Willow Creek Wealth Management Inc. current holdings: Foreign ETF
Willow Creek Wealth Management Inc. reported $0.02 billion in exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), 2 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are AVSD, AVSE.
- AVSD: Country of operation —; Class AVANTIS RESPONSI; Shares 217,469; Value $15,559,968.
- AVSE: Country of operation —; Class AVANTIS RESPONSI; Shares 137,460; Value $8,737,985.
Form 13F-HR as filed (SEC CIK 1632407): quarter ended 2025-09-30, filed 2025-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||