account_balance
Investment manager · 13F filer · SEC CIK 1632407
Willow Creek Wealth Management Inc.
Reported value$1.52Bas of Sep 30, 2026
Positions205 11 new, 9 sold out
Top 10 weight51.8%DFAT alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFATDimensional ETF Trust
9.9%
BSVVanguard Bd Index FDS
9.1%
SPABSPDR Series Trust
7.6%Added +3%
DFUSDimensional ETF Trust
4.9%
DFAIDimensional ETF Trust
3.9%
DFUVDimensional ETF Trust
3.7%
SCHPSchwab Strategic Tr
3.5%Added +5%
BIVVanguard Bd Index FDS
3.2%Added +14%
SUBiShares Tr
3.1%Trimmed −3%
COSTCostco Wholesale Corp
2.9%
AVLVAmerican Centy ETF Tr
2.9%
DFEMDimensional ETF Trust
2.6%
DFATDimensional ETF Trust
9.9%
BSVVanguard Bd Index FDS
9.1%
SPABSPDR Series Trust
7.6%
DFUSDimensional ETF Trust
4.9%
DFAIDimensional ETF Trust
3.9%
DFUVDimensional ETF Trust
3.7%
SCHPSchwab Strategic Tr
3.5%
BIVVanguard Bd Index FDS
3.2%
SUB3.1%
COSTAVLV2.9%
DFEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAT Dimensional ETF Trust 9.9% Held
BSV Vanguard Bd Index FDS 9.1% Held
SPAB SPDR Series Trust 7.6% Added +3%
DFUS Dimensional ETF Trust 4.9% Held
DFAI Dimensional ETF Trust 3.9% Held
DFUV Dimensional ETF Trust 3.7% Held
SCHP Schwab Strategic Tr 3.5% Added +5%
BIV Vanguard Bd Index FDS 3.2% Added +14%
SUB iShares Tr 3.1% Trimmed −3%
COST Costco Wholesale Corp 2.9% HeldAVLV American Centy ETF Tr 2.9% Held
DFEM Dimensional ETF Trust 2.6% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.