0001172661-17-000186.txt : 20170127
0001172661-17-000186.hdr.sgml : 20170127
20170127133128
ACCESSION NUMBER: 0001172661-17-000186
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170127
DATE AS OF CHANGE: 20170127
EFFECTIVENESS DATE: 20170127
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: 17552957
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
12-31-2016
12-31-2016
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
01-27-2017
0
20
135569
INFORMATION TABLE
2
infotable.xml
ACME UTD CORP
COM
004816104
560
21908
SH
SOLE
0
0
21908
APPLE INC
COM
037833100
1582
13656
SH
SOLE
0
0
13656
BALL CORP
COM
058498106
2644
35215
SH
SOLE
0
0
35215
BERKLEY W R CORP
COM
084423102
729
10959
SH
SOLE
0
0
10959
CISCO SYS INC
COM
17275R102
615
20345
SH
SOLE
0
0
20345
COSTCO WHSL CORP NEW
COM
22160K105
8355
52185
SH
SOLE
0
0
52185
DENTSPLY SIRONA INC
COM
24906P109
733
12700
SH
SOLE
0
0
12700
EXPONENT INC
COM
30214U102
1011
16760
SH
SOLE
0
0
16760
HENNESSY ADVISORS INC
COM
425885100
456
14369
SH
SOLE
0
0
14369
ISHARES TR
TIPS BD ETF
464287176
14447
127659
SH
SOLE
0
0
127659
ISHARES TR
IBNDS MAR18 ETF
46432FAG2
361
14660
SH
SOLE
0
0
14660
JOHNSON & JOHNSON
COM
478160104
1340
11630
SH
SOLE
0
0
11630
NEWELL BRANDS INC
COM
651229106
1401
31377
SH
SOLE
0
0
31377
SUMMIT ST BK SANTA ROSA CALI
COM
866264203
242
16104
SH
SOLE
0
0
16104
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
51620
621399
SH
SOLE
0
0
621399
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
42149
530509
SH
SOLE
0
0
530509
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
4262
52759
SH
SOLE
0
0
52759
VANGUARD INDEX FDS
REIT ETF
922908553
1814
21981
SH
SOLE
0
0
21981
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
623
12668
SH
SOLE
0
0
12668
WELLS FARGO & CO NEW
COM
949746101
625
11343
SH
SOLE
0
0
11343