0001763138-23-000001.txt : 20230111 0001763138-23-000001.hdr.sgml : 20230111 20230111140304 ACCESSION NUMBER: 0001763138-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230111 DATE AS OF CHANGE: 20230111 EFFECTIVENESS DATE: 20230111 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: 23523290 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 X0202 13F-HR LIVE false false false 0001763138 XXXXXXXX 12-31-2022 12-31-2022 VERITY Wealth Advisors

1505 BRIDGEWAY SUITE 208 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Robert Oliver 415-461-3340 Robert Oliver Sausalito CA 01-11-2023 0 73 101918144 false INFORMATION TABLE 2 221231VWA13F.xml 221231 VWA 13F AMAZON COM INC COM Stock 023135106 204960 2440 SH SOLE 0 220 0 2220 JOHNSON & JOHNSON COM Stock 478160104 1320812 7477 SH SOLE 0 414 0 7063 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 22276494 116515 SH SOLE 0 13677 0 102837 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 451601 8984 SH SOLE 0 0 0 8983 COSTCO WHSL CORP NEW COM Stock 22160K105 228250 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 525144 7315 SH SOLE 0 144 0 7171 VANGUARD REIT INDEX ETF ETF 922908553 1839137 22298 SH SOLE 0 6016 0 16281 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1855328 22538 SH SOLE 0 0 0 22538 ISHARES MSCI ACWI EX US ETF 464288240 2579670 56696 SH SOLE 0 0 0 56696 INTEL CORP COM Stock 458140100 229888 8698 SH SOLE 0 100 0 8598 STATE STR CORP COM Stock 857477103 429815 5541 SH SOLE 0 3734 0 1807 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 385565 5865 SH SOLE 0 29 0 5836 ISHARES TIPS BOND ETF ETF 464287176 629636 5915 SH SOLE 0 0 0 5915 ISHARES S&P 100 ETF ETF 464287101 598942 3511 SH SOLE 0 0 0 3511 VERIZON COMMUNICATIONS Stock 92343V104 225604 5726 SH SOLE 0 0 0 5726 ISHARES COHEN & STEERS REIT ETF ETF 464287564 527511 9619 SH SOLE 0 0 0 9619 PEPSICO INC COM Stock 713448108 1244205 6887 SH SOLE 0 861 0 6026 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1054137 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 613646 25816 SH SOLE 0 23835 0 1981 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 838485 18712 SH SOLE 0 3556 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 1852475 57512 SH SOLE 0 1 0 57511 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2127242 47115 SH SOLE 0 8274 0 38841 ISHARES S&P SMALL-CAP FUND ETF 464287804 208208 2200 SH SOLE 0 200 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 553549 1792 SH SOLE 0 1200 0 592 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1288102 17131 SH SOLE 0 3476 0 13655 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 245615 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 2163656 9022 SH SOLE 0 347 0 8675 SCHLUMBERGER LTD COM STK Stock 806857108 245969 4601 SH SOLE 0 0 0 4601 ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF ETF 003261203 211622 6118 SH SOLE 0 6118 0 0 VANGUARD MID CAP ETF 922908629 441586 2167 SH SOLE 0 0 0 2166 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 656720 11358 SH SOLE 0 644 0 10714 BLACKROCK BUILD AMER BD CEF 09248X100 169713 10078 SH SOLE 0 10077 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 201912 3642 SH SOLE 0 0 0 3642 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 252334 790 SH SOLE 0 775 0 15 VANGUARD S&P 500 ETF ETF 922908363 481336 1370 SH SOLE 0 1370 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 703736 7258 SH SOLE 0 7258 0 0 GLADSTONE LD CORP COM REIT 376549101 558280 30424 SH SOLE 0 0 0 30424 ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ETF 46436E619 815304 19320 SH SOLE 0 6159 0 13161 ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759 509378 9386 SH SOLE 0 8280 0 1106 ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767 485716 15842 SH SOLE 0 11523 0 4319 SCHWAB US AGGREGATE BOND ETF ETF 808524839 2647833 58003 SH SOLE 0 2215 0 55787 COUPANG INC CL A Stock 22266T109 388712 26425 SH SOLE 0 0 0 26425 VINTAGE WINE ESTATES INC COM Stock 92747V106 32600 10000 SH SOLE 0 0 0 10000 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1845849 25601 SH SOLE 0 5394 0 20206 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 944330 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 205838 6771 SH SOLE 0 6771 0 0 VANGUARD VALUE ETF ETF 922908744 787616 5611 SH SOLE 0 0 0 5611 ISHARES TR S&P 1500 INDEX FD ETF 464287150 344288 4060 SH SOLE 0 0 0 4060 DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 427707 12775 SH SOLE 0 12775 0 0 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 371298 7949 SH SOLE 0 50 0 7899 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 422177 7294 SH SOLE 0 0 0 7294 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 328118 7026 SH SOLE 0 0 0 7026 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1725738 24022 SH SOLE 0 3697 0 20324 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7023033 140068 SH SOLE 0 42542 0 97526 QUALCOMM INC Stock 747525103 861380 7835 SH SOLE 0 800 0 7035 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 539762 11380 SH SOLE 0 988 0 10392 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1434902 10929 SH SOLE 0 10929 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 312788 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 14729797 38338 SH SOLE 0 4487 0 33850 CINTAS CORP Stock 172908105 713560 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 538024 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 482759 4575 SH SOLE 0 0 0 4575 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2544893 60636 SH SOLE 0 5099 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3132511 80362 SH SOLE 0 1009 0 79353 GILEAD SCIENCES INC Stock 375558103 495612 5773 SH SOLE 0 3000 0 2773 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 2680226 99268 SH SOLE 0 14016 0 85251 ALLIANT ENERGY CORP COM Stock 018802108 907818 16443 SH SOLE 0 0 0 16443 VANGUARD SHORT-TERM BOND ETF ETF 921937827 643493 8548 SH SOLE 0 3423 0 5125 ISHARES RUSSELL 3000 ETF ETF 464287689 434078 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 842692 7640 SH SOLE 0 0 0 7640 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 260607 5505 SH SOLE 0 65 0 5440 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 335644 16909 SH SOLE 0 8646 0 8263 APPLE INC COM Stock 037833100 301178 2318 SH SOLE 0 34 0 2284