§ 13F · FUND PROFILE
Willow Creek Wealth Management Inc..
AUM · $1.2B (13F)Positions · 180Turnover · n/a · Q3Filed · Nov 12, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 2.15M | $125M | 10.3% | +3% |
| 2 | BSV | VANGUARD BD INDEX FDS | 1.50M | $119M | 9.8% | +6% |
| 3 | SPAB | SPDR SERIES TRUST | 3.93M | $102M | 8.4% | +6% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 820K | $59M | 4.9% | +3% |
| 5 | DFUV | DIMENSIONAL ETF TRUST | 1.08M | $48M | 4.0% | ±0% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 1.32M | $48M | 4.0% | +9% |
| 7 | SUB | ISHARES TR | 422K | $45M | 3.7% | +11% |
| 8 | SCHP | SCHWAB STRATEGIC TR | 1.55M | $42M | 3.4% | +8% |
| 9 | BIV | VANGUARD BD INDEX FDS | 490K | $38M | 3.1% | +2% |
| 10 | VTEB | VANGUARD MUN BD FDS | 680K | $34M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLOW SIGNAL
AC read
Willow Creek Wealth Management Inc. is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 180 positions.
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