Willow Creek Wealth Management Inc. — 13F holdings

Willow Creek Wealth Management Inc. reported 180 holdings worth $1.21B in its 13F filing for Q3 2025, filed November 12, 2025.

Largest positions

  1. DIMENSIONAL ETF TRUST — $125M (10.3%)
  2. BSV VANGUARD BD INDEX FDS — $119M (9.8%)
  3. SPAB SPDR SERIES TRUST — $102M (8.4%)
  4. DFUS DIMENSIONAL ETF TRUST — $59.4M (4.9%)
  5. DFUV DIMENSIONAL ETF TRUST — $48.3M (4.0%)
  6. DFAI DIMENSIONAL ETF TRUST — $48.0M (4.0%)
  7. SUB ISHARES TR — $45.1M (3.7%)
  8. SCHP SCHWAB STRATEGIC TR — $41.7M (3.4%)
  9. BIV VANGUARD BD INDEX FDS — $38.2M (3.1%)
  10. VTEB VANGUARD MUN BD FDS — $34.0M (2.8%)