0001763138-20-000002.txt : 20200413 0001763138-20-000002.hdr.sgml : 20200413 20200413114504 ACCESSION NUMBER: 0001763138-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200413 DATE AS OF CHANGE: 20200413 EFFECTIVENESS DATE: 20200413 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: 20788156 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 03-31-2020 03-31-2020 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 04-13-2020 0 43 73589 false INFORMATION TABLE 2 200331VWA13F.xml 200331 VWA 13F JOHNSON & JOHNSON COM Stock 478160104 1223 9330 SH SOLE 0 0 0 9330 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 10908 84620 SH SOLE 0 0 0 84619 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 960 38228 SH SOLE 0 0 0 38227 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 206 2112 SH SOLE 0 0 0 2112 VANGUARD REIT INDEX ETF ETF 922908553 1796 25708 SH SOLE 0 0 0 25707 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1179 10744 SH SOLE 0 0 0 10744 ISHARES MSCI ACWI EX US ETF 464288240 3407 90481 SH SOLE 0 0 0 90481 INTEL CORP COM Stock 458140100 465 8586 SH SOLE 0 0 0 8586 STATE STR CORP COM Stock 857477103 224 4214 SH SOLE 0 0 0 4214 ISHARES TIPS BOND ETF ETF 464287176 906 7684 SH SOLE 0 0 0 7683 ISHARES S&P 100 ETF ETF 464287101 450 3789 SH SOLE 0 0 0 3789 ISHARES COHEN & STEERS REIT ETF ETF 464287564 420 4583 SH SOLE 0 0 0 4582 PEPSICO INC COM Stock 713448108 814 6775 SH SOLE 0 0 0 6775 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1137 18787 SH SOLE 0 0 0 18786 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 813 13460 SH SOLE 0 0 0 13460 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 1999 77378 SH SOLE 0 0 0 77377 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2345 38283 SH SOLE 0 0 0 38282 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 274 1500 SH SOLE 0 0 0 1500 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1193 15081 SH SOLE 0 0 0 15081 MICROSOFT CORP COM Stock 594918104 1867 11838 SH SOLE 0 0 0 11838 VANGUARD MID CAP ETF 922908629 280 2126 SH SOLE 0 0 0 2126 BLACKROCK BUILD AMER BD CEF 09248X100 233 10697 SH SOLE 0 0 0 10696 SCHWAB US AGGREGATE BOND ETF ETF 808524839 7154 131826 SH SOLE 0 0 0 131825 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 2771 51296 SH SOLE 0 0 0 51296 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 263 6500 SH SOLE 0 0 0 6500 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 2608 30556 SH SOLE 0 0 0 30556 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 3184 77632 SH SOLE 0 0 0 77631 QUALCOMM INC Stock 747525103 565 8345 SH SOLE 0 0 0 8345 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 809 14385 SH SOLE 0 0 0 14384 AT&T INC COM Stock 00206R102 358 12290 SH SOLE 0 0 0 12290 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1336 12404 SH SOLE 0 0 0 12404 GENERAL ELECTRIC CO COM Stock 369604103 237 29870 SH SOLE 0 0 0 29870 ISHARES CORE S&P 500 ETF ETF 464287200 10321 39944 SH SOLE 0 0 0 39943 CINTAS CORP Stock 172908105 274 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 572 2017 SH SOLE 0 0 0 2017 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 489 4324 SH SOLE 0 0 0 4324 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 1852 55537 SH SOLE 0 0 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 2662 79353 SH SOLE 0 0 0 79353 GILEAD SCIENCES INC Stock 375558103 207 2773 SH SOLE 0 0 0 2773 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3045 125775 SH SOLE 0 0 0 125775 ALLIANT ENERGY CORP COM Stock 018802108 794 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 292 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 696 18334 SH SOLE 0 0 0 18334