0001172661-15-000297.txt : 20150209 0001172661-15-000297.hdr.sgml : 20150209 20150209161023 ACCESSION NUMBER: 0001172661-15-000297 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150209 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Willow Creek Wealth Management Inc. CENTRAL INDEX KEY: 0001632407 IRS NUMBER: 680431551 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16438 FILM NUMBER: 15588696 BUSINESS ADDRESS: STREET 1: 825 GRAVENSTEIN HWY NO., STE 5 CITY: SEBASTOPOL STATE: CA ZIP: 95472 BUSINESS PHONE: 707 829-1146 MAIL ADDRESS: STREET 1: 825 GRAVENSTEIN HWY NO., STE 5 CITY: SEBASTOPOL STATE: CA ZIP: 95472 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001632407 XXXXXXXX 12-31-2014 12-31-2014 false Willow Creek Wealth Management Inc.
825 Gravenstein Hwy No., Ste 5 Sebastopol CA 95472
13F HOLDINGS REPORT 028-16438 N
Heather Cleland Chief Compliance Officer/Partner 707-829-1146 /s/ Heather Cleland Sebastopol CA 02-09-2015 0 15 102230
INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 1508 13661 SH SOLE 0 0 13661 BALL CORP COM 058498106 2398 35182 SH SOLE 0 0 35182 BERKLEY W R CORP COM 084423102 562 10959 SH SOLE 0 0 10959 CISCO SYS INC COM 17275R102 649 23346 SH SOLE 0 0 23346 COSTCO WHSL CORP NEW COM 22160K105 5888 41536 SH SOLE 0 0 41536 DENTSPLY INTL INC NEW COM 249030107 677 12700 SH SOLE 0 0 12700 HENNESSY ADVISORS INC COM 425885100 362 16500 SH SOLE 0 0 16500 ISHARES TR TIPS BD ETF 464287176 12656 112987 SH SOLE 0 0 112987 ISHARES TR MSCI EAFE ETF 464287465 675 11088 SH SOLE 0 0 11088 JARDEN CORP COM 471109108 1537 32100 SH SOLE 0 0 32100 POWERSHARES ETF TRUST CLEANTECH PORT 73935X278 332 11456 SH SOLE 0 0 11456 SUMMIT ST BK SANTA ROSA CALI COM 866264203 201 14474 SH SOLE 0 0 14474 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 44969 531042 SH SOLE 0 0 531042 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 29180 364980 SH SOLE 0 0 364980 WELLS FARGO & CO NEW COM 949746101 636 11594 SH SOLE 0 0 11594