0001763138-22-000004.txt : 20221027 0001763138-22-000004.hdr.sgml : 20221027 20221027142632 ACCESSION NUMBER: 0001763138-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221027 EFFECTIVENESS DATE: 20221027 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: 221336730 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 09-30-2022 09-30-2022 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 10-27-2022 0 68 97490 false INFORMATION TABLE 2 220930VWA13F.xml 220930VWA13F AMAZON COM INC COM Stock 023135106 276 2440 SH SOLE 0 220 0 2220 JOHNSON & JOHNSON COM Stock 478160104 1221 7477 SH SOLE 0 414 0 7063 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 21336 118882 SH SOLE 0 13454 0 105428 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 450 8955 SH SOLE 0 0 0 8955 COSTCO WHSL CORP NEW COM Stock 22160K105 236 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 490 7315 SH SOLE 0 144 0 7171 VANGUARD REIT INDEX ETF ETF 922908553 1754 21876 SH SOLE 0 6067 0 15808 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1711 22538 SH SOLE 0 0 0 22538 ISHARES MSCI ACWI EX US ETF 464288240 2274 56824 SH SOLE 0 0 0 56824 INTEL CORP COM Stock 458140100 224 8698 SH SOLE 0 100 0 8598 STATE STR CORP COM Stock 857477103 337 5541 SH SOLE 0 3734 0 1807 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 329 5865 SH SOLE 0 29 0 5836 ISHARES TIPS BOND ETF ETF 464287176 618 5892 SH SOLE 0 0 0 5891 ISHARES S&P 100 ETF ETF 464287101 571 3511 SH SOLE 0 0 0 3511 VERIZON COMMUNICATIONS Stock 92343V104 217 5726 SH SOLE 0 0 0 5726 ISHARES COHEN & STEERS REIT ETF ETF 464287564 510 9497 SH SOLE 0 0 0 9496 PEPSICO INC COM Stock 713448108 1124 6887 SH SOLE 0 861 0 6026 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1019 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 225 2839 SH SOLE 0 2214 0 625 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 606 25816 SH SOLE 0 23835 0 1981 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 786 18712 SH SOLE 0 3556 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 1622 57660 SH SOLE 0 1 0 57659 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 1995 47115 SH SOLE 0 8274 0 38841 ISHARES S&P SMALL-CAP FUND ETF 464287804 202 2314 SH SOLE 0 314 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 478 1792 SH SOLE 0 1200 0 592 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1271 17108 SH SOLE 0 3476 0 13632 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 215 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 2264 9719 SH SOLE 0 347 0 9372 ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF ETF 003261203 219 6300 SH SOLE 0 6300 0 0 VANGUARD MID CAP ETF 922908629 406 2161 SH SOLE 0 0 0 2161 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 668 11556 SH SOLE 0 644 0 10912 BLACKROCK BUILD AMER BD CEF 09248X100 166 10078 SH SOLE 0 10077 0 0 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 243 790 SH SOLE 0 775 0 15 VANGUARD S&P 500 ETF ETF 922908363 450 1370 SH SOLE 0 1370 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 1390 14458 SH SOLE 0 14458 0 0 GLADSTONE LD CORP COM REIT 376549101 551 30424 SH SOLE 0 0 0 30424 ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ETF 46436E619 875 20919 SH SOLE 0 7758 0 13161 ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759 497 10674 SH SOLE 0 9508 0 1166 ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767 705 25175 SH SOLE 0 20823 0 4352 SCHWAB US AGGREGATE BOND ETF ETF 808524839 4080 90035 SH SOLE 0 2040 0 87995 COUPANG INC CL A Stock 22266T109 441 26425 SH SOLE 0 0 0 26425 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1704 25786 SH SOLE 0 5346 0 20439 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 826 43719 SH SOLE 0 21110 0 22609 VANGUARD VALUE ETF ETF 922908744 693 5611 SH SOLE 0 0 0 5611 DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 378 12775 SH SOLE 0 12775 0 0 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 382 7949 SH SOLE 0 50 0 7899 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 298 6928 SH SOLE 0 0 0 6928 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1908 26754 SH SOLE 0 4955 0 21799 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 6329 142664 SH SOLE 0 42203 0 100461 QUALCOMM INC Stock 747525103 885 7835 SH SOLE 0 800 0 7035 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 543 11373 SH SOLE 0 988 0 10385 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1278 10929 SH SOLE 0 10929 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 231 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 13791 38452 SH SOLE 0 4601 0 33850 CINTAS CORP Stock 172908105 613 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 496 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 466 4539 SH SOLE 0 0 0 4539 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2205 60636 SH SOLE 0 5099 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 2931 80327 SH SOLE 0 974 0 79353 GILEAD SCIENCES INC Stock 375558103 356 5773 SH SOLE 0 3000 0 2773 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 2721 91031 SH SOLE 0 14016 0 77014 ALLIANT ENERGY CORP COM Stock 018802108 871 16443 SH SOLE 0 0 0 16443 VANGUARD SHORT-TERM BOND ETF ETF 921937827 639 8547 SH SOLE 0 3422 0 5125 ISHARES RUSSELL 3000 ETF ETF 464287689 407 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 667 7640 SH SOLE 0 0 0 7640 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 201 4513 SH SOLE 0 65 0 4448 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 298 15631 SH SOLE 0 9717 0 5914 APPLE INC COM Stock 037833100 320 2318 SH SOLE 0 34 0 2284