What does Willow Creek Wealth Management Inc. hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

Willow Creek Wealth Management Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$125M2.2M10.3%

VANGUARD BD INDEX FDS

$119M1.5M9.8%

SPDR SERIES TRUST

$102M3.9M8.4%

DIMENSIONAL ETF TRUST

$59M820K4.9%

DIMENSIONAL ETF TRUST

$48M1.1M4.0%

DIMENSIONAL ETF TRUST

$48M1.3M4.0%

ISHARES TR

$45M422K3.7%

SCHWAB STRATEGIC TR

$42M1.5M3.4%

VANGUARD BD INDEX FDS

$38M490K3.1%

VANGUARD MUN BD FDS

$34M680K2.8%

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