0001763138-21-000002.txt : 20210510 0001763138-21-000002.hdr.sgml : 20210510 20210510110541 ACCESSION NUMBER: 0001763138-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210510 EFFECTIVENESS DATE: 20210510 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: 21905672 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 false false 0001763138 XXXXXXXX 03-31-2021 03-31-2021 VERITY Wealth Advisors

1505 BRIDGEWAY SUITE 208 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Evan Oliver 415-561-3340 Evan Oliver Novato CA 05-10-2021 0 55 112960 false INFORMATION TABLE 2 210331VWA13F.xml AMAZON COM INC COM Stock 023135106 275 89 SH SOLE 0 0 0 89 JOHNSON & JOHNSON COM Stock 478160104 1161 7063 SH SOLE 0 0 0 7063 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 26369 127578 SH SOLE 0 4318 0 123259 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 960 38242 SH SOLE 0 0 0 38241 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 516 6751 SH SOLE 0 108 0 6643 VANGUARD REIT INDEX ETF ETF 922908553 1947 21198 SH SOLE 0 8 0 21189 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1895 21578 SH SOLE 0 0 0 21578 ISHARES MSCI ACWI EX US ETF 464288240 4933 89393 SH SOLE 0 0 0 89393 INTEL CORP COM Stock 458140100 569 8898 SH SOLE 0 0 0 8898 ISHARES MSCI JAPAN ETF ETF 46434G822 244 3562 SH SOLE 0 0 0 3562 ISHARES TIPS BOND ETF ETF 464287176 971 7736 SH SOLE 0 0 0 7736 ISHARES S&P 100 ETF ETF 464287101 681 3789 SH SOLE 0 0 0 3789 VERIZON COMMUNICATIONS Stock 92343V104 333 5726 SH SOLE 0 0 0 5726 ISHARES COHEN & STEERS REIT ETF ETF 464287564 539 9324 SH SOLE 0 0 0 9324 PEPSICO INC COM Stock 713448108 966 6826 SH SOLE 0 0 0 6826 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1167 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 274 3015 SH SOLE 0 2390 0 625 SPDR GOLD ETF ETF 78463V107 252 1575 SH SOLE 0 0 0 1575 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 955 9878 SH SOLE 0 0 0 9878 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2566 68200 SH SOLE 0 0 0 68200 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2788 29028 SH SOLE 0 974 0 28054 ISHARES S&P SMALL-CAP FUND ETF 464287804 252 2324 SH SOLE 0 324 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 394 1542 SH SOLE 0 850 0 692 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1338 16216 SH SOLE 0 0 0 16215 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 288 5740 SH SOLE 0 0 0 5740 MICROSOFT CORP COM Stock 594918104 2234 9476 SH SOLE 0 0 0 9476 VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF ETF 92206C706 531 7894 SH SOLE 0 0 0 7894 VANGUARD MID CAP ETF 922908629 474 2141 SH SOLE 0 0 0 2141 VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 279 4540 SH SOLE 0 42 0 4498 BLACKROCK BUILD AMER BD CEF 09248X100 264 10697 SH SOLE 0 0 0 10696 VANGUARD FTSE EUROPE ETF ETF 922042874 229 3642 SH SOLE 0 0 0 3642 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 283 790 SH SOLE 0 775 0 15 GLADSTONE LD CORP COM REIT 376549101 557 30424 SH SOLE 0 0 0 30424 SCHWAB US AGGREGATE BOND ETF ETF 808524839 6208 115066 SH SOLE 0 5202 0 109864 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2909 42042 SH SOLE 0 406 0 41635 VANGUARD VALUE INDEX FUND ETF 922908744 510 3882 SH SOLE 0 0 0 3882 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 427 6638 SH SOLE 0 0 0 6638 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 3547 41868 SH SOLE 0 457 0 41410 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7365 121372 SH SOLE 0 0 0 121371 QUALCOMM INC Stock 747525103 1102 8313 SH SOLE 0 0 0 8313 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 875 15318 SH SOLE 0 1976 0 13342 AT&T INC COM Stock 00206R102 302 9962 SH SOLE 0 0 0 9962 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1698 11279 SH SOLE 0 760 0 10519 GENERAL ELECTRIC CO COM Stock 369604103 392 29870 SH SOLE 0 0 0 29870 ISHARES CORE S&P 500 ETF ETF 464287200 16118 40515 SH SOLE 0 4527 0 35987 CINTAS CORP Stock 172908105 539 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 630 1381 SH SOLE 0 0 0 1381 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 512 4415 SH SOLE 0 0 0 4415 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2732 55623 SH SOLE 0 86 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 4131 79362 SH SOLE 0 9 0 79353 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3199 97026 SH SOLE 0 14016 0 83010 ALLIANT ENERGY CORP COM Stock 018802108 891 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 467 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 644 11534 SH SOLE 0 0 0 11534 APPLE INC COM Stock 037833100 279 2284 SH SOLE 0 0 0 2284