389k -50% 6.4k 60.66
Danaher Corporation (DHR) 0.1 $385k 1.5k 265.33
Pepsi (PEP) 0.1 $384k -21% 2.1k 180.71
Mastercard Incorporated Cl A (MA) 0.1 $378k 1.1k 348.07
Nextera Energy (NEE) 0.1 $360k -5% 4.3k 83.68
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $357k NEW 3.7k 96.91
Texas Instruments Incorporated (TXN) 0.1 $352k 2.1k 165.10
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $341k NEW 8.3k 41.16
JPMorgan Chase & Co. (JPM) 0.1 $338k -20% 2.5k 133.91
Starbucks Corporation (SBUX) 0.1 $336k -2% 3.4k 99.32
Dimensional Etf Trust Us Sustainabilty 0.1 $335k NEW 14k 24.89
Ishares Tr Core Msci Total (IXUS) 0.1 $321k 5.5k 57.92
Marsh & McLennan Companies (MMC) 0.1 $320k -4% 1.9k 165.63
O'reilly Automotive (ORLY) 0.1 $320k -2% 379.00 844.33
Accenture Plc Ireland Shs Class A (ACN) 0.1 $319k 1.2k 267.17
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $319k 1.6k 204.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $317k +9% 4.7k 67.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $296k 7.6k 39.04
Merck & Co (MRK) 0.0 $292k NEW 2.6k 111.07
Ishares Tr Msci Eafe Etf (EFA) 0.0 $282k 4.3k 65.57
Vanguard Index Fds Large Cap Etf (VV) 0.0 $276k -7% 1.6k 174.13
Walt Disney Company (DIS) 0.0 $271k -6% 3.1k 86.75
Ishares Tr Russell 3000 Etf (IWV) 0.0 $269k 1.2k 220.31
Wal-Mart Stores (WMT) 0.0 $268k 1.9k 141.65
Intel Corporation (INTC) 0.0 $267k +16% 10k 26.42
Exponent (EXPO) 0.0 $263k 2.7k 99.25
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $262k +18% 3.2k 81.27
Ishares Tr Rus 1000 Etf (IWB) 0.0 $261k 1.2k 210.31
Ishares Tr Ibonds Dec2023 (IBML) 0.0 $260k 10k 25.35
Adobe Systems Incorporated (ADBE) 0.0 $250k 743.00 336.47
Target Corporation (TGT) 0.0 $245k 1.6k 148.76
3M Company (MMM) 0.0 $238k 2.0k 119.72
Bank of America Corporation (BAC) 0.0 $238k +3% 7.2k 33.11
Nike CL B (NKE) 0.0 $237k NEW 2.0k 116.81
Norfolk Southern (NSC) 0.0 $236k 956.00 246.86
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $230k NEW 9.3k 24.82
Ishares Tr National Mun Etf (MUB) 0.0 $230k NEW 2.2k 105.65
Morgan Stanley Com New (MS) 0.0 $229k NEW 2.7k 84.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $229k 859.00 266.59
Exxon Mobil Corporation (XOM) 0.0 $226k -28% 2.0k 110.51
Public Storage (PSA) 0.0 $221k -62% 789.00 280.10
Newell Rubbermaid (NWL) 0.0 $221k 17k 13.07
Home Depot (HD) 0.0 $215k NEW 682.00 315.25
Mettler-Toledo International (MTD) 0.0 $212k NEW 147.00 1442.18
Intercontinental Exchange (ICE) 0.0 $210k NEW 2.0k 102.64
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $208k NEW 4.1k 50.51
McDonald's Corporation (MCD) 0.0 $202k NEW 765.00 264.05
Sanofi Sponsored Adr (SNY) 0.0 $202k NEW 4.2k 48.43
UnitedHealth (UNH) 0.0 $200k NEW 378.00 529.10
Ford Motor Company (F) 0.0 $143k 12k 11.64

Past Filings by Willow Creek Wealth Management

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

View all past filings