0001580642-23-001142.txt : 20230301 0001580642-23-001142.hdr.sgml : 20230301 20230301130910 ACCESSION NUMBER: 0001580642-23-001142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230301 DATE AS OF CHANGE: 20230301 EFFECTIVENESS DATE: 20230301 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: 23692210 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 X0202 13F-HR LIVE false false false 0001632407 XXXXXXXX 12-31-2022 12-31-2022 false Willow Creek Wealth Management Inc.

825 Gravenstein Hwy No., Ste 5 Sebastopol CA 95472

13F HOLDINGS REPORT 028-16438 000109240 N Beverly Hanson 707-829-1146 /s/ Beverly Hanson Sebastopol CA 03-01-2023 0 131 602288 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 271 3124 SH SOLE 0 0 3124 SPDR SER TR PORTFOLIO INTRMD 78464A375 2062 64776 SH SOLE 0 0 64776 SPDR SER TR PORTFLI TIPS ETF 78464A656 12330 478636 SH SOLE 0 0 478636 ISHARES TR SHRT NAT MUN ETF 464288158 27318 261991 SH SOLE 0 0 261991 DANAHER CORPORATION COM 235851102 385 1451 SH SOLE 0 0 1451 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 2289 103061 SH SOLE 0 0 103061 ISHARES TR NATIONAL MUN ETF 464288414 230 2177 SH SOLE 0 0 2177 BALL CORP COM 058498106 3602 70430 SH SOLE 0 0 70430 SPDR S&P 500 ETF TR TR UNIT 78462F103 447 1168 SH SOLE 0 0 1168 MASTERCARD INCORPORATED CL A 57636Q104 378 1086 SH SOLE 0 0 1086 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 21820 717778 SH SOLE 0 0 717778 VANGUARD INDEX FDS LARGE CAP ETF 922908637 276 1585 SH SOLE 0 0 1585 ISHARES TR TIPS BD ETF 464287176 1560 14654 SH SOLE 0 0 14654 PEPSICO INC COM 713448108 384 2125 SH SOLE 0 0 2125 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 14376 345488 SH SOLE 0 0 345488 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 6115 226323 SH SOLE 0 0 226323 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 335 13457 SH SOLE 0 0 13457 COSTCO WHSL CORP NEW COM 22160K105 7816 17122 SH SOLE 0 0 17122 NEXTERA ENERGY INC COM 65339F101 360 4302 SH SOLE 0 0 4302 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 4824 214760 SH SOLE 0 0 214760 TARGET CORP COM 87612E106 245 1647 SH SOLE 0 0 1647 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 702 25256 SH SOLE 0 0 25256 PROGRESSIVE CORP COM 743315103 392 3019 SH SOLE 0 0 3019 APPLE INC COM 037833100 7691 59194 SH SOLE 0 0 59194 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 319 1194 SH SOLE 0 0 1194 ORACLE CORP COM 68389X105 547 6687 SH SOLE 0 0 6687 TEXAS INSTRS INC COM 882508104 352 2132 SH SOLE 0 0 2132 NORFOLK SOUTHN CORP COM 655844108 236 956 SH SOLE 0 0 956 INTERCONTINENTAL EXCHANGE IN COM 45866F104 210 2046 SH SOLE 0 0 2046 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 3345 152371 SH SOLE 0 0 152371 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 70885 941612 SH SOLE 0 0 941612 METTLER TOLEDO INTERNATIONAL COM 592688105 212 147 SH SOLE 0 0 147 ISHARES TR IBONDS DEC2023 46435G318 260 10258 SH SOLE 0 0 10258 WISDOMTREE TR US LARGECAP DIVD 97717W307 411 6634 SH SOLE 0 0 6634 SPDR SER TR PORTFOLIO SH TSR 78468R101 13891 480823 SH SOLE 0 0 480823 PROCTER AND GAMBLE CO COM 742718109 711 4690 SH SOLE 0 0 4690 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4897 65719 SH SOLE 0 0 65719 WALMART INC COM 931142103 268 1892 SH SOLE 0 0 1892 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 341 8284 SH SOLE 0 0 8284 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 731 16065 SH SOLE 0 0 16065 INTEL CORP COM 458140100 267 10106 SH SOLE 0 0 10106 AMERICAN CENTY ETF TR US EQT ETF 025072885 519 7634 SH SOLE 0 0 7634 ISHARES TR ESG AWRE 1 5 YR 46435G243 795 33447 SH SOLE 0 0 33447 ISHARES TR MSCI KLD400 SOC 464288570 543 7564 SH SOLE 0 0 7564 SPDR SER TR PORTFLI INTRMDIT 78464A672 1159 41024 SH SOLE 0 0 41024 NIKE INC CL B 654106103 237 2029 SH SOLE 0 0 2029 ISHARES TR SP SMCP600VL ETF 464287879 896 9813 SH SOLE 0 0 9813 ISHARES TR CORE MSCI TOTAL 46432F834 321 5542 SH SOLE 0 0 5542 ISHARES TR CORE S&P SCP ETF 464287804 531 5606 SH SOLE 0 0 5606 ISHARES TR RUSSELL 3000 ETF 464287689 269 1221 SH SOLE 0 0 1221 VANGUARD WORLD FD ESG US CORP BD 921910691 389 6413 SH SOLE 0 0 6413 ISHARES TR 1 3 YR TREAS BD 464287457 262 3224 SH SOLE 0 0 3224 CISCO SYS INC COM 17275R102 4837 101533 SH SOLE 0 0 101533 EXXON MOBIL CORP COM 30231G102 226 2045 SH SOLE 0 0 2045 JPMORGAN CHASE & CO COM 46625H100 338 2524 SH SOLE 0 0 2524 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1895 37055 SH SOLE 0 0 37055 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 400 1294 SH SOLE 0 0 1294 SANOFI SPONSORED ADR 80105N105 202 4171 SH SOLE 0 0 4171 PLANET LABS PBC COM CL A 72703X106 1189 273407 SH SOLE 0 0 273407 DENTSPLY SIRONA INC COM 24906P109 404 12700 SH SOLE 0 0 12700 VANGUARD INDEX FDS MID CAP ETF 922908629 319 1563 SH SOLE 0 0 1563 SPDR SER TR PORT MTG BK ETF 78464A383 2853 131488 SH SOLE 0 0 131488 VISA INC COM CL A 92826C839 902 4340 SH SOLE 0 0 4340 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 586 3861 SH SOLE 0 0 3861 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3897 47243 SH SOLE 0 0 47243 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 39855 1190422 SH SOLE 0 0 1190422 ISHARES TR RUS 1000 VAL ETF 464287598 735 4849 SH SOLE 0 0 4849 EXPONENT INC COM 30214U102 263 2650 SH SOLE 0 0 2650 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4425 79938 SH SOLE 0 0 79938 ISHARES TR CORE S&P TTL STK 464287150 639 7541 SH SOLE 0 0 7541 MARSH & MCLENNAN COS INC COM 571748102 320 1932 SH SOLE 0 0 1932 VANGUARD INDEX FDS SMALL CP ETF 922908751 443 2413 SH SOLE 0 0 2413 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2026 28201 SH SOLE 0 0 28201 VERISIGN INC COM 92343E102 1530 7445 SH SOLE 0 0 7445 ISHARES TR CORE US AGGBD ET 464287226 357 3684 SH SOLE 0 0 3684 PUBLIC STORAGE COM 74460D109 221 789 SH SOLE 0 0 789 NEWELL BRANDS INC COM 651229106 221 16903 SH SOLE 0 0 16903 HOME DEPOT INC COM 437076102 215 682 SH SOLE 0 0 682 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 582 11868 SH SOLE 0 0 11868 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 4974 99105 SH SOLE 0 0 99105 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 524 18584 SH SOLE 0 0 18584 FASTLY INC CL A 31188V100 1654 202000 SH SOLE 0 0 202000 OREILLY AUTOMOTIVE INC COM 67103H107 320 379 SH SOLE 0 0 379 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 70675 1608067 SH SOLE 0 0 1608067 INVESCO QQQ TR UNIT SER 1 46090E103 229 859 SH SOLE 0 0 859 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 701 15017 SH SOLE 0 0 15017 UNITEDHEALTH GROUP INC COM 91324P102 200 378 SH SOLE 0 0 378 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14362 277320 SH SOLE 0 0 277320 ISHARES TR ESG AWARE MSCI 46435U663 1755 53383 SH SOLE 0 0 53383 3M CO COM 88579Y101 238 1988 SH SOLE 0 0 1988 AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281 2542 55579 SH SOLE 0 0 55579 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 490 3161 SH SOLE 0 0 3161 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 230 9267 SH SOLE 0 0 9267 ISHARES TR CORE S&P MCP ETF 464287507 632 2612 SH SOLE 0 0 2612 ISHARES TR RUS 1000 ETF 464287622 261 1241 SH SOLE 0 0 1241 ISHARES TR RUS MID CAP ETF 464287499 317 4696 SH SOLE 0 0 4696 SPDR SER TR PORTFOLIO AGRGTE 78464A649 82307 3275234 SH SOLE 0 0 3275234 MERCK & CO INC COM 58933Y105 292 2629 SH SOLE 0 0 2629 STARBUCKS CORP COM 855244109 336 3383 SH SOLE 0 0 3383 ISHARES TR RUS 1000 GRW ETF 464287614 1066 4975 SH SOLE 0 0 4975 MICROSOFT CORP COM 594918104 756 3151 SH SOLE 0 0 3151 ADOBE SYSTEMS INCORPORATED COM 00724F101 250 743 SH SOLE 0 0 743 ISHARES TR ESG AWRE USD ETF 46435G193 546 24470 SH SOLE 0 0 24470 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 5887 272544 SH SOLE 0 0 272544 MCDONALDS CORP COM 580135101 202 765 SH SOLE 0 0 765 ALPHABET INC CAP STK CL A 02079K305 1096 12423 SH SOLE 0 0 12423 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5970 238407 SH SOLE 0 0 238407 BANK AMERICA CORP COM 060505104 238 7189 SH SOLE 0 0 7189 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 208 4118 SH SOLE 0 0 4118 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3586 147699 SH SOLE 0 0 147699 SPDR SER TR PORTFOLIO SHORT 78464A474 17423 593007 SH SOLE 0 0 593007 HONEYWELL INTL INC COM 438516106 451 2105 SH SOLE 0 0 2105 BERKLEY W R CORP COM 084423102 1591 21920 SH SOLE 0 0 21920 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 1186 28810 SH SOLE 0 0 28810 ISHARES TR MSCI EAFE ETF 464287465 282 4301 SH SOLE 0 0 4301 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1061 47472 SH SOLE 0 0 47472 ALPHABET INC CAP STK CL C 02079K107 965 10880 SH SOLE 0 0 10880 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 296 7582 SH SOLE 0 0 7582 ISHARES TR CORE S&P500 ETF 464287200 1511 3932 SH SOLE 0 0 3932 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17090 229955 SH SOLE 0 0 229955 FORD MTR CO DEL COM 345370860 143 12287 SH SOLE 0 0 12287 ISHARES TR MSCI USA ESG SLC 464288802 677 8230 SH SOLE 0 0 8230 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 43635 881703 SH SOLE 0 0 881703 AFLAC INC COM 001055102 473 6580 SH SOLE 0 0 6580 MORGAN STANLEY COM NEW 617446448 229 2697 SH SOLE 0 0 2697 INTUIT COM 461202103 1437 3693 SH SOLE 0 0 3693 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072315 4567 106951 SH SOLE 0 0 106951 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 4575 216318 SH SOLE 0 0 216318 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 8936 189846 SH SOLE 0 0 189846 THERMO FISHER SCIENTIFIC INC COM 883556102 2331 4232 SH SOLE 0 0 4232 JOHNSON & JOHNSON COM 478160104 693 3925 SH SOLE 0 0 3925