0001763138-20-000004.txt : 20201005
0001763138-20-000004.hdr.sgml : 20201005
20201005141215
ACCESSION NUMBER: 0001763138-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201005
DATE AS OF CHANGE: 20201005
EFFECTIVENESS DATE: 20201005
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: 201223072
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
09-30-2020
09-30-2020
VERITY Wealth Advisors
1505 BRIDGEWAY
SUITE 208
SAUSALITO
X1
94965
13F HOLDINGS REPORT
028-18976
N
Evan Oliver
Principal
415-561-3340
Evan Oliver
Sausalito
CA
10-05-2020
0
49
97947
false
INFORMATION TABLE
2
200930VWA13F.xml
200930VWA13F
AMAZON COM INC COM
Stock
023135106
233
74
SH
SOLE
0
0
0
74
JOHNSON & JOHNSON COM
Stock
478160104
1389
9330
SH
SOLE
0
0
0
9330
VANGUARD TOTAL STOCK MARKET INDEX FUND
ETF
922908769
21819
128111
SH
SOLE
0
0
0
128111
WISDOMTREE FLOATING RATE TREASURY FUND
ETF
97717X628
960
38238
SH
SOLE
0
0
0
38237
ISHARES GLOBAL TECH ETF
ETF
464287291
314
1190
SH
SOLE
0
170
0
1020
ISHARES MSCI KLD 400 SOCIAL ETF
ETF
464288570
270
2112
SH
SOLE
0
0
0
2112
VANGUARD REIT INDEX ETF
ETF
922908553
1771
22423
SH
SOLE
0
0
0
22423
ISHARES MSCI USA ESG SELECT ETF
ETF
464288802
1580
10744
SH
SOLE
0
0
0
10744
ISHARES MSCI ACWI EX US
ETF
464288240
4169
90642
SH
SOLE
0
0
0
90642
INTEL CORP COM
Stock
458140100
445
8586
SH
SOLE
0
0
0
8586
ISHARES TIPS BOND ETF
ETF
464287176
974
7702
SH
SOLE
0
0
0
7702
ISHARES S&P 100 ETF
ETF
464287101
590
3789
SH
SOLE
0
0
0
3789
VERIZON COMMUNICATIONS
Stock
92343V104
335
5633
SH
SOLE
0
0
0
5633
ISHARES COHEN & STEERS REIT ETF
ETF
464287564
473
4641
SH
SOLE
0
0
0
4641
PEPSICO INC COM
Stock
713448108
939
6775
SH
SOLE
0
0
0
6775
ISHARES CALIFORNIA MUNI BOND ETF
ETF
464288356
1172
18787
SH
SOLE
0
0
0
18786
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
828
10403
SH
SOLE
0
0
0
10403
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
2216
70571
SH
SOLE
0
0
0
70570
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
2533
31409
SH
SOLE
0
0
0
31409
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
319
1500
SH
SOLE
0
850
0
650
VANGUARD SHORT TERM CORP BOND FD ETF
ETF
92206C409
1194
14413
SH
SOLE
0
0
0
14413
ISHARES MSCI PACIFIC EX JAPAN ETF
ETF
464286665
233
5740
SH
SOLE
0
0
0
5740
MICROSOFT CORP COM
Stock
594918104
1927
9164
SH
SOLE
0
0
0
9164
VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
ETF
92206C706
556
7894
SH
SOLE
0
0
0
7894
VANGUARD MID CAP
ETF
922908629
375
2130
SH
SOLE
0
0
0
2130
VANGUARD SHORT-TERM GOVERNMENT BOND ETF
ETF
92206C102
279
4498
SH
SOLE
0
0
0
4498
BLACKROCK BUILD AMER BD
CEF
09248X100
277
10697
SH
SOLE
0
0
0
10696
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
ETF
92204A702
246
790
SH
SOLE
0
775
0
15
SCHWAB US AGGREGATE BOND ETF
ETF
808524839
6574
117231
SH
SOLE
0
4481
0
112750
ISHARES MSCI USA MIN VOL FACTOR ETF
ETF
46429B697
2850
44725
SH
SOLE
0
405
0
44320
ISHARES CORE MSCI EMERGING MARKETS ETF
ETF
46434G103
346
6559
SH
SOLE
0
0
0
6559
VANGUARD TOTAL BOND MARKET ETF
ETF
921937835
3669
41587
SH
SOLE
0
0
0
41586
VANGUARD FTSE ALL-WORLD EX-US
ETF
922042775
5915
117248
SH
SOLE
0
0
0
117248
QUALCOMM INC
Stock
747525103
982
8345
SH
SOLE
0
0
0
8345
VANGUARD TOTAL INTERNATIONAL BOND ETF
ETF
92203J407
794
13651
SH
SOLE
0
0
0
13651
AT&T INC COM
Stock
00206R102
350
12290
SH
SOLE
0
0
0
12290
ISHARES NASDAQ BIOTECHNOLOGY
ETF
464287556
1528
11285
SH
SOLE
0
766
0
10519
GENERAL ELECTRIC CO COM
Stock
369604103
186
29870
SH
SOLE
0
0
0
29870
ISHARES CORE S&P 500 ETF
ETF
464287200
13623
40539
SH
SOLE
0
595
0
39943
CINTAS CORP
Stock
172908105
526
1580
SH
SOLE
0
0
0
1580
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
771
1747
SH
SOLE
0
0
0
1747
ISHARES NATIONAL MUNI BOND ETF
ETF
464288414
507
4371
SH
SOLE
0
0
0
4371
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
2271
55537
SH
SOLE
0
0
0
55537
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
3431
79353
SH
SOLE
0
0
0
79353
ISHARES CURRENCY HEDGED MSCI EAFE ETF
ETF
46434V803
3173
115208
SH
SOLE
0
0
0
115208
ALLIANT ENERGY CORP COM
Stock
018802108
849
16443
SH
SOLE
0
0
0
16443
ISHARES RUSSELL 3000 ETF
ETF
464287689
385
1967
SH
SOLE
0
0
0
1967
EXXON MOBIL CORP COM
Stock
30231G102
595
17334
SH
SOLE
0
0
0
17334
APPLE INC COM
Stock
037833100
200
1728
SH
SOLE
0
0
0
1728