Willow Creek Wealth Management Inc. Incresed Positions in Q2 2025

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
69.5K
+ 3.42%
$44.8 - $53.97 $3.11M - $3.75M
2.1M $113M
DFUS
Dimensional ETF Tr U S Equity

ETFs
52.8K
+ 7.1%
$53.65 - $67.02 $2.83M - $3.54M
797K $53.4M
DFAI
Dimensional ETF Tr

ETFs
88.6K
+ 7.93%
$28.02 - $34.71 $2.48M - $3.08M
1.21M $41.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
66.9K
+ 7.92%
$23.4 - $29.68 $1.56M - $1.98M
911K $27M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
51.8K
+ 3.8%
$77.74 - $78.78 $4.03M - $4.08M
1.41M $111M
AVDV
American Centy ETF Tr Avantis

ETFs
13.9K
+ 4.93%
$61.76 - $79.32 $857K - $1.1M
295K $23.4M
AVLV
American Centy ETF Tr Avantis
36.4K
+ 9.53%
$56.85 - $68.21 $2.07M - $2.48M
418K $28.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
139K
+ 10.72%
$26.18 - $26.93 $3.65M - $3.75M
1.44M $38.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
119K
+ 3.32%
$24.98 - $25.66 $2.96M - $3.04M
3.7M $94.6M
AVUV
American Centy ETF Tr Avantis

ETFs
25.6K
+ 21.4%
$75.17 - $91.21 $1.92M - $2.33M
145K $13.2M
DFAU
Dimensional ETF Tr

ETFs
22.7K
+ 6.58%
$34.04 - $42.36 $773K - $962K
368K $15.6M
SUB
Ishares Short Term National Mu

ETFs
18.6K
+ 5.11%
$104.77 - $106.34 $1.94M - $1.97M
381K $40.5M
AVSU
American Centy ETF Tr Avantis

ETFs
23.7K
+ 34.8%
$55.22 - $68.6 $1.31M - $1.63M
91.8K $6.3M
AVSE
American Centy ETF Tr Avantis

ETFs
20.2K
+ 17.37%
$45.56 - $58.63 $922K - $1.19M
137K $8.02M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
48.6K
+ 9.18%
$28.21 - $28.85 $1.37M - $1.4M
577K $16.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.9K
+ 11.09%
$29.12 - $35.84 $522K - $643K
180K $6.43M
CSCO
Cisco Systems, Inc.

Technology
3.89K
+ 3.75%
$53.19 - $69.38 $207K - $270K
108K $7.46M
SPIB
Spdr Portfolio Intermediate Te

ETFs
24K
+ 3.68%
$32.62 - $33.58 $782K - $805K
676K $22.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
27.3K
+ 3.9%
$29.07 - $29.38 $792K - $801K
726K $21.3M
DFAE
Dimensional ETF Tr

ETFs
9.24K
+ 5.11%
$22.87 - $28.95 $211K - $267K
190K $5.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
26K
+ 170.1%
$24.21 - $29.47 $629K - $766K
41.3K $1.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.24K
+ 85.46%
$456.74 - $568.03 $566K - $704K
2.69K $1.53M
INTU
Intuit Inc

Technology
4
+ 0.11%
$544.07 - $787.63 $2.18K - $3.15K
3.59K $2.83M
MSFT
Microsoft Corp

Technology
112
+ 2.71%
$354.56 - $497.45 $39.7K - $55.7K
4.25K $2.11M
WRB
Berkley W R Corp

Financial Services
118
+ 0.36%
$64.28 - $75.17 $7.59K - $8.87K
33K $2.43M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.5K
+ 3.31%
$33.46 - $41.33 $117K - $145K
109K $4.53M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.74K
+ 7.11%
$24.94 - $31.15 $143K - $179K
86.5K $2.69M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
984
+ 0.21%
$75.05 - $77.34 $73.8K - $76.1K
479K $37.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 34.56%
$243.75 - $303.93 $251K - $313K
4.01K $1.22M
VB
Vanguard Small Cap ETF

ETFs
1.22K
+ 41.56%
$193.73 - $237.37 $236K - $289K
4.15K $983K
VO
Vanguard Mid Cap ETF

ETFs
837
+ 44.26%
$228.54 - $279.83 $191K - $234K
2.73K $763K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.11K
+ 28.6%
$49.57 - $50.27 $203K - $206K
18.5K $927K
DIS
Walt Disney CO

Communication Services
1.07K
+ 34.72%
$81.72 - $124.01 $87.2K - $132K
4.14K $513K
NVDA
Nvidia Corp

Technology
132
+ 3.67%
$94.31 - $157.99 $12.4K - $20.9K
3.72K $588K
QQQ
Invesco Qqq Trust, Series 1

ETFs
251
+ 27.05%
$416.06 - $551.64 $104K - $138K
1.18K $650K
JPM
Jpmorgan Chase & CO

Financial Services
71
+ 2.09%
$210.28 - $289.91 $14.9K - $20.6K
3.48K $1.01M
META
Meta Platforms, Inc.

Communication Services
59
+ 8.65%
$484.66 - $738.09 $28.6K - $43.5K
741 $546K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.74K
+ 15.24%
$39.89 - $49.46 $69.4K - $86K
13.1K $650K
VNQ
Vanguard Specialized Funds Van

ETFs
2.55K
+ 3.68%
$79.79 - $91.42 $203K - $233K
71.8K $6.39M
SPSB
Spdr Portfolio Short Term Corp

ETFs
765
+ 0.07%
$29.82 - $30.19 $22.8K - $23.1K
1.07M $32.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
125
+ 10.02%
$496.48 - $617.85 $62.1K - $77.2K
1.37K $848K
AMZN
Amazon Com Inc

Consumer Cyclical
261
+ 12.65%
$167.32 - $223.3 $43.7K - $58.3K
2.32K $509K
NFLX
Netflix Inc

Communication Services
3
+ 1.29%
$855.86 - $1339.13 $2.57K - $4.02K
236 $316K
AVGO
Broadcom Inc.

Technology
134
+ 12.13%
$146.29 - $275.65 $19.6K - $36.9K
1.24K $341K
GLD
Spdr Gold Trust

ETFs
213
+ 20.54%
$273.71 - $316.29 $58.3K - $67.4K
1.25K $381K
WMT
Walmart Inc.

Consumer Defensive
78
+ 1.3%
$81.79 - $99.98 $6.38K - $7.8K
6.07K $593K
IBM
International Business Machines Corp

Technology
8
+ 0.63%
$221.03 - $294.78 $1.77K - $2.36K
1.28K $376K
AVEM
American Centy ETF Tr Avantis

ETFs
18
+ 0.31%
$53.08 - $68.54 $955 - $1.23K
5.76K $395K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.56K
+ 1400.0%
$87.84 - $1441.89 $401K - $6.58M
4.89K $440K
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 46 Reductions 44 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email