0001580642-21-000763.txt : 20210223 0001580642-21-000763.hdr.sgml : 20210223 20210223144542 ACCESSION NUMBER: 0001580642-21-000763 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210223 DATE AS OF CHANGE: 20210223 EFFECTIVENESS DATE: 20210223 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: 21664842 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 12-31-2020 12-31-2020 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 02-23-2021 0 89 265581 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 401 2215 SH SOLE 0 0 2215 SPDR SER TR PORTFOLIO INTRMD 78464A375 4430 119146 SH SOLE 0 0 119146 SPDR SER TR PORTFLI TIPS ETF 78464A656 14540 466463 SH SOLE 0 0 466463 DANAHER CORPORATION COM 235851102 319 1436 SH SOLE 0 0 1436 BALL CORP COM 058498106 6575 70563 SH SOLE 0 0 70563 MASTERCARD INCORPORATED CL A 57636Q104 398 1116 SH SOLE 0 0 1116 SPDR S&P 500 ETF TR TR UNIT 78462F103 398 1066 SH SOLE 0 0 1066 VANGUARD INDEX FDS LARGE CAP ETF 922908637 395 2249 SH SOLE 0 0 2249 ISHARES TR TIPS BD ETF 464287176 2836 22216 SH SOLE 0 0 22216 PEPSICO INC COM 713448108 304 2051 SH SOLE 0 0 2051 COSTCO WHSL CORP NEW COM 22160K105 6694 17767 SH SOLE 0 0 17767 PROGRESSIVE CORP COM 743315103 323 3265 SH SOLE 0 0 3265 APPLE INC COM 037833100 8664 65298 SH SOLE 0 0 65298 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 312 1194 SH SOLE 0 0 1194 ORACLE CORP COM 68389X105 481 7433 SH SOLE 0 0 7433 TEXAS INSTRS INC COM 882508104 392 2389 SH SOLE 0 0 2389 NORFOLK SOUTHN CORP COM 655844108 227 956 SH SOLE 0 0 956 INTERCONTINENTAL EXCHANGE IN COM 45866F104 231 2005 SH SOLE 0 0 2005 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 44154 532614 SH SOLE 0 0 532614 ISHARES TR EAFE SML CP ETF 464288273 278 4073 SH SOLE 0 0 4073 ISHARES TR IBONDS DEC2023 46435G318 219 8358 SH SOLE 0 0 8358 WISDOMTREE TR US LARGECAP DIVD 97717W307 328 3055 SH SOLE 0 0 3055 SPDR SER TR PORTFOLIO SH TSR 78468R101 13162 428605 SH SOLE 0 0 428605 PROCTER AND GAMBLE CO COM 742718109 286 2056 SH SOLE 0 0 2056 WALMART INC COM 931142103 270 1870 SH SOLE 0 0 1870 INTEL CORP COM 458140100 225 4512 SH SOLE 0 0 4512 ISHARES TR ESG AWRE 1 5 YR 46435G243 378 14425 SH SOLE 0 0 14425 ISHARES TR MSCI KLD400 SOC 464288570 565 7902 SH SOLE 0 0 7902 SPDR SER TR PORTFLI INTRMDIT 78464A672 4788 144830 SH SOLE 0 0 144830 NIKE INC CL B 654106103 272 1926 SH SOLE 0 0 1926 ISHARES INC ESG AWR MSCI EM 46434G863 246 5851 SH SOLE 0 0 5851 ISHARES TR SP SMCP600VL ETF 464287879 908 11170 SH SOLE 0 0 11170 ISHARES TR CORE MSCI TOTAL 46432F834 334 4973 SH SOLE 0 0 4973 ISHARES TR CORE S&P SCP ETF 464287804 691 7522 SH SOLE 0 0 7522 ISHARES TR RUSSELL 3000 ETF 464287689 292 1308 SH SOLE 0 0 1308 CISCO SYS INC COM 17275R102 1199 26794 SH SOLE 0 0 26794 JPMORGAN CHASE & CO COM 46625H100 235 1853 SH SOLE 0 0 1853 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 325 1403 SH SOLE 0 0 1403 SANOFI SPONSORED ADR 80105N105 212 4371 SH SOLE 0 0 4371 DENTSPLY SIRONA INC COM 24906P109 665 12700 SH SOLE 0 0 12700 ISHARES TR CALIF MUN BD ETF 464288356 362 5758 SH SOLE 0 0 5758 VANGUARD INDEX FDS MID CAP ETF 922908629 279 1348 SH SOLE 0 0 1348 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2802 32992 SH SOLE 0 0 32992 SQUARE INC CL A 852234103 481 2208 SH SOLE 0 0 2208 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 403 5363 SH SOLE 0 0 5363 VISA INC COM CL A 92826C839 952 4351 SH SOLE 0 0 4351 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 537 3803 SH SOLE 0 0 3803 ISHARES TR RUS 1000 VAL ETF 464287598 681 4978 SH SOLE 0 0 4978 EXPONENT INC COM 30214U102 1874 20810 SH SOLE 0 0 20810 FACEBOOK INC CL A 30303M102 271 993 SH SOLE 0 0 993 ISHARES TR CORE S&P TTL STK 464287150 703 8152 SH SOLE 0 0 8152 MARSH & MCLENNAN COS INC COM 571748102 237 2029 SH SOLE 0 0 2029 VANGUARD INDEX FDS SMALL CP ETF 922908751 574 2947 SH SOLE 0 0 2947 VERISIGN INC COM 92343E102 1656 7652 SH SOLE 0 0 7652 NEWELL BRANDS INC COM 651229106 359 16903 SH SOLE 0 0 16903 VANGUARD INDEX FDS TOTAL STK MKT 922908769 242 1244 SH SOLE 0 0 1244 COUPA SOFTWARE INC COM 22266L106 212 625 SH SOLE 0 0 625 FASTLY INC CL A 31188V100 17474 200000 SH SOLE 0 0 200000 INVESCO QQQ TR UNIT SER 1 46090E103 269 859 SH SOLE 0 0 859 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3897 62766 SH SOLE 0 0 62766 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1400 27403 SH SOLE 0 0 27403 SPDR SER TR PORTFLI MORTGAGE 78464A383 2011 76103 SH SOLE 0 0 76103 3M CO COM 88579Y101 347 1984 SH SOLE 0 0 1984 ISHARES TR ESG AWARE MSCI 46435U663 552 16184 SH SOLE 0 0 16184 ISHARES TR RUS 1000 ETF 464287622 293 1381 SH SOLE 0 0 1381 ISHARES TR CORE S&P MCP ETF 464287507 592 2575 SH SOLE 0 0 2575 ISHARES TR RUS MID CAP ETF 464287499 293 4273 SH SOLE 0 0 4273 SPDR SER TR PORTFOLIO AGRGTE 78464A649 75568 2454294 SH SOLE 0 0 2454294 STARBUCKS CORP COM 855244109 401 3747 SH SOLE 0 0 3747 MICROSOFT CORP COM 594918104 665 2991 SH SOLE 0 0 2991 ISHARES TR RUS 1000 GRW ETF 464287614 1326 5498 SH SOLE 0 0 5498 ADOBE SYSTEMS INCORPORATED COM 00724F101 336 671 SH SOLE 0 0 671 ALPHABET INC CAP STK CL A 02079K305 1165 665 SH SOLE 0 0 665 SPDR SER TR PORTFOLIO SHORT 78464A474 13971 444946 SH SOLE 0 0 444946 ISHARES TR US OIL GS EX ETF 464288851 360 10035 SH SOLE 0 0 10035 HONEYWELL INTL INC COM 438516106 447 2103 SH SOLE 0 0 2103 BERKLEY W R CORP COM 084423102 1092 16438 SH SOLE 0 0 16438 ISHARES TR MSCI EAFE ETF 464287465 289 3963 SH SOLE 0 0 3963 ALPHABET INC CAP STK CL C 02079K107 873 499 SH SOLE 0 0 499 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 380 7582 SH SOLE 0 0 7582 ISHARES TR CORE S&P500 ETF 464287200 1534 4086 SH SOLE 0 0 4086 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3910 42106 SH SOLE 0 0 42106 AFLAC INC COM 001055102 284 6376 SH SOLE 0 0 6376 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 304 5500 SH SOLE 0 0 5500 INTUIT COM 461202103 1882 4955 SH SOLE 0 0 4955 BOSTON PRIVATE FINL HLDGS IN COM 101119105 106 12500 SH SOLE 0 0 12500 NYMOX PHARMACEUTICAL CORP COM P73398102 60 24224 SH SOLE 0 0 24224 JOHNSON & JOHNSON COM 478160104 466 2962 SH SOLE 0 0 2962 THERMO FISHER SCIENTIFIC INC COM 883556102 2457 5274 SH SOLE 0 0 5274