Willow Creek Wealth Management Inc. - Portfolio overview

Willow Creek Wealth Management Inc. has 180 reported holdings in this dataset, with the latest filing dated 2025-11-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL ETF TRUST, 10.32%
2. BSV - VANGUARD BD INDEX FDS, 9.77%
3. SPAB - SPDR SERIES TRUST, 8.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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