0001763138-22-000002.txt : 20220411 0001763138-22-000002.hdr.sgml : 20220411 20220411152059 ACCESSION NUMBER: 0001763138-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220411 DATE AS OF CHANGE: 20220411 EFFECTIVENESS DATE: 20220411 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: 22819539 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 03-31-2022 03-31-2022 VERITY Wealth Advisors

1505 BRIDGEWAY SUITE 208 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Robert Oliver 415-561-3340 Robert Evan Oliver Sausalito CA 04-11-2022 0 63 113164 false INFORMATION TABLE 2 220331VWA13F.xml 220331VWA13F AMAZON COM INC COM Stock 023135106 326 100 SH SOLE 0 11 0 89 JOHNSON & JOHNSON COM Stock 478160104 1252 7063 SH SOLE 0 0 0 7063 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 25633 112589 SH SOLE 0 10665 0 101923 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 449 8933 SH SOLE 0 0 0 8932 COSTCO WHSL CORP NEW COM Stock 22160K105 288 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 513 5918 SH SOLE 0 144 0 5774 VANGUARD REIT INDEX ETF ETF 922908553 2056 18968 SH SOLE 0 3491 0 15476 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 2183 22538 SH SOLE 0 0 0 22538 ISHARES MSCI ACWI EX US ETF 464288240 2956 56549 SH SOLE 0 0 0 56548 INTEL CORP COM Stock 458140100 426 8598 SH SOLE 0 0 0 8598 ISHARES MSCI EAFE ESG SELECT ETF ETF 46435G516 330 4482 SH SOLE 0 29 0 4453 ISHARES MSCI JAPAN ETF ETF 46434G822 219 3562 SH SOLE 0 0 0 3562 ISHARES TIPS BOND ETF ETF 464287176 1362 10931 SH SOLE 0 0 0 10931 ISHARES S&P 100 ETF ETF 464287101 790 3789 SH SOLE 0 0 0 3789 VERIZON COMMUNICATIONS Stock 92343V104 292 5726 SH SOLE 0 0 0 5726 ISHARES COHEN & STEERS REIT ETF ETF 464287564 673 9475 SH SOLE 0 0 0 9475 PEPSICO INC COM Stock 713448108 1009 6026 SH SOLE 0 0 0 6026 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1093 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 339 3340 SH SOLE 0 2715 0 625 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 264 10708 SH SOLE 0 8727 0 1981 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 998 18696 SH SOLE 0 3540 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2108 57418 SH SOLE 0 0 0 57418 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2143 39804 SH SOLE 0 974 0 38830 ISHARES S&P SMALL-CAP FUND ETF 464287804 261 2418 SH SOLE 0 418 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 509 1442 SH SOLE 0 850 0 592 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1228 15719 SH SOLE 0 0 0 15719 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 283 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 2922 9476 SH SOLE 0 0 0 9476 VANGUARD MID CAP ETF 922908629 512 2154 SH SOLE 0 0 0 2153 VANGUARD SHORT-TERM GOVERNMENT BOND ETF ETF 92206C102 353 5956 SH SOLE 0 717 0 5239 BLACKROCK BUILD AMER BD CEF 09248X100 222 10078 SH SOLE 0 10077 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 227 3642 SH SOLE 0 0 0 3642 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 329 790 SH SOLE 0 775 0 15 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 796 7583 SH SOLE 0 3851 0 3732 ZOOMINFO TECHNOLOGIES INC COM CL A Stock 98980F104 225 3774 SH SOLE 0 0 0 3774 GLADSTONE LD CORP COM REIT 376549101 1108 30424 SH SOLE 0 0 0 30424 ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ETF 46436E619 612 13161 SH SOLE 0 0 0 13161 SCHWAB US AGGREGATE BOND ETF ETF 808524839 5304 104875 SH SOLE 0 1821 0 103054 COUPANG INC CL A Stock 22266T109 583 32950 SH SOLE 0 0 0 32950 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2357 30389 SH SOLE 0 5507 0 24881 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 1091 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 227 6771 SH SOLE 0 6771 0 0 VANGUARD VALUE INDEX FUND ETF 922908744 829 5611 SH SOLE 0 0 0 5611 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 215 4189 SH SOLE 0 0 0 4189 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 380 6843 SH SOLE 0 0 0 6842 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 2676 33643 SH SOLE 0 3573 0 30069 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7084 123010 SH SOLE 0 26946 0 96063 QUALCOMM INC Stock 747525103 1075 7035 SH SOLE 0 0 0 7035 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 516 9832 SH SOLE 0 988 0 8844 AT&T INC COM Stock 00206R102 235 9962 SH SOLE 0 0 0 9962 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1417 10872 SH SOLE 0 10872 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 342 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 17543 38667 SH SOLE 0 4816 0 33850 CINTAS CORP Stock 172908105 672 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 577 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 493 4494 SH SOLE 0 0 0 4493 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2874 59835 SH SOLE 0 4298 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3697 80145 SH SOLE 0 792 0 79353 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 3120 91918 SH SOLE 0 14016 0 77901 ALLIANT ENERGY CORP COM Stock 018802108 1027 16443 SH SOLE 0 0 0 16443 ISHARES RUSSELL 3000 ETF ETF 464287689 516 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 631 7640 SH SOLE 0 0 0 7640 APPLE INC COM Stock 037833100 399 2284 SH SOLE 0 0 0 2284