0001172661-18-000234.txt : 20180202 0001172661-18-000234.hdr.sgml : 20180202 20180202144029 ACCESSION NUMBER: 0001172661-18-000234 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180202 DATE AS OF CHANGE: 20180202 EFFECTIVENESS DATE: 20180202 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: 18570144 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 12-31-2017 12-31-2017 false Willow Creek Wealth Management Inc.

825 Gravenstein Hwy No., Ste 5 Sebastopol CA 95472

13F HOLDINGS REPORT 028-16438 N Heather Belli 707-829-1146 /s/ Heather Belli Sebastopol CA 02-02-2018 0 20 151619 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 2584 15268 SH SOLE 0 0 15268 BALL CORP COM 058498106 2663 70364 SH SOLE 0 0 70364 BERKLEY W R CORP COM 084423102 785 10959 SH SOLE 0 0 10959 CALIFORNIA WTR SVC GROUP COM 130788102 662 14601 SH SOLE 0 0 14601 CISCO SYS INC COM 17275R102 1051 27443 SH SOLE 0 0 27443 COSTCO WHSL CORP NEW COM 22160K105 9637 51779 SH SOLE 0 0 51779 DENTSPLY SIRONA INC COM 24906P109 836 12700 SH SOLE 0 0 12700 EXPONENT INC COM 30214U102 1192 16760 SH SOLE 0 0 16760 HENNESSY ADVISORS INC COM 425885100 356 21553 SH SOLE 0 0 21553 ISHARES TR TIPS BD ETF 464287176 4378 38378 SH SOLE 0 0 38378 JOHNSON & JOHNSON COM 478160104 1684 12051 SH SOLE 0 0 12051 NEWELL BRANDS INC COM 651229106 869 28119 SH SOLE 0 0 28119 SPDR SERIES TRUST BLOMBRG BRC TIPS 78464A656 5359 95267 SH SOLE 0 0 95267 SUMMIT ST BK SANTA ROSA CALI COM 866264203 254 20130 SH SOLE 0 0 20130 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 63207 753993 SH SOLE 0 0 753993 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 48457 612608 SH SOLE 0 0 612608 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4028 49384 SH SOLE 0 0 49384 VANGUARD INDEX FDS REIT ETF 922908553 2003 24138 SH SOLE 0 0 24138 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 772 15820 SH SOLE 0 0 15820 WELLS FARGO CO NEW COM 949746101 842 13879 SH SOLE 0 0 13879