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The Analysis of Willow Creek Wealth Management Inc.'s Holdings & P&L

Currently, Willow Creek Wealth Management Inc. holds 180 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BSV (+89.8K shares, valued at $7.1M), SPAB (+239.8K shares, valued at $6.2M), SUB (+40.7K shares, valued at $4.3M); decreased their positions in SGOV (-2.8K shares, valued at $280.9K), DFIV (-5.6K shares, valued at $257.3K), DFUV (-4.5K shares, valued at $202.8K); initiated new positions in VUG (+3.4K shares, valued at $1.6M), DFSD (+14.5K shares, valued at $700.3K), CSM (+7.4K shares, valued at $565.9K).

1M P&L

+77.7M+6.21%

3M P&L

+40.2M+3.12%

HY P&L

+81.2M+6.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.1B

93.5%

2Discount Stores15.6M

1.3%

3Consumer Electronics15.5M

1.3%

Top Industries by Stock Count

1N/A114 stocks

63.3%

2Software - Infrastructure4 stocks

2.2%

3Semiconductors4 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAT DIMENSIONAL ETF TRUST2.2M shares2.57%2025-09-302025-11-12

BSV VANGUARD BD INDEX FDS1.5M shares6.35%2025-09-302025-11-12

SPAB SPDR SERIES TRUST3.9M shares6.49%2025-09-302025-11-12

DFUS DIMENSIONAL ETF TRUST819.7K shares2.89%2025-09-302025-11-12

DFUV DIMENSIONAL ETF TRUST1.1M shares-0.42%2025-09-302025-11-12

DFAI DIMENSIONAL ETF TRUST1.3M shares9.47%2025-09-302025-11-12

SUB ISHARES TR421.9K shares10.67%2025-09-302025-11-12

SCHP SCHWAB STRATEGIC TR1.5M shares7.58%2025-09-302025-11-12

Sponsored

BIV VANGUARD BD INDEX FDS489.5K shares2.16%2025-09-302025-11-12

VTEB VANGUARD MUN BD FDS680.0K shares0.70%2025-09-302025-11-12

DFIV DIMENSIONAL ETF TRUST732.4K shares-0.76%2025-09-302025-11-12

SPSB SPDR SERIES TRUST1.1M shares3.48%2025-09-302025-11-12

AVLV AMERICAN CENTY ETF TR444.6K shares6.33%2025-09-302025-11-12

DFEM DIMENSIONAL ETF TRUST962.2K shares5.61%2025-09-302025-11-12

AVDV AMERICAN CENTY ETF TR299.2K shares1.34%2025-09-302025-11-12

SPIB SPDR SERIES TRUST699.8K shares3.49%2025-09-302025-11-12

Sponsored

SPTS SPDR SERIES TRUST745.4K shares2.69%2025-09-302025-11-12

DFGR DIMENSIONAL ETF TRUST638.9K shares13.93%2025-09-302025-11-12

SPTI SPDR SERIES TRUST593.7K shares2.82%2025-09-302025-11-12

DFAU DIMENSIONAL ETF TRUST365.6K shares-0.63%2025-09-302025-11-12

SPIP SPDR SERIES TRUST620.5K shares1.81%2025-09-302025-11-12

AVSD AMERICAN CENTY ETF TR217.5K shares0.45%2025-09-302025-11-12

AAPL APPLE INC60.7K shares0.05%2025-09-302025-11-12

COST COSTCO WHSL CORP NEW16.2K shares0.47%2025-09-302025-11-12

Sponsored

AVUV AMERICAN CENTY ETF TR146.1K shares0.69%2025-09-302025-11-12

DFSU DIMENSIONAL ETF TRUST326.9K shares2.56%2025-09-302025-11-12

DFSI DIMENSIONAL ETF TRUST257.4K shares1.27%2025-09-302025-11-12

DFAX DIMENSIONAL ETF TRUST299.0K shares0.18%2025-09-302025-11-12

DFAR DIMENSIONAL ETF TRUST391.0K shares1.28%2025-09-302025-11-12

AVSE AMERICAN CENTY ETF TR137.5K shares0.53%2025-09-302025-11-12

CSCO CISCO SYS INC107.6K shares0.06%2025-09-302025-11-12

DFAC DIMENSIONAL ETF TRUST179.2K shares-0.18%2025-09-302025-11-12

Sponsored

DFSE DIMENSIONAL ETF TRUST165.7K shares1.46%2025-09-302025-11-12

VNQ VANGUARD INDEX FDS74.0K shares3.12%2025-09-302025-11-12

AVSU AMERICAN CENTY ETF TR90.0K shares-1.97%2025-09-302025-11-12

DFAE DIMENSIONAL ETF TRUST195.5K shares2.95%2025-09-302025-11-12

VBIL VANGUARD INSTL INDEX FD68.8K shares105.34%2025-09-302025-11-12

VGSR MANAGER DIRECTED PORTFOLIOS474.3K shares5.33%2025-09-302025-11-12

ESML ISHARES TR109.3K shares-0.18%2025-09-302025-11-12

DISV DIMENSIONAL ETF TRUST123.9K shares-0.47%2025-09-302025-11-12

Sponsored

VOO VANGUARD INDEX FDS5.1K shares90.56%2025-09-302025-11-12

GOOG ALPHABET INC12.8K shares-0.15%2025-09-302025-11-12

GOOGL ALPHABET INC12.4K shares0.02%2025-09-302025-11-12

DFIC DIMENSIONAL ETF TRUST87.2K shares0.81%2025-09-302025-11-12

IJH ISHARES TR42.2K shares0.03%2025-09-302025-11-12

WRB BERKLEY W R CORP33.0K shares0.00%2025-09-302025-11-12

INTU INTUIT3.6K shares0.00%2025-09-302025-11-12

MSFT MICROSOFT CORP4.7K shares11.24%2025-09-302025-11-12

Sponsored

DFAS DIMENSIONAL ETF TRUST35.7K shares0.04%2025-09-302025-11-12

IVV ISHARES TR3.2K shares5.18%2025-09-302025-11-12

TMO THERMO FISHER SCIENTIFIC INC4.3K shares-0.25%2025-09-302025-11-12

SPMB SPDR SERIES TRUST92.9K shares0.34%2025-09-302025-11-12

IWF ISHARES TR4.3K shares-1.14%2025-09-302025-11-12

VTI VANGUARD INDEX FDS6.0K shares49.40%2025-09-302025-11-12

BND VANGUARD BD INDEX FDS25.9K shares-2.15%2025-09-302025-11-12

VRSN VERISIGN INC6.8K shares-5.13%2025-09-302025-11-12

Sponsored

VO VANGUARD INDEX FDS6.3K shares131.23%2025-09-302025-11-12

V VISA INC4.7K shares-0.65%2025-09-302025-11-12

VUG VANGUARD INDEX FDS3.4K sharesnew addition2025-09-302025-11-12

VGT VANGUARD WORLD FD2.1K shares350.73%2025-09-302025-11-12

SGOV ISHARES TR15.9K shares-14.96%2025-09-302025-11-12

VB VANGUARD INDEX FDS6.3K shares50.90%2025-09-302025-11-12

DFSV DIMENSIONAL ETF TRUST48.3K shares16.92%2025-09-302025-11-12

DFIP DIMENSIONAL ETF TRUST35.7K shares1.26%2025-09-302025-11-12

Sponsored

ORCL ORACLE CORP5.3K shares0.00%2025-09-302025-11-12

VMBS VANGUARD SCOTTSDALE FDS27.4K shares0.00%2025-09-302025-11-12

ITOT ISHARES TR8.8K shares12.49%2025-09-302025-11-12

VUSB VANGUARD BD INDEX FDS24.8K shares1.88%2025-09-302025-11-12

VXUS VANGUARD STAR FDS16.3K shares110.02%2025-09-302025-11-12

SUSB ISHARES TR46.3K shares4.26%2025-09-302025-11-12

VTIP VANGUARD MALVERN FDS23.0K shares24.37%2025-09-302025-11-12

VWO VANGUARD INTL EQUITY INDEX F20.4K shares55.00%2025-09-302025-11-12

Sponsored

JPM JPMORGAN CHASE & CO.3.5K shares-0.37%2025-09-302025-11-12

DFLV DIMENSIONAL ETF TRUST33.1K shares0.53%2025-09-302025-11-12

TIP ISHARES TR9.8K shares-0.60%2025-09-302025-11-12

VONV VANGUARD SCOTTSDALE FDS11.9K shares172.30%2025-09-302025-11-12

IJS ISHARES TR9.5K shares0.00%2025-09-302025-11-12

SUSA ISHARES TR7.7K shares0.00%2025-09-302025-11-12

QQQ INVESCO QQQ TR1.7K shares44.27%2025-09-302025-11-12

VHT VANGUARD WORLD FD3.7K shares140.60%2025-09-302025-11-12

Sponsored

IWD ISHARES TR4.6K shares0.00%2025-09-302025-11-12

DSI ISHARES TR7.4K shares0.00%2025-09-302025-11-12

SPY SPDR S&P 500 ETF TR1.4K shares0.00%2025-09-302025-11-12

SUSC ISHARES TR34.2K shares0.00%2025-09-302025-11-12

VIG VANGUARD SPECIALIZED FUNDS3.7K shares-0.46%2025-09-302025-11-12

NVDA NVIDIA CORPORATION4.3K shares14.26%2025-09-302025-11-12

JNJ JOHNSON & JOHNSON4.2K shares5.13%2025-09-302025-11-12

AVUS AMERICAN CENTY ETF TR7.1K shares-0.53%2025-09-302025-11-12

Sponsored

AFL AFLAC INC6.6K shares0.00%2025-09-302025-11-12

PRF INVESCO EXCHANGE TRADED FD T15.8K shares0.00%2025-09-302025-11-12

DFSD DIMENSIONAL ETF TRUST14.5K sharesnew addition2025-09-302025-11-12

DFCA DIMENSIONAL ETF TRUST14.0K shares0.73%2025-09-302025-11-12

PG PROCTER AND GAMBLE CO4.3K shares11.71%2025-09-302025-11-12

MA MASTERCARD INCORPORATED1.1K shares-0.36%2025-09-302025-11-12

GLD SPDR GOLD TR1.7K shares39.28%2025-09-302025-11-12

WMT WALMART INC6.0K shares-1.28%2025-09-302025-11-12

Sponsored

IJR ISHARES TR5.1K shares0.00%2025-09-302025-11-12

VCEB VANGUARD WORLD FD9.3K shares6.36%2025-09-302025-11-12

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares14.71%2025-09-302025-11-12

CSM PROSHARES TR7.4K sharesnew addition2025-09-302025-11-12

GE GE AEROSPACE1.9K shares0.00%2025-09-302025-11-12

MUB ISHARES TR5.0K shares0.63%2025-09-302025-11-12

DUSB DIMENSIONAL ETF TRUST10.4K shares11.63%2025-09-302025-11-12

AMZN AMAZON COM INC2.4K shares2.84%2025-09-302025-11-12

Sponsored

VEA VANGUARD TAX-MANAGED FDS8.6K shares17.80%2025-09-302025-11-12

DIS DISNEY WALT CO4.5K shares8.33%2025-09-302025-11-12

VCSH VANGUARD SCOTTSDALE FDS6.4K shares63.19%2025-09-302025-11-12

IHI ISHARES TR8.4K sharesnew addition2025-09-302025-11-12

HON HONEYWELL INTL INC2.3K shares2.20%2025-09-302025-11-12

IXUS ISHARES TR5.9K shares0.00%2025-09-302025-11-12

PGR PROGRESSIVE CORP1.9K shares0.00%2025-09-302025-11-12

AVEM AMERICAN CENTY ETF TR6.2K shares7.37%2025-09-302025-11-12

Sponsored

DLN WISDOMTREE TR5.3K shares0.00%2025-09-302025-11-12

ORLY OREILLY AUTOMOTIVE INC4.2K shares-13.80%2025-09-302025-11-12

META META PLATFORMS INC605 shares-18.35%2025-09-302025-11-12

IWV ISHARES TR1.1K shares-0.87%2025-09-302025-11-12

IWB ISHARES TR1.1K shares-3.57%2025-09-302025-11-12

TSLA TESLA INC900 sharesnew addition2025-09-302025-11-12

TXN TEXAS INSTRS INC2.1K shares-1.38%2025-09-302025-11-12

VYM VANGUARD WHITEHALL FDS2.7K sharesnew addition2025-09-302025-11-12

Sponsored

AVGO BROADCOM INC1.2K shares-6.13%2025-09-302025-11-12

HD HOME DEPOT INC942 shares-0.32%2025-09-302025-11-12

IBM INTERNATIONAL BUSINESS MACHS1.3K shares1.64%2025-09-302025-11-12

PEP PEPSICO INC2.6K shares-3.31%2025-09-302025-11-12

IGM ISHARES TR2.9K shares0.00%2025-09-302025-11-12

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-7.40%2025-09-302025-11-12

BAC BANK AMERICA CORP6.7K shares0.00%2025-09-302025-11-12

LLY ELI LILLY & CO453 shares-3.00%2025-09-302025-11-12

Sponsored

MMC MARSH & MCLENNAN COS INC1.7K shares-7.87%2025-09-302025-11-12

MS MORGAN STANLEY2.2K shares-9.48%2025-09-302025-11-12

MRK MERCK & CO INC4.1K shares5.10%2025-09-302025-11-12

VBR VANGUARD INDEX FDS1.6K shares7.67%2025-09-302025-11-12

MCD MCDONALDS CORP1.1K shares9.52%2025-09-302025-11-12

AGG ISHARES TR3.4K shares0.00%2025-09-302025-11-12

VOT VANGUARD INDEX FDS1.1K shares-10.73%2025-09-302025-11-12

CGGO CAPITAL GROUP GBL GROWTH EQT9.8K shares0.00%2025-09-302025-11-12

Sponsored

VV VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-12

DHR DANAHER CORPORATION1.7K shares0.06%2025-09-302025-11-12

AVRE AMERICAN CENTY ETF TR7.3K shares6.60%2025-09-302025-11-12

VCIT VANGUARD SCOTTSDALE FDS3.8K shares-30.23%2025-09-302025-11-12

INTC INTEL CORP9.4K shares4.98%2025-09-302025-11-12

XOM EXXON MOBIL CORP2.8K shares5.49%2025-09-302025-11-12

NSC NORFOLK SOUTHN CORP1.0K shares0.00%2025-09-302025-11-12

CTAS CINTAS CORP1.5K shares0.00%2025-09-302025-11-12

Sponsored

IWR ISHARES TR3.2K shares-10.30%2025-09-302025-11-12

GEV GE VERNOVA INC500 shares0.00%2025-09-302025-11-12

NFLX NETFLIX INC256 shares8.47%2025-09-302025-11-12

SMCI SUPER MICRO COMPUTER INC6.3K shares-7.30%2025-09-302025-11-12

MGC VANGUARD WORLD FD1.2K sharesnew addition2025-09-302025-11-12

ESGE ISHARES INC6.8K shares0.00%2025-09-302025-11-12

NEE NEXTERA ENERGY INC3.9K shares11.10%2025-09-302025-11-12

VTV VANGUARD INDEX FDS1.5K shares16.98%2025-09-302025-11-12

Sponsored

ETN EATON CORP PLC748 shares0.00%2025-09-302025-11-12

HPQ HP INC9.9K shares17.62%2025-09-302025-11-12

UNP UNION PAC CORP1.1K shares-19.52%2025-09-302025-11-12

ADBE ADOBE INC757 shares-0.13%2025-09-302025-11-12

IOO ISHARES TR2.2K shares0.00%2025-09-302025-11-12

EFA ISHARES TR2.7K shares0.00%2025-09-302025-11-12

CLS CELESTICA INC1.0K sharesnew addition2025-09-302025-11-12

ACN ACCENTURE PLC IRELAND991 shares-2.46%2025-09-302025-11-12

Sponsored

SCZ ISHARES TR3.2K shares0.00%2025-09-302025-11-12

TJX TJX COS INC NEW1.7K shares0.00%2025-09-302025-11-12

MCK MCKESSON CORP309 shares0.00%2025-09-302025-11-12

CGXU CAPITAL GROUP INTL FOCUS EQT7.8K shares0.00%2025-09-302025-11-12

PSA PUBLIC STORAGE OPER CO789 shares0.00%2025-09-302025-11-12

SHY ISHARES TR2.7K shares0.00%2025-09-302025-11-12

CSX CSX CORP6.1K shares0.00%2025-09-302025-11-12

PANW PALO ALTO NETWORKS INC1.1K shares0.00%2025-09-302025-11-12

Sponsored

SPYX SPDR SERIES TRUST4.0K shares-10.50%2025-09-302025-11-12

DE DEERE & CO472 sharesnew addition2025-09-302025-11-12

SBUX STARBUCKS CORP2.5K shares-3.20%2025-09-302025-11-12

BNDX VANGUARD CHARLOTTE FDS4.3K shares2.34%2025-09-302025-11-12

PRM PERIMETER SOLUTIONS INC9.6K sharesnew addition2025-09-302025-11-12

CI THE CIGNA GROUP723 shares0.00%2025-09-302025-11-12

MMM 3M CO1.3K sharesnew addition2025-09-302025-11-12

QQQM INVESCO EXCH TRADED FD TR II827 sharesnew addition2025-09-302025-11-12

Sponsored

ERTH INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2025-09-302025-11-12

VEU VANGUARD INTL EQUITY INDEX F2.8K sharesnew addition2025-09-302025-11-12

XRAY DENTSPLY SIRONA INC12.7K shares0.00%2025-09-302025-11-12

PSNY POLESTAR AUTOMOTIVE HLDG UK15.3K shares0.00%2025-09-302025-11-12

DFAT

DIMENSIONAL ETF TRUST

2.57%

Shares2.2M

Event2025-09-30

Filed2025-11-12

BSV

VANGUARD BD INDEX FDS

6.35%

Shares1.5M

Event2025-09-30

Filed2025-11-12

SPAB

SPDR SERIES TRUST

6.49%

Shares3.9M

Event2025-09-30

Filed2025-11-12

DFUS

DIMENSIONAL ETF TRUST

2.89%

Shares819.7K

Event2025-09-30

Filed2025-11-12

DFUV

DIMENSIONAL ETF TRUST

-0.42%

Shares1.1M

Event2025-09-30

Filed2025-11-12

DFAI

DIMENSIONAL ETF TRUST

9.47%

Shares1.3M

Event2025-09-30

Filed2025-11-12

SUB

ISHARES TR

10.67%

Shares421.9K

Event2025-09-30

Filed2025-11-12

SCHP

SCHWAB STRATEGIC TR

7.58%

Shares1.5M

Event2025-09-30

Filed2025-11-12

BIV

VANGUARD BD INDEX FDS

2.16%

Shares489.5K

Event2025-09-30

Filed2025-11-12

VTEB

VANGUARD MUN BD FDS

0.70%

Shares680.0K

Event2025-09-30

Filed2025-11-12

DFIV

DIMENSIONAL ETF TRUST

-0.76%

Shares732.4K

Event2025-09-30

Filed2025-11-12

SPSB

SPDR SERIES TRUST

3.48%

Shares1.1M

Event2025-09-30

Filed2025-11-12

AVLV

AMERICAN CENTY ETF TR

6.33%

Shares444.6K

Event2025-09-30

Filed2025-11-12

DFEM

DIMENSIONAL ETF TRUST

5.61%

Shares962.2K

Event2025-09-30

Filed2025-11-12

AVDV

AMERICAN CENTY ETF TR

1.34%

Shares299.2K

Event2025-09-30

Filed2025-11-12

SPIB

SPDR SERIES TRUST

3.49%

Shares699.8K

Event2025-09-30

Filed2025-11-12

SPTS

SPDR SERIES TRUST

2.69%

Shares745.4K

Event2025-09-30

Filed2025-11-12

DFGR

DIMENSIONAL ETF TRUST

13.93%

Shares638.9K

Event2025-09-30

Filed2025-11-12

SPTI

SPDR SERIES TRUST

2.82%

Shares593.7K

Event2025-09-30

Filed2025-11-12

DFAU

DIMENSIONAL ETF TRUST

-0.63%

Shares365.6K

Event2025-09-30

Filed2025-11-12

SPIP

SPDR SERIES TRUST

1.81%

Shares620.5K

Event2025-09-30

Filed2025-11-12

AVSD

AMERICAN CENTY ETF TR

0.45%

Shares217.5K

Event2025-09-30

Filed2025-11-12

AAPL

APPLE INC

0.05%

Shares60.7K

Event2025-09-30

Filed2025-11-12

COST

COSTCO WHSL CORP NEW

0.47%

Shares16.2K

Event2025-09-30

Filed2025-11-12

AVUV

AMERICAN CENTY ETF TR

0.69%

Shares146.1K

Event2025-09-30

Filed2025-11-12

DFSU

DIMENSIONAL ETF TRUST

2.56%

Shares326.9K

Event2025-09-30

Filed2025-11-12

DFSI

DIMENSIONAL ETF TRUST

1.27%

Shares257.4K

Event2025-09-30

Filed2025-11-12

DFAX

DIMENSIONAL ETF TRUST

0.18%

Shares299.0K

Event2025-09-30

Filed2025-11-12

DFAR

DIMENSIONAL ETF TRUST

1.28%

Shares391.0K

Event2025-09-30

Filed2025-11-12

AVSE

AMERICAN CENTY ETF TR

0.53%

Shares137.5K

Event2025-09-30

Filed2025-11-12

CSCO

CISCO SYS INC

0.06%

Shares107.6K

Event2025-09-30

Filed2025-11-12

DFAC

DIMENSIONAL ETF TRUST

-0.18%

Shares179.2K

Event2025-09-30

Filed2025-11-12

DFSE

DIMENSIONAL ETF TRUST

1.46%

Shares165.7K

Event2025-09-30

Filed2025-11-12

VNQ

VANGUARD INDEX FDS

3.12%

Shares74.0K

Event2025-09-30

Filed2025-11-12

AVSU

AMERICAN CENTY ETF TR

-1.97%

Shares90.0K

Event2025-09-30

Filed2025-11-12

DFAE

DIMENSIONAL ETF TRUST

2.95%

Shares195.5K

Event2025-09-30

Filed2025-11-12

VBIL

VANGUARD INSTL INDEX FD

105.34%

Shares68.8K

Event2025-09-30

Filed2025-11-12

VGSR

MANAGER DIRECTED PORTFOLIOS

5.33%

Shares474.3K

Event2025-09-30

Filed2025-11-12

ESML

ISHARES TR

-0.18%

Shares109.3K

Event2025-09-30

Filed2025-11-12

DISV

DIMENSIONAL ETF TRUST

-0.47%

Shares123.9K

Event2025-09-30

Filed2025-11-12

VOO

VANGUARD INDEX FDS

90.56%

Shares5.1K

Event2025-09-30

Filed2025-11-12

GOOG

ALPHABET INC

-0.15%

Shares12.8K

Event2025-09-30

Filed2025-11-12

GOOGL

ALPHABET INC

0.02%

Shares12.4K

Event2025-09-30

Filed2025-11-12

DFIC

DIMENSIONAL ETF TRUST

0.81%

Shares87.2K

Event2025-09-30

Filed2025-11-12

IJH

ISHARES TR

0.03%

Shares42.2K

Event2025-09-30

Filed2025-11-12

WRB

BERKLEY W R CORP

0.00%

Shares33.0K

Event2025-09-30

Filed2025-11-12

INTU

INTUIT

0.00%

Shares3.6K

Event2025-09-30

Filed2025-11-12

MSFT

MICROSOFT CORP

11.24%

Shares4.7K

Event2025-09-30

Filed2025-11-12

DFAS

DIMENSIONAL ETF TRUST

0.04%

Shares35.7K

Event2025-09-30

Filed2025-11-12

IVV

ISHARES TR

5.18%

Shares3.2K

Event2025-09-30

Filed2025-11-12

TMO

THERMO FISHER SCIENTIFIC INC

-0.25%

Shares4.3K

Event2025-09-30

Filed2025-11-12

SPMB

SPDR SERIES TRUST

0.34%

Shares92.9K

Event2025-09-30

Filed2025-11-12

IWF

ISHARES TR

-1.14%

Shares4.3K

Event2025-09-30

Filed2025-11-12

VTI

VANGUARD INDEX FDS

49.40%

Shares6.0K

Event2025-09-30

Filed2025-11-12

BND

VANGUARD BD INDEX FDS

-2.15%

Shares25.9K

Event2025-09-30

Filed2025-11-12

VRSN

VERISIGN INC

-5.13%

Shares6.8K

Event2025-09-30

Filed2025-11-12

VANGUARD INDEX FDS

131.23%

Shares6.3K

Event2025-09-30

Filed2025-11-12

VISA INC

-0.65%

Shares4.7K

Event2025-09-30

Filed2025-11-12

VUG

VANGUARD INDEX FDS

New

Shares3.4K

Event2025-09-30

Filed2025-11-12

VGT

VANGUARD WORLD FD

350.73%

Shares2.1K

Event2025-09-30

Filed2025-11-12

SGOV

ISHARES TR

-14.96%

Shares15.9K

Event2025-09-30

Filed2025-11-12

VANGUARD INDEX FDS

50.90%

Shares6.3K

Event2025-09-30

Filed2025-11-12

DFSV

DIMENSIONAL ETF TRUST

16.92%

Shares48.3K

Event2025-09-30

Filed2025-11-12

DFIP

DIMENSIONAL ETF TRUST

1.26%

Shares35.7K

Event2025-09-30

Filed2025-11-12

ORCL

ORACLE CORP

0.00%

Shares5.3K

Event2025-09-30

Filed2025-11-12

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares27.4K

Event2025-09-30

Filed2025-11-12

ITOT

ISHARES TR

12.49%

Shares8.8K

Event2025-09-30

Filed2025-11-12

VUSB

VANGUARD BD INDEX FDS

1.88%

Shares24.8K

Event2025-09-30

Filed2025-11-12

VXUS

VANGUARD STAR FDS

110.02%

Shares16.3K

Event2025-09-30

Filed2025-11-12

SUSB

ISHARES TR

4.26%

Shares46.3K

Event2025-09-30

Filed2025-11-12

VTIP

VANGUARD MALVERN FDS

24.37%

Shares23.0K

Event2025-09-30

Filed2025-11-12

VWO

VANGUARD INTL EQUITY INDEX F

55.00%

Shares20.4K

Event2025-09-30

Filed2025-11-12

JPM

JPMORGAN CHASE & CO.

-0.37%

Shares3.5K

Event2025-09-30

Filed2025-11-12

DFLV

DIMENSIONAL ETF TRUST

0.53%

Shares33.1K

Event2025-09-30

Filed2025-11-12

TIP

ISHARES TR

-0.60%

Shares9.8K

Event2025-09-30

Filed2025-11-12

VONV

VANGUARD SCOTTSDALE FDS

172.30%

Shares11.9K

Event2025-09-30

Filed2025-11-12

IJS

ISHARES TR

0.00%

Shares9.5K

Event2025-09-30

Filed2025-11-12

SUSA

ISHARES TR

0.00%

Shares7.7K

Event2025-09-30

Filed2025-11-12

QQQ

INVESCO QQQ TR

44.27%

Shares1.7K

Event2025-09-30

Filed2025-11-12

VHT

VANGUARD WORLD FD

140.60%

Shares3.7K

Event2025-09-30

Filed2025-11-12

IWD

ISHARES TR

0.00%

Shares4.6K

Event2025-09-30

Filed2025-11-12

DSI

ISHARES TR

0.00%

Shares7.4K

Event2025-09-30

Filed2025-11-12

SPY

SPDR S&P 500 ETF TR

0.00%

Shares1.4K

Event2025-09-30

Filed2025-11-12

SUSC

ISHARES TR

0.00%

Shares34.2K

Event2025-09-30

Filed2025-11-12

VIG

VANGUARD SPECIALIZED FUNDS

-0.46%

Shares3.7K

Event2025-09-30

Filed2025-11-12

NVDA

NVIDIA CORPORATION

14.26%

Shares4.3K

Event2025-09-30

Filed2025-11-12

JNJ

JOHNSON & JOHNSON

5.13%

Shares4.2K

Event2025-09-30

Filed2025-11-12

AVUS

AMERICAN CENTY ETF TR

-0.53%

Shares7.1K

Event2025-09-30

Filed2025-11-12

AFL

AFLAC INC

0.00%

Shares6.6K

Event2025-09-30

Filed2025-11-12

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.8K

Event2025-09-30

Filed2025-11-12

DFSD

DIMENSIONAL ETF TRUST

New

Shares14.5K

Event2025-09-30

Filed2025-11-12

DFCA

DIMENSIONAL ETF TRUST

0.73%

Shares14.0K

Event2025-09-30

Filed2025-11-12

PROCTER AND GAMBLE CO

11.71%

Shares4.3K

Event2025-09-30

Filed2025-11-12

MASTERCARD INCORPORATED

-0.36%

Shares1.1K

Event2025-09-30

Filed2025-11-12

GLD

SPDR GOLD TR

39.28%

Shares1.7K

Event2025-09-30

Filed2025-11-12

WMT

WALMART INC

-1.28%

Shares6.0K

Event2025-09-30

Filed2025-11-12

IJR

ISHARES TR

0.00%

Shares5.1K

Event2025-09-30

Filed2025-11-12

VCEB

VANGUARD WORLD FD

6.36%

Shares9.3K

Event2025-09-30

Filed2025-11-12

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.71%

Shares1.2K

Event2025-09-30

Filed2025-11-12

CSM

PROSHARES TR

New

Shares7.4K

Event2025-09-30

Filed2025-11-12

GE AEROSPACE

0.00%

Shares1.9K

Event2025-09-30

Filed2025-11-12

MUB

ISHARES TR

0.63%

Shares5.0K

Event2025-09-30

Filed2025-11-12

DUSB

DIMENSIONAL ETF TRUST

11.63%

Shares10.4K

Event2025-09-30

Filed2025-11-12

AMZN

AMAZON COM INC

2.84%

Shares2.4K

Event2025-09-30

Filed2025-11-12

VEA

VANGUARD TAX-MANAGED FDS

17.80%

Shares8.6K

Event2025-09-30

Filed2025-11-12

DIS

DISNEY WALT CO

8.33%

Shares4.5K

Event2025-09-30

Filed2025-11-12

VCSH

VANGUARD SCOTTSDALE FDS

63.19%

Shares6.4K

Event2025-09-30

Filed2025-11-12

IHI

ISHARES TR

New

Shares8.4K

Event2025-09-30

Filed2025-11-12

HON

HONEYWELL INTL INC

2.20%

Shares2.3K

Event2025-09-30

Filed2025-11-12

IXUS

ISHARES TR

0.00%

Shares5.9K

Event2025-09-30

Filed2025-11-12

PGR

PROGRESSIVE CORP

0.00%

Shares1.9K

Event2025-09-30

Filed2025-11-12

AVEM

AMERICAN CENTY ETF TR

7.37%

Shares6.2K

Event2025-09-30

Filed2025-11-12

DLN

WISDOMTREE TR

0.00%

Shares5.3K

Event2025-09-30

Filed2025-11-12

ORLY

OREILLY AUTOMOTIVE INC

-13.80%

Shares4.2K

Event2025-09-30

Filed2025-11-12