0001580642-19-000449.txt : 20190131
0001580642-19-000449.hdr.sgml : 20190131
20190131135758
ACCESSION NUMBER: 0001580642-19-000449
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190131
DATE AS OF CHANGE: 20190131
EFFECTIVENESS DATE: 20190131
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: 19554827
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
12-31-2018
12-31-2018
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
01-31-2019
0
66
188109
INFORMATION TABLE
2
infotable.xml
DBX ETF TR
XTRACK MSCI EURP
233051853
437
17376
SH
SOLE
0
0
17376
DISNEY WALT CO
COM DISNEY
254687106
783
7145
SH
SOLE
0
0
7145
SPDR S&P 500 ETF TR
TR UNIT
78462F103
232
927
SH
SOLE
0
0
927
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
45552
579759
SH
SOLE
0
0
579759
BALL CORP
COM
058498106
3235
70364
SH
SOLE
0
0
70364
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
262
2280
SH
SOLE
0
0
2280
ISHARES TR
TIPS BD ETF
464287176
2805
25615
SH
SOLE
0
0
25615
PEPSICO INC
COM
713448108
241
2182
SH
SOLE
0
0
2182
COSTCO WHSL CORP NEW
COM
22160K105
1262
6195
SH
SOLE
0
0
6195
APPLE INC
COM
037833100
1726
10943
SH
SOLE
0
0
10943
ORACLE CORP
COM
68389X105
361
7997
SH
SOLE
0
0
7997
TEXAS INSTRS INC
COM
882508104
244
2579
SH
SOLE
0
0
2579
PROCTER AND GAMBLE CO
COM
742718109
988
10753
SH
SOLE
0
0
10753
ISHARES TR
EAFE SML CP ETF
464288273
351
6779
SH
SOLE
0
0
6779
WISDOMTREE TR
US LARGECAP DIVD
97717W307
271
3208
SH
SOLE
0
0
3208
SPDR SER TR
PORTFOLIO SH TSR
78468R101
7324
247608
SH
SOLE
0
0
247608
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
549
10850
SH
SOLE
0
0
10850
INTEL CORP
COM
458140100
239
5083
SH
SOLE
0
0
5083
ISHARES TR
RUSSELL 3000 ETF
464287689
217
1480
SH
SOLE
0
0
1480
ISHARES TR
SP SMCP600VL ETF
464287879
761
5769
SH
SOLE
0
0
5769
EXXON MOBIL CORP
COM
30231G102
238
3496
SH
SOLE
0
0
3496
CISCO SYS INC
COM
17275R102
1153
26620
SH
SOLE
0
0
26620
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
7345
222318
SH
SOLE
0
0
222318
JPMORGAN CHASE & CO
COM
46625H100
230
2359
SH
SOLE
0
0
2359
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
294
1438
SH
SOLE
0
0
1438
DENTSPLY SIRONA INC
COM
24906P109
473
12700
SH
SOLE
0
0
12700
CHEVRON CORP NEW
COM
166764100
327
3006
SH
SOLE
0
0
3006
SQUARE INC
CL A
852234103
270
4806
SH
SOLE
0
0
4806
INVESCO EXCHANGE TRADED FD T
CLEANTECH ETF
46137V407
341
9270
SH
SOLE
0
0
9270
VISA INC
COM CL A
92826C839
536
4059
SH
SOLE
0
0
4059
ISHARES TR
RUS 1000 VAL ETF
464287598
623
5613
SH
SOLE
0
0
5613
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3536
47419
SH
SOLE
0
0
47419
EXPONENT INC
COM
30214U102
1526
30090
SH
SOLE
0
0
30090
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
260
9166
SH
SOLE
0
0
9166
PROGRESSIVE CORP OHIO
COM
743315103
215
3572
SH
SOLE
0
0
3572
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
54582
671443
SH
SOLE
0
0
671443
VERISIGN INC
COM
92343E102
1145
7720
SH
SOLE
0
0
7720
NEWELL BRANDS INC
COM
651229106
402
21650
SH
SOLE
0
0
21650
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
733
15300
SH
SOLE
0
0
15300
SPDR SER TR
SPDR BLOOMBERG
78468R663
5400
59038
SH
SOLE
0
0
59038
SPDR SERIES TRUST
BLOMBRG BRC TIPS
78464A656
9284
172278
SH
SOLE
0
0
172278
3M CO
COM
88579Y101
409
2144
SH
SOLE
0
0
2144
WELLS FARGO CO NEW
COM
949746101
216
4682
SH
SOLE
0
0
4682
TESLA INC
COM
88160R101
404
1215
SH
SOLE
0
0
1215
MICROSOFT CORP
COM
594918104
529
5206
SH
SOLE
0
0
5206
ISHARES TR
RUS 1000 GRW ETF
464287614
859
6563
SH
SOLE
0
0
6563
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
219
3673
SH
SOLE
0
0
3673
VANGUARD GROUP
DIV APP ETF
921908844
307
3134
SH
SOLE
0
0
3134
STARBUCKS CORP
COM
855244109
208
3235
SH
SOLE
0
0
3235
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
4541
163045
SH
SOLE
0
0
163045
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
7191
238588
SH
SOLE
0
0
238588
ALPHABET INC
CAP STK CL A
02079K305
753
721
SH
SOLE
0
0
721
HONEYWELL INTL INC
COM
438516106
383
2900
SH
SOLE
0
0
2900
ALPHABET INC
CAP STK CL C
02079K107
519
501
SH
SOLE
0
0
501
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
215
5631
SH
SOLE
0
0
5631
W R BERKLEY CORPORATION
COM
084423102
810
10959
SH
SOLE
0
0
10959
ISHARES TR
MSCI EAFE ETF
464287465
226
3840
SH
SOLE
0
0
3840
ISHARES TR
CORE S&P500 ETF
464287200
1347
5354
SH
SOLE
0
0
5354
AFLAC INC
COM
001055102
306
6706
SH
SOLE
0
0
6706
INTUIT
COM
461202103
1148
5834
SH
SOLE
0
0
5834
ISHARES INC
MSCI JPN ETF NEW
46434G822
232
4574
SH
SOLE
0
0
4574
SPDR SERIES TRUST
BLMBRG BRC INTRM
78464A672
8367
140507
SH
SOLE
0
0
140507
NYMOX PHARMACEUTICAL CORP
COM
P73398102
23
17562
SH
SOLE
0
0
17562
THERMO FISHER SCIENTIFIC INC
COM
883556102
1330
5942
SH
SOLE
0
0
5942
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
255
2238
SH
SOLE
0
0
2238
JOHNSON & JOHNSON
COM
478160104
559
4330
SH
SOLE
0
0
4330