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