The Analysis of Willow Creek Wealth Management Inc.'s Holdings
Currently, Willow Creek Wealth Management Inc. holds 180 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BSV (+89.8K shares, valued at $7.1M), SPAB (+239.8K shares, valued at $6.2M), SUB (+40.7K shares, valued at $4.3M); decreased their positions in SGOV (-2.8K shares, valued at $280.9K), DFIV (-5.6K shares, valued at $257.3K), DFUV (-4.5K shares, valued at $202.8K); initiated new positions in VUG (+3.4K shares, valued at $1.6M), DFSD (+14.5K shares, valued at $700.3K), CSM (+7.4K shares, valued at $565.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAT DIMENSIONAL ETF TRUST2.2M shares2.57%2025-09-302025-11-12
BSV VANGUARD BD INDEX FDS1.5M shares6.35%2025-09-302025-11-12 SPAB SPDR SERIES TRUST3.9M shares6.49%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST819.7K shares2.89%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST1.1M shares-0.42%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST1.3M shares9.47%2025-09-302025-11-12 SUB ISHARES TR421.9K shares10.67%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR1.5M shares7.58%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS489.5K shares2.16%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS680.0K shares0.70%2025-09-302025-11-12 DFIV DIMENSIONAL ETF TRUST732.4K shares-0.76%2025-09-302025-11-12 SPSB SPDR SERIES TRUST1.1M shares3.48%2025-09-302025-11-12 AVLV AMERICAN CENTY ETF TR444.6K shares6.33%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST962.2K shares5.61%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR299.2K shares1.34%2025-09-302025-11-12 SPIB SPDR SERIES TRUST699.8K shares3.49%2025-09-302025-11-12 SPTS SPDR SERIES TRUST745.4K shares2.69%2025-09-302025-11-12 DFGR DIMENSIONAL ETF TRUST638.9K shares13.93%2025-09-302025-11-12 SPTI SPDR SERIES TRUST593.7K shares2.82%2025-09-302025-11-12 DFAU DIMENSIONAL ETF TRUST365.6K shares-0.63%2025-09-302025-11-12 SPIP SPDR SERIES TRUST620.5K shares1.81%2025-09-302025-11-12 AVSD AMERICAN CENTY ETF TR217.5K shares0.45%2025-09-302025-11-12 AAPL APPLE INC60.7K shares0.05%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW16.2K shares0.47%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR146.1K shares0.69%2025-09-302025-11-12 DFSU DIMENSIONAL ETF TRUST326.9K shares2.56%2025-09-302025-11-12 DFSI DIMENSIONAL ETF TRUST257.4K shares1.27%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST299.0K shares0.18%2025-09-302025-11-12 DFAR DIMENSIONAL ETF TRUST391.0K shares1.28%2025-09-302025-11-12 AVSE AMERICAN CENTY ETF TR137.5K shares0.53%2025-09-302025-11-12 CSCO CISCO SYS INC107.6K shares0.06%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST179.2K shares-0.18%2025-09-302025-11-12 DFSE DIMENSIONAL ETF TRUST165.7K shares1.46%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS74.0K shares3.12%2025-09-302025-11-12 AVSU AMERICAN CENTY ETF TR90.0K shares-1.97%2025-09-302025-11-12 DFAE DIMENSIONAL ETF TRUST195.5K shares2.95%2025-09-302025-11-12 VBIL VANGUARD INSTL INDEX FD68.8K shares105.34%2025-09-302025-11-12 VGSR MANAGER DIRECTED PORTFOLIOS474.3K shares5.33%2025-09-302025-11-12 ESML ISHARES TR109.3K shares-0.18%2025-09-302025-11-12 DISV DIMENSIONAL ETF TRUST123.9K shares-0.47%2025-09-302025-11-12 VOO VANGUARD INDEX FDS5.1K shares90.56%2025-09-302025-11-12 GOOG ALPHABET INC12.8K shares-0.15%2025-09-302025-11-12 GOOGL ALPHABET INC12.4K shares0.02%2025-09-302025-11-12 DFIC DIMENSIONAL ETF TRUST87.2K shares0.81%2025-09-302025-11-12 IJH ISHARES TR42.2K shares0.03%2025-09-302025-11-12 WRB BERKLEY W R CORP33.0K shares0.00%2025-09-302025-11-12 INTU INTUIT3.6K shares0.00%2025-09-302025-11-12 MSFT MICROSOFT CORP4.7K shares11.24%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST35.7K shares0.04%2025-09-302025-11-12 IVV ISHARES TR3.2K shares5.18%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC4.3K shares-0.25%2025-09-302025-11-12 SPMB SPDR SERIES TRUST92.9K shares0.34%2025-09-302025-11-12 IWF ISHARES TR4.3K shares-1.14%2025-09-302025-11-12 VTI VANGUARD INDEX FDS6.0K shares49.40%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS25.9K shares-2.15%2025-09-302025-11-12 VRSN VERISIGN INC6.8K shares-5.13%2025-09-302025-11-12 VO VANGUARD INDEX FDS6.3K shares131.23%2025-09-302025-11-12 V VISA INC4.7K shares-0.65%2025-09-302025-11-12 VUG VANGUARD INDEX FDS3.4K sharesnew addition2025-09-302025-11-12 VGT VANGUARD WORLD FD2.1K shares350.73%2025-09-302025-11-12 SGOV ISHARES TR15.9K shares-14.96%2025-09-302025-11-12 VB VANGUARD INDEX FDS6.3K shares50.90%2025-09-302025-11-12 DFSV DIMENSIONAL ETF TRUST48.3K shares16.92%2025-09-302025-11-12 DFIP DIMENSIONAL ETF TRUST35.7K shares1.26%2025-09-302025-11-12 ORCL ORACLE CORP5.3K shares0.00%2025-09-302025-11-12 VMBS VANGUARD SCOTTSDALE FDS27.4K shares0.00%2025-09-302025-11-12 ITOT ISHARES TR8.8K shares12.49%2025-09-302025-11-12 VUSB VANGUARD BD INDEX FDS24.8K shares1.88%2025-09-302025-11-12 VXUS VANGUARD STAR FDS16.3K shares110.02%2025-09-302025-11-12 SUSB ISHARES TR46.3K shares4.26%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS23.0K shares24.37%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F20.4K shares55.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.3.5K shares-0.37%2025-09-302025-11-12 DFLV DIMENSIONAL ETF TRUST33.1K shares0.53%2025-09-302025-11-12 TIP ISHARES TR9.8K shares-0.60%2025-09-302025-11-12 VONV VANGUARD SCOTTSDALE FDS11.9K shares172.30%2025-09-302025-11-12 IJS ISHARES TR9.5K shares0.00%2025-09-302025-11-12 SUSA ISHARES TR7.7K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.7K shares44.27%2025-09-302025-11-12 VHT VANGUARD WORLD FD3.7K shares140.60%2025-09-302025-11-12 IWD ISHARES TR4.6K shares0.00%2025-09-302025-11-12 DSI ISHARES TR7.4K shares0.00%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR1.4K shares0.00%2025-09-302025-11-12 SUSC ISHARES TR34.2K shares0.00%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS3.7K shares-0.46%2025-09-302025-11-12 NVDA NVIDIA CORPORATION4.3K shares14.26%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON4.2K shares5.13%2025-09-302025-11-12 AVUS AMERICAN CENTY ETF TR7.1K shares-0.53%2025-09-302025-11-12 AFL AFLAC INC6.6K shares0.00%2025-09-302025-11-12 PRF INVESCO EXCHANGE TRADED FD T15.8K shares0.00%2025-09-302025-11-12 DFSD DIMENSIONAL ETF TRUST14.5K sharesnew addition2025-09-302025-11-12 DFCA DIMENSIONAL ETF TRUST14.0K shares0.73%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO4.3K shares11.71%2025-09-302025-11-12 MA MASTERCARD INCORPORATED1.1K shares-0.36%2025-09-302025-11-12 GLD SPDR GOLD TR1.7K shares39.28%2025-09-302025-11-12 WMT WALMART INC6.0K shares-1.28%2025-09-302025-11-12 IJR ISHARES TR5.1K shares0.00%2025-09-302025-11-12 VCEB VANGUARD WORLD FD9.3K shares6.36%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares14.71%2025-09-302025-11-12 CSM PROSHARES TR7.4K sharesnew addition2025-09-302025-11-12 GE GE AEROSPACE1.9K shares0.00%2025-09-302025-11-12 MUB ISHARES TR5.0K shares0.63%2025-09-302025-11-12 DUSB DIMENSIONAL ETF TRUST10.4K shares11.63%2025-09-302025-11-12 AMZN AMAZON COM INC2.4K shares2.84%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS8.6K shares17.80%2025-09-302025-11-12 DIS DISNEY WALT CO4.5K shares8.33%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS6.4K shares63.19%2025-09-302025-11-12 IHI ISHARES TR8.4K sharesnew addition2025-09-302025-11-12 HON HONEYWELL INTL INC2.3K shares2.20%2025-09-302025-11-12 IXUS ISHARES TR5.9K shares0.00%2025-09-302025-11-12 PGR PROGRESSIVE CORP1.9K shares0.00%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR6.2K shares7.37%2025-09-302025-11-12 DLN WISDOMTREE TR5.3K shares0.00%2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC4.2K shares-13.80%2025-09-302025-11-12 META META PLATFORMS INC605 shares-18.35%2025-09-302025-11-12 IWV ISHARES TR1.1K shares-0.87%2025-09-302025-11-12 IWB ISHARES TR1.1K shares-3.57%2025-09-302025-11-12 TSLA TESLA INC900 sharesnew addition2025-09-302025-11-12 TXN TEXAS INSTRS INC2.1K shares-1.38%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS2.7K sharesnew addition2025-09-302025-11-12 AVGO BROADCOM INC1.2K shares-6.13%2025-09-302025-11-12 HD HOME DEPOT INC942 shares-0.32%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS1.3K shares1.64%2025-09-302025-11-12 PEP PEPSICO INC2.6K shares-3.31%2025-09-302025-11-12 IGM ISHARES TR2.9K shares0.00%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-7.40%2025-09-302025-11-12 BAC BANK AMERICA CORP6.7K shares0.00%2025-09-302025-11-12 LLY ELI LILLY & CO453 shares-3.00%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC1.7K shares-7.87%2025-09-302025-11-12 MS MORGAN STANLEY2.2K shares-9.48%2025-09-302025-11-12 MRK MERCK & CO INC4.1K shares5.10%2025-09-302025-11-12 VBR VANGUARD INDEX FDS1.6K shares7.67%2025-09-302025-11-12 MCD MCDONALDS CORP1.1K shares9.52%2025-09-302025-11-12 AGG ISHARES TR3.4K shares0.00%2025-09-302025-11-12 VOT VANGUARD INDEX FDS1.1K shares-10.73%2025-09-302025-11-12 CGGO CAPITAL GROUP GBL GROWTH EQT9.8K shares0.00%2025-09-302025-11-12 VV VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-12 DHR DANAHER CORPORATION1.7K shares0.06%2025-09-302025-11-12 AVRE AMERICAN CENTY ETF TR7.3K shares6.60%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS3.8K shares-30.23%2025-09-302025-11-12 INTC INTEL CORP9.4K shares4.98%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.8K shares5.49%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP1.0K shares0.00%2025-09-302025-11-12 CTAS CINTAS CORP1.5K shares0.00%2025-09-302025-11-12 IWR ISHARES TR3.2K shares-10.30%2025-09-302025-11-12 GEV GE VERNOVA INC500 shares0.00%2025-09-302025-11-12 NFLX NETFLIX INC256 shares8.47%2025-09-302025-11-12 SMCI SUPER MICRO COMPUTER INC6.3K shares-7.30%2025-09-302025-11-12 MGC VANGUARD WORLD FD1.2K sharesnew addition2025-09-302025-11-12 ESGE ISHARES INC6.8K shares0.00%2025-09-302025-11-12 NEE NEXTERA ENERGY INC3.9K shares11.10%2025-09-302025-11-12 VTV VANGUARD INDEX FDS1.5K shares16.98%2025-09-302025-11-12 ETN EATON CORP PLC748 shares0.00%2025-09-302025-11-12 HPQ HP INC9.9K shares17.62%2025-09-302025-11-12 UNP UNION PAC CORP1.1K shares-19.52%2025-09-302025-11-12 ADBE ADOBE INC757 shares-0.13%2025-09-302025-11-12 IOO ISHARES TR2.2K shares0.00%2025-09-302025-11-12 EFA ISHARES TR2.7K shares0.00%2025-09-302025-11-12 CLS CELESTICA INC1.0K sharesnew addition2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND991 shares-2.46%2025-09-302025-11-12 SCZ ISHARES TR3.2K shares0.00%2025-09-302025-11-12 TJX TJX COS INC NEW1.7K shares0.00%2025-09-302025-11-12 MCK MCKESSON CORP309 shares0.00%2025-09-302025-11-12 CGXU CAPITAL GROUP INTL FOCUS EQT7.8K shares0.00%2025-09-302025-11-12 PSA PUBLIC STORAGE OPER CO789 shares0.00%2025-09-302025-11-12 SHY ISHARES TR2.7K shares0.00%2025-09-302025-11-12 CSX CSX CORP6.1K shares0.00%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC1.1K shares0.00%2025-09-302025-11-12 SPYX SPDR SERIES TRUST4.0K shares-10.50%2025-09-302025-11-12 DE DEERE & CO472 sharesnew addition2025-09-302025-11-12 SBUX STARBUCKS CORP2.5K shares-3.20%2025-09-302025-11-12 BNDX VANGUARD CHARLOTTE FDS4.3K shares2.34%2025-09-302025-11-12 PRM PERIMETER SOLUTIONS INC9.6K sharesnew addition2025-09-302025-11-12 CI THE CIGNA GROUP723 shares0.00%2025-09-302025-11-12 MMM 3M CO1.3K sharesnew addition2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II827 sharesnew addition2025-09-302025-11-12 ERTH INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F2.8K sharesnew addition2025-09-302025-11-12 XRAY DENTSPLY SIRONA INC12.7K shares0.00%2025-09-302025-11-12 PSNY POLESTAR AUTOMOTIVE HLDG UK15.3K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available