13F-HR filed by Willow Creek Wealth Management Inc.
Willow Creek Wealth Management Inc. filed this 13F-HR for the quarter ended 2017-03-31, filed 2017-05-09, with 20 holding rows worth $144,881,000.
- Accession
- 0001172661-17-000965
- Filer
- CIK 1632407
- Filed
- 2017-05-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2017
A holdings report, 20 entries on the cover page, a total value of $144,881,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,881,000 with VALUE read as thousands by filing date, 13F file number 028-16438. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 671,216 | $56,120,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 563,676 | $44,936,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 135,295 | $15,512,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 52,168 | $8,748,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 47,820 | $3,877,000 | thousands by filing date | |
| BALL CORP | 058498106 | COM | 35,182 | $2,613,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 23,081 | $1,906,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 13,048 | $1,874,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 12,291 | $1,531,000 | thousands by filing date | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 31,377 | $1,480,000 | thousands by filing date | |
| EXPONENT INC | 30214U102 | COM | 16,760 | $998,000 | thousands by filing date | |
| DENTSPLY SIRONA INC | 24906P109 | COM | 12,700 | $793,000 | thousands by filing date | |
| BERKLEY W R CORP COM | 084423102 | Stock | 10,959 | $774,000 | thousands by filing date | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 15,433 | $763,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 12,749 | $710,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 19,017 | $643,000 | thousands by filing date | |
| ACME UNITED CORP | 004816104 | COMMON STOCK | 21,908 | $614,000 | thousands by filing date | |
| ISHARES TR | 46432FAG2 | 2018 INVTGR BD | 14,767 | $364,000 | thousands by filing date | |
| HENNESSY ADVISORS INC | 425885100 | COM | 21,553 | $362,000 | thousands by filing date | |
| SUMMIT ST BK SANTA ROSA CALI | 866264203 | COM | 20,130 | $263,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-17-000965 | this filing | 2017-05-09 | acceptance time not in the bulk data set |