0001580642-19-000449.txt : 20190131 0001580642-19-000449.hdr.sgml : 20190131 20190131135758 ACCESSION NUMBER: 0001580642-19-000449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190131 DATE AS OF CHANGE: 20190131 EFFECTIVENESS DATE: 20190131 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: 19554827 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 12-31-2018 12-31-2018 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 01-31-2019 0 66 188109 INFORMATION TABLE 2 infotable.xml DBX ETF TR XTRACK MSCI EURP 233051853 437 17376 SH SOLE 0 0 17376 DISNEY WALT CO COM DISNEY 254687106 783 7145 SH SOLE 0 0 7145 SPDR S&P 500 ETF TR TR UNIT 78462F103 232 927 SH SOLE 0 0 927 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 45552 579759 SH SOLE 0 0 579759 BALL CORP COM 058498106 3235 70364 SH SOLE 0 0 70364 VANGUARD INDEX FDS LARGE CAP ETF 922908637 262 2280 SH SOLE 0 0 2280 ISHARES TR TIPS BD ETF 464287176 2805 25615 SH SOLE 0 0 25615 PEPSICO INC COM 713448108 241 2182 SH SOLE 0 0 2182 COSTCO WHSL CORP NEW COM 22160K105 1262 6195 SH SOLE 0 0 6195 APPLE INC COM 037833100 1726 10943 SH SOLE 0 0 10943 ORACLE CORP COM 68389X105 361 7997 SH SOLE 0 0 7997 TEXAS INSTRS INC COM 882508104 244 2579 SH SOLE 0 0 2579 PROCTER AND GAMBLE CO COM 742718109 988 10753 SH SOLE 0 0 10753 ISHARES TR EAFE SML CP ETF 464288273 351 6779 SH SOLE 0 0 6779 WISDOMTREE TR US LARGECAP DIVD 97717W307 271 3208 SH SOLE 0 0 3208 SPDR SER TR PORTFOLIO SH TSR 78468R101 7324 247608 SH SOLE 0 0 247608 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 549 10850 SH SOLE 0 0 10850 INTEL CORP COM 458140100 239 5083 SH SOLE 0 0 5083 ISHARES TR RUSSELL 3000 ETF 464287689 217 1480 SH SOLE 0 0 1480 ISHARES TR SP SMCP600VL ETF 464287879 761 5769 SH SOLE 0 0 5769 EXXON MOBIL CORP COM 30231G102 238 3496 SH SOLE 0 0 3496 CISCO SYS INC COM 17275R102 1153 26620 SH SOLE 0 0 26620 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 7345 222318 SH SOLE 0 0 222318 JPMORGAN CHASE & CO COM 46625H100 230 2359 SH SOLE 0 0 2359 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 294 1438 SH SOLE 0 0 1438 DENTSPLY SIRONA INC COM 24906P109 473 12700 SH SOLE 0 0 12700 CHEVRON CORP NEW COM 166764100 327 3006 SH SOLE 0 0 3006 SQUARE INC CL A 852234103 270 4806 SH SOLE 0 0 4806 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 341 9270 SH SOLE 0 0 9270 VISA INC COM CL A 92826C839 536 4059 SH SOLE 0 0 4059 ISHARES TR RUS 1000 VAL ETF 464287598 623 5613 SH SOLE 0 0 5613 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3536 47419 SH SOLE 0 0 47419 EXPONENT INC COM 30214U102 1526 30090 SH SOLE 0 0 30090 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 260 9166 SH SOLE 0 0 9166 PROGRESSIVE CORP OHIO COM 743315103 215 3572 SH SOLE 0 0 3572 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 54582 671443 SH SOLE 0 0 671443 VERISIGN INC COM 92343E102 1145 7720 SH SOLE 0 0 7720 NEWELL BRANDS INC COM 651229106 402 21650 SH SOLE 0 0 21650 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 733 15300 SH SOLE 0 0 15300 SPDR SER TR SPDR BLOOMBERG 78468R663 5400 59038 SH SOLE 0 0 59038 SPDR SERIES TRUST BLOMBRG BRC TIPS 78464A656 9284 172278 SH SOLE 0 0 172278 3M CO COM 88579Y101 409 2144 SH SOLE 0 0 2144 WELLS FARGO CO NEW COM 949746101 216 4682 SH SOLE 0 0 4682 TESLA INC COM 88160R101 404 1215 SH SOLE 0 0 1215 MICROSOFT CORP COM 594918104 529 5206 SH SOLE 0 0 5206 ISHARES TR RUS 1000 GRW ETF 464287614 859 6563 SH SOLE 0 0 6563 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 219 3673 SH SOLE 0 0 3673 VANGUARD GROUP DIV APP ETF 921908844 307 3134 SH SOLE 0 0 3134 STARBUCKS CORP COM 855244109 208 3235 SH SOLE 0 0 3235 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 4541 163045 SH SOLE 0 0 163045 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 7191 238588 SH SOLE 0 0 238588 ALPHABET INC CAP STK CL A 02079K305 753 721 SH SOLE 0 0 721 HONEYWELL INTL INC COM 438516106 383 2900 SH SOLE 0 0 2900 ALPHABET INC CAP STK CL C 02079K107 519 501 SH SOLE 0 0 501 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 215 5631 SH SOLE 0 0 5631 W R BERKLEY CORPORATION COM 084423102 810 10959 SH SOLE 0 0 10959 ISHARES TR MSCI EAFE ETF 464287465 226 3840 SH SOLE 0 0 3840 ISHARES TR CORE S&P500 ETF 464287200 1347 5354 SH SOLE 0 0 5354 AFLAC INC COM 001055102 306 6706 SH SOLE 0 0 6706 INTUIT COM 461202103 1148 5834 SH SOLE 0 0 5834 ISHARES INC MSCI JPN ETF NEW 46434G822 232 4574 SH SOLE 0 0 4574 SPDR SERIES TRUST BLMBRG BRC INTRM 78464A672 8367 140507 SH SOLE 0 0 140507 NYMOX PHARMACEUTICAL CORP COM P73398102 23 17562 SH SOLE 0 0 17562 THERMO FISHER SCIENTIFIC INC COM 883556102 1330 5942 SH SOLE 0 0 5942 VANGUARD INDEX FDS SM CP VAL ETF 922908611 255 2238 SH SOLE 0 0 2238 JOHNSON & JOHNSON COM 478160104 559 4330 SH SOLE 0 0 4330