0001763138-21-000004.txt : 20211014 0001763138-21-000004.hdr.sgml : 20211014 20211013174653 ACCESSION NUMBER: 0001763138-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211014 DATE AS OF CHANGE: 20211013 EFFECTIVENESS DATE: 20211014 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: 211322029 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 09-30-2021 09-30-2021 VERITY Wealth Advisors

1505 BRIDGEWAY SUITE 208 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Robert Evan Oliver 415-561-3340 Robert Evan Oliver Sausalito CA 10-13-2021 0 61 111829 false INFORMATION TABLE 2 210930VWA13F.xml 210930 VWA 13F AMAZON COM INC COM Stock 023135106 329 100 SH SOLE 0 11 0 89 JOHNSON & JOHNSON COM Stock 478160104 1141 7063 SH SOLE 0 0 0 7063 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 24666 111077 SH SOLE 0 7182 0 103895 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 605 24098 SH SOLE 0 0 0 24097 COSTCO WHSL CORP NEW COM Stock 22160K105 225 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 492 5918 SH SOLE 0 144 0 5774 VANGUARD REIT INDEX ETF ETF 922908553 1916 18821 SH SOLE 0 3127 0 15692 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 2163 22538 SH SOLE 0 0 0 22538 ISHARES MSCI ACWI EX US ETF 464288240 3120 56308 SH SOLE 0 0 0 56308 INTEL CORP COM Stock 458140100 466 8748 SH SOLE 0 0 0 8748 ISHARES MSCI EAFE ESG SELECT ETF ETF 46435G516 298 3807 SH SOLE 0 29 0 3778 ISHARES MSCI JAPAN ETF ETF 46434G822 250 3562 SH SOLE 0 0 0 3562 ISHARES TIPS BOND ETF ETF 464287176 1007 7888 SH SOLE 0 0 0 7888 ISHARES S&P 100 ETF ETF 464287101 748 3789 SH SOLE 0 0 0 3789 VERIZON COMMUNICATIONS Stock 92343V104 309 5726 SH SOLE 0 0 0 5726 ISHARES COHEN & STEERS REIT ETF ETF 464287564 614 9385 SH SOLE 0 0 0 9384 PEPSICO INC COM Stock 713448108 906 6026 SH SOLE 0 0 0 6026 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1166 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 329 3339 SH SOLE 0 2714 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 259 1575 SH SOLE 0 0 0 1575 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 971 9348 SH SOLE 0 1770 0 7578 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2417 62446 SH SOLE 0 2905 0 59541 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2072 19920 SH SOLE 0 487 0 19433 ISHARES S&P SMALL-CAP FUND ETF 464287804 270 2474 SH SOLE 0 474 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 394 1442 SH SOLE 0 850 0 592 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1308 15868 SH SOLE 0 0 0 15867 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 280 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 2671 9476 SH SOLE 0 0 0 9476 VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF ETF 92206C706 599 8869 SH SOLE 0 0 0 8869 VANGUARD MID CAP ETF 922908629 508 2147 SH SOLE 0 0 0 2146 VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 308 5015 SH SOLE 0 64 0 4951 BLACKROCK BUILD AMER BD CEF 09248X100 275 10697 SH SOLE 0 10077 0 618 VANGUARD FTSE EUROPE ETF ETF 922042874 239 3642 SH SOLE 0 0 0 3642 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 317 790 SH SOLE 0 775 0 15 GLADSTONE LD CORP COM REIT 376549101 693 30424 SH SOLE 0 0 0 30424 SCHWAB US AGGREGATE BOND ETF ETF 808524839 6319 116451 SH SOLE 0 6087 0 110364 COUPANG INC CL A Stock 22266T109 918 32950 SH SOLE 0 0 0 32950 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2507 34111 SH SOLE 0 5143 0 28968 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 1131 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 222 6771 SH SOLE 0 6771 0 0 VANGUARD VALUE INDEX FUND ETF 922908744 776 5731 SH SOLE 0 0 0 5731 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 413 6685 SH SOLE 0 0 0 6685 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 2453 28708 SH SOLE 0 354 0 28354 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7020 115151 SH SOLE 0 22337 0 92813 QUALCOMM INC Stock 747525103 913 7075 SH SOLE 0 0 0 7075 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 671 11775 SH SOLE 0 988 0 10786 AT&T INC COM Stock 00206R102 269 9962 SH SOLE 0 0 0 9962 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1758 10872 SH SOLE 0 10872 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 385 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 17423 40442 SH SOLE 0 4454 0 35987 CINTAS CORP Stock 172908105 601 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 558 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 518 4455 SH SOLE 0 0 0 4455 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2811 55665 SH SOLE 0 128 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3969 79366 SH SOLE 0 13 0 79353 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3286 95564 SH SOLE 0 14016 0 81548 ALLIANT ENERGY CORP COM Stock 018802108 920 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 501 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 607 10320 SH SOLE 0 0 0 10320 APPLE INC COM Stock 037833100 323 2284 SH SOLE 0 0 0 2284