0001172661-17-000965.txt : 20170509
0001172661-17-000965.hdr.sgml : 20170509
20170508195527
ACCESSION NUMBER: 0001172661-17-000965
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170509
DATE AS OF CHANGE: 20170508
EFFECTIVENESS DATE: 20170509
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: 17824059
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
03-31-2017
03-31-2017
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
05-08-2017
0
20
144881
INFORMATION TABLE
2
infotable.xml
ACME UTD CORP
COM
004816104
614
21908
SH
SOLE
0
0
21908
APPLE INC
COM
037833100
1874
13048
SH
SOLE
0
0
13048
BALL CORP
COM
058498106
2613
35182
SH
SOLE
0
0
35182
BERKLEY W R CORP
COM
084423102
774
10959
SH
SOLE
0
0
10959
CISCO SYS INC
COM
17275R102
643
19017
SH
SOLE
0
0
19017
COSTCO WHSL CORP NEW
COM
22160K105
8748
52168
SH
SOLE
0
0
52168
DENTSPLY SIRONA INC
COM
24906P109
793
12700
SH
SOLE
0
0
12700
EXPONENT INC
COM
30214U102
998
16760
SH
SOLE
0
0
16760
HENNESSY ADVISORS INC
COM
425885100
362
21553
SH
SOLE
0
0
21553
ISHARES TR
IBNDS MAR18 ETF
46432FAG2
364
14767
SH
SOLE
0
0
14767
ISHARES TR
TIPS BD ETF
464287176
15512
135295
SH
SOLE
0
0
135295
JOHNSON & JOHNSON
COM
478160104
1531
12291
SH
SOLE
0
0
12291
NEWELL BRANDS INC
COM
651229106
1480
31377
SH
SOLE
0
0
31377
SUMMIT ST BK SANTA ROSA CALI
COM
866264203
263
20130
SH
SOLE
0
0
20130
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
56120
671216
SH
SOLE
0
0
671216
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
44936
563676
SH
SOLE
0
0
563676
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
3877
47820
SH
SOLE
0
0
47820
VANGUARD INDEX FDS
REIT ETF
922908553
1906
23081
SH
SOLE
0
0
23081
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
763
15433
SH
SOLE
0
0
15433
WELLS FARGO & CO NEW
COM
949746101
710
12749
SH
SOLE
0
0
12749