0001580642-22-004123.txt : 20220816 0001580642-22-004123.hdr.sgml : 20220816 20220816092527 ACCESSION NUMBER: 0001580642-22-004123 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220816 DATE AS OF CHANGE: 20220816 EFFECTIVENESS DATE: 20220816 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: 221168725 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 06-30-2022 06-30-2022 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/ Beverly Hanson Sebastopol CA 08-15-2022 0 123 539114 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 244 2580 SH SOLE 0 0 2580 SPDR SER TR PORTFOLIO INTRMD 78464A375 3060 93784 SH SOLE 0 0 93784 DEERE & CO COM 244199105 1035 3455 SH SOLE 0 0 3455 SPDR SER TR PORTFLI TIPS ETF 78464A656 13325 484211 SH SOLE 0 0 484211 DANAHER CORPORATION COM 235851102 368 1451 SH SOLE 0 0 1451 BALL CORP COM 058498106 4843 70430 SH SOLE 0 0 70430 MASTERCARD INCORPORATED CL A 57636Q104 338 1072 SH SOLE 0 0 1072 SPDR S&P 500 ETF TR TR UNIT 78462F103 444 1178 SH SOLE 0 0 1178 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 20342 704110 SH SOLE 0 0 704110 CALIFORNIA WTR SVC GROUP COM 130788102 838 15080 SH SOLE 0 0 15080 VANGUARD INDEX FDS LARGE CAP ETF 922908637 295 1710 SH SOLE 0 0 1710 ISHARES TR TIPS BD ETF 464287176 2407 21131 SH SOLE 0 0 21131 PEPSICO INC COM 713448108 439 2634 SH SOLE 0 0 2634 ROBERT HALF INTL INC COM 770323103 8520 113763 SH SOLE 0 0 113763 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 9875 242324 SH SOLE 0 0 242324 BK OF AMERICA CORP COM 060505104 216 6947 SH SOLE 0 0 6947 ISHARES TR IBONDS DEC22 ETF 46434VBA7 211 8451 SH SOLE 0 0 8451 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1491 56425 SH SOLE 0 0 56425 COSTCO WHSL CORP NEW COM 22160K105 23998 50071 SH SOLE 0 0 50071 NEXTERA ENERGY INC COM 65339F101 277 3570 SH SOLE 0 0 3570 CATERPILLAR INC COM 149123101 562 3142 SH SOLE 0 0 3142 PROGRESSIVE CORP COM 743315103 380 3265 SH SOLE 0 0 3265 APPLE INC COM 037833100 23499 171877 SH SOLE 0 0 171877 UNION PAC CORP COM 907818108 203 951 SH SOLE 0 0 951 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 332 1194 SH SOLE 0 0 1194 ORACLE CORP COM 68389X105 469 6707 SH SOLE 0 0 6707 TEXAS INSTRS INC COM 882508104 328 2132 SH SOLE 0 0 2132 NORFOLK SOUTHN CORP COM 655844108 217 956 SH SOLE 0 0 956 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 74662 972294 SH SOLE 0 0 972294 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2969 128207 SH SOLE 0 0 128207 WISDOMTREE TR US LARGECAP DIVD 97717W307 392 6634 SH SOLE 0 0 6634 ISHARES TR IBONDS DEC2023 46435G318 239 9358 SH SOLE 0 0 9358 SPDR SER TR PORTFOLIO SH TSR 78468R101 14533 493477 SH SOLE 0 0 493477 PROCTER AND GAMBLE CO COM 742718109 406 2825 SH SOLE 0 0 2825 WALMART INC COM 931142103 230 1891 SH SOLE 0 0 1891 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1244 26012 SH SOLE 0 0 26012 GATX CORP COM 361448103 1935 20548 SH SOLE 0 0 20548 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 223 4161 SH SOLE 0 0 4161 ISHARES TR MSCI KLD400 SOC 464288570 544 7564 SH SOLE 0 0 7564 ISHARES TR ESG AWRE 1 5 YR 46435G243 1131 46967 SH SOLE 0 0 46967 SPDR SER TR PORTFLI INTRMDIT 78464A672 4320 146596 SH SOLE 0 0 146596 NIKE INC CL B 654106103 203 1988 SH SOLE 0 0 1988 ISHARES INC ESG AWR MSCI EM 46434G863 879 27211 SH SOLE 0 0 27211 COHERENT INC COM 192479103 240 900 SH SOLE 0 0 900 ISHARES TR SP SMCP600VL ETF 464287879 883 9917 SH SOLE 0 0 9917 ISHARES TR CORE MSCI TOTAL 46432F834 284 4973 SH SOLE 0 0 4973 ISHARES TR CORE S&P SCP ETF 464287804 493 5334 SH SOLE 0 0 5334 ISHARES TR RUSSELL 3000 ETF 464287689 265 1221 SH SOLE 0 0 1221 CISCO SYS INC COM 17275R102 4330 101537 SH SOLE 0 0 101537 EXXON MOBIL CORP COM 30231G102 281 3286 SH SOLE 0 0 3286 VANGUARD WORLD FD ESG US CORP BD 921910691 356 5648 SH SOLE 0 0 5648 JPMORGAN CHASE & CO COM 46625H100 288 2559 SH SOLE 0 0 2559 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1798 37450 SH SOLE 0 0 37450 SYSCO CORP COM 871829107 445 5255 SH SOLE 0 0 5255 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 401 1469 SH SOLE 0 0 1469 SANOFI SPONSORED ADR 80105N105 209 4171 SH SOLE 0 0 4171 DENTSPLY SIRONA INC COM 24906P109 454 12700 SH SOLE 0 0 12700 CHEVRON CORP NEW COM 166764100 244 1684 SH SOLE 0 0 1684 VANGUARD INDEX FDS MID CAP ETF 922908629 308 1563 SH SOLE 0 0 1563 SPDR SER TR PORT MTG BK ETF 78464A383 2746 120196 SH SOLE 0 0 120196 VISA INC COM CL A 92826C839 855 4340 SH SOLE 0 0 4340 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 580 4041 SH SOLE 0 0 4041 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2843 31205 SH SOLE 0 0 31205 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 38602 1221579 SH SOLE 0 0 1221579 ISHARES TR RUS 1000 VAL ETF 464287598 703 4849 SH SOLE 0 0 4849 EXPONENT INC COM 30214U102 242 2650 SH SOLE 0 0 2650 KLA CORP COM NEW 482480100 7030 22031 SH SOLE 0 0 22031 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 411 9253 SH SOLE 0 0 9253 FAIR ISAAC CORP COM 303250104 406 1012 SH SOLE 0 0 1012 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 923 17497 SH SOLE 0 0 17497 ISHARES TR CORE S&P TTL STK 464287150 683 8152 SH SOLE 0 0 8152 MARSH & MCLENNAN COS INC COM 571748102 315 2029 SH SOLE 0 0 2029 VERISIGN INC COM 92343E102 1246 7445 SH SOLE 0 0 7445 VANGUARD INDEX FDS SMALL CP ETF 922908751 425 2413 SH SOLE 0 0 2413 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5567 73967 SH SOLE 0 0 73967 PUBLIC STORAGE COM 74460D109 656 2098 SH SOLE 0 0 2098 NEWELL BRANDS INC COM 651229106 322 16903 SH SOLE 0 0 16903 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 902 18328 SH SOLE 0 0 18328 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1188 25760 SH SOLE 0 0 25760 OREILLY AUTOMOTIVE INC COM 67103H107 239 379 SH SOLE 0 0 379 FASTLY INC CL A 31188V100 2323 200122 SH SOLE 0 0 200122 WELLS FARGO CO NEW COM 949746101 397 10145 SH SOLE 0 0 10145 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 65203 1621149 SH SOLE 0 0 1621149 INVESCO QQQ TR UNIT SER 1 46090E103 241 859 SH SOLE 0 0 859 INTERNATIONAL BUSINESS MACHS COM 459200101 205 1450 SH SOLE 0 0 1450 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1697 33852 SH SOLE 0 0 33852 SCHWAB STRATEGIC TR US TIPS ETF 808524870 10541 188907 SH SOLE 0 0 188907 3M CO COM 88579Y101 257 1988 SH SOLE 0 0 1988 ISHARES TR ESG AWARE MSCI 46435U663 959 30454 SH SOLE 0 0 30454 TESLA INC COM 88160R101 4655 6912 SH SOLE 0 0 6912 AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281 1021 22979 SH SOLE 0 0 22979 ISHARES TR RUS 1000 ETF 464287622 258 1241 SH SOLE 0 0 1241 ISHARES TR CORE S&P MCP ETF 464287507 591 2611 SH SOLE 0 0 2611 MERCK & CO INC COM 58933Y105 203 2226 SH SOLE 0 0 2226 ISHARES TR RUS MID CAP ETF 464287499 276 4273 SH SOLE 0 0 4273 SPDR SER TR PORTFOLIO AGRGTE 78464A649 85651 3250527 SH SOLE 0 0 3250527 STARBUCKS CORP COM 855244109 264 3456 SH SOLE 0 0 3456 MICROSOFT CORP COM 594918104 788 3068 SH SOLE 0 0 3068 ISHARES TR RUS 1000 GRW ETF 464287614 1088 4975 SH SOLE 0 0 4975 ADOBE SYSTEMS INCORPORATED COM 00724F101 272 743 SH SOLE 0 0 743 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1988 92712 SH SOLE 0 0 92712 ALPHABET INC CAP STK CL A 02079K305 1994 915 SH SOLE 0 0 915 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2908 120482 SH SOLE 0 0 120482 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2022 86772 SH SOLE 0 0 86772 SPDR SER TR PORTFOLIO SHORT 78464A474 19089 642078 SH SOLE 0 0 642078 HONEYWELL INTL INC COM 438516106 1604 9227 SH SOLE 0 0 9227 BERKLEY W R CORP COM 084423102 1683 24655 SH SOLE 0 0 24655 ISHARES TR MSCI EAFE ETF 464287465 268 4296 SH SOLE 0 0 4296 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 268 6100 SH SOLE 0 0 6100 ALPHABET INC CAP STK CL C 02079K107 1770 809 SH SOLE 0 0 809 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 316 7582 SH SOLE 0 0 7582 ISHARES TR CORE S&P500 ETF 464287200 1382 3646 SH SOLE 0 0 3646 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4067 52377 SH SOLE 0 0 52377 FORD MTR CO DEL COM 345370860 137 12287 SH SOLE 0 0 12287 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 12804 256489 SH SOLE 0 0 256489 AFLAC INC COM 001055102 360 6506 SH SOLE 0 0 6506 INTUIT COM 461202103 1424 3695 SH SOLE 0 0 3695 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072315 344 7861 SH SOLE 0 0 7861 NYMOX PHARMACEUTICAL CORP COM P73398102 8 18724 SH SOLE 0 0 18724 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1206 52185 SH SOLE 0 0 52185 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 1296 28571 SH SOLE 0 0 28571 JOHNSON & JOHNSON COM 478160104 1884 10611 SH SOLE 0 0 10611 THERMO FISHER SCIENTIFIC INC COM 883556102 2773 5105 SH SOLE 0 0 5105