Willow Creek Wealth Management Inc.

Est. AUM

$1.21B

13F long equity, this entity only

Positions

180

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US TARGETED VLU	$125.3M	2153099	10.32%	SOLE
2	VANGUARD BD INDEX FDS	SHORT TRM BOND	$118.7M	1503962	9.77%	SOLE
3	SPDR SERIES TRUST	PORTFOLIO AGRGTE	$101.7M	3934831	8.38%	SOLE
4	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$59.4M	819697	4.89%	SOLE
5	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$48.3M	1080534	3.98%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$48.0M	1320407	3.95%	SOLE
7	ISHARES TR	SHRT NAT MUN ETF	$45.1M	421947	3.71%	SOLE
8	SCHWAB STRATEGIC TR	US TIPS ETF	$41.7M	1548759	3.44%	SOLE
9	VANGUARD BD INDEX FDS	INTERMED TERM	$38.2M	489501	3.15%	SOLE
10	VANGUARD MUN BD FDS	TAX EXEMPT BD	$34.0M	679977	2.80%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$33.8M	732358	2.78%	SOLE
12	SPDR SERIES TRUST	PORTFOLIO SHORT	$33.6M	1107756	2.76%	SOLE
13	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$32.1M	444586	2.65%	SOLE
14	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$30.9M	962189	2.54%	SOLE
15	AMERICAN CENTY ETF TR	INTL SMCP VLU	$26.6M	299193	2.19%	SOLE
16	SPDR SERIES TRUST	PORTFOLIO INTRMD	$23.7M	699809	1.95%	SOLE
17	SPDR SERIES TRUST	PORTFOLIO SH TSR	$21.9M	745398	1.80%	SOLE
18	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$17.4M	638861	1.44%	SOLE
19	SPDR SERIES TRUST	PORTFLI INTRMDIT	$17.2M	593737	1.41%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$16.7M	365649	1.38%	SOLE
21	SPDR SERIES TRUST	PORTFLI TIPS ETF	$16.3M	620526	1.34%	SOLE
22	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$15.6M	217469	1.28%	SOLE
23	APPLE INC	COM	$15.5M	60737	1.27%	SOLE
24	COSTCO WHSL CORP NEW	COM	$15.0M	16174	1.23%	SOLE
25	AMERICAN CENTY ETF TR	US SML CP VALU	$14.5M	146054	1.20%	SOLE
26	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$13.9M	326933	1.14%	SOLE
27	DIMENSIONAL ETF TRUST	INTERNATIONAL	$10.5M	257374	0.87%	SOLE
28	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$9.4M	299035	0.77%	SOLE
29	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$9.3M	391044	0.77%	SOLE
30	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$8.7M	137460	0.72%	SOLE
31	CISCO SYS INC	COM	$7.4M	107615	0.61%	SOLE
32	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$6.9M	179208	0.57%	SOLE
33	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$6.8M	165745	0.56%	SOLE
34	VANGUARD INDEX FDS	REAL ESTATE ETF	$6.8M	74034	0.56%	SOLE
35	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$6.6M	89985	0.55%	SOLE
36	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6.2M	195526	0.51%	SOLE
37	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$5.2M	68843	0.43%	SOLE
38	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$5.1M	474258	0.42%	SOLE
39	ISHARES TR	ESG AWARE MSCI	$4.9M	109292	0.41%	SOLE
40	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.4M	123895	0.36%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	5128	0.26%	SOLE
42	ALPHABET INC	CAP STK CL C	$3.1M	12790	0.26%	SOLE
43	ALPHABET INC	CAP STK CL A	$3.0M	12412	0.25%	SOLE
44	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$2.9M	87194	0.24%	SOLE
45	ISHARES TR	CORE S&P MCP ETF	$2.8M	42223	0.23%	SOLE
46	BERKLEY W R CORP	COM	$2.5M	33010	0.21%	SOLE
47	INTUIT	COM	$2.5M	3591	0.20%	SOLE
48	MICROSOFT CORP	COM	$2.5M	4730	0.20%	SOLE
49	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.4M	35742	0.20%	SOLE
50	ISHARES TR	CORE S&P500 ETF	$2.1M	3208	0.18%	SOLE

1–50 of 180

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.