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