0001580642-21-005469.txt : 20211115 0001580642-21-005469.hdr.sgml : 20211115 20211115171441 ACCESSION NUMBER: 0001580642-21-005469 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211412412 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 09-30-2021 09-30-2021 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 11-15-2021 0 114 451322 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 380 2247 SH SOLE 0 0 2247 SPDR SER TR PORTFOLIO INTRMD 78464A375 4545 124460 SH SOLE 0 0 124460 SPDR SER TR PORTFLI TIPS ETF 78464A656 16232 521935 SH SOLE 0 0 521935 DEERE & CO COM 244199105 1090 3252 SH SOLE 0 0 3252 ISHARES TR ISHARES BIOTECH 464287556 208 1284 SH SOLE 0 0 1284 DANAHER CORPORATION COM 235851102 469 1540 SH SOLE 0 0 1540 MASTERCARD INCORPORATED CL A 57636Q104 404 1163 SH SOLE 0 0 1163 BALL CORP COM 058498106 6354 70629 SH SOLE 0 0 70629 SPDR S&P 500 ETF TR TR UNIT 78462F103 438 1021 SH SOLE 0 0 1021 VANGUARD INDEX FDS LARGE CAP ETF 922908637 430 2140 SH SOLE 0 0 2140 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 21735 663752 SH SOLE 0 0 663752 ISHARES TR TIPS BD ETF 464287176 2718 21285 SH SOLE 0 0 21285 PEPSICO INC COM 713448108 317 2110 SH SOLE 0 0 2110 ROBERT HALF INTL INC COM 770323103 11404 113663 SH SOLE 0 0 113663 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 8365 177378 SH SOLE 0 0 177378 BK OF AMERICA CORP COM 060505104 295 6947 SH SOLE 0 0 6947 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 875 29032 SH SOLE 0 0 29032 COSTCO WHSL CORP NEW COM 22160K105 7726 17193 SH SOLE 0 0 17193 NEXTERA ENERGY INC COM 65339F101 295 3751 SH SOLE 0 0 3751 CATERPILLAR INC COM 149123101 603 3142 SH SOLE 0 0 3142 PROGRESSIVE CORP COM 743315103 295 3265 SH SOLE 0 0 3265 AMAZON COM INC COM 023135106 289 88 SH SOLE 0 0 88 APPLE INC COM 037833100 24821 175412 SH SOLE 0 0 175412 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 382 1194 SH SOLE 0 0 1194 ORACLE CORP COM 68389X105 585 6715 SH SOLE 0 0 6715 TEXAS INSTRS INC COM 882508104 410 2132 SH SOLE 0 0 2132 NORFOLK SOUTHN CORP COM 655844108 229 956 SH SOLE 0 0 956 INTERCONTINENTAL EXCHANGE IN COM 45866F104 235 2046 SH SOLE 0 0 2046 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 49638 605785 SH SOLE 0 0 605785 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 420 15410 SH SOLE 0 0 15410 METTLER TOLEDO INTERNATIONAL COM 592688105 202 147 SH SOLE 0 0 147 ISHARES TR EAFE SML CP ETF 464288273 236 3173 SH SOLE 0 0 3173 ISHARES TR IBONDS DEC2023 46435G318 217 8358 SH SOLE 0 0 8358 WISDOMTREE TR US LARGECAP DIVD 97717W307 364 3055 SH SOLE 0 0 3055 SPDR SER TR PORTFOLIO SH TSR 78468R101 16926 552608 SH SOLE 0 0 552608 PROCTER AND GAMBLE CO COM 742718109 372 2663 SH SOLE 0 0 2663 WALMART INC COM 931142103 264 1891 SH SOLE 0 0 1891 INTEL CORP COM 458140100 244 4572 SH SOLE 0 0 4572 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 295 4659 SH SOLE 0 0 4659 GATX CORP COM 361448103 1840 20548 SH SOLE 0 0 20548 ISHARES TR MSCI KLD400 SOC 464288570 637 7656 SH SOLE 0 0 7656 ISHARES TR ESG AWRE 1 5 YR 46435G243 509 19598 SH SOLE 0 0 19598 SPDR SER TR PORTFLI INTRMDIT 78464A672 4939 152873 SH SOLE 0 0 152873 NIKE INC CL B 654106103 280 1926 SH SOLE 0 0 1926 ISHARES INC ESG AWR MSCI EM 46434G863 242 5851 SH SOLE 0 0 5851 COHERENT INC COM 192479103 225 900 SH SOLE 0 0 900 ISHARES TR SP SMCP600VL ETF 464287879 1057 10503 SH SOLE 0 0 10503 ISHARES TR CORE MSCI TOTAL 46432F834 353 4973 SH SOLE 0 0 4973 ISHARES TR CORE S&P SCP ETF 464287804 604 5530 SH SOLE 0 0 5530 ISHARES TR RUSSELL 3000 ETF 464287689 322 1263 SH SOLE 0 0 1263 CISCO SYS INC COM 17275R102 5527 101537 SH SOLE 0 0 101537 VANGUARD WORLD FD ESG US CORP BD 921910691 289 3921 SH SOLE 0 0 3921 JPMORGAN CHASE & CO COM 46625H100 304 1859 SH SOLE 0 0 1859 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2172 37773 SH SOLE 0 0 37773 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 339 1241 SH SOLE 0 0 1241 SANOFI SPONSORED ADR 80105N105 211 4371 SH SOLE 0 0 4371 DENTSPLY SIRONA INC COM 24906P109 737 12700 SH SOLE 0 0 12700 ACUITY BRANDS INC COM 00508Y102 201 1160 SH SOLE 0 0 1160 ISHARES TR CALIF MUN BD ETF 464288356 382 6158 SH SOLE 0 0 6158 VANGUARD INDEX FDS MID CAP ETF 922908629 370 1563 SH SOLE 0 0 1563 SQUARE INC CL A 852234103 486 2027 SH SOLE 0 0 2027 VISA INC COM CL A 92826C839 990 4446 SH SOLE 0 0 4446 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 618 4026 SH SOLE 0 0 4026 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3297 32390 SH SOLE 0 0 32390 ISHARES TR RUS 1000 VAL ETF 464287598 751 4800 SH SOLE 0 0 4800 EXPONENT INC COM 30214U102 300 2650 SH SOLE 0 0 2650 KLA CORP COM NEW 482480100 7370 22031 SH SOLE 0 0 22031 FACEBOOK INC CL A 30303M102 259 762 SH SOLE 0 0 762 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 495 9253 SH SOLE 0 0 9253 FAIR ISAAC CORP COM 303250104 403 1012 SH SOLE 0 0 1012 ISHARES TR CORE S&P TTL STK 464287150 802 8152 SH SOLE 0 0 8152 MARSH & MCLENNAN COS INC COM 571748102 307 2029 SH SOLE 0 0 2029 VERISIGN INC COM 92343E102 1526 7445 SH SOLE 0 0 7445 VANGUARD INDEX FDS SMALL CP ETF 922908751 528 2413 SH SOLE 0 0 2413 PUBLIC STORAGE COM 74460D109 234 789 SH SOLE 0 0 789 HOME DEPOT INC COM 437076102 231 703 SH SOLE 0 0 703 VANGUARD INDEX FDS TOTAL STK MKT 922908769 223 1003 SH SOLE 0 0 1003 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 370 7381 SH SOLE 0 0 7381 NEWELL BRANDS INC COM 651229106 374 16903 SH SOLE 0 0 16903 OREILLY AUTOMOTIVE INC COM 67103H107 232 379 SH SOLE 0 0 379 FASTLY INC CL A 31188V100 8088 200000 SH SOLE 0 0 200000 INVESCO QQQ TR UNIT SER 1 46090E103 307 859 SH SOLE 0 0 859 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 67719 1525204 SH SOLE 0 0 1525204 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1525 29011 SH SOLE 0 0 29011 SPDR SER TR PORTFLI MORTGAGE 78464A383 4928 191595 SH SOLE 0 0 191595 SCHWAB STRATEGIC TR US TIPS ETF 808524870 7329 117107 SH SOLE 0 0 117107 3M CO COM 88579Y101 349 1988 SH SOLE 0 0 1988 ISHARES TR ESG AWARE MSCI 46435U663 565 14482 SH SOLE 0 0 14482 ISHARES TR CORE S&P MCP ETF 464287507 762 2896 SH SOLE 0 0 2896 ISHARES TR RUS 1000 ETF 464287622 304 1257 SH SOLE 0 0 1257 SPDR SER TR PORTFOLIO AGRGTE 78464A649 90063 3017193 SH SOLE 0 0 3017193 ISHARES TR RUS MID CAP ETF 464287499 334 4273 SH SOLE 0 0 4273 STARBUCKS CORP COM 855244109 412 3732 SH SOLE 0 0 3732 MICROSOFT CORP COM 594918104 814 2886 SH SOLE 0 0 2886 ISHARES TR RUS 1000 GRW ETF 464287614 1363 4975 SH SOLE 0 0 4975 ADOBE SYSTEMS INCORPORATED COM 00724F101 405 704 SH SOLE 0 0 704 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2321 89694 SH SOLE 0 0 89694 ALPHABET INC CAP STK CL A 02079K305 1754 656 SH SOLE 0 0 656 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 887 30690 SH SOLE 0 0 30690 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1950 73406 SH SOLE 0 0 73406 SPDR SER TR PORTFOLIO SHORT 78464A474 18031 576984 SH SOLE 0 0 576984 HONEYWELL INTL INC COM 438516106 1767 8326 SH SOLE 0 0 8326 BERKLEY W R CORP COM 084423102 1203 16438 SH SOLE 0 0 16438 ISHARES TR MSCI EAFE ETF 464287465 323 4147 SH SOLE 0 0 4147 ALPHABET INC CAP STK CL C 02079K107 1429 536 SH SOLE 0 0 536 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 379 7582 SH SOLE 0 0 7582 ISHARES TR CORE S&P500 ETF 464287200 1828 4243 SH SOLE 0 0 4243 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4868 54428 SH SOLE 0 0 54428 AFLAC INC COM 001055102 339 6506 SH SOLE 0 0 6506 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 361 6600 SH SOLE 0 0 6600 INTUIT COM 461202103 2374 4400 SH SOLE 0 0 4400 NYMOX PHARMACEUTICAL CORP COM P73398102 50 24224 SH SOLE 0 0 24224 JOHNSON & JOHNSON COM 478160104 568 3514 SH SOLE 0 0 3514 THERMO FISHER SCIENTIFIC INC COM 883556102 2980 5216 SH SOLE 0 0 5216