0001172661-17-001411.txt : 20170727 0001172661-17-001411.hdr.sgml : 20170727 20170727145331 ACCESSION NUMBER: 0001172661-17-001411 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170727 DATE AS OF CHANGE: 20170727 EFFECTIVENESS DATE: 20170727 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: 17985794 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 06-30-2017 06-30-2017 false Willow Creek Wealth Management Inc.

825 Gravenstein Hwy No., Ste 5 Sebastopol CA 95472

13F HOLDINGS REPORT 028-16438 N Heather Belli 707-829-1146 /s/ Heather Belli Sebastopol CA 07-27-2017 0 20 148575 INFORMATION TABLE 2 infotable.xml ACME UTD CORP COM 004816104 627 21908 SH SOLE 0 0 21908 APPLE INC COM 037833100 2062 14317 SH SOLE 0 0 14317 BALL CORP COM 058498106 2973 70430 SH SOLE 0 0 70430 BERKLEY W R CORP COM 084423102 758 10959 SH SOLE 0 0 10959 CISCO SYS INC COM 17275R102 639 20419 SH SOLE 0 0 20419 COSTCO WHSL CORP NEW COM 22160K105 8373 52355 SH SOLE 0 0 52355 DENTSPLY SIRONA INC COM 24906P109 823 12700 SH SOLE 0 0 12700 EXPONENT INC COM 30214U102 977 16760 SH SOLE 0 0 16760 HENNESSY ADVISORS INC COM 425885100 327 21553 SH SOLE 0 0 21553 ISHARES TR TIPS BD ETF 464287176 15809 139374 SH SOLE 0 0 139374 ISHARES TR IBNDS MAR18 ETF 46432FAG2 366 14824 SH SOLE 0 0 14824 JOHNSON & JOHNSON COM 478160104 1606 12136 SH SOLE 0 0 12136 NEWELL BRANDS INC COM 651229106 1661 30980 SH SOLE 0 0 30980 SUMMIT ST BK SANTA ROSA CALI COM 866264203 262 20130 SH SOLE 0 0 20130 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 57492 680142 SH SOLE 0 0 680142 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 46409 581206 SH SOLE 0 0 581206 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4004 48929 SH SOLE 0 0 48929 VANGUARD INDEX FDS REIT ETF 922908553 1908 22923 SH SOLE 0 0 22923 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 766 15556 SH SOLE 0 0 15556 WELLS FARGO CO NEW COM 949746101 733 13223 SH SOLE 0 0 13223