Instuitional Investor - Willow Creek Wealth Management Inc.
Fund Profile
Filing Period:
Fund Name: | Willow Creek Wealth Management Inc. |
Portfolio Value | $671,610,913 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,713,713 | $78,299,572 | 11.65% | |
2. | BND | 1,022,807 | $76,884,477 | 11.44% | |
3. | Spdr Series Trust | 3,135,494 | $76,317,937 | 11.36% | |
4. | Vanguard Mun Bd Fds | 831,991 | $40,018,767 | 5.95% | |
5. | Dimensional Etf Trust | 1,171,742 | $39,862,685 | 5.93% |