0001580642-18-004918.txt : 20181016 0001580642-18-004918.hdr.sgml : 20181016 20181016170220 ACCESSION NUMBER: 0001580642-18-004918 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181016 DATE AS OF CHANGE: 20181016 EFFECTIVENESS DATE: 20181016 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: 181124910 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 false false 0001632407 XXXXXXXX 09-30-2018 09-30-2018 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 10-15-2018 0 72 179343 INFORMATION TABLE 2 infotable.xml DBX ETF TR XTRACK MSCI EURP 233051853 496 17376 SH SOLE 0 0 17376 BECTON DICKINSON & CO COM 075887109 207 793 SH SOLE 0 0 793 DISNEY WALT CO COM DISNEY 254687106 845 7226 SH SOLE 0 0 7226 SPDR S&P 500 ETF TR TR UNIT 78462F103 269 927 SH SOLE 0 0 927 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 53023 679519 SH SOLE 0 0 679519 BALL CORP COM 058498106 3095 70364 SH SOLE 0 0 70364 VANGUARD INDEX FDS LARGE CAP ETF 922908637 304 2280 SH SOLE 0 0 2280 ISHARES TR TIPS BD ETF 464287176 3868 34965 SH SOLE 0 0 34965 PEPSICO INC COM 713448108 244 2182 SH SOLE 0 0 2182 COSTCO WHSL CORP NEW COM 22160K105 1526 6495 SH SOLE 0 0 6495 DANAHER CORP DEL COM 235851102 225 2068 SH SOLE 0 0 2068 APPLE INC COM 037833100 2972 13167 SH SOLE 0 0 13167 ORACLE CORP COM 68389X105 413 8001 SH SOLE 0 0 8001 TEXAS INSTRS INC COM 882508104 304 2838 SH SOLE 0 0 2838 WISDOMTREE TR US LARGECAP DIVD 97717W307 306 3208 SH SOLE 0 0 3208 SPDR SER TR PORTFOLIO SH TSR 78468R101 976 33144 SH SOLE 0 0 33144 ISHARES TR EAFE SML CP ETF 464288273 420 6742 SH SOLE 0 0 6742 PROCTER AND GAMBLE CO COM 742718109 245 2941 SH SOLE 0 0 2941 INTEL CORP COM 458140100 206 4353 SH SOLE 0 0 4353 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 540 10753 SH SOLE 0 0 10753 ISHARES TR SP SMCP600VL ETF 464287879 964 5776 SH SOLE 0 0 5776 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 996 29901 SH SOLE 0 0 29901 ISHARES TR RUSSELL 3000 ETF 464287689 255 1480 SH SOLE 0 0 1480 EXXON MOBIL CORP COM 30231G102 304 3574 SH SOLE 0 0 3574 CISCO SYS INC COM 17275R102 1303 26773 SH SOLE 0 0 26773 JPMORGAN CHASE & CO COM 46625H100 271 2401 SH SOLE 0 0 2401 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 308 1438 SH SOLE 0 0 1438 DENTSPLY SIRONA INC COM 24906P109 479 12700 SH SOLE 0 0 12700 CHEVRON CORP NEW COM 166764100 382 3120 SH SOLE 0 0 3120 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3554 44049 SH SOLE 0 0 44049 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 404 9270 SH SOLE 0 0 9270 ENPHASE ENERGY INC COM 29355A107 76 15583 SH SOLE 0 0 15583 VISA INC COM CL A 92826C839 609 4059 SH SOLE 0 0 4059 ISHARES TR RUS 1000 VAL ETF 464287598 657 5185 SH SOLE 0 0 5185 EXPONENT INC COM 30214U102 1613 30090 SH SOLE 0 0 30090 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 298 8901 SH SOLE 0 0 8901 PROGRESSIVE CORP OHIO COM 743315103 254 3572 SH SOLE 0 0 3572 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 59815 743226 SH SOLE 0 0 743226 VERISIGN INC COM 92343E102 1236 7720 SH SOLE 0 0 7720 NEWELL BRANDS INC COM 651229106 486 23959 SH SOLE 0 0 23959 SPDR SER TR SPDR BLOOMBERG 78468R663 1102 12031 SH SOLE 0 0 12031 SPDR SERIES TRUST BLOMBRG BRC TIPS 78464A656 7005 128607 SH SOLE 0 0 128607 WELLS FARGO CO NEW COM 949746101 223 4248 SH SOLE 0 0 4248 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 769 15893 SH SOLE 0 0 15893 3M CO COM 88579Y101 452 2144 SH SOLE 0 0 2144 TESLA INC COM 88160R101 322 1215 SH SOLE 0 0 1215 ISHARES TR CORE S&P MCP ETF 464287507 213 1056 SH SOLE 0 0 1056 ISHARES TR RUS MID CAP ETF 464287499 229 1039 SH SOLE 0 0 1039 STARBUCKS CORP COM 855244109 205 3615 SH SOLE 0 0 3615 MICROSOFT CORP COM 594918104 605 5288 SH SOLE 0 0 5288 ISHARES TR RUS 1000 GRW ETF 464287614 1002 6425 SH SOLE 0 0 6425 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 253 3639 SH SOLE 0 0 3639 VANGUARD GROUP DIV APP ETF 921908844 259 2339 SH SOLE 0 0 2339 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 10105 364664 SH SOLE 0 0 364664 ALPHABET INC CAP STK CL A 02079K305 870 721 SH SOLE 0 0 721 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 625 20722 SH SOLE 0 0 20722 HONEYWELL INTL INC COM 438516106 483 2900 SH SOLE 0 0 2900 W R BERKLEY CORPORATION COM 084423102 876 10959 SH SOLE 0 0 10959 ISHARES TR MSCI EAFE ETF 464287465 251 3689 SH SOLE 0 0 3689 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 303 7389 SH SOLE 0 0 7389 ALPHABET INC CAP STK CL C 02079K107 598 501 SH SOLE 0 0 501 ISHARES TR CORE S&P500 ETF 464287200 1583 5408 SH SOLE 0 0 5408 AFLAC INC COM 001055102 316 6706 SH SOLE 0 0 6706 INTUIT COM 461202103 1327 5834 SH SOLE 0 0 5834 BANK AMER CORP COM 060505104 208 7070 SH SOLE 0 0 7070 ISHARES INC MSCI JPN ETF NEW 46434G822 275 4574 SH SOLE 0 0 4574 NYMOX PHARMACEUTICAL CORP COM P73398102 43 17562 SH SOLE 0 0 17562 SPDR SERIES TRUST BLMBRG BRC INTRM 78464A672 1474 25346 SH SOLE 0 0 25346 ISHARES INC MSCI PAC JP ETF 464286665 220 4844 SH SOLE 0 0 4844 THERMO FISHER SCIENTIFIC INC COM 883556102 1471 6027 SH SOLE 0 0 6027 VANGUARD INDEX FDS SM CP VAL ETF 922908611 310 2224 SH SOLE 0 0 2224 JOHNSON & JOHNSON COM 478160104 618 4472 SH SOLE 0 0 4472