Institutional Manager · CIK 0001632407
Willow Creek Wealth Management Inc.
Sebastopol, CA · File #028-16438
Latest AUM
$1.21B
Positions
180
Top-10 Concentration
58.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 2025180 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Jun 2025149 pos · $879.2M
- 13F HOLDINGS REPORTQ/E Jun 2025149 pos · $879.2M
- 13F HOLDINGS REPORTQ/E Jun 2025153 pos · $855.3M
- 13F HOLDINGS REPORTQ/E Jun 2025155 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Jun 2025167 pos · $1.11B
- 13F HOLDINGS REPORTQ/E Dec 2024153 pos · $980.9M
- 13F HOLDINGS REPORTQ/E Mar 2024145 pos · $797.8M
- 13F HOLDINGS REPORTQ/E Dec 2023131 pos · $671.6M
- 13F HOLDINGS REPORTQ/E Sep 2023145 pos · $705.9M
- 13F HOLDINGS REPORTQ/E Jun 2023132 pos · $648.3M
- 13F HOLDINGS REPORTQ/E Mar 2023131 pos · $602,288
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V609 | 2,153,099 | $125.3M | 11.09% |
| 2 | VANGUARD BD INDEX FDS | 921937827 | 1,503,962 | $118.7M | 10.50% |
| 3 | SPDR SERIES TRUST | 78464A649 | 3,934,831 | $101.7M | 9.00% |
| 4 | DIMENSIONAL ETF TRUST | 25434V401 | 819,697 | $59.4M | 5.25% |
| 5 | DIMENSIONAL ETF TRUST | 25434V724 | 1,080,534 | $48.3M | 4.27% |
| 6 | DIMENSIONAL ETF TRUST | 25434V203 | 1,320,407 | $48.0M | 4.25% |
| 7 | ISHARES TR | 464288158 | 421,947 | $45.1M | 3.99% |
| 8 | SCHWAB STRATEGIC TR | 808524870 | 1,548,759 | $41.7M | 3.69% |
| 9 | VANGUARD BD INDEX FDS | 921937819 | 489,501 | $38.2M | 3.38% |
| 10 | VANGUARD MUN BD FDS | 922907746 | 679,977 | $34.0M | 3.01% |
| 11 | DIMENSIONAL ETF TRUST | 25434V807 | 732,358 | $33.8M | 2.99% |
| 12 | SPDR SERIES TRUST | 78464A474 | 1,107,756 | $33.6M | 2.97% |
| 13 | AMERICAN CENTY ETF TR | 025072349 | 444,586 | $32.1M | 2.84% |
| 14 | DIMENSIONAL ETF TRUST | 25434V732 | 962,189 | $30.9M | 2.73% |
| 15 | AMERICAN CENTY ETF TR | 025072802 | 299,193 | $26.6M | 2.36% |
| 16 | SPDR SERIES TRUST | 78464A375 | 699,809 | $23.7M | 2.10% |
| 17 | SPDR SERIES TRUST | 78468R101 | 745,398 | $21.9M | 1.93% |
| 18 | DIMENSIONAL ETF TRUST | 25434V658 | 638,861 | $17.4M | 1.54% |
| 19 | SPDR SERIES TRUST | 78464A672 | 593,737 | $17.2M | 1.52% |
| 20 | DIMENSIONAL ETF TRUST | 25434V104 | 365,649 | $16.7M | 1.48% |