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Asset Manager ← All Institutions

Willow Creek Wealth Management Inc.

Q3 2025 · Filed 2025-11-12
Market Value
$1.2B
+9.2%
Holdings
182
+13
New Purchases
15
Added To
83
Closed
3
Reduced
41
Top 10 Concentration
54.4%
Turnover
9.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFAI 3.95% 3.75% +0.20% $48M
VBIL 0.43% 0.23% +0.20% $5M
AAPL 1.27% 1.12% +0.15% $15M
DFAT 10.32% 10.19% +0.14% $125M
VUG 0.13% 0.00% +0.13% $2M
VOO 0.26% 0.14% +0.12% $3M
DFEM 2.54% 2.43% +0.11% $31M
VGT 0.13% 0.03% +0.10% $2M
AVDV 2.19% 2.11% +0.09% $27M
DFUS 4.89% 4.80% +0.09% $59M
DFGR 1.44% 1.35% +0.08% $17M
VO 0.15% 0.07% +0.08% $2M
AVLV 2.65% 2.57% +0.08% $32M
SUB 3.71% 3.65% +0.06% $45M
DFSD 0.06% 0.00% +0.06% $700K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSV 9.78% 10.01% -0.23% $119M
PL 0.00% 0.22% -0.22% $0
COST 1.23% 1.43% -0.20% $15M
BIV 3.15% 3.33% -0.18% $38M
VTEB 2.80% 2.98% -0.17% $34M
DFUV 3.98% 4.13% -0.15% $48M
SPSB 2.76% 2.91% -0.14% $34M
SPAB 8.38% 8.51% -0.13% $102M
SPTS 1.80% 1.91% -0.11% $22M
SPIB 1.95% 2.04% -0.09% $24M
SPIP 1.35% 1.43% -0.08% $16M
SPTI 1.41% 1.49% -0.08% $17M
FSLY 0.00% 0.07% -0.07% $0
CSCO 0.61% 0.67% -0.06% $7M
DFIV 2.78% 2.84% -0.06% $34M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 44 $78M 6.4%
Large Cap 95 $832M 68.5%
Mid Cap 25 $219M 18.0%
Small Cap 15 $61M 5.0%
Micro Cap 3 $25M 2.0%

Portfolio Analytics

Avg Market Cap
$301.6B
Median Market Cap
$67.5B
Avg P/E
34.8
Median P/E
27.9
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
69
# ETFs / Funds
113

Top Holdings (182 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DFAT 10.32% 2,153,099 $125M $58.21 $12M +53,882 +2.6%
2 BSV 9.78% 1,503,962 $119M $78.91 $7M +89,801 +6.3%
3 SPAB 8.38% 3,934,831 $102M $25.85 $7M +239,810 +6.5%
4 DFUS 4.89% 819,697 $59M $72.44 $6M +23,048 +2.9%
5 DFUV 3.98% 1,080,534 $48M $44.69 $2M -4,539 -0.4%
6 DFAI 3.95% 1,320,407 $48M $36.35 $6M +114,276 +9.5%
7 SUB 3.71% 421,947 $45M $106.78 $5M +40,670 +10.7%
8 SCHP 3.44% 1,548,759 $42M $26.95 $3M +109,181 +7.6%
9 BIV 3.15% 489,501 $38M $78.09 $1M +10,347 +2.2%
10 VTEB 2.80% 679,977 $34M $50.07 $938K +4,713 +0.7%
11 DFIV 2.78% 732,358 $34M $46.12 $2M -5,580 -0.8%
12 SPSB 2.76% 1,107,756 $34M $30.29 $1M +37,207 +3.5%
13 AVLV 2.65% 444,586 $32M $72.26 $4M +26,476 +6.3%
14 DFEM 2.54% 962,189 $31M $32.07 $4M +51,134 +5.6%
15 AVDV 2.19% 299,193 $27M $89.03 $3M +3,958 +1.3%
16 SPIB 1.95% 699,809 $24M $33.89 $1M +23,595 +3.5%
17 SPTS 1.80% 745,398 $22M $29.32 $595K +19,547 +2.7%
18 DFGR 1.44% 638,861 $17M $27.31 $2M +78,125 +13.9%
19 SPTI 1.41% 593,737 $17M $28.90 $545K +16,264 +2.8%
20 DFAU 1.38% 365,649 $17M $45.76 $1M -2,326 -0.6%
21 SPIP 1.35% 620,526 $16M $26.32 $445K +11,003 +1.8%
22 AVSD 1.28% 217,469 $16M $71.55 $935K +981 +0.5%
23 AAPL 1.27% 60,737 $15M $254.63 $3M +29 +0.1%
24 COST 1.23% 16,174 $15M $925.63 -$966K +75 +0.5%
25 AVUV 1.20% 146,054 $15M $99.53 $1M +1,002 +0.7%
26 DFSU 1.14% 326,933 $14M $42.47 $1M +8,152 +2.6%
27 DFSI 0.87% 257,374 $11M $40.95 $524K +3,230 +1.3%
28 DFAX 0.77% 299,035 $9M $31.38 $617K +541 +0.2%
29 DFAR 0.77% 391,044 $9M $23.85 $268K +4,934 +1.3%
30 AVSE 0.72% 137,460 $9M $63.57 $721K +724 +0.5%
31 CSCO 0.61% 107,615 $7M $68.42 -$99K +62 +0.1%
32 DFAC 0.57% 179,208 $7M $38.57 $478K -320 -0.2%
33 DFSE 0.56% 165,745 $7M $41.09 $593K +2,380 +1.5%
34 VNQ 0.56% 74,034 $7M $91.42 $374K +2,240 +3.1%
35 AVSU 0.55% 89,985 $7M $73.57 $323K -1,806 -2.0%
36 DFAE 0.51% 195,526 $6M $31.53 $666K +5,595 +3.0%
37 VBIL 0.43% 68,843 $5M $75.62 $3M +35,317 +105.3%
38 VGSR 0.42% 474,258 $5M $10.65 $341K +23,993 +5.3%
39 ESML 0.41% 109,292 $5M $45.08 $402K -197 -0.2%
40 DISV 0.36% 123,895 $4M $35.69 $325K -582 -0.5%
41 VOO 0.26% 5,128 $3M $612.41 $2M +2,437 +90.6%
42 GOOG 0.26% 12,790 $3M $243.55 $843K -19 -0.1%
43 GOOGL 0.25% 12,412 $3M $243.10 $830K +2 +0.0%
44 DFIC 0.24% 87,194 $3M $32.79 $170K +699 +0.8%
45 IJH 0.23% 42,223 $3M $65.26 $137K +11 +0.0%
46 WRB 0.21% 33,010 $3M $76.62 $104K
47 INTU 0.20% 3,591 $2M $682.91 -$376K
48 MSFT 0.20% 4,730 $2M $518.03 $335K +478 +11.2%
49 DFAS 0.20% 35,742 $2M $68.46 $171K +14 +0.0%
50 IVV 0.18% 3,208 $2M $669.50 $254K +158 +5.2%
51 TMO 0.17% 4,344 $2M $485.02 $341K -11 -0.2%
52 SPMB 0.17% 92,874 $2M $22.44 $39K +315 +0.3%
53 IWF 0.17% 4,342 $2M $468.41 $169K -50 -1.1%
54 VTI 0.16% 5,997 $2M $328.20 $748K +1,983 +49.4%
55 BND 0.16% 25,915 $2M $74.37 -$23K -570 -2.1%
56 VRSN 0.16% 6,818 $2M $279.57 -$169K -369 -5.1%
57 VO 0.15% 6,308 $2M $293.76 $1M +3,580 +131.2%
58 V 0.13% 4,736 $2M $341.38 -$76K -31 -0.7%
59 VUG 0.13% 3,361 $2M $479.71 +3,361 NEW
60 VGT 0.13% 2,150 $2M $746.85 $1M +1,673 +350.7%
61 SGOV 0.13% 15,860 $2M $100.70 -$281K -2,789 -15.0%
62 VB 0.13% 6,261 $2M $254.29 $609K +2,112 +50.9%
63 DFSV 0.13% 48,267 $2M $31.84 $322K +6,985 +16.9%
64 DFIP 0.12% 35,724 $2M $42.23 $34K +445 +1.3%
65 ORCL 0.12% 5,276 $1M $281.24 $330K
66 VMBS 0.11% 27,440 $1M $46.96 $17K
67 ITOT 0.11% 8,782 $1M $145.65 $225K +975 +12.5%
68 VUSB 0.10% 24,781 $1M $49.99 $26K +457 +1.9%
69 VXUS 0.10% 16,335 $1M $73.46 $663K +8,557 +110.0%
70 SUSB 0.10% 46,328 $1M $25.31 $54K +1,891 +4.3%
71 VTIP 0.10% 22,958 $1M $50.63 $234K +4,498 +24.4%
72 VWO 0.09% 20,381 $1M $54.18 $454K +7,232 +55.0%
73 JPM 0.09% 3,462 $1M $315.46 $85K -13 -0.4%
74 DFLV 0.09% 33,128 $1M $32.90 $68K +174 +0.5%
75 TIP 0.09% 9,758 $1M $111.22 $5K -59 -0.6%
76 VONV 0.09% 11,935 $1M $89.37 $693K +7,552 +172.3%
77 IJS 0.09% 9,496 $1M $110.60 $105K
78 SUSA 0.09% 7,679 $1M $135.65 $68K
79 QQQ 0.08% 1,701 $1M $600.41 $370K +522 +44.3%
80 VHT 0.08% 3,739 $971K $259.64 $585K +2,185 +140.6%
81 IWD 0.08% 4,635 $944K $203.59 $43K
82 DSI 0.08% 7,361 $927K $125.95 $72K
83 SPY 0.08% 1,373 $915K $666.56 $66K
84 SUSC 0.07% 34,237 $807K $23.56 $11K
85 VIG 0.07% 3,688 $796K $215.85 $38K -17 -0.5%
86 NVDA 0.07% 4,255 $794K $186.59 $206K +531 +14.3%
87 JNJ 0.06% 4,242 $787K $185.46 $170K +207 +5.1%
88 AVUS 0.06% 7,091 $771K $108.70 $52K -38 -0.5%
89 AFL 0.06% 6,599 $737K $111.70 $41K
90 PRF 0.06% 15,805 $715K $45.21 $46K
91 DFSD 0.06% 14,532 $700K $48.19 +14,532 NEW
92 DFCA 0.06% 13,951 $695K $49.83 $13K +101 +0.7%
93 PG 0.05% 4,322 $664K $153.65 $48K +453 +11.7%
94 MA 0.05% 1,103 $627K $568.81 $5K -4 -0.4%
95 GLD 0.05% 1,741 $619K $355.47 $238K +491 +39.3%
96 WMT 0.05% 5,995 $618K $103.06 $24K -78 -1.3%
97 IJR 0.05% 5,145 $611K $118.83 $49K
98 VCEB 0.05% 9,282 $596K $64.20 $43K +555 +6.4%
99 BRK-B 0.05% 1,154 $580K $502.74 $91K +148 +14.7%
100 CSM 0.05% 7,389 $566K $76.58 +7,389 NEW

New Positions

SymbolValue% Port
VUG $2M 0.13%
DFSD $700K 0.06%
CSM $566K 0.05%
IHI $505K 0.04%
TSLA $400K 0.03%
VYM $384K 0.03%
MGC $302K 0.02%
VTV $281K 0.02%
HPQ $270K 0.02%
CLS $246K 0.02%
DE $216K 0.02%
MMM $206K 0.02%
QQQM $204K 0.02%
ERTH $202K 0.02%
VEU $202K 0.02%

Sold Out Positions

SymbolValue% Port
PL —%
FSLY —%
SNY —%
View SEC EDGAR Filings for Willow Creek Wealth Management Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms