0001763138-20-000003.txt : 20200721 0001763138-20-000003.hdr.sgml : 20200721 20200721131307 ACCESSION NUMBER: 0001763138-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200721 DATE AS OF CHANGE: 20200721 EFFECTIVENESS DATE: 20200721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VERITY Wealth Advisors CENTRAL INDEX KEY: 0001763138 IRS NUMBER: 721546610 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18976 FILM NUMBER: 201038418 BUSINESS ADDRESS: STREET 1: 1505 BRIDGEWAY STREET 2: SUITE 208 CITY: SAUSALITO STATE: X1 ZIP: 94965 BUSINESS PHONE: 415-561-3340 MAIL ADDRESS: STREET 1: 1505 BRIDGEWAY STREET 2: SUITE 208 CITY: SAUSALITO STATE: X1 ZIP: 94965 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001763138 XXXXXXXX 06-30-2020 06-30-2020 VERITY Wealth Advisors

1505 BRIDGEWAY SUITE 208 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Evan Oliver 415-561-3340 Evan Oliver Sausalito CA 07-21-2020 0 49 93583 false INFORMATION TABLE 2 200630VWA13F.xml 200630 VWA 13F AMAZON COM INC COM Stock 023135106 204 74 SH SOLE 0 0 0 74 JOHNSON & JOHNSON COM Stock 478160104 1312 9330 SH SOLE 0 0 0 9330 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 20249 129365 SH SOLE 0 0 0 129364 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 960 38234 SH SOLE 0 0 0 38233 ISHARES GLOBAL TECH ETF ETF 464287291 240 1020 SH SOLE 0 0 0 1020 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 249 2112 SH SOLE 0 0 0 2112 VANGUARD REIT INDEX ETF ETF 922908553 1910 24319 SH SOLE 0 0 0 24319 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1437 10744 SH SOLE 0 0 0 10744 ISHARES MSCI ACWI EX US ETF 464288240 3919 90642 SH SOLE 0 0 0 90642 INTEL CORP COM Stock 458140100 514 8586 SH SOLE 0 0 0 8586 STATE STR CORP COM Stock 857477103 268 4214 SH SOLE 0 0 0 4214 ISHARES TIPS BOND ETF ETF 464287176 947 7702 SH SOLE 0 0 0 7702 ISHARES S&P 100 ETF ETF 464287101 540 3789 SH SOLE 0 0 0 3789 VERIZON COMMUNICATIONS Stock 92343V104 311 5633 SH SOLE 0 0 0 5633 ISHARES COHEN & STEERS REIT ETF ETF 464287564 466 4622 SH SOLE 0 0 0 4622 PEPSICO INC COM Stock 713448108 896 6775 SH SOLE 0 0 0 6775 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1168 18787 SH SOLE 0 0 0 18786 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 989 13460 SH SOLE 0 0 0 13460 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2142 71995 SH SOLE 0 0 0 71994 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2518 33980 SH SOLE 0 0 0 33980 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 268 1500 SH SOLE 0 0 0 1500 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1249 15108 SH SOLE 0 0 0 15107 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 228 5740 SH SOLE 0 0 0 5740 MICROSOFT CORP COM Stock 594918104 1914 9407 SH SOLE 0 0 0 9407 VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF ETF 92206C706 557 7894 SH SOLE 0 0 0 7894 VANGUARD MID CAP ETF 922908629 349 2126 SH SOLE 0 0 0 2126 BLACKROCK BUILD AMER BD CEF 09248X100 267 10697 SH SOLE 0 0 0 10696 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 220 790 SH SOLE 0 0 0 790 SCHWAB US AGGREGATE BOND ETF ETF 808524839 6627 117836 SH SOLE 0 0 0 117835 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 3036 50067 SH SOLE 0 0 0 50066 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 312 6559 SH SOLE 0 0 0 6559 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 3339 37800 SH SOLE 0 0 0 37800 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 5217 109585 SH SOLE 0 0 0 109585 QUALCOMM INC Stock 747525103 761 8345 SH SOLE 0 0 0 8345 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 853 14780 SH SOLE 0 0 0 14780 AT&T INC COM Stock 00206R102 372 12290 SH SOLE 0 0 0 12290 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1681 12300 SH SOLE 0 0 0 12300 GENERAL ELECTRIC CO COM Stock 369604103 204 29870 SH SOLE 0 0 0 29870 ISHARES CORE S&P 500 ETF ETF 464287200 12370 39944 SH SOLE 0 0 0 39943 CINTAS CORP Stock 172908105 421 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 731 2017 SH SOLE 0 0 0 2017 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 502 4349 SH SOLE 0 0 0 4349 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2154 55537 SH SOLE 0 0 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3143 79353 SH SOLE 0 0 0 79353 GILEAD SCIENCES INC Stock 375558103 213 2773 SH SOLE 0 0 0 2773 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3438 124604 SH SOLE 0 0 0 124604 ALLIANT ENERGY CORP COM Stock 018802108 787 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 354 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 775 17334 SH SOLE 0 0 0 17334