Willow Creek Wealth Management

Willow Creek Wealth Management as of March 31, 2025

Portfolio Holdings for Willow Creek Wealth Management

Willow Creek Wealth Management holds 155 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV) 10.4 $107M 1.4M 78.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 10.2 $105M 2.0M 51.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 8.9 $91M 3.6M 25.54
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.4 $45M 1.1M 41.21
Dimensional Etf Trust Us Equity Market (DFUS) 4.4 $45M 744k 60.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.7 $39M 775k 49.62
Ishares Tr Shrt Nat Mun Etf (SUB) 3.7 $38M 363k 105.60
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $37M 478k 76.57
Schwab Strategic Tr Us Tips Etf (SCHP) 3.4 $35M 1.3M 26.89
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.4 $35M 1.1M 31.23
Spdr Ser Tr Portfolio Short (SPSB) 3.1 $32M 1.1M 30.10
Dimensional Etf Trust Internatnal Val (DFIV) 2.9 $29M 744k 39.36
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.4 $25M 382k 65.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.2 $22M 844k 26.46
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.1 $22M 652k 33.24
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.0 $20M 699k 29.24
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.9 $20M 281k 69.74
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.5 $16M 603k 26.38
Costco Wholesale Corporation (COST) 1.5 $15M 16k 945.78
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.5 $15M 529k 28.58
Apple (AAPL) 1.3 $13M 61k 222.13
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.3 $13M 345k 38.44
Dimensional Etf Trust Global Real Est (DFGR) 1.3 $13M 501k 26.26
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.2 $12M 343k 35.81
American Centy Etf Tr Avantis Responsi (AVSD) 1.2 $12M 203k 59.98
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $10M 120k 87.17
Dimensional Etf Trust Us Real Estate E (DFAR) 0.9 $9.0M 381k 23.77
Dimensional Etf Trust International (DFSI) 0.8 $8.4M 240k 34.89
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $7.9M 303k 26.20
Cisco Systems (CSCO) 0.6 $6.4M 104k 61.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $6.3M 69k 90.54
Dimensional Etf Trust Emerging Markets (DFSE) 0.6 $6.1M 182k 33.68
American Centy Etf Tr Avantis Responsi (AVSE) 0.6 $6.0M 117k 51.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $5.3M 162k 32.99
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $4.7M 181k 25.89
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.4 $4.5M 446k 10.14
American Centy Etf Tr Avantis Respon U (AVSU) 0.4 $4.2M 68k 62.36
Ishares Tr Esg Aware Msci (ESML) 0.4 $4.1M 106k 38.41
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $3.7M 126k 29.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.6M 44k 58.35
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $2.5M 25k 100.67
W.R. Berkley Corporation (WRB) 0.2 $2.3M 33k 71.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.2M 31k 73.45
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $2.2M 81k 27.77
Intuit (INTU) 0.2 $2.2M 3.6k 613.99
Thermo Fisher Scientific (TMO) 0.2 $2.2M 4.4k 497.60
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $2.1M 36k 59.75
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.2 $2.0M 92k 22.05
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.0M 13k 156.23
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.2 $2.0M 27k 75.44
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.9M 12k 154.64
Verisign (VRSN) 0.2 $1.9M 7.4k 253.87
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.7M 3.1k 561.92
Visa Com Cl A (V) 0.2 $1.7M 4.7k 350.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.6M 4.4k 361.09
Microsoft Corporation (MSFT) 0.2 $1.6M 4.1k 375.45
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $1.5M 36k 42.11
Planet Labs Pbc Com Cl A (PL) 0.1 $1.4M 400k 3.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.3M 27k 46.31
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.2M 25k 49.85
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $1.1M 45k 24.99
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.1M 9.9k 111.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $953k 7.8k 122.01
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $926k 9.5k 97.48
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $914k 9.9k 92.38
Procter & Gamble Company (PG) 0.1 $900k 5.3k 170.42
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $882k 7.7k 114.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $872k 4.6k 188.16
JPMorgan Chase & Co. (JPM) 0.1 $835k 3.4k 245.33
Oracle Corporation (ORCL) 0.1 $826k 5.9k 139.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $820k 3.0k 274.88
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $804k 35k 23.06
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $794k 4.1k 194.04
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $753k 7.4k 102.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $746k 1.5k 514.17
AFLAC Incorporated (AFL) 0.1 $735k 6.6k 111.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $716k 14k 49.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $699k 1.2k 559.74
Johnson & Johnson (JNJ) 0.1 $661k 4.0k 165.88
Vanguard Index Fds Small Cp Etf (VB) 0.1 $650k 2.9k 221.78
Fastly Cl A (FSLY) 0.1 $649k 103k 6.33
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $639k 16k 40.41
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $607k 5.8k 104.57
Mastercard Incorporated Cl A (MA) 0.1 $595k 1.1k 548.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $558k 1.0k 532.58
Progressive Corporation (PGR) 0.1 $534k 1.9k 283.01
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $531k 8.4k 62.92
Wal-Mart Stores (WMT) 0.1 $526k 6.0k 87.79
Ishares Tr National Mun Etf (MUB) 0.1 $518k 4.9k 105.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $516k 11k 45.26
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $489k 1.9k 258.69
Honeywell International (HON) 0.0 $482k 2.3k 211.75
O'reilly Automotive (ORLY) 0.0 $467k 326.00 1432.58
Marsh & McLennan Companies (MRSH) 0.0 $452k 1.9k 244.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $435k 928.00 468.94
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $430k 15k 28.15
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $423k 5.3k 79.37
Ishares Tr Core Msci Total (IXUS) 0.0 $414k 5.9k 69.81
Pepsi (PEP) 0.0 $400k 2.7k 149.96
Meta Platforms Cl A (META) 0.0 $393k 682.00 576.36
Amazon (AMZN) 0.0 $393k 2.1k 190.26
Texas Instruments Incorporated (TXN) 0.0 $392k 2.2k 179.70
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $391k 13k 30.57
NVIDIA Corporation (NVDA) 0.0 $389k 3.6k 108.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $387k 7.6k 50.83
Intercontinental Exchange (ICE) 0.0 $385k 2.2k 172.50
Eli Lilly & Co. (LLY) 0.0 $379k 459.00 825.91
Ge Aerospace Com New (GE) 0.0 $376k 1.9k 200.15
Merck & Co (MRK) 0.0 $372k 4.1k 89.76
Ishares Tr Russell 3000 Etf (IWV) 0.0 $367k 1.2k 317.64
Ishares Tr Rus 1000 Etf (IWB) 0.0 $361k 1.2k 306.74
Super Micro Computer Com New (SMCI) 0.0 $354k 10k 34.24
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $348k 4.1k 85.07
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $346k 5.7k 60.18
Home Depot (HD) 0.0 $341k 930.00 366.49
Danaher Corporation (DHR) 0.0 $340k 1.7k 205.00
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $334k 3.4k 98.92
Union Pacific Corporation (UNP) 0.0 $329k 1.4k 236.33
Accenture Plc Ireland Shs Class A (ACN) 0.0 $318k 1.0k 312.04
International Business Machines (IBM) 0.0 $316k 1.3k 248.66
Bank of America Corporation (BAC) 0.0 $315k 7.5k 41.73
Cintas Corporation (CTAS) 0.0 $312k 1.5k 205.53
McDonald's Corporation (MCD) 0.0 $304k 973.00 312.37
Walt Disney Company (DIS) 0.0 $303k 3.1k 98.73
Exxon Mobil Corporation (XOM) 0.0 $303k 2.5k 118.93
Spdr Gold Tr Gold Shs (GLD) 0.0 $299k 1.0k 288.14
Adobe Systems Incorporated (ADBE) 0.0 $291k 758.00 383.53
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $291k 5.7k 50.73
American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $290k 6.7k 43.01
Vanguard Index Fds Large Cap Etf (VV) 0.0 $281k 1.1k 257.03
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $279k 9.8k 28.33
Morgan Stanley Com New (MS) 0.0 $278k 2.4k 116.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $276k 1.5k 186.29
UnitedHealth (UNH) 0.0 $267k 510.00 523.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $261k 3.3k 78.95
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $260k 2.9k 90.67
Starbucks Corporation (SBUX) 0.0 $259k 2.6k 98.09
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.0 $256k 5.2k 49.60
Nextera Energy (NEE) 0.0 $248k 3.5k 70.90
Norfolk Southern (NSC) 0.0 $248k 1.0k 236.85
Ishares Esg Awr Msci Em (ESGE) 0.0 $239k 6.8k 34.95
Public Storage (PSA) 0.0 $236k 789.00 299.29
Sanofi Sponsored Adr (SNY) 0.0 $231k 4.2k 55.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $226k 2.7k 82.73
Ishares Tr Msci Eafe Etf (EFA) 0.0 $223k 2.7k 81.76
Hp (HPQ) 0.0 $219k 7.9k 27.69
Netflix (NFLX) 0.0 $217k 233.00 932.53
Ishares Tr Global 100 Etf (IOO) 0.0 $214k 2.2k 96.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $209k 3.3k 63.53
McKesson Corporation (MCK) 0.0 $207k 308.00 672.99
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $204k 4.5k 45.75
Intel Corporation (INTC) 0.0 $204k 9.0k 22.71
TJX Companies (TJX) 0.0 $201k 1.7k 121.80
Dentsply Sirona (XRAY) 0.0 $190k 13k 14.94
Polestar Automotive Hldg Uk Ads A 0.0 $16k 15k 1.05