Willow Creek Wealth Management Inc.
Q3 2026 13F filing
Updated 10 days ago205 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $150M | 2.26M | 9.90% | Added(+0.7%) |
| 2 | V VANGUARD BD INDEX FDS | $137.9M | 1.80M | 9.10% | Added(+0.2%) |
| 3 | S SPDR SERIES TRUST | $114.4M | 4.70M | 7.55% | Added(+3.4%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $73.9M | 890.2K | 4.88% | Added(+1.6%) |
| 5 | C DIMENSIONAL ETF TRUST | $59.3M | 1.43M | 3.91% | Added(+1.1%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $56M | 1.02M | 3.69% | Trimmed(-2.0%) |
| 7 | S SCHWAB STRATEGIC TR | $53M | 2.11M | 3.50% | Added(+4.6%) |
| 8 | V VANGUARD BD INDEX FDS | $48.7M | 667.7K | 3.21% | Added(+14.5%) |
| 9 | E ISHARES TR | $47.1M | 450.1K | 3.10% | Trimmed(-3.0%) |
| 10 | C COSTCO WHOLESALE CORPORATION | $44.3M | 48.7K | 2.92% | Added(+0.2%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $43.6M | 482.4K | 2.88% | Trimmed(-0.5%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $40M | 1.01M | 2.64% | Added(+1.8%) |
| 13 | M DIMENSIONAL ETF TRUST | $38.4M | 688.2K | 2.54% | Trimmed(-0.8%) |
| 14 | S SPDR SERIES TRUST | $38.4M | 1.30M | 2.54% | Added(+5.4%) |
| 15 | V VANGUARD MUN BD FDS | $37.8M | 798.3K | 2.49% | Added(+8.7%) |
| 16 | ? N/A AMERICAN CENTY ETF TR | $33.3M | 304.3K | 2.20% | Added(+0.8%) |
| 17 | S SPDR SERIES TRUST | $30.2M | 1.05M | 1.99% | Added(+29.3%) |
| 18 | S SPDR SERIES TRUST | $27.1M | 839.6K | 1.79% | Added(+7.0%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $23.4M | 866.8K | 1.55% | Added(+4.1%) |
| 20 | A APPLE INC | $22M | 66.2K | 1.45% | Added(+0.4%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $19.9M | 379.2K | 1.31% | Trimmed(-1.3%) |
| 22 | S SPDR SERIES TRUST | $19.3M | 792.5K | 1.27% | Added(+15.6%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $18.6M | 394.7K | 1.23% | Added(+1.1%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $17.2M | 215.8K | 1.13% | Added(+0.5%) |
| 25 | S SPDR SERIES TRUST | $16.4M | 602.1K | 1.08% | Trimmed(-11.3%) |
| 26 | ? N/A AMERICAN CENTY ETF TR | $15.9M | 134.8K | 1.05% | Trimmed(-7.4%) |
| 27 | P PROCTER & GAMBLE CO | $15.3M | 105.0K | 1.01% | Trimmed(-1.8%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $14.9M | 330.8K | 0.99% | Added(+1.3%) |
| 29 | C CISCO SYS INC | $11.6M | 108.1K | 0.77% | Added(+0.0%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $10.9M | 225.4K | 0.72% | Added(+12.4%) |
| 31 | ? N/A AMERICAN CENTY ETF TR | $10.5M | 132.1K | 0.69% | Trimmed(-0.3%) |
| 32 | ? N/A DFA INVT DIMENSIONS GROUP IN | $10.1M | 417.8K | 0.67% | — |
| 33 | D DIMENSIONAL ETF TRUST | $9.9M | 268.1K | 0.65% | Trimmed(-6.2%) |
| 34 | ? N/A AMERICAN CENTY ETF TR | $8.8M | 100.5K | 0.58% | Added(+0.7%) |
| 35 | V VANGUARD INSTL INDEX FD | $8M | 105.2K | 0.53% | Added(+2.6%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $7.5M | 169.7K | 0.50% | Trimmed(-7.7%) |
| 37 | N DIMENSIONAL ETF TRUST | $6.9M | 176.6K | 0.46% | Trimmed(-5.4%) |
| 38 | V VANGUARD INDEX FDS | $6.6M | 73.1K | 0.43% | Added(+0.1%) |
| 39 | T TESLA INC | $6.3M | 17.6K | 0.41% | Trimmed(-0.0%) |
| 40 | ? N/A MANAGER DIRECTED PORTFOLIOS | $6.1M | 578.0K | 0.41% | Trimmed(-0.3%) |
| 41 | G ALPHABET INC | $5.9M | 17.3K | 0.39% | Trimmed(-0.0%) |
| 42 | E ISHARES TR | $5.8M | 111.1K | 0.38% | Trimmed(-0.9%) |
| 43 | G ALPHABET INC | $5.5M | 15.9K | 0.36% | Added(+0.8%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $5M | 116.4K | 0.33% | Trimmed(-1.7%) |
| 45 | E ISHARES TR | $3.8M | 37.4K | 0.25% | Trimmed(-25.1%) |
| 46 | M MICROSOFT CORP | $3.7M | 7.2K | 0.24% | Added(+0.0%) |
| 47 | V VANGUARD INDEX FDS | $3.7M | 5.2K | 0.24% | Added(+17.2%) |
| 48 | J JOHNSON & JOHNSON | $3.5M | 13.0K | 0.23% | Added(+0.2%) |
| 49 | V VANGUARD INDEX FDS | $3.4M | 9.0K | 0.22% | Added(+6.2%) |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 86.0K | 0.21% | Trimmed(-0.9%) |