0001763138-21-000001.txt : 20210209 0001763138-21-000001.hdr.sgml : 20210209 20210209134052 ACCESSION NUMBER: 0001763138-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 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: 21605399 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 12-31-2020 12-31-2020 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 02-09-2021 0 56 109983 false INFORMATION TABLE 2 201231VWA13F.xml 201231 VWA 13F AMAZON COM INC COM Stock 023135106 290 89 SH SOLE 0 0 0 89 JOHNSON & JOHNSON COM Stock 478160104 1112 7063 SH SOLE 0 0 0 7063 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 25655 131805 SH SOLE 0 4320 0 127484 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 960 38242 SH SOLE 0 0 0 38241 ISHARES GLOBAL TECH ETF ETF 464287291 357 1190 SH SOLE 0 170 0 1020 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 483 6751 SH SOLE 0 108 0 6643 VANGUARD REIT INDEX ETF ETF 922908553 1862 21921 SH SOLE 0 8 0 21913 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1777 21578 SH SOLE 0 0 0 21578 ISHARES MSCI ACWI EX US ETF 464288240 4815 90776 SH SOLE 0 0 0 90776 INTEL CORP COM Stock 458140100 443 8898 SH SOLE 0 0 0 8898 ISHARES MSCI JAPAN ETF ETF 46434G822 241 3562 SH SOLE 0 0 0 3562 ISHARES TIPS BOND ETF ETF 464287176 988 7736 SH SOLE 0 0 0 7736 ISHARES S&P 100 ETF ETF 464287101 650 3789 SH SOLE 0 0 0 3789 VERIZON COMMUNICATIONS Stock 92343V104 336 5726 SH SOLE 0 0 0 5726 ISHARES COHEN & STEERS REIT ETF ETF 464287564 502 9324 SH SOLE 0 0 0 9324 PEPSICO INC COM Stock 713448108 1012 6826 SH SOLE 0 0 0 6826 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1180 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 285 3307 SH SOLE 0 2682 0 625 SPDR GOLD ETF ETF 78463V107 265 1483 SH SOLE 0 0 0 1483 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 947 10403 SH SOLE 0 0 0 10403 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2456 68200 SH SOLE 0 0 0 68200 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2656 29203 SH SOLE 0 974 0 28229 ISHARES S&P SMALL-CAP FUND ETF 464287804 213 2320 SH SOLE 0 320 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 358 1542 SH SOLE 0 850 0 692 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1267 15214 SH SOLE 0 0 0 15214 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 275 5740 SH SOLE 0 0 0 5740 MICROSOFT CORP COM Stock 594918104 2108 9476 SH SOLE 0 0 0 9476 VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF ETF 92206C706 548 7894 SH SOLE 0 0 0 7894 VANGUARD MID CAP ETF 922908629 442 2139 SH SOLE 0 0 0 2138 VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 279 4536 SH SOLE 0 38 0 4498 BLACKROCK BUILD AMER BD CEF 09248X100 288 10697 SH SOLE 0 0 0 10696 VANGUARD FTSE EUROPE ETF ETF 922042874 219 3642 SH SOLE 0 0 0 3642 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 279 790 SH SOLE 0 775 0 15 GLADSTONE LD CORP COM REIT 376549101 243 16628 SH SOLE 0 0 0 16628 SCHWAB US AGGREGATE BOND ETF ETF 808524839 6446 115054 SH SOLE 0 5201 0 109852 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2727 40171 SH SOLE 0 411 0 39759 VANGUARD VALUE INDEX FUND ETF 922908744 448 3762 SH SOLE 0 0 0 3762 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 412 6638 SH SOLE 0 0 0 6638 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 3683 41758 SH SOLE 0 450 0 41308 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 6969 119415 SH SOLE 0 0 0 119414 QUALCOMM INC Stock 747525103 1266 8313 SH SOLE 0 0 0 8313 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 881 15042 SH SOLE 0 1976 0 13066 AT&T INC COM Stock 00206R102 287 9962 SH SOLE 0 0 0 9962 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1709 11279 SH SOLE 0 760 0 10519 GENERAL ELECTRIC CO COM Stock 369604103 323 29870 SH SOLE 0 0 0 29870 ISHARES CORE S&P 500 ETF ETF 464287200 15216 40535 SH SOLE 0 4547 0 35987 CINTAS CORP Stock 172908105 558 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 643 1381 SH SOLE 0 0 0 1381 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 516 4401 SH SOLE 0 0 0 4400 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2626 55627 SH SOLE 0 90 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3977 79362 SH SOLE 0 9 0 79353 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3374 110732 SH SOLE 0 14016 0 96715 ALLIANT ENERGY CORP COM Stock 018802108 847 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 440 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 543 13184 SH SOLE 0 0 0 13184 APPLE INC COM Stock 037833100 303 2284 SH SOLE 0 0 0 2284