0001763138-21-000003.txt : 20210803 0001763138-21-000003.hdr.sgml : 20210803 20210803121741 ACCESSION NUMBER: 0001763138-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210803 DATE AS OF CHANGE: 20210803 EFFECTIVENESS DATE: 20210803 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: 211138648 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 06-30-2021 06-30-2021 VERITY Wealth Advisors

1505 BRIDGEWAY SUITE 208 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Evan Oliver 415-561-3340 Robert Evan Oliver Sausalito CA 08-03-2021 0 56 110223 false INFORMATION TABLE 2 210630VWA13F.xml 210630 VWA 13F AMAZON COM INC COM Stock 023135106 306 89 SH SOLE 0 0 0 89 JOHNSON & JOHNSON COM Stock 478160104 1164 7063 SH SOLE 0 0 0 7063 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 24549 110172 SH SOLE 0 5570 0 104601 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 605 24098 SH SOLE 0 0 0 24097 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 487 5882 SH SOLE 0 108 0 5774 VANGUARD REIT INDEX ETF ETF 922908553 1844 18111 SH SOLE 0 11 0 18100 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 2062 21578 SH SOLE 0 0 0 21578 ISHARES MSCI ACWI EX US ETF 464288240 3238 56308 SH SOLE 0 0 0 56308 INTEL CORP COM Stock 458140100 491 8748 SH SOLE 0 0 0 8748 ISHARES MSCI JAPAN ETF ETF 46434G822 241 3562 SH SOLE 0 0 0 3562 ISHARES TIPS BOND ETF ETF 464287176 998 7793 SH SOLE 0 0 0 7792 ISHARES S&P 100 ETF ETF 464287101 743 3789 SH SOLE 0 0 0 3789 VERIZON COMMUNICATIONS Stock 92343V104 321 5726 SH SOLE 0 0 0 5726 ISHARES COHEN & STEERS REIT ETF ETF 464287564 613 9385 SH SOLE 0 0 0 9384 PEPSICO INC COM Stock 713448108 893 6026 SH SOLE 0 0 0 6026 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1176 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 295 2995 SH SOLE 0 2370 0 625 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 227 8727 SH SOLE 0 8727 0 0 SPDR GOLD ETF ETF 78463V107 261 1575 SH SOLE 0 0 0 1575 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1030 9878 SH SOLE 0 0 0 9878 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2464 62446 SH SOLE 0 0 0 62446 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2206 21214 SH SOLE 0 974 0 20240 ISHARES S&P SMALL-CAP FUND ETF 464287804 280 2474 SH SOLE 0 474 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 401 1442 SH SOLE 0 850 0 592 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1342 16222 SH SOLE 0 0 0 16222 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 297 5740 SH SOLE 0 0 0 5740 MICROSOFT CORP COM Stock 594918104 2567 9476 SH SOLE 0 0 0 9476 VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF ETF 92206C706 535 7894 SH SOLE 0 0 0 7894 VANGUARD MID CAP ETF 922908629 509 2144 SH SOLE 0 0 0 2144 VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 308 5015 SH SOLE 0 64 0 4951 BLACKROCK BUILD AMER BD CEF 09248X100 276 10697 SH SOLE 0 0 0 10696 VANGUARD FTSE EUROPE ETF ETF 922042874 245 3642 SH SOLE 0 0 0 3642 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 315 790 SH SOLE 0 775 0 15 GLADSTONE LD CORP COM REIT 376549101 732 30424 SH SOLE 0 0 0 30424 SCHWAB US AGGREGATE BOND ETF ETF 808524839 6595 120779 SH SOLE 0 4842 0 115936 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2584 35108 SH SOLE 0 0 0 35108 VANGUARD VALUE INDEX FUND ETF 922908744 788 5731 SH SOLE 0 0 0 5731 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 448 6685 SH SOLE 0 0 0 6685 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 2461 28655 SH SOLE 0 349 0 28305 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7228 114024 SH SOLE 0 1109 0 112915 QUALCOMM INC Stock 747525103 1011 7075 SH SOLE 0 0 0 7075 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 698 12222 SH SOLE 0 988 0 11233 AT&T INC COM Stock 00206R102 287 9962 SH SOLE 0 0 0 9962 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1846 11279 SH SOLE 0 760 0 10519 GENERAL ELECTRIC CO COM Stock 369604103 402 29870 SH SOLE 0 0 0 29870 ISHARES CORE S&P 500 ETF ETF 464287200 17387 40442 SH SOLE 0 4454 0 35987 CINTAS CORP Stock 172908105 604 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 493 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 520 4436 SH SOLE 0 0 0 4435 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2868 55665 SH SOLE 0 128 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 4310 79366 SH SOLE 0 13 0 79353 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3292 95027 SH SOLE 0 14016 0 81011 ALLIANT ENERGY CORP COM Stock 018802108 917 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 503 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 651 10320 SH SOLE 0 0 0 10320 APPLE INC COM Stock 037833100 313 2284 SH SOLE 0 0 0 2284