0001172661-16-003622.txt : 20160727 0001172661-16-003622.hdr.sgml : 20160727 20160727123614 ACCESSION NUMBER: 0001172661-16-003622 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160727 DATE AS OF CHANGE: 20160727 EFFECTIVENESS DATE: 20160727 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: 161786146 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 06-30-2016 06-30-2016 false Willow Creek Wealth Management Inc.
825 Gravenstein Hwy No., Ste 5 Sebastopol CA 95472
13F HOLDINGS REPORT 028-16438 N
Heather Belli Chief Compliance Officer/Partner 707-829-1146 /s/ Heather Belli Sebastopol CA 07-27-2016 0 20 122952
INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 1279 13380 SH SOLE 0 0 13380 BALL CORP COM 058498106 2546 35215 SH SOLE 0 0 35215 BERKLEY W R CORP COM 084423102 657 10959 SH SOLE 0 0 10959 CISCO SYS INC COM 17275R102 601 20957 SH SOLE 0 0 20957 COSTCO WHSL CORP NEW COM 22160K105 6493 41344 SH SOLE 0 0 41344 DENTSPLY SIRONA INC COM 24906P109 788 12700 SH SOLE 0 0 12700 EXPONENT INC COM 30214U102 1004 17190 SH SOLE 0 0 17190 HENNESSY ADVISORS INC COM 425885100 481 14369 SH SOLE 0 0 14369 HIGHER ONE HLDGS INC COM 42983D104 216 42334 SH SOLE 0 0 42334 ISHARES TR TIPS BD ETF 464287176 13789 118188 SH SOLE 0 0 118188 ISHARES TR MSCI EAFE ETF 464287465 578 10357 SH SOLE 0 0 10357 JOHNSON & JOHNSON COM 478160104 1486 12249 SH SOLE 0 0 12249 NEWELL BRANDS INC COM 651229106 1524 31377 SH SOLE 0 0 31377 POWERSHARES ETF TRUST CLEANTECH PORT 73935X278 330 11127 SH SOLE 0 0 11127 SUMMIT ST BK SANTA ROSA CALI COM 866264203 213 15544 SH SOLE 0 0 15544 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 50565 574142 SH SOLE 0 0 574142 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 37541 463127 SH SOLE 0 0 463127 VANGUARD INDEX FDS REIT ETF 922908553 1733 19549 SH SOLE 0 0 19549 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 589 11910 SH SOLE 0 0 11910 WELLS FARGO & CO NEW COM 949746101 539 11390 SH SOLE 0 0 11390