0001580642-21-002390.txt : 20210517 0001580642-21-002390.hdr.sgml : 20210517 20210517125736 ACCESSION NUMBER: 0001580642-21-002390 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21929056 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 03-31-2021 03-31-2021 false Willow Creek Wealth Management Inc.

825 Gravenstein Hwy No., Ste 5 Sebastopol CA 95472

13F HOLDINGS REPORT 028-16438 N Beverly Hanson 707-829-1146 /s/ Heather Belli Sebastopol CA 05-17-2021 0 94 272170 INFORMATION TABLE 2 infotable.xml DANAHER CORPORATION COM 235851102 323 1436 SH SOLE 0 0 1436 DISNEY WALT CO COM 254687106 396 2146 SH SOLE 0 0 2146 GENERAL ELECTRIC CO COM 369604103 142 10848 SH SOLE 0 0 10848 SPDR SER TR PORTFOLIO INTRMD 78464A375 4324 119285 SH SOLE 0 0 119285 BALL CORP COM 058498106 5980 70563 SH SOLE 0 0 70563 MASTERCARD INCORPORATED CL A 57636Q104 400 1124 SH SOLE 0 0 1124 SPDR S&P 500 ETF TR TR UNIT 78462F103 422 1066 SH SOLE 0 0 1066 SPDR SER TR PORTFLI TIPS ETF 78464A656 15002 491055 SH SOLE 0 0 491055 VANGUARD INDEX FDS LARGE CAP ETF 922908637 397 2140 SH SOLE 0 0 2140 BK OF AMERICA CORP COM 060505104 254 6556 SH SOLE 0 0 6556 ISHARES TR TIPS BD ETF 464287176 2953 23534 SH SOLE 0 0 23534 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 446 15823 SH SOLE 0 0 15823 NEXTERA ENERGY INC COM 65339F101 282 3735 SH SOLE 0 0 3735 PEPSICO INC COM 713448108 290 2051 SH SOLE 0 0 2051 COSTCO WHSL CORP NEW COM 22160K105 6263 17767 SH SOLE 0 0 17767 APPLE INC COM 037833100 7632 62482 SH SOLE 0 0 62482 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 330 1194 SH SOLE 0 0 1194 PROGRESSIVE CORP COM 743315103 312 3265 SH SOLE 0 0 3265 ORACLE CORP COM 68389X105 458 6533 SH SOLE 0 0 6533 TEXAS INSTRS INC COM 882508104 397 2101 SH SOLE 0 0 2101 NORFOLK SOUTHN CORP COM 655844108 257 956 SH SOLE 0 0 956 INTERCONTINENTAL EXCHANGE IN COM 45866F104 224 2005 SH SOLE 0 0 2005 PROCTER AND GAMBLE CO COM 742718109 278 2056 SH SOLE 0 0 2056 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 47686 580192 SH SOLE 0 0 580192 ISHARES TR EAFE SML CP ETF 464288273 228 3173 SH SOLE 0 0 3173 ISHARES TR IBONDS DEC2023 46435G318 219 8358 SH SOLE 0 0 8358 WISDOMTREE TR US LARGECAP DIVD 97717W307 350 3055 SH SOLE 0 0 3055 SPDR SER TR PORTFOLIO SH TSR 78468R101 14021 457306 SH SOLE 0 0 457306 WALMART INC COM 931142103 254 1870 SH SOLE 0 0 1870 SPDR SER TR PORTFLI INTRMDIT 78464A672 4709 146791 SH SOLE 0 0 146791 NIKE INC CL B 654106103 256 1926 SH SOLE 0 0 1926 INTEL CORP COM 458140100 282 4409 SH SOLE 0 0 4409 ISHARES INC ESG AWR MSCI EM 46434G863 253 5851 SH SOLE 0 0 5851 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 420 5563 SH SOLE 0 0 5563 ISHARES TR ESG AWRE 1 5 YR 46435G243 386 14846 SH SOLE 0 0 14846 ISHARES TR MSCI KLD400 SOC 464288570 589 7710 SH SOLE 0 0 7710 ISHARES TR CORE S&P SCP ETF 464287804 629 5800 SH SOLE 0 0 5800 ISHARES TR SP SMCP600VL ETF 464287879 1105 10967 SH SOLE 0 0 10967 ISHARES TR RUSSELL 3000 ETF 464287689 310 1308 SH SOLE 0 0 1308 ISHARES TR CORE MSCI TOTAL 46432F834 350 4973 SH SOLE 0 0 4973 CISCO SYS INC COM 17275R102 5343 103317 SH SOLE 0 0 103317 JPMORGAN CHASE & CO COM 46625H100 282 1853 SH SOLE 0 0 1853 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 302 1182 SH SOLE 0 0 1182 SANOFI SPONSORED ADR 80105N105 216 4371 SH SOLE 0 0 4371 DENTSPLY SIRONA INC COM 24906P109 810 12700 SH SOLE 0 0 12700 SQUARE INC CL A 852234103 490 2158 SH SOLE 0 0 2158 ISHARES TR CALIF MUN BD ETF 464288356 358 5758 SH SOLE 0 0 5758 VISA INC COM CL A 92826C839 928 4381 SH SOLE 0 0 4381 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 566 3851 SH SOLE 0 0 3851 VANGUARD INDEX FDS MID CAP ETF 922908629 343 1548 SH SOLE 0 0 1548 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2985 32499 SH SOLE 0 0 32499 ISHARES TR RUS 1000 VAL ETF 464287598 754 4978 SH SOLE 0 0 4978 EXPONENT INC COM 30214U102 258 2650 SH SOLE 0 0 2650 MARSH & MCLENNAN COS INC COM 571748102 247 2029 SH SOLE 0 0 2029 FACEBOOK INC CL A 30303M102 257 873 SH SOLE 0 0 873 VERISIGN INC COM 92343E102 1521 7652 SH SOLE 0 0 7652 VANGUARD INDEX FDS SMALL CP ETF 922908751 580 2708 SH SOLE 0 0 2708 ISHARES TR CORE S&P TTL STK 464287150 747 8152 SH SOLE 0 0 8152 HOME DEPOT INC COM 437076102 218 713 SH SOLE 0 0 713 VANGUARD INDEX FDS TOTAL STK MKT 922908769 207 1003 SH SOLE 0 0 1003 NEWELL BRANDS INC COM 651229106 453 16903 SH SOLE 0 0 16903 SPDR SER TR PORTFLI MORTGAGE 78464A383 2981 114946 SH SOLE 0 0 114946 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1470 28520 SH SOLE 0 0 28520 3M CO COM 88579Y101 382 1984 SH SOLE 0 0 1984 ISHARES TR ESG AWARE MSCI 46435U663 572 14848 SH SOLE 0 0 14848 FASTLY INC CL A 31188V100 6728 100000 SH SOLE 0 0 100000 INVESCO QQQ TR UNIT SER 1 46090E103 274 859 SH SOLE 0 0 859 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4603 75266 SH SOLE 0 0 75266 MICROSOFT CORP COM 594918104 658 2790 SH SOLE 0 0 2790 ISHARES TR RUS 1000 GRW ETF 464287614 1282 5275 SH SOLE 0 0 5275 ISHARES TR CORE S&P MCP ETF 464287507 746 2866 SH SOLE 0 0 2866 ISHARES TR RUS 1000 ETF 464287622 296 1322 SH SOLE 0 0 1322 SPDR SER TR PORTFOLIO AGRGTE 78464A649 81249 2740260 SH SOLE 0 0 2740260 ISHARES TR RUS MID CAP ETF 464287499 316 4273 SH SOLE 0 0 4273 ADOBE SYSTEMS INCORPORATED COM 00724F101 319 671 SH SOLE 0 0 671 STARBUCKS CORP COM 855244109 408 3732 SH SOLE 0 0 3732 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 449 16115 SH SOLE 0 0 16115 ALPHABET INC CAP STK CL A 02079K305 1371 665 SH SOLE 0 0 665 SPDR SER TR PORTFOLIO SHORT 78464A474 15051 480714 SH SOLE 0 0 480714 ISHARES TR US OIL GS EX ETF 464288851 326 6690 SH SOLE 0 0 6690 ALPHABET INC CAP STK CL C 02079K107 1031 499 SH SOLE 0 0 499 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 395 7582 SH SOLE 0 0 7582 BERKLEY W R CORP COM 084423102 1239 16438 SH SOLE 0 0 16438 HONEYWELL INTL INC COM 438516106 445 2052 SH SOLE 0 0 2052 ISHARES TR MSCI EAFE ETF 464287465 313 4131 SH SOLE 0 0 4131 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4268 48097 SH SOLE 0 0 48097 ISHARES TR CORE S&P500 ETF 464287200 1691 4251 SH SOLE 0 0 4251 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 317 5808 SH SOLE 0 0 5808 AFLAC INC COM 001055102 326 6376 SH SOLE 0 0 6376 INTUIT COM 461202103 1847 4823 SH SOLE 0 0 4823 BOSTON PRIVATE FINL HLDGS IN COM 101119105 167 12500 SH SOLE 0 0 12500 NYMOX PHARMACEUTICAL CORP COM P73398102 54 24224 SH SOLE 0 0 24224 JOHNSON & JOHNSON COM 478160104 549 3339 SH SOLE 0 0 3339 THERMO FISHER SCIENTIFIC INC COM 883556102 2373 5200 SH SOLE 0 0 5200