0001580642-20-000468.txt : 20200203 0001580642-20-000468.hdr.sgml : 20200203 20200203134059 ACCESSION NUMBER: 0001580642-20-000468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200203 DATE AS OF CHANGE: 20200203 EFFECTIVENESS DATE: 20200203 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: 20567976 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 12-31-2019 12-31-2019 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 02-03-2020 0 82 219051 INFORMATION TABLE 2 infotable.xml DBX ETF TR XTRACK MSCI EURP 233051853 541 17376 SH SOLE 0 0 17376 BECTON DICKINSON & CO COM 075887109 216 793 SH SOLE 0 0 793 DANAHER CORPORATION COM 235851102 286 1866 SH SOLE 0 0 1866 DISNEY WALT CO COM DISNEY 254687106 616 4261 SH SOLE 0 0 4261 SPDR S&P 500 ETF TR TR UNIT 78462F103 346 1076 SH SOLE 0 0 1076 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 41672 516961 SH SOLE 0 0 516961 BALL CORP COM 058498106 4550 70364 SH SOLE 0 0 70364 VANGUARD INDEX FDS LARGE CAP ETF 922908637 337 2280 SH SOLE 0 0 2280 ADOBE INC COM 00724F101 215 652 SH SOLE 0 0 652 ISHARES TR TIPS BD ETF 464287176 2589 22207 SH SOLE 0 0 22207 PEPSICO INC COM 713448108 293 2140 SH SOLE 0 0 2140 COSTCO WHSL CORP NEW COM 22160K105 1711 5820 SH SOLE 0 0 5820 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 4624 50572 SH SOLE 0 0 50572 APPLE INC COM 037833100 3105 10572 SH SOLE 0 0 10572 QUALCOMM INC COM 747525103 219 2481 SH SOLE 0 0 2481 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 236 1119 SH SOLE 0 0 1119 TEXAS INSTRS INC COM 882508104 331 2579 SH SOLE 0 0 2579 ORACLE CORP COM 68389X105 446 8420 SH SOLE 0 0 8420 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 12091 403585 SH SOLE 0 0 403585 ISHARES TR EAFE SML CP ETF 464288273 469 7537 SH SOLE 0 0 7537 WISDOMTREE TR US LARGECAP DIVD 97717W307 340 3208 SH SOLE 0 0 3208 WALMART INC COM 931142103 250 2107 SH SOLE 0 0 2107 INTEL CORP COM 458140100 304 5083 SH SOLE 0 0 5083 ISHARES TR MSCI KLD400 SOC 464288570 531 4417 SH SOLE 0 0 4417 ISHARES TR ESG MSCI USA SML 46435U663 448 15499 SH SOLE 0 0 15499 ISHARES TR SP SMCP600VL ETF 464287879 916 5696 SH SOLE 0 0 5696 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 12226 346246 SH SOLE 0 0 346246 ISHARES TR RUSSELL 3000 ETF 464287689 272 1444 SH SOLE 0 0 1444 CISCO SYS INC COM 17275R102 1286 26823 SH SOLE 0 0 26823 EXXON MOBIL CORP COM 30231G102 221 3165 SH SOLE 0 0 3165 JPMORGAN CHASE & CO COM 46625H100 325 2334 SH SOLE 0 0 2334 SYSCO CORP COM 871829107 548 6406 SH SOLE 0 0 6406 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 402 7472 SH SOLE 0 0 7472 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 329 1451 SH SOLE 0 0 1451 PROCTER & GAMBLE CO COM 742718109 285 2285 SH SOLE 0 0 2285 SANOFI SPONSORED ADR 80105N105 219 4371 SH SOLE 0 0 4371 DENTSPLY SIRONA INC COM 24906P109 719 12700 SH SOLE 0 0 12700 CHEVRON CORP NEW COM 166764100 299 2479 SH SOLE 0 0 2479 VANGUARD INDEX FDS MID CAP ETF 922908629 240 1348 SH SOLE 0 0 1348 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3913 42171 SH SOLE 0 0 42171 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 299 5982 SH SOLE 0 0 5982 SQUARE INC CL A 852234103 301 4806 SH SOLE 0 0 4806 VISA INC COM CL A 92826C839 831 4425 SH SOLE 0 0 4425 SPDR SERIES TRUST PORTFLI INTRMDIT 78464A672 13261 428733 SH SOLE 0 0 428733 ISHARES TR RUS 1000 VAL ETF 464287598 755 5529 SH SOLE 0 0 5529 EXPONENT INC COM 30214U102 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855244109 307 3496 SH SOLE 0 0 3496 ISHARES TR RUS 1000 GRW ETF 464287614 1124 6390 SH SOLE 0 0 6390 MICROSOFT CORP COM 594918104 765 4852 SH SOLE 0 0 4852 VANGUARD GROUP DIV APP ETF 921908844 378 3032 SH SOLE 0 0 3032 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 4603 156683 SH SOLE 0 0 156683 ALPHABET INC CAP STK CL A 02079K305 982 733 SH SOLE 0 0 733 MASTERCARD INC CL A 57636Q104 255 854 SH SOLE 0 0 854 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 11982 388533 SH SOLE 0 0 388533 HONEYWELL INTL INC COM 438516106 358 2024 SH SOLE 0 0 2024 BERKLEY W R CORP COM 084423102 1136 16438 SH SOLE 0 0 16438 ISHARES TR MSCI EAFE ETF 464287465 282 4062 SH SOLE 0 0 4062 ALPHABET INC CAP STK CL C 02079K107 694 519 SH SOLE 0 0 519 ISHARES TR CORE S&P500 ETF 464287200 1574 4869 SH SOLE 0 0 4869 AFLAC INC COM 001055102 355 6706 SH SOLE 0 0 6706 INTUIT COM 461202103 1343 5127 SH SOLE 0 0 5127 BANK AMER CORP COM 060505104 241 6854 SH SOLE 0 0 6854 ISHARES INC MSCI JPN ETF NEW 46434G822 271 4574 SH SOLE 0 0 4574 NYMOX PHARMACEUTICAL CORP COM P73398102 53 24224 SH SOLE 0 0 24224 ISHARES INC MSCI PAC JP ETF 464286665 224 4844 SH SOLE 0 0 4844 JOHNSON & JOHNSON COM 478160104 580 3977 SH SOLE 0 0 3977 THERMO FISHER SCIENTIFIC INC COM 883556102 1903 5858 SH SOLE 0 0 5858