0001580642-19-003298.txt : 20190722 0001580642-19-003298.hdr.sgml : 20190722 20190722172708 ACCESSION NUMBER: 0001580642-19-003298 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190722 DATE AS OF CHANGE: 20190722 EFFECTIVENESS DATE: 20190722 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: 19966436 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 06-30-2019 06-30-2019 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 07-22-2019 0 82 208733 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 363 2095 SH SOLE 0 0 2095 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 207 1119 SH SOLE 0 0 1119 AFLAC INC COM 001055102 368 6706 SH SOLE 0 0 6706 ALPHABET INC CAP STK CL A 02079K305 794 733 SH SOLE 0 0 733 ALPHABET INC CAP STK CL C 02079K107 561 519 SH SOLE 0 0 519 APPLE INC COM 037833100 2193 11078 SH SOLE 0 0 11078 BALL CORP COM 058498106 4925 70364 SH SOLE 0 0 70364 BANK AMER CORP COM 060505104 205 7075 SH SOLE 0 0 7075 BERKLEY W R CORP COM 084423102 1084 16438 SH SOLE 0 0 16438 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 307 1438 SH SOLE 0 0 1438 CHEVRON CORP NEW COM 166764100 385 3097 SH SOLE 0 0 3097 CISCO SYS INC COM 17275R102 1448 26457 SH SOLE 0 0 26457 COSTCO WHSL CORP NEW COM 22160K105 1589 6012 SH SOLE 0 0 6012 DANAHER CORPORATION COM 235851102 267 1871 SH SOLE 0 0 1871 DBX ETF TR XTRACK MSCI EURP 233051853 506 17376 SH SOLE 0 0 17376 DENTSPLY SIRONA INC COM 24906P109 741 12700 SH SOLE 0 0 12700 DISNEY WALT CO COM DISNEY 254687106 998 7145 SH SOLE 0 0 7145 EXPONENT INC COM 30214U102 1562 26690 SH SOLE 0 0 26690 EXXON MOBIL CORP COM 30231G102 242 3162 SH SOLE 0 0 3162 FACEBOOK INC CL A 30303M102 209 1081 SH SOLE 0 0 1081 HONEYWELL INTL INC COM 438516106 511 2925 SH SOLE 0 0 2925 INTEL CORP COM 458140100 243 5083 SH SOLE 0 0 5083 INTUIT COM 461202103 1405 5377 SH SOLE 0 0 5377 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 418 9158 SH SOLE 0 0 9158 ISHARES INC MSCI JPN ETF NEW 46434G822 250 4574 SH SOLE 0 0 4574 ISHARES INC MSCI PAC JP ETF 464286665 229 4844 SH SOLE 0 0 4844 ISHARES TR TIPS BD ETF 464287176 2871 24859 SH SOLE 0 0 24859 ISHARES TR EAFE SML CP ETF 464288273 600 10446 SH SOLE 0 0 10446 ISHARES TR MSCI KLD400 SOC 464288570 486 4442 SH SOLE 0 0 4442 ISHARES TR SP SMCP600VL ETF 464287879 843 5672 SH SOLE 0 0 5672 ISHARES TR RUSSELL 3000 ETF 464287689 249 1444 SH SOLE 0 0 1444 ISHARES TR RUS 1000 VAL ETF 464287598 714 5613 SH SOLE 0 0 5613 ISHARES TR RUS 1000 GRW ETF 464287614 995 6321 SH SOLE 0 0 6321 ISHARES TR CORE S&P MCP ETF 464287507 208 1068 SH SOLE 0 0 1068 ISHARES TR RUS MID CAP ETF 464287499 239 4273 SH SOLE 0 0 4273 ISHARES TR MSCI EAFE ETF 464287465 256 3896 SH SOLE 0 0 3896 ISHARES TR CORE S&P500 ETF 464287200 1306 4431 SH SOLE 0 0 4431 JOHNSON & JOHNSON COM 478160104 495 3555 SH SOLE 0 0 3555 JPMORGAN CHASE & CO COM 46625H100 266 2377 SH SOLE 0 0 2377 MASTERCARD INC CL A 57636Q104 220 830 SH SOLE 0 0 830 MICROSOFT CORP COM 594918104 658 4914 SH SOLE 0 0 4914 NEWELL BRANDS INC COM 651229106 334 21650 SH SOLE 0 0 21650 NYMOX PHARMACEUTICAL CORP COM P73398102 49 34124 SH SOLE 0 0 34124 ORACLE CORP COM 68389X105 470 8245 SH SOLE 0 0 8245 PEPSICO INC COM 713448108 285 2173 SH SOLE 0 0 2173 PROCTER AND GAMBLE CO COM 742718109 350 3194 SH SOLE 0 0 3194 PROGRESSIVE CORP OHIO COM 743315103 286 3572 SH SOLE 0 0 3572 SCHWAB STRATEGIC TR US SML CAP 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6290 TESLA INC COM 88160R101 272 1215 SH SOLE 0 0 1215 TEXAS INSTRS INC COM 882508104 296 2579 SH SOLE 0 0 2579 THERMO FISHER SCIENTIFIC INC COM 883556102 1745 5942 SH SOLE 0 0 5942 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 42663 529780 SH SOLE 0 0 529780 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 54256 627242 SH SOLE 0 0 627242 VANGUARD GROUP DIV APP ETF 921908844 354 3072 SH SOLE 0 0 3072 VANGUARD INDEX FDS LARGE CAP ETF 922908637 307 2280 SH SOLE 0 0 2280 VANGUARD INDEX FDS MID CAP ETF 922908629 365 2183 SH SOLE 0 0 2183 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4115 47083 SH SOLE 0 0 47083 VANGUARD INDEX FDS SMALL CP ETF 922908751 350 2232 SH SOLE 0 0 2232 VANGUARD INDEX FDS TOTAL STK MKT 922908769 218 1455 SH SOLE 0 0 1455 VANGUARD INDEX FDS SM CP VAL ETF 922908611 293 2247 SH SOLE 0 0 2247 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 398 7804 SH SOLE 0 0 7804 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 323 7588 SH SOLE 0 0 7588 VANGUARD 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