Willow Creek Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.05M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$3.69M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$3.54M |
| 4 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$3.27M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$4.88M |
| 2 |
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
|
+$890K |
| 3 |
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
|
+$666K |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$631K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$437K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.87% |
| 2 | Consumer Staples | 1.57% |
| 3 | Financials | 0.8% |
| 4 | Communication Services | 0.52% |
| 5 | Industrials | 0.46% |
Similar funds
Willow Creek Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Willow Creek Wealth Management held 169 positions worth $1.11B, up 8.3% from $1.03B the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Willow Creek Wealth Management deployed $40.1M of net new capital in Q2 2025, opening 14 new positions and adding to 77 existing holdings. Its largest new stake was Vanguard Total International Stock ETF: 7,778 shares worth $537K.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, up from 2.9% a quarter earlier, followed by Consumer Staples and Financials.
On the sell side, the largest reduction was Vanguard Tax-Exempt Bond Index Fund, an estimated $4.88M trimmed.
- Willow Creek Wealth Management's largest Q2 2025 buy was Vanguard Total International Stock ETF: 7,778 shares worth $537K.
- Willow Creek Wealth Management added most to Vanguard Short-Term Bond ETF in Q2 2025, an estimated $4.05M increase.
- Willow Creek Wealth Management's biggest Q2 2025 reduction was Vanguard Tax-Exempt Bond Index Fund, cutting an estimated $4.88M.
- Willow Creek Wealth Management fully exited UnitedHealth in Q2 2025, selling an estimated $267K.
- Willow Creek Wealth Management's ten largest holdings make up 55% of its $1.11B portfolio in Q2 2025.
- Willow Creek Wealth Management opened 14 new positions and closed 2 in Q2 2025.
- Willow Creek Wealth Management's portfolio value rose 8.3% quarter-over-quarter to $1.11B.
Based on Willow Creek Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.