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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
VGSR +337,724+$3,364
UNP +1,515+$372
BAC +8,124+$274
NSC +1,156+$273
UNH +488+$257
META +701+$248
TGT +1,702+$242
ESGE +7,432+$238
NKE +2,048+$222
CTAS +364+$219
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
F -12,362-$154
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SPTI +391,116+$11,213
SPIB +267,138+$9,093
DFAI +176,526+$5,959
DFAR +172,018+$4,719
DFEM +159,551+$4,527
DFUS +153,993+$10,283
SPSB +149,665+$4,786
SPTS +112,150+$3,426
AVLV +81,278+$5,474
DFGR +75,163+$2,261
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VTEB -191,832-$7,339
DFIP -31,310-$1,195
DFUV -30,530+$2,613
SPAB -25,791+$3,415
AVSE -15,604-$404
SPMB -8,587-$42
DFAE -4,973+$166
BND -3,953-$190
DFSV -3,540-$28
Willow Creek Wealth Management Inc. Info
Size ($ in 1000's)
At 12/31/2023: $797,760
At 09/30/2023: $671,608

Willow Creek Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Willow Creek Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Willow Creek Wealth Management Inc.
As of  12/31/2023, we find all stocks held by Willow Creek Wealth Management Inc. to be as follows, presented in the table below with each row detailing each Willow Creek Wealth Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Willow Creek Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Willow Creek Wealth Management Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAT) 1,746,773 +33,060 $91,409
     DFAT1,746,773+33,060$91,409
SPDR SER TR (SPAB) 3,109,703 -25,791 $79,733
     SPAB3,109,703-25,791$79,733
VANGUARD BD INDEX FDS (BSV) 1,028,451 +5,644 $79,211
     BSV1,028,451+5,644$79,211
DIMENSIONAL ETF TRUST (DFUV) 1,141,212 -30,530 $42,476
     DFUV1,141,212-30,530$42,476
ISHARES TR (SUB) 311,250 +33,391 $32,815
     SUB311,250+33,391$32,815
VANGUARD MUN BD FDS (VTEB) 640,159 -191,832 $32,680
     VTEB640,159-191,832$32,680
DIMENSIONAL ETF TRUST (DFUS) 589,988 +153,993 $30,579
     DFUS589,988+153,993$30,579
VANGUARD BD INDEX FDS (BIV) 356,490 +19,840 $27,229
     BIV356,490+19,840$27,229
SPDR SER TR (SPSB) 863,285 +149,665 $25,709
     SPSB863,285+149,665$25,709
DIMENSIONAL ETF TRUST (DFIV) 748,144 -1,760 $25,706
     DFIV748,144-1,760$25,706
SCHWAB STRATEGIC TR 354,441 +44,766 $18,502
     SCHP354,441+44,766$18,502
SPDR SER TR (SPTS) 623,312 +112,150 $18,107
     SPTS623,312+112,150$18,107
SPDR SER TR (SPIB) 500,602 +267,138 $16,435
     SPIB500,602+267,138$16,435
DIMENSIONAL ETF TRUST (DFAI) 533,363 +176,526 $15,276
     DFAI533,363+176,526$15,276
SPDR SER TR (SPIP) 559,721 +37,466 $14,312
     SPIP559,721+37,466$14,312
AMERICAN CENTY ETF TR (AVLV) 234,695 +81,278 $13,556
     AVLV234,695+81,278$13,556
SPDR SER TR (SPTI) 432,372 +391,116 $12,349
     SPTI432,372+391,116$12,349
DIMENSIONAL ETF TRUST (DFEM) 489,164 +159,551 $12,210
     DFEM489,164+159,551$12,210
APPLE INC 61,967 +2,117 $11,931
     AAPL61,967+2,117$11,931
COSTCO WHSL CORP NEW 17,240 +295 $11,380
     COST17,240+295$11,380
DIMENSIONAL ETF TRUST (DFAU) 318,912 +10,160 $10,604
     DFAU318,912+10,160$10,604
AMERICAN CENTY ETF TR (AVSD) 196,442 +789 $10,585
     AVSD196,442+789$10,585
AMERICAN CENTY ETF TR (AVDV) 164,715 +42,903 $10,293
     AVDV164,715+42,903$10,293
DIMENSIONAL ETF TRUST (DFAR) 422,551 +172,018 $9,609
     DFAR422,551+172,018$9,609
AMERICAN CENTY ETF TR (AVUV) 96,972 +31,981 $8,708
     AVUV96,972+31,981$8,708
DIMENSIONAL ETF TRUST (DFAX) 306,287 +27,845 $7,480
     DFAX306,287+27,845$7,480
VANGUARD INDEX FDS (VNQ) 68,754 -344 $6,075
     VNQ68,754-344$6,075
SPDR SER TR (BIL) 60,137 +44,877 $5,496
     BIL60,137+44,877$5,496
CISCO SYS INC 103,326 +1,596 $5,220
     CSCO103,326+1,596$5,220
ISHARES TR (SGOV) 51,999 +31,138 $5,214
     SGOV51,999+31,138$5,214
AMERICAN CENTY ETF TR (AVSE) 95,985 -15,604 $4,603
     AVSE95,985-15,604$4,603
DIMENSIONAL ETF TRUST (DFAC) 150,723 +1,423 $4,406
     DFAC150,723+1,423$4,406
DIMENSIONAL ETF TRUST (DFAE) 180,937 -4,973 $4,362
     DFAE180,937-4,973$4,362
DIMENSIONAL ETF TRUST (DFGR) 161,421 +75,163 $4,194
     DFGR161,421+75,163$4,194
ISHARES TR (ESML) 95,965 +45,333 $3,648
     ESML95,965+45,333$3,648
FASTLY INC 202,000 UNCH $3,596
     FSLY202,000UNCH$3,596
MANAGER DIRECTED PORTFOLIOS 337,724 +337,724 $3,364
     VGSR337,724+337,724$3,364
AMERICAN CENTY ETF TR (AVSU) 59,496 -3,179 $3,343
     AVSU59,496-3,179$3,343
DIMENSIONAL ETF TRUST (DISV) 126,616 +20,194 $3,265
     DISV126,616+20,194$3,265
DIMENSIONAL ETF TRUST (DFSU) 79,894 +18,816 $2,487
     DFSU79,894+18,816$2,487
SPDR SER TR (SPMB) 107,994 -8,587 $2,383
     SPMB107,994-8,587$2,383
THERMO FISHER SCIENTIFIC INC 4,373 +172 $2,321
     TMO4,373+172$2,321
ISHARES TR (IJH) 8,354 +5,557 $2,316
     IJH8,354+5,557$2,316
INTUIT 3,690 UNCH $2,306
     INTU3,690UNCH$2,306
DIMENSIONAL ETF TRUST (DFSI) 69,231 +6,593 $2,218
     DFSI69,231+6,593$2,218
DIMENSIONAL ETF TRUST (DFAS) 36,225 -806 $2,160
     DFAS36,225-806$2,160
ISHARES TR (IVV) 3,846 +139 $1,837
     IVV3,846+139$1,837
DIMENSIONAL ETF TRUST (DFSE) 56,424 +13,596 $1,784
     DFSE56,424+13,596$1,784
ALPHABET INC 12,513 +1,612 $1,763
     GOOG12,513+1,612$1,763
VANGUARD BD INDEX FDS (BND) 22,943 -3,953 $1,687
     BND22,943-3,953$1,687
ALPHABET INC 11,579 -511 $1,617
     GOOGL11,579-511$1,617
DIMENSIONAL ETF TRUST (DFIC) 62,989 +7,545 $1,608
     DFIC62,989+7,545$1,608
BERKLEY W R CORP 21,929 +1 $1,551
     WRB21,929+1$1,551
VERISIGN INC 7,446 -1 $1,534
     VRSN7,446-1$1,534
ISHARES TR (IWF) 4,815 -65 $1,460
     IWF4,815-65$1,460
DIMENSIONAL ETF TRUST (DFIP) 32,765 -31,310 $1,353
     DFIP32,765-31,310$1,353
ISHARES TR (TIP) 12,509 -2,443 $1,345
     TIP12,509-2,443$1,345
MICROSOFT CORP 3,563 +459 $1,340
     MSFT3,563+459$1,340
VANGUARD BD INDEX FDS (VUSB) 25,682 +2,066 $1,270
     VUSB25,682+2,066$1,270
VISA INC 4,764 +406 $1,240
     V4,764+406$1,240
ISHARES TR (SUSB) 42,631 -281 $1,044
     SUSB42,631-281$1,044
ISHARES TR (IJS) 9,585 -228 $988
     IJS9,585-228$988
VANGUARD SCOTTSDALE FDS (VMBS) 20,084 -1,780 $931
     VMBS20,084-1,780$931
ISHARES TR (ITOT) 7,838 UNCH $825
     ITOT7,838UNCH$825
ISHARES TR (SUSA) 7,959 UNCH $800
     SUSA7,959UNCH$800
ISHARES TR (IWD) 4,708 UNCH $778
     IWD4,708UNCH$778
PROCTER AND GAMBLE CO 5,173 +234 $758
     PG5,173+234$758
ISHARES TR (SUSC) 29,434 +23 $685
     SUSC29,434+23$685
PLANET LABS PBC 273,407 UNCH $675
     PL273,407UNCH$675
VANGUARD MALVERN FDS (VTIP) 14,204 -331 $675
     VTIP14,204-331$675
ISHARES TR (DSI) 7,331 -129 $667
     DSI7,331-129$667
VANGUARD SPECIALIZED FUNDS (VIG) 3,836 UNCH $654
     VIG3,836UNCH$654
AMERICAN CENTY ETF TR (AVUS) 7,634 UNCH $623
     AVUS7,634UNCH$623
ORACLE CORP 5,890 -822 $621
     ORCL5,890-822$621
JOHNSON & JOHNSON 3,927 -187 $616
     JNJ3,927-187$616
ISHARES TR (IJR) 5,367 UNCH $581
     IJR5,367UNCH$581
INVESCO EXCHANGE TRADED FD T (PRF) 15,805 UNCH $556
     PRF15,805UNCH$556
SPDR S&P 500 ETF TR (SPY) 1,149 -6 $547
     SPY1,149-6$547
VANGUARD INDEX FDS (VB) 2,563 +149 $547
     VB2,563+149$547
AFLAC INC 6,583 -1 $543
     AFL6,583-1$543
BERKSHIRE HATHAWAY INC DEL      $535
     BRK.B1,500+286$535
HONEYWELL INTL INC 2,347 +235 $492
     HON2,347+235$492
DIMENSIONAL ETF TRUST (DFSV) 16,314 -3,540 $475
     DFSV16,314-3,540$475
MASTERCARD INCORPORATED 1,097 UNCH $468
     MA1,097UNCH$468
VANGUARD WORLD FD (VCEB) 7,336 -229 $465
     VCEB7,336-229$465
DENTSPLY SIRONA INC 12,703 +1 $452
     XRAY12,703+1$452
ADOBE INC 751 +1 $448
     ADBE751+1$448
INTEL CORP 8,733 -1,070 $439
     INTC8,733-1,070$439
PROGRESSIVE CORP 2,671 +1 $425
     PGR2,671+1$425
VANGUARD INDEX FDS (VOO) 965 UNCH $422
     VOO965UNCH$422
WISDOMTREE TR 6,110 UNCH $406
     DLN6,110UNCH$406
INVESCO QQQ TR 952 -42 $390
     QQQ952-42$390
MERCK & CO INC 3,531 +781 $385
     MRK3,531+781$385
DANAHER CORPORATION 1,656 +201 $383
     DHR1,656+201$383
TEXAS INSTRS INC 2,212 -7 $377
     TXN2,212-7$377
ISHARES TR (IXUS) 5,769 UNCH $375
     IXUS5,769UNCH$375
UNION PAC CORP 1,515 +1,515 $372
     UNP1,515+1,515$372
MARSH & MCLENNAN COS INC 1,939 UNCH $367
     MMC1,939UNCH$367
JPMORGAN CHASE & CO 2,146 -115 $365
     JPM2,146-115$365
VANGUARD INDEX FDS (VO) 1,554 UNCH $362
     VO1,554UNCH$362
ISHARES TR (IWR) 4,538 +265 $353
     IWR4,538+265$353
ACCENTURE PLC IRELAND 994 -1 $349
     ACN994-1$349
PEPSICO INC 2,041 -177 $347
     PEP2,041-177$347
DIMENSIONAL ETF TRUST (DFLV) 12,592 +3,302 $341
     DFLV12,592+3,302$341
AMERICAN CENTY ETF TR (AVRE) 7,782 -2,874 $337
     AVRE7,782-2,874$337
ISHARES TR (AGG) 3,378 UNCH $335
     AGG3,378UNCH$335
VANGUARD INTL EQUITY INDEX F (VWO) 7,874 UNCH $324
     VWO7,874UNCH$324
VANGUARD INDEX FDS (VV) 1,476 UNCH $322
     VV1,476UNCH$322
STARBUCKS CORP 3,313 +8 $318
     SBUX3,313+8$318
ISHARES TR (IWV) 1,159 UNCH $317
     IWV1,159UNCH$317
ISHARES TR (IWB) 1,190 UNCH $312
     IWB1,190UNCH$312
ISHARES TR (EFA) 4,121 +16 $311
     EFA4,121+16$311
OREILLY AUTOMOTIVE INC 326 UNCH $310
     ORLY326UNCH$310
ISHARES TR (SHY) 3,673 UNCH $301
     SHY3,673UNCH$301
VANGUARD INDEX FDS (VTI) 1,256 -50 $298
     VTI1,256-50$298
DISNEY WALT CO 3,218 -16 $291
     DIS3,218-16$291
INTERCONTINENTAL EXCHANGE IN (ICE) 2,217 +165 $285
     ICE2,217+165$285
ELI LILLY & CO 480 +3 $280
     LLY480+3$280
BANK AMERICA CORP 8,124 +8,124 $274
     BAC8,124+8,124$274
NORFOLK SOUTHN CORP 1,156 +1,156 $273
     NSC1,156+1,156$273
VANGUARD INDEX FDS (VBR) 1,481 -13 $267
     VBR1,481-13$267
UNITEDHEALTH GROUP INC 488 +488 $257
     UNH488+488$257
META PLATFORMS INC 701 +701 $248
     META701+701$248
WALMART INC 1,568 -346 $247
     WMT1,568-346$247
MORGAN STANLEY 2,610 -153 $243
     MS2,610-153$243
TARGET CORP 1,702 +1,702 $242
     TGT1,702+1,702$242
PUBLIC STORAGE 789 UNCH $241
     PSA789UNCH$241
ISHARES INC (ESGE) 7,432 +7,432 $238
     ESGE7,432+7,432$238
MCDONALDS CORP 802 -2 $238
     MCD802-2$238
GENERAL ELECTRIC CO 1,853 +7 $236
     GE1,853+7$236
ISHARES TR (MUB) 2,177 UNCH $236
     MUB2,177UNCH$236
EXPONENT INC 2,650 UNCH $233
     EXPO2,650UNCH$233
HOME DEPOT INC 673 -125 $233
     HD673-125$233
AMERICAN CENTY ETF TR (AVEM) 4,118 UNCH $232
     AVEM4,118UNCH$232
TESLA INC 926 -232 $230
     TSLA926-232$230
NEXTERA ENERGY INC 3,767 -304 $229
     NEE3,767-304$229
NIKE INC 2,048 +2,048 $222
     NKE2,048+2,048$222
EXXON MOBIL CORP 2,218 +8 $222
     XOM2,218+8$222
CINTAS CORP 364 +364 $219
     CTAS364+364$219
3M CO 1,988 +1,988 $217
     MMM1,988+1,988$217
ISHARES TR (IGM) 477 +477 $214
     IGM477+477$214
INTERNATIONAL BUSINESS MACHS 1,292 +1,292 $211
     IBM1,292+1,292$211
SANOFI 4,171 UNCH $207
     SNY4,171UNCH$207
CSX CORP 5,858 +5,858 $203
     CSX5,858+5,858$203
FORD MTR CO DEL 12,328 -34 $150
     F12,328-34$150

See Summary: Willow Creek Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Willow Creek Wealth Management Inc.

All Stocks Held By Willow Creek Wealth Management Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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