Filer Name: WILLOW CREEK WEALTH MANAGEMENT INC.
CIK: 1632407
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 153
Portfolio Value: $0.98B

Willow Creek Wealth Management Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAT US DIMENSIONAL US TARGET VALUE 1,952,837 $109M 11.08% - -
BSV US VANGUARD SHORT-TERM BOND ETF 1,320,076 $102M 10.40% - -
SPAB US SPDR PORTFOLIO AGGREGATE BON 3,479,841 $87M 8.87% - -
DFUS US DIMENSIONAL US EQ MKT ETF 713,498 $45M 4.64% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 1,087,836 $45M 4.54% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 753,987 $38M 3.85% - -
SUB US ISHARES SHORT-TERM NATIONAL 354,349 $37M 3.81% - -
BIV US VANGUARD INTERMEDIATE-TERM B 472,548 $35M 3.60% - -
SPSB US SPDR PORT SHRT TRM CORP BND 1,033,517 $31M 3.15% - -
SCHP US SCHWAB U.S. TIPS ETF 1,133,189 $29M 2.98% - -
DFAI US DIMENSIONAL INTERNATIONAL CO 997,902 $29M 2.97% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 746,530 $26M 2.70% - -
AVLV US AVANTIS US LARGE CAP VALUE 340,264 $23M 2.32% - -
DFEM US DIMENSIONAL EMERGING MARKETS 813,616 $21M 2.17% - -
SPIB US SPDR PORT INT CORP BOND ETF 631,336 $21M 2.11% - -
SPTS US SPDR PORT SHRT TRM TRSRY 683,774 $20M 2.02% - -
AVDV US AVANTIS INTL S/C VALUE ETF 245,921 $16M 1.63% - -
SPIP US SPDR PORTFOLIO TIPS ETF 600,290 $15M 1.55% - -
AAPL US APPLE INC 60,395 $15M 1.54% - -
COST US COSTCO WHOLESALE CORP 16,099 $15M 1.50% - -
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