0001580642-20-002964.txt : 20200811 0001580642-20-002964.hdr.sgml : 20200811 20200811125413 ACCESSION NUMBER: 0001580642-20-002964 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200811 DATE AS OF CHANGE: 20200811 EFFECTIVENESS DATE: 20200811 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: 201091783 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 06-30-2020 06-30-2020 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 08-11-2020 0 78 222766 INFORMATION TABLE 2 infotable.xml SPDR SER TR PORTFOLIO INTRMD 78464A375 12188 333645 SH SOLE 0 0 333645 SPDR SER TR PORTFLI TIPS ETF 78464A656 13776 457066 SH SOLE 0 0 457066 DANAHER CORPORATION COM 235851102 322 1822 SH SOLE 0 0 1822 DISNEY WALT CO COM DISNEY 254687106 440 3945 SH SOLE 0 0 3945 MASTERCARD INCORPORATED CL A 57636Q104 253 854 SH SOLE 0 0 854 SPDR S&P 500 ETF TR TR UNIT 78462F103 248 804 SH SOLE 0 0 804 BALL CORP COM 058498106 4890 70364 SH SOLE 0 0 70364 VANGUARD INDEX FDS LARGE CAP ETF 922908637 326 2280 SH SOLE 0 0 2280 ADOBE INC COM 00724F101 284 652 SH SOLE 0 0 652 ISHARES TR TIPS BD ETF 464287176 2626 21346 SH SOLE 0 0 21346 PEPSICO INC COM 713448108 275 2079 SH SOLE 0 0 2079 COSTCO WHSL CORP NEW COM 22160K105 1777 5860 SH SOLE 0 0 5860 AMAZON COM INC COM 023135106 207 75 SH SOLE 0 0 75 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 239 1114 SH SOLE 0 0 1114 APPLE INC COM 037833100 3688 10110 SH SOLE 0 0 10110 QUALCOMM INC COM 747525103 217 2381 SH SOLE 0 0 2381 ORACLE CORP COM 68389X105 430 7786 SH SOLE 0 0 7786 TEXAS INSTRS INC COM 882508104 302 2382 SH SOLE 0 0 2382 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 39530 475582 SH SOLE 0 0 475582 WISDOMTREE TR US LARGECAP DIVD 97717W307 298 3208 SH SOLE 0 0 3208 SPDR SER TR PORTFOLIO SH TSR 78468R101 11779 383429 SH SOLE 0 0 383429 ISHARES TR EAFE SML CP ETF 464288273 221 4119 SH SOLE 0 0 4119 PROCTER AND GAMBLE CO COM 742718109 246 2056 SH SOLE 0 0 2056 WALMART INC COM 931142103 245 2046 SH SOLE 0 0 2046 INTEL CORP COM 458140100 304 5083 SH SOLE 0 0 5083 ISHARES TR MSCI KLD400 SOC 464288570 499 4224 SH SOLE 0 0 4224 SPDR SER TR PORTFLI INTRMDIT 78464A672 12695 382136 SH SOLE 0 0 382136 ISHARES TR ESG MSCI USA SML 46435U663 489 19509 SH SOLE 0 0 19509 ISHARES TR SP SMCP600VL ETF 464287879 681 5661 SH SOLE 0 0 5661 ISHARES TR CORE MSCI TOTAL 46432F834 267 4897 SH SOLE 0 0 4897 ISHARES TR RUSSELL 3000 ETF 464287689 252 1402 SH SOLE 0 0 1402 CISCO SYS INC COM 17275R102 1219 26140 SH SOLE 0 0 26140 JPMORGAN CHASE & CO COM 46625H100 210 2228 SH SOLE 0 0 2228 SYSCO CORP COM 871829107 344 6290 SH SOLE 0 0 6290 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 259 1451 SH SOLE 0 0 1451 SANOFI SPONSORED ADR 80105N105 223 4371 SH SOLE 0 0 4371 DENTSPLY SIRONA INC COM 24906P109 560 12700 SH SOLE 0 0 12700 CHEVRON CORP NEW COM 166764100 309 3458 SH SOLE 0 0 3458 VANGUARD INDEX FDS MID CAP ETF 922908629 221 1348 SH SOLE 0 0 1348 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2533 32257 SH SOLE 0 0 32257 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 283 5756 SH SOLE 0 0 5756 SQUARE INC CL A 852234103 337 3216 SH SOLE 0 0 3216 VISA INC COM CL A 92826C839 848 4388 SH SOLE 0 0 4388 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 449 3835 SH SOLE 0 0 3835 ISHARES TR RUS 1000 VAL ETF 464287598 530 4710 SH SOLE 0 0 4710 EXPONENT INC COM 30214U102 1684 20810 SH SOLE 0 0 20810 FACEBOOK INC CL A 30303M102 245 1081 SH SOLE 0 0 1081 PROGRESSIVE CORP OHIO COM 743315103 262 3265 SH SOLE 0 0 3265 ISHARES TR CORE S&P TTL STK 464287150 556 8010 SH SOLE 0 0 8010 VERISIGN INC COM 92343E102 1583 7652 SH SOLE 0 0 7652 VANGUARD INDEX FDS SMALL CP ETF 922908751 410 2816 SH SOLE 0 0 2816 NEWELL BRANDS INC COM 651229106 268 16903 SH SOLE 0 0 16903 VANGUARD INDEX FDS TOTAL STK MKT 922908769 203 1296 SH SOLE 0 0 1296 FASTLY INC CL A 31188V100 17026 200000 SH SOLE 0 0 200000 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1033 17218 SH SOLE 0 0 17218 SPDR SER TR PORTFLI MORTGAGE 78464A383 207 7730 SH SOLE 0 0 7730 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 678 13512 SH SOLE 0 0 13512 3M CO COM 88579Y101 309 1984 SH SOLE 0 0 1984 ISHARES TR CORE S&P MCP ETF 464287507 202 1137 SH SOLE 0 0 1137 ISHARES TR RUS MID CAP ETF 464287499 229 4273 SH SOLE 0 0 4273 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4308 139614 SH SOLE 0 0 139614 STARBUCKS CORP COM 855244109 254 3456 SH SOLE 0 0 3456 MICROSOFT CORP COM 594918104 955 4691 SH SOLE 0 0 4691 ISHARES TR RUS 1000 GRW ETF 464287614 1144 5960 SH SOLE 0 0 5960 ALPHABET INC CAP STK CL A 02079K305 1034 729 SH SOLE 0 0 729 SPDR SER TR PORTFOLIO SHORT 78464A474 12094 385903 SH SOLE 0 0 385903 ISHARES TR US OIL GS EX ETF 464288851 332 9844 SH SOLE 0 0 9844 HONEYWELL INTL INC COM 438516106 289 1999 SH SOLE 0 0 1999 BERKLEY W R CORP COM 084423102 942 16438 SH SOLE 0 0 16438 ISHARES TR MSCI EAFE ETF 464287465 219 3590 SH SOLE 0 0 3590 ALPHABET INC CAP STK CL C 02079K107 734 519 SH SOLE 0 0 519 VANGUARD BD INDEX FDS INTERMED TERM 921937819 51342 550937 SH SOLE 0 0 550937 ISHARES TR CORE S&P500 ETF 464287200 1442 4656 SH SOLE 0 0 4656 AFLAC INC COM 001055102 230 6376 SH SOLE 0 0 6376 INTUIT COM 461202103 1468 4955 SH SOLE 0 0 4955 NYMOX PHARMACEUTICAL CORP COM P73398102 86 24224 SH SOLE 0 0 24224 JOHNSON & JOHNSON COM 478160104 556 3952 SH SOLE 0 0 3952 THERMO FISHER SCIENTIFIC INC COM 883556102 2123 5858 SH SOLE 0 0 5858