0001172661-16-004056.txt : 20161021
0001172661-16-004056.hdr.sgml : 20161021
20161021144952
ACCESSION NUMBER: 0001172661-16-004056
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160930
FILED AS OF DATE: 20161021
DATE AS OF CHANGE: 20161021
EFFECTIVENESS DATE: 20161021
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: 161946123
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
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0001632407
XXXXXXXX
09-30-2016
09-30-2016
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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
10-21-2016
0
18
126996
INFORMATION TABLE
2
infotable.xml
APPLE INC
COM
037833100
1463
12943
SH
SOLE
0
0
12943
BALL CORP
COM
058498106
2886
35215
SH
SOLE
0
0
35215
BERKLEY W R CORP
COM
084423102
633
10959
SH
SOLE
0
0
10959
CISCO SYS INC
COM
17275R102
609
19186
SH
SOLE
0
0
19186
COSTCO WHSL CORP NEW
COM
22160K105
7958
52179
SH
SOLE
0
0
52179
DENTSPLY SIRONA INC
COM
24906P109
755
12700
SH
SOLE
0
0
12700
EXPONENT INC
COM
30214U102
856
16760
SH
SOLE
0
0
16760
HENNESSY ADVISORS INC
COM
425885100
510
14369
SH
SOLE
0
0
14369
ISHARES TR
TIPS BD ETF
464287176
13683
117461
SH
SOLE
0
0
117461
ISHARES TR
IBNDS MAR18 ETF
46432FAG2
363
14660
SH
SOLE
0
0
14660
JOHNSON & JOHNSON
COM
478160104
1382
11696
SH
SOLE
0
0
11696
NEWELL BRANDS INC
COM
651229106
1652
31377
SH
SOLE
0
0
31377
SUMMIT ST BK SANTA ROSA CALI
COM
866264203
211
15544
SH
SOLE
0
0
15544
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
52217
595681
SH
SOLE
0
0
595681
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
38946
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SH
SOLE
0
0
481821
VANGUARD INDEX FDS
REIT ETF
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1786
20596
SH
SOLE
0
0
20596
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
582
11728
SH
SOLE
0
0
11728
WELLS FARGO & CO NEW
COM
949746101
504
11390
SH
SOLE
0
0
11390