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