StockDriftsStockDriftsTop 50 Willow Creek Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 10.32% | 2.15M | $125.3M | +2.57%(+53.88K) | $46.81(+29.22%) | 2025-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 9.77% | 1.50M | $118.7M | +6.35%(+89.80K) | $78.80(-0.01%) | 2025-09-30 | |
| SPAB | SPDR SERIES TRUST | 8.38% | 3.93M | $101.7M | +6.49%(+239.81K) | $28.99(-11.01%) | 2025-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.89% | 819.7K | $59.4M | +2.89%(+23.05K) | $50.07(+50.05%) | 2025-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.98% | 1.08M | $48.3M | -0.42%(-4.54K) | $32.80(+43.63%) | 2025-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.95% | 1.32M | $48.0M | +9.47%(+114.28K) | $29.12(+31.80%) | 2025-09-30 | |
| SUB | ISHARES TR | 3.71% | 421.9K | $45.1M | +10.67%(+40.67K) | $104.24(+2.23%) | 2025-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 3.44% | 1.55M | $41.7M | +7.58%(+109.18K) | $27.08(-2.10%) | 2025-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.15% | 489.5K | $38.2M | +2.16%(+10.35K) | $75.54(+3.32%) | 2025-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.8% | 680.0K | $34.0M | +0.70%(+4.71K) | $49.65(+1.16%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.59% | +35.25% |
| Top 20 Holdings Unweighted | +12.56% | +42.61% |
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