0001580642-20-002060.txt : 20200507 0001580642-20-002060.hdr.sgml : 20200507 20200507093637 ACCESSION NUMBER: 0001580642-20-002060 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200507 DATE AS OF CHANGE: 20200507 EFFECTIVENESS DATE: 20200507 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: 20854886 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 03-31-2020 03-31-2020 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 05-06-2020 0 65 198674 INFORMATION TABLE 2 infotable.xml DANAHER CORPORATION COM 235851102 252 1822 SH SOLE 0 0 1822 SPDR SER TR PORTFOLIO INTRMD 78464A375 10976 322714 SH SOLE 0 0 322714 DISNEY WALT CO COM DISNEY 254687106 426 4413 SH SOLE 0 0 4413 SPDR S&P 500 ETF TR TR UNIT 78462F103 224 869 SH SOLE 0 0 869 SPDR SER TR PORTFLI TIPS ETF 78464A656 13005 447836 SH SOLE 0 0 447836 BALL CORP COM 058498106 4550 70364 SH SOLE 0 0 70364 VANGUARD INDEX FDS LARGE CAP ETF 922908637 270 2280 SH SOLE 0 0 2280 ADOBE INC COM 00724F101 207 652 SH SOLE 0 0 652 ISHARES TR TIPS BD ETF 464287176 2442 20712 SH SOLE 0 0 20712 PEPSICO INC COM 713448108 259 2154 SH SOLE 0 0 2154 COSTCO WHSL CORP NEW COM 22160K105 1654 5800 SH SOLE 0 0 5800 APPLE INC COM 037833100 2711 10661 SH SOLE 0 0 10661 ORACLE CORP COM 68389X105 385 7966 SH SOLE 0 0 7966 TEXAS INSTRS INC COM 882508104 258 2579 SH SOLE 0 0 2579 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 38227 465159 SH SOLE 0 0 465159 WISDOMTREE TR US LARGECAP DIVD 97717W307 260 3208 SH SOLE 0 0 3208 SPDR SER TR PORTFOLIO SH TSR 78468R101 11110 361651 SH SOLE 0 0 361651 WALMART INC COM 931142103 233 2046 SH SOLE 0 0 2046 SPDR SER TR PORTFLI INTRMDIT 78464A672 12267 370264 SH SOLE 0 0 370264 INTEL CORP COM 458140100 301 5564 SH SOLE 0 0 5564 ISHARES TR ESG MSCI USA SML 46435U663 346 17327 SH SOLE 0 0 17327 ISHARES TR MSCI KLD400 SOC 464288570 412 4232 SH SOLE 0 0 4232 ISHARES TR RUSSELL 3000 ETF 464287689 208 1402 SH SOLE 0 0 1402 ISHARES TR SP SMCP600VL ETF 464287879 566 5661 SH SOLE 0 0 5661 CISCO SYS INC COM 17275R102 1056 26865 SH SOLE 0 0 26865 JPMORGAN CHASE & CO COM 46625H100 214 2373 SH SOLE 0 0 2373 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 265 1451 SH SOLE 0 0 1451 PROCTER & GAMBLE CO COM 742718109 235 2136 SH SOLE 0 0 2136 SYSCO CORP COM 871829107 292 6406 SH SOLE 0 0 6406 DENTSPLY SIRONA INC COM 24906P109 493 12700 SH SOLE 0 0 12700 CHEVRON CORP NEW COM 166764100 260 3582 SH SOLE 0 0 3582 SQUARE INC CL A 852234103 221 4216 SH SOLE 0 0 4216 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 217 5755 SH SOLE 0 0 5755 VISA INC COM CL A 92826C839 714 4429 SH SOLE 0 0 4429 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 397 3835 SH SOLE 0 0 3835 ISHARES TR RUS 1000 VAL ETF 464287598 467 4710 SH SOLE 0 0 4710 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2291 32804 SH SOLE 0 0 32804 EXPONENT INC COM 30214U102 1496 20810 SH SOLE 0 0 20810 FACEBOOK INC CL A 30303M102 363 2174 SH SOLE 0 0 2174 PROGRESSIVE CORP OHIO COM 743315103 264 3572 SH SOLE 0 0 3572 VERISIGN INC COM 92343E102 1378 7652 SH SOLE 0 0 7652 VANGUARD INDEX FDS SMALL CP ETF 922908751 325 2816 SH SOLE 0 0 2816 NEWELL BRANDS INC COM 651229106 288 21650 SH SOLE 0 0 21650 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 658 13512 SH SOLE 0 0 13512 SPDR SER TR SPDR BLOOMBERG 78468R663 3510 38306 SH SOLE 0 0 38306 3M CO COM 88579Y101 271 1984 SH SOLE 0 0 1984 FASTLY INC CL A 31188V100 7177 378120 SH SOLE 0 0 378120 SCHWAB STRATEGIC TR US TIPS ETF 808524870 474 8248 SH SOLE 0 0 8248 MICROSOFT CORP COM 594918104 810 5137 SH SOLE 0 0 5137 ISHARES TR RUS 1000 GRW ETF 464287614 958 6358 SH SOLE 0 0 6358 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4525 149721 SH SOLE 0 0 149721 STARBUCKS CORP COM 855244109 236 3596 SH SOLE 0 0 3596 MASTERCARD INC CL A 57636Q104 206 854 SH SOLE 0 0 854 ALPHABET INC CAP STK CL A 02079K305 862 742 SH SOLE 0 0 742 SPDR SER TR PORTFOLIO SHORT 78464A474 11184 369714 SH SOLE 0 0 369714 BERKLEY W R CORP COM 084423102 858 16438 SH SOLE 0 0 16438 ALPHABET INC CAP STK CL C 02079K107 612 526 SH SOLE 0 0 526 HONEYWELL INTL INC COM 438516106 271 2024 SH SOLE 0 0 2024 VANGUARD BD INDEX FDS INTERMED TERM 921937819 48426 542105 SH SOLE 0 0 542105 ISHARES TR CORE S&P500 ETF 464287200 1203 4655 SH SOLE 0 0 4655 AFLAC INC COM 001055102 218 6376 SH SOLE 0 0 6376 INTUIT COM 461202103 1179 5127 SH SOLE 0 0 5127 NYMOX PHARMACEUTICAL CORP COM P73398102 57 24224 SH SOLE 0 0 24224 THERMO FISHER SCIENTIFIC INC COM 883556102 1661 5858 SH SOLE 0 0 5858 JOHNSON & JOHNSON COM 478160104 533 4065 SH SOLE 0 0 4065