0001580642-23-002220.txt : 20230424 0001580642-23-002220.hdr.sgml : 20230424 20230424151454 ACCESSION NUMBER: 0001580642-23-002220 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230424 EFFECTIVENESS DATE: 20230424 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: 23839800 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 03-31-2023 03-31-2023 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 04-24-2023 0 132 648312875 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 315493 3150 SH SOLE 0 0 3151 SPDR SER TR PORTFOLIO INTRMD 78464A375 1941245 59749 SH SOLE 0 0 59749 SPDR SER TR PORTFLI TIPS ETF 78464A656 12950845 485596 SH SOLE 0 0 485596 ISHARES TR SHRT NAT MUN ETF 464288158 29252501 279446 SH SOLE 0 0 279447 ISHARES TR NATIONAL MUN ETF 464288414 234550 2177 SH SOLE 0 0 2177 DANAHER CORPORATION COM 235851102 365710 1451 SH SOLE 0 0 1451 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 2633047 110609 SH SOLE 0 0 110609 SPDR S&P 500 ETF TR TR UNIT 78462F103 478037 1167 SH SOLE 0 0 1168 BALL CORP COM 058498106 3881397 70430 SH SOLE 0 0 70430 MASTERCARD INCORPORATED CL A 57636Q104 394663 1086 SH SOLE 0 0 1086 VANGUARD INDEX FDS LARGE CAP ETF 922908637 296094 1585 SH SOLE 0 0 1585 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 23245486 721237 SH SOLE 0 0 721238 ISHARES TR TIPS BD ETF 464287176 1623860 14728 SH SOLE 0 0 14729 PEPSICO INC COM 713448108 402273 2206 SH SOLE 0 0 2207 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 17813695 400938 SH SOLE 0 0 400938 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 7351627 255531 SH SOLE 0 0 255531 NEXTERA ENERGY INC COM 65339F101 331125 4295 SH SOLE 0 0 4296 COSTCO WHSL CORP NEW COM 22160K105 8507408 17122 SH SOLE 0 0 17122 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 860039 32308 SH SOLE 0 0 32308 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 6504612 275736 SH SOLE 0 0 275736 TARGET CORP COM 87612E106 272793 1647 SH SOLE 0 0 1647 PROGRESSIVE CORP COM 743315103 380969 2663 SH SOLE 0 0 2663 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1134958 37769 SH SOLE 0 0 37769 APPLE INC COM 037833100 9876811 59895 SH SOLE 0 0 59896 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 341257 1194 SH SOLE 0 0 1194 ORACLE CORP COM 68389X105 621361 6687 SH SOLE 0 0 6687 TEXAS INSTRS INC COM 882508104 396573 2132 SH SOLE 0 0 2132 NORFOLK SOUTHN CORP COM 655844108 202672 956 SH SOLE 0 0 956 INTERCONTINENTAL EXCHANGE IN COM 45866F104 213377 2046 SH SOLE 0 0 2046 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 72730119 950844 SH SOLE 0 0 950845 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 3781448 164267 SH SOLE 0 0 164268 METTLER TOLEDO INTERNATIONAL COM 592688105 224941 147 SH SOLE 0 0 147 WISDOMTREE TR US LARGECAP DIVD 97717W307 410379 6634 SH SOLE 0 0 6634 SPDR SER TR PORTFOLIO SH TSR 78468R101 15028035 514130 SH SOLE 0 0 514131 PROCTER AND GAMBLE CO COM 742718109 730811 4915 SH SOLE 0 0 4915 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4710290 63601 SH SOLE 0 0 63601 WALMART INC COM 931142103 278898 1891 SH SOLE 0 0 1891 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 747826 16065 SH SOLE 0 0 16065 INTEL CORP COM 458140100 330920 10129 SH SOLE 0 0 10129 AMERICAN CENTY ETF TR US EQT ETF 025072885 541098 7634 SH SOLE 0 0 7634 ISHARES TR MSCI KLD400 SOC 464288570 581961 7462 SH SOLE 0 0 7462 ISHARES TR ESG AWRE 1 5 YR 46435G243 950538 39507 SH SOLE 0 0 39507 SPDR SER TR PORTFLI INTRMDIT 78464A672 791017 27333 SH SOLE 0 0 27333 NIKE INC CL B 654106103 248837 2029 SH SOLE 0 0 2029 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 364392 8789 SH SOLE 0 0 8789 ISHARES TR CORE MSCI TOTAL 46432F834 343327 5542 SH SOLE 0 0 5542 ISHARES TR SP SMCP600VL ETF 464287879 918441 9813 SH SOLE 0 0 9813 ISHARES TR CORE S&P SCP ETF 464287804 518989 5367 SH SOLE 0 0 5367 ISHARES TR RUSSELL 3000 ETF 464287689 287436 1221 SH SOLE 0 0 1221 ISHARES TR 1 3 YR TREAS BD 464287457 246726 3003 SH SOLE 0 0 3003 CISCO SYS INC COM 17275R102 5319818 101766 SH SOLE 0 0 101766 EXXON MOBIL CORP COM 30231G102 224594 2048 SH SOLE 0 0 2048 VANGUARD WORLD FD ESG US CORP BD 921910691 444167 7084 SH SOLE 0 0 7084 JPMORGAN CHASE & CO COM 46625H100 334776 2569 SH SOLE 0 0 2569 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1948583 36975 SH SOLE 0 0 36975 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 233676 9511 SH SOLE 0 0 9511 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1179210 48033 SH SOLE 0 0 48033 PLANET LABS PBC COM CL A 72703X106 1074490 273407 SH SOLE 0 0 273407 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 399240 1293 SH SOLE 0 0 1293 SANOFI SPONSORED ADR 80105N105 226986 4171 SH SOLE 0 0 4171 DENTSPLY SIRONA INC COM 24906P109 498856 12700 SH SOLE 0 0 12700 VANGUARD INDEX FDS MID CAP ETF 922908629 327770 1554 SH SOLE 0 0 1554 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4926850 59331 SH SOLE 0 0 59331 SPDR SER TR PORT MTG BK ETF 78464A383 2869138 129357 SH SOLE 0 0 129357 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 594633 3861 SH SOLE 0 0 3861 VISA INC COM CL A 92826C839 978496 4340 SH SOLE 0 0 4340 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 39462887 1178700 SH SOLE 0 0 1178700 EXPONENT INC COM 30214U102 264179 2650 SH SOLE 0 0 2650 ISHARES TR RUS 1000 VAL ETF 464287598 738309 4849 SH SOLE 0 0 4849 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5746069 98257 SH SOLE 0 0 98257 ISHARES TR CORE S&P TTL STK 464287150 682838 7541 SH SOLE 0 0 7541 MARSH & MCLENNAN COS INC COM 571748102 321775 1932 SH SOLE 0 0 1932 VANGUARD INDEX FDS SMALL CP ETF 922908751 457408 2413 SH SOLE 0 0 2413 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1972147 26712 SH SOLE 0 0 26712 VERISIGN INC COM 92343E102 1573352 7445 SH SOLE 0 0 7445 ISHARES TR CORE US AGGBD ET 464287226 336584 3378 SH SOLE 0 0 3378 PUBLIC STORAGE COM 74460D109 238388 789 SH SOLE 0 0 789 NEWELL BRANDS INC COM 651229106 210273 16903 SH SOLE 0 0 16903 VANGUARD INDEX FDS TOTAL STK MKT 922908769 210835 1033 SH SOLE 0 0 1033 HOME DEPOT INC COM 437076102 232726 788 SH SOLE 0 0 789 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 674046 13689 SH SOLE 0 0 13689 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 6608165 129293 SH SOLE 0 0 129293 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 916667 30668 SH SOLE 0 0 30668 OREILLY AUTOMOTIVE INC COM 67103H107 321763 379 SH SOLE 0 0 379 FASTLY INC CL A 31188V100 3587520 202000 SH SOLE 0 0 202000 INVESCO QQQ TR UNIT SER 1 46090E103 275536 858 SH SOLE 0 0 859 SCHWAB STRATEGIC TR US TIPS ETF 808524870 16585269 309368 SH SOLE 0 0 309369 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 73557342 1652973 SH SOLE 0 0 1652974 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 717109 14996 SH SOLE 0 0 14996 3M CO COM 88579Y101 208959 1988 SH SOLE 0 0 1988 ISHARES TR ESG AWARE MSCI 46435U663 1805039 53105 SH SOLE 0 0 53105 TESLA INC COM 88160R101 215966 1041 SH SOLE 0 0 1041 AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281 2956105 61203 SH SOLE 0 0 61203 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 495582 3161 SH SOLE 0 0 3161 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 442308 17742 SH SOLE 0 0 17742 ISHARES TR RUS 1000 ETF 464287622 279510 1241 SH SOLE 0 0 1241 ISHARES TR CORE S&P MCP ETF 464287507 668867 2673 SH SOLE 0 0 2674 ISHARES TR RUS MID CAP ETF 464287499 298801 4273 SH SOLE 0 0 4273 SPDR SER TR PORTFOLIO AGRGTE 78464A649 87694287 3400321 SH SOLE 0 0 3400321 MERCK & CO INC COM 58933Y105 288423 2711 SH SOLE 0 0 2711 STARBUCKS CORP COM 855244109 351543 3376 SH SOLE 0 0 3376 ISHARES TR RUS 1000 GRW ETF 464287614 1215542 4975 SH SOLE 0 0 4975 MICROSOFT CORP COM 594918104 907178 3146 SH SOLE 0 0 3147 ADOBE SYSTEMS INCORPORATED COM 00724F101 286330 743 SH SOLE 0 0 743 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6398735 277482 SH SOLE 0 0 277482 MCDONALDS CORP COM 580135101 213902 765 SH SOLE 0 0 765 ALPHABET INC CAP STK CL A 02079K305 1340503 12923 SH SOLE 0 0 12923 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 8024875 297769 SH SOLE 0 0 297769 ISHARES TR ESG AWRE USD ETF 46435G193 683085 29680 SH SOLE 0 0 29680 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 217801 4118 SH SOLE 0 0 4118 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3818968 149881 SH SOLE 0 0 149881 SPDR SER TR PORTFOLIO SHORT 78464A474 18762049 633211 SH SOLE 0 0 633211 HONEYWELL INTL INC COM 438516106 402308 2105 SH SOLE 0 0 2105 BERKLEY W R CORP COM 084423102 1364739 21920 SH SOLE 0 0 21920 ISHARES TR MSCI EAFE ETF 464287465 292079 4083 SH SOLE 0 0 4084 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 1452383 33912 SH SOLE 0 0 33912 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1235112 51324 SH SOLE 0 0 51324 ALPHABET INC CAP STK CL C 02079K107 1183520 11380 SH SOLE 0 0 11380 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 311120 7701 SH SOLE 0 0 7701 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17590789 229225 SH SOLE 0 0 229226 ISHARES TR CORE S&P500 ETF 464287200 1550061 3770 SH SOLE 0 0 3771 FORD MTR CO DEL COM 345370860 154812 12286 SH SOLE 0 0 12287 ISHARES TR MSCI USA ESG SLC 464288802 722347 8230 SH SOLE 0 0 8230 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 44763227 883601 SH SOLE 0 0 883601 AFLAC INC COM 001055102 423703 6567 SH SOLE 0 0 6567 MORGAN STANLEY COM NEW 617446448 240835 2743 SH SOLE 0 0 2743 INTUIT COM 461202103 1646450 3693 SH SOLE 0 0 3693 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072315 4897795 109369 SH SOLE 0 0 109369 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 4712972 219310 SH SOLE 0 0 219310 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 9890635 195602 SH SOLE 0 0 195602 JOHNSON & JOHNSON COM 478160104 616041 3974 SH SOLE 0 0 3974 THERMO FISHER SCIENTIFIC INC COM 883556102 2424212 4206 SH SOLE 0 0 4206