Willow Creek Wealth Management Inc.
CIK 1632407
13F filing for Q2 2026・No. 1,980
- Holdings
- US$1.52B
- Quarter change
- No filing last quarter
- Entries
- 203
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
203 stocks worth US$1.52B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | — | 2,241,838 | US$156.7M | 10.30% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | — | 1,801,388 | US$140.35M | 9.23% |
| SPDR SERIES TRUSTST STR AGGRE ETF | — | 4,542,531 | US$115.93M | 7.62% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | — | 876,290 | US$71.8M | 4.72% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | — | 1,415,512 | US$58.39M | 3.84% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | — | 1,038,398 | US$57.12M | 3.76% |
| SCHPSCHWAB STRATEGIC TRUS TIPS ETF | — | 2,015,743 | US$53.42M | 3.51% |
| ISHARES TRSHRT NAT MUN ETF | — | 464,033 | US$49.41M | 3.25% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | — | 48,612 | US$45.48M | 2.99% |
| VANGUARD BD INDEX FDSINTERMED TERM | — | 583,191 | US$44.73M | 2.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled October 26, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.