0001172661-17-001882.txt : 20171106
0001172661-17-001882.hdr.sgml : 20171106
20171106091750
ACCESSION NUMBER: 0001172661-17-001882
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171106
DATE AS OF CHANGE: 20171106
EFFECTIVENESS DATE: 20171106
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: 171178445
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
09-30-2017
09-30-2017
false
Willow Creek Wealth Management Inc.
825 Gravenstein Hwy No., Ste 5
Sebastopol
CA
95472
13F HOLDINGS REPORT
028-16438
N
Heather Belli
Chief Compliance Officer/Partner
707-829-1146
/s/ Heather Belli
Sebastopol
CA
11-06-2017
0
19
153246
INFORMATION TABLE
2
infotable.xml
ACME UTD CORP
COM
004816104
504
21908
SH
SOLE
0
0
21908
APPLE INC
COM
037833100
2367
15358
SH
SOLE
0
0
15358
BALL CORP
COM
058498106
2909
70430
SH
SOLE
0
0
70430
BERKLEY W R CORP
COM
084423102
731
10959
SH
SOLE
0
0
10959
CISCO SYS INC
COM
17275R102
687
20419
SH
SOLE
0
0
20419
COSTCO WHSL CORP NEW
COM
22160K105
8511
51805
SH
SOLE
0
0
51805
DENTSPLY SIRONA INC
COM
24906P109
760
12700
SH
SOLE
0
0
12700
EXPONENT INC
COM
30214U102
1239
16760
SH
SOLE
0
0
16760
HENNESSY ADVISORS INC
COM
425885100
333
21553
SH
SOLE
0
0
21553
ISHARES TR
TIPS BD ETF
464287176
16516
145414
SH
SOLE
0
0
145414
JOHNSON & JOHNSON
COM
478160104
1578
12136
SH
SOLE
0
0
12136
NEWELL BRANDS INC
COM
651229106
1322
30980
SH
SOLE
0
0
30980
SUMMIT ST BK SANTA ROSA CALI
COM
866264203
251
20130
SH
SOLE
0
0
20130
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
60105
709960
SH
SOLE
0
0
709960
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
47946
600681
SH
SOLE
0
0
600681
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
4047
49382
SH
SOLE
0
0
49382
VANGUARD INDEX FDS
REIT ETF
922908553
1893
22782
SH
SOLE
0
0
22782
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
766
15482
SH
SOLE
0
0
15482
WELLS FARGO CO NEW
COM
949746101
781
14163
SH
SOLE
0
0
14163