0001763138-20-000004.txt : 20201005 0001763138-20-000004.hdr.sgml : 20201005 20201005141215 ACCESSION NUMBER: 0001763138-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201005 DATE AS OF CHANGE: 20201005 EFFECTIVENESS DATE: 20201005 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: 201223072 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 09-30-2020 09-30-2020 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 10-05-2020 0 49 97947 false INFORMATION TABLE 2 200930VWA13F.xml 200930VWA13F AMAZON COM INC COM Stock 023135106 233 74 SH SOLE 0 0 0 74 JOHNSON & JOHNSON COM Stock 478160104 1389 9330 SH SOLE 0 0 0 9330 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 21819 128111 SH SOLE 0 0 0 128111 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 960 38238 SH SOLE 0 0 0 38237 ISHARES GLOBAL TECH ETF ETF 464287291 314 1190 SH SOLE 0 170 0 1020 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 270 2112 SH SOLE 0 0 0 2112 VANGUARD REIT INDEX ETF ETF 922908553 1771 22423 SH SOLE 0 0 0 22423 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1580 10744 SH SOLE 0 0 0 10744 ISHARES MSCI ACWI EX US ETF 464288240 4169 90642 SH SOLE 0 0 0 90642 INTEL CORP COM Stock 458140100 445 8586 SH SOLE 0 0 0 8586 ISHARES TIPS BOND ETF ETF 464287176 974 7702 SH SOLE 0 0 0 7702 ISHARES S&P 100 ETF ETF 464287101 590 3789 SH SOLE 0 0 0 3789 VERIZON COMMUNICATIONS Stock 92343V104 335 5633 SH SOLE 0 0 0 5633 ISHARES COHEN & STEERS REIT ETF ETF 464287564 473 4641 SH SOLE 0 0 0 4641 PEPSICO INC COM Stock 713448108 939 6775 SH SOLE 0 0 0 6775 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1172 18787 SH SOLE 0 0 0 18786 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 828 10403 SH SOLE 0 0 0 10403 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2216 70571 SH SOLE 0 0 0 70570 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2533 31409 SH SOLE 0 0 0 31409 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 319 1500 SH SOLE 0 850 0 650 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1194 14413 SH SOLE 0 0 0 14413 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 233 5740 SH SOLE 0 0 0 5740 MICROSOFT CORP COM Stock 594918104 1927 9164 SH SOLE 0 0 0 9164 VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF ETF 92206C706 556 7894 SH SOLE 0 0 0 7894 VANGUARD MID CAP ETF 922908629 375 2130 SH SOLE 0 0 0 2130 VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 279 4498 SH SOLE 0 0 0 4498 BLACKROCK BUILD AMER BD CEF 09248X100 277 10697 SH SOLE 0 0 0 10696 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 246 790 SH SOLE 0 775 0 15 SCHWAB US AGGREGATE BOND ETF ETF 808524839 6574 117231 SH SOLE 0 4481 0 112750 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2850 44725 SH SOLE 0 405 0 44320 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 346 6559 SH SOLE 0 0 0 6559 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 3669 41587 SH SOLE 0 0 0 41586 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 5915 117248 SH SOLE 0 0 0 117248 QUALCOMM INC Stock 747525103 982 8345 SH SOLE 0 0 0 8345 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 794 13651 SH SOLE 0 0 0 13651 AT&T INC COM Stock 00206R102 350 12290 SH SOLE 0 0 0 12290 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1528 11285 SH SOLE 0 766 0 10519 GENERAL ELECTRIC CO COM Stock 369604103 186 29870 SH SOLE 0 0 0 29870 ISHARES CORE S&P 500 ETF ETF 464287200 13623 40539 SH SOLE 0 595 0 39943 CINTAS CORP Stock 172908105 526 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 771 1747 SH SOLE 0 0 0 1747 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 507 4371 SH SOLE 0 0 0 4371 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2271 55537 SH SOLE 0 0 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3431 79353 SH SOLE 0 0 0 79353 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3173 115208 SH SOLE 0 0 0 115208 ALLIANT ENERGY CORP COM Stock 018802108 849 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 385 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 595 17334 SH SOLE 0 0 0 17334 APPLE INC COM Stock 037833100 200 1728 SH SOLE 0 0 0 1728