Willow Creek Wealth Management Inc. Incresed Positions in Q3 2025

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
53.9K
+ 2.57%
$53.36 - $59.69 $2.88M - $3.22M
2.15M $125M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
89.8K
+ 6.35%
$78.11 - $79.07 $7.01M - $7.1M
1.5M $119M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
240K
+ 6.49%
$25.21 - $25.99 $6.05M - $6.23M
3.93M $102M
DFAI
Dimensional ETF Tr

ETFs
114K
+ 9.47%
$34.05 - $36.55 $3.89M - $4.18M
1.32M $48M
DFUS
Dimensional ETF Tr U S Equity

ETFs
23K
+ 2.89%
$67.01 - $72.84 $1.54M - $1.68M
820K $59.4M
SUB
Ishares Short Term National Mu

ETFs
40.7K
+ 10.67%
$106.17 - $107.3 $4.32M - $4.36M
422K $45.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
51.1K
+ 5.61%
$29.55 - $32.52 $1.51M - $1.66M
962K $30.9M
AVLV
American Centy ETF Tr Avantis
26.5K
+ 6.33%
$68.33 - $72.69 $1.81M - $1.92M
445K $32.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
109K
+ 7.58%
$26.44 - $27.1 $2.89M - $2.96M
1.55M $41.7M
AVDV
American Centy ETF Tr Avantis

ETFs
3.96K
+ 1.34%
$79.24 - $89.03 $314K - $352K
299K $26.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.44K
+ 90.56%
$567.77 - $614.76 $1.38M - $1.5M
5.13K $3.14M
AVUV
American Centy ETF Tr Avantis

ETFs
1K
+ 0.69%
$90.37 - $102.12 $90.6K - $102K
146K $14.5M
VGT
Vanguard Information Technolog

ETFs
1.67K
+ 350.73%
$656.44 - $753.15 $1.1M - $1.26M
2.15K $1.61M
SPSB
Spdr Portfolio Short Term Corp

ETFs
37.2K
+ 3.48%
$30.02 - $30.29 $1.12M - $1.13M
1.11M $33.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.3K
+ 2.16%
$76.16 - $78.59 $788K - $813K
490K $38.2M
VO
Vanguard Mid Cap ETF

ETFs
3.58K
+ 131.23%
$279.83 - $293.74 $1M - $1.05M
6.31K $1.85M
SPIB
Spdr Portfolio Intermediate Te

ETFs
23.6K
+ 3.49%
$33.26 - $34.01 $785K - $802K
700K $23.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.71K
+ 0.7%
$48.5 - $50.19 $229K - $237K
680K $34M
AVSD
American Centy ETF Tr Avantis

ETFs
981
+ 0.45%
$66.62 - $71.66 $65.4K - $70.3K
217K $15.6M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.02%
$174.36 - $254.72 $349 - $509
12.4K $3.02M
VTI
Vanguard Total Stock Market Et

ETFs
1.98K
+ 49.4%
$303.93 - $329.86 $603K - $654K
6K $1.97M
AVSE
American Centy ETF Tr Avantis

ETFs
724
+ 0.53%
$58.4 - $64.07 $42.3K - $46.4K
137K $8.74M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.55K
+ 172.3%
$84.55 - $89.54 $639K - $676K
11.9K $1.07M
DFAE
Dimensional ETF Tr

ETFs
5.6K
+ 2.95%
$28.84 - $31.84 $161K - $178K
196K $6.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.56K
+ 110.02%
$68.24 - $73.73 $584K - $631K
16.3K $1.2M
DFAX
Dimensional ETF Tr
541
+ 0.18%
$29.25 - $31.56 $15.8K - $17.1K
299K $9.38M
VB
Vanguard Small Cap ETF

ETFs
2.11K
+ 50.9%
$237.58 - $259.17 $502K - $547K
6.26K $1.59M
SPTS
Spdr Portfolio Short Term Trea

ETFs
19.5K
+ 2.69%
$29.12 - $29.34 $569K - $574K
745K $21.9M
VHT
Vanguard Health Care ETF

ETFs
2.19K
+ 140.6%
$239.12 - $259.95 $522K - $568K
3.74K $970K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
16.3K
+ 2.82%
$28.38 - $29.05 $462K - $472K
594K $17.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.23K
+ 55.0%
$49.43 - $54.52 $357K - $394K
20.4K $1.1M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
11K
+ 1.81%
$25.83 - $26.47 $284K - $291K
621K $16.3M
VNQ
Vanguard Specialized Funds Van

ETFs
2.24K
+ 3.12%
$88.47 - $93.24 $198K - $209K
74K $6.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
522
+ 44.27%
$546.99 - $602.2 $286K - $314K
1.7K $1.02M
MSFT
Microsoft Corp

Technology
478
+ 11.24%
$491.09 - $535.64 $235K - $256K
4.73K $2.45M
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.99K
+ 16.92%
$29.2 - $32.74 $204K - $229K
48.3K $1.54M
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.93K
+ 1.28%
$22.9 - $24.1 $113K - $119K
391K $9.33M
IVV
Ishares Core S&P 500 ETF

ETFs
158
+ 5.18%
$620.67 - $670.08 $98.1K - $106K
3.21K $2.15M
GLD
Spdr Gold Trust

ETFs
491
+ 39.28%
$300.96 - $355.47 $148K - $175K
1.74K $618K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.5K
+ 24.37%
$49.78 - $50.75 $224K - $228K
23K $1.16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
975
+ 12.49%
$135.0 - $146.02 $132K - $142K
8.78K $1.28M
NVDA
Nvidia Corp

Technology
531
+ 14.26%
$153.3 - $186.58 $81.4K - $99.1K
4.26K $793K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.47K
+ 63.19%
$78.96 - $80.04 $195K - $198K
6.38K $509K
DFIC
Dimensional ETF Tr Dimensional

ETFs
699
+ 0.81%
$30.76 - $33.01 $21.5K - $23.1K
87.2K $2.86M
JNJ
Johnson & Johnson

Healthcare
207
+ 5.13%
$155.17 - $185.42 $32.1K - $38.4K
4.24K $786K
DFAS
Dimensional ETF Tr U S Small C

ETFs
14
+ 0.04%
$63.41 - $69.69 $888 - $976
35.7K $2.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.03%
$62.09 - $66.51 $683 - $732
42.2K $2.76M
INTC
Intel Corp

Technology
446
+ 4.98%
$19.31 - $35.5 $8.61K - $15.8K
9.4K $315K
VEA
Vanguard Ftse Developed Market

ETFs
1.3K
+ 17.8%
$56.02 - $60.3 $72.9K - $78.5K
8.62K $516K
Activity Summary
Buys All Purchases 99 New Holdings 16 Increased Positions 83 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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