0001763138-23-000003.txt : 20230508 0001763138-23-000003.hdr.sgml : 20230508 20230508164845 ACCESSION NUMBER: 0001763138-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23898487 BUSINESS ADDRESS: STREET 1: ONE HARBOR DRIVE STREET 2: SUITE 300 CITY: SAUSALITO STATE: X1 ZIP: 94965 BUSINESS PHONE: 415-561-3340 MAIL ADDRESS: STREET 1: ONE HARBOR DRIVE STREET 2: SUITE 300 CITY: SAUSALITO STATE: X1 ZIP: 94965 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001763138 XXXXXXXX 03-31-2023 03-31-2023 VERITY Wealth Advisors

ONE HARBOR DRIVE SUITE 300 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Robert Oliver 415-561-3340 Robert Oliver Sausalito CA 05-08-2023 0 73 107845570 false INFORMATION TABLE 2 230331VWA13F.xml 230331 VWA 13F JOHNSON & JOHNSON COM Stock 478160104 1148240 7408 SH SOLE 0 414 0 6994 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 23783326 116528 SH SOLE 0 15748 0 100779 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 453270 9017 SH SOLE 0 0 0 9016 COSTCO WHSL CORP NEW COM Stock 22160K105 248435 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 570497 7315 SH SOLE 0 144 0 7171 VANGUARD REIT INDEX ETF ETF 922908553 1894472 22814 SH SOLE 0 6509 0 16304 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 1978160 22538 SH SOLE 0 0 0 22538 ISHARES MSCI ACWI EX US ETF 464288240 2765066 56696 SH SOLE 0 0 0 56696 INTEL CORP COM Stock 458140100 273971 8386 SH SOLE 0 100 0 8286 STATE STR CORP COM Stock 857477103 419398 5541 SH SOLE 0 3734 0 1807 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 421342 5865 SH SOLE 0 29 0 5836 ISHARES TIPS BOND ETF ETF 464287176 652174 5915 SH SOLE 0 0 0 5915 ISHARES S&P 100 ETF ETF 464287101 656775 3511 SH SOLE 0 0 0 3511 VERIZON COMMUNICATIONS Stock 92343V104 238512 6133 SH SOLE 0 500 0 5633 ISHARES COHEN & STEERS REIT ETF ETF 464287564 536006 9651 SH SOLE 0 0 0 9650 PEPSICO INC COM Stock 713448108 1246203 6836 SH SOLE 0 861 0 5975 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1078748 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 621133 25816 SH SOLE 0 23835 0 1981 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 897762 18762 SH SOLE 0 3606 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2001432 57512 SH SOLE 0 1 0 57511 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2278953 47115 SH SOLE 0 8274 0 38841 ISHARES S&P SMALL-CAP FUND ETF 464287804 200362 2072 SH SOLE 0 72 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 565975 1833 SH SOLE 0 1283 0 550 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1306881 17144 SH SOLE 0 3476 0 13667 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 251355 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 2556644 8868 SH SOLE 0 505 0 8363 SCHLUMBERGER LTD COM STK Stock 806857108 225909 4601 SH SOLE 0 0 0 4601 ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF ETF 003261203 202751 6118 SH SOLE 0 6118 0 0 VANGUARD MID CAP ETF 922908629 457792 2170 SH SOLE 0 0 0 2170 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 765762 13081 SH SOLE 0 644 0 12437 BLACKROCK BUILD AMER BD CEF 09248X100 180597 10078 SH SOLE 0 10077 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 221980 3642 SH SOLE 0 0 0 3642 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 304521 790 SH SOLE 0 775 0 15 VANGUARD S&P 500 ETF ETF 922908363 515216 1370 SH SOLE 0 1370 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 720211 7258 SH SOLE 0 7258 0 0 GLADSTONE LD CORP COM REIT 376549101 506560 30424 SH SOLE 0 0 0 30424 ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ETF 46436E619 835204 19320 SH SOLE 0 6159 0 13161 ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759 559312 9386 SH SOLE 0 8280 0 1106 ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767 520886 15751 SH SOLE 0 11558 0 4193 SCHWAB US AGGREGATE BOND ETF ETF 808524839 2659052 56684 SH SOLE 0 2215 0 54469 COUPANG INC CL A Stock 22266T109 422800 26425 SH SOLE 0 0 0 26425 VINTAGE WINE ESTATES INC COM Stock 92747V106 10700 10000 SH SOLE 0 0 0 10000 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1869057 25695 SH SOLE 0 5497 0 20197 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 1008160 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 218229 6771 SH SOLE 0 6771 0 0 VANGUARD VALUE ETF ETF 922908744 774935 5611 SH SOLE 0 0 0 5611 ISHARES TR S&P 1500 INDEX FD ETF 464287150 367633 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 380121 7949 SH SOLE 0 50 0 7899 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 451863 7294 SH SOLE 0 0 0 7294 ABBVIE INC COM Stock 00287Y109 211006 1324 SH SOLE 0 439 0 885 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 398325 8164 SH SOLE 0 1138 0 7026 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1798224 24356 SH SOLE 0 3697 0 20659 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7705200 144103 SH SOLE 0 46650 0 97453 QUALCOMM INC Stock 747525103 1004182 7871 SH SOLE 0 900 0 6971 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 556824 11382 SH SOLE 0 988 0 10394 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1411623 10929 SH SOLE 0 10929 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 356875 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 15752126 38319 SH SOLE 0 4468 0 33850 CINTAS CORP Stock 172908105 731034 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 563113 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 495084 4595 SH SOLE 0 0 0 4595 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2741187 60686 SH SOLE 0 5149 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3248645 80412 SH SOLE 0 1059 0 79353 GILEAD SCIENCES INC Stock 375558103 478986 5773 SH SOLE 0 3000 0 2773 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 2931172 99463 SH SOLE 0 14016 0 85446 ALLIANT ENERGY CORP COM Stock 018802108 878056 16443 SH SOLE 0 0 0 16443 VANGUARD SHORT-TERM BOND ETF ETF 921937827 664775 8691 SH SOLE 0 3423 0 5268 ISHARES RUSSELL 3000 ETF ETF 464287689 463051 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 888904 8106 SH SOLE 0 466 0 7640 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 290114 5505 SH SOLE 0 65 0 5440 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 334460 16909 SH SOLE 0 8646 0 8263 APPLE INC COM Stock 037833100 290554 1762 SH SOLE 0 34 0 1728