0001763138-23-000004.txt : 20230727 0001763138-23-000004.hdr.sgml : 20230727 20230727170945 ACCESSION NUMBER: 0001763138-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230727 EFFECTIVENESS DATE: 20230727 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: 231119371 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 true false 0001763138 XXXXXXXX 06-30-2023 06-30-2023 VERITY Wealth Advisors

ONE HARBOR DRIVE SUITE 300 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Robert Oliver 4155613340 Robert Evan Oliver Novato CA 07-27-2023 0 69 111357337 false INFORMATION TABLE 2 230630VWA13F.xml 230630 VWA 13F AMAZON COM INC COM Stock 023135106 250291 1920 SH SOLE 0 0 0 1920 JOHNSON & JOHNSON COM Stock 478160104 1226172 7408 SH SOLE 0 414 0 6994 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 26688027 121155 SH SOLE 0 17854 0 103301 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 455619 9054 SH SOLE 0 0 0 9054 COSTCO WHSL CORP NEW COM Stock 22160K105 269190 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 615704 7315 SH SOLE 0 144 0 7171 VANGUARD REIT INDEX ETF ETF 922908553 1979283 23687 SH SOLE 0 6500 0 17186 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 2205597 23554 SH SOLE 0 0 0 23554 ISHARES MSCI ACWI EX US ETF 464288240 2802373 56936 SH SOLE 0 0 0 56935 INTEL CORP COM Stock 458140100 280428 8386 SH SOLE 0 100 0 8286 STATE STR CORP COM Stock 857477103 405490 5541 SH SOLE 0 3734 0 1807 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 493517 6767 SH SOLE 0 29 0 6738 ISHARES S&P 100 ETF ETF 464287101 644871 3114 SH SOLE 0 0 0 3114 VERIZON COMMUNICATIONS Stock 92343V104 228086 6133 SH SOLE 0 500 0 5633 ISHARES COHEN & STEERS REIT ETF ETF 464287564 537679 9676 SH SOLE 0 0 0 9675 PEPSICO INC COM Stock 713448108 1266164 6836 SH SOLE 0 861 0 5975 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1069918 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 617261 25816 SH SOLE 0 23835 0 1981 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 969995 18762 SH SOLE 0 3606 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2042659 57298 SH SOLE 0 0 0 57297 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2476996 47298 SH SOLE 0 8274 0 39024 ISHARES S&P SMALL-CAP FUND ETF 464287804 206475 2072 SH SOLE 0 72 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 625053 1833 SH SOLE 0 1283 0 550 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1298721 17165 SH SOLE 0 3476 0 13689 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 242458 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 3008330 8834 SH SOLE 0 471 0 8363 SCHLUMBERGER LTD COM STK Stock 806857108 226001 4601 SH SOLE 0 0 0 4601 VANGUARD SMALL-CAP ETF ETF 922908751 201873 1015 SH SOLE 0 1015 0 0 VANGUARD MID CAP ETF 922908629 376762 1711 SH SOLE 0 0 0 1711 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 854866 14808 SH SOLE 0 774 0 14034 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 349306 790 SH SOLE 0 775 0 15 VANGUARD S&P 500 ETF ETF 922908363 557974 1370 SH SOLE 0 1370 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 708381 7258 SH SOLE 0 7258 0 0 GLADSTONE LD CORP COM REIT 376549101 325400 20000 SH SOLE 0 0 0 20000 ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ETF 46436E619 822646 19320 SH SOLE 0 6159 0 13161 ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759 616226 10117 SH SOLE 0 9011 0 1106 ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767 754339 20983 SH SOLE 0 16852 0 4131 SCHWAB US AGGREGATE BOND ETF ETF 808524839 2580529 55904 SH SOLE 0 1303 0 54601 COUPANG INC CL A Stock 22266T109 459795 26425 SH SOLE 0 0 0 26425 VINTAGE WINE ESTATES INC COM Stock 92747V106 8555 10000 SH SOLE 0 0 0 10000 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1843776 24805 SH SOLE 0 5409 0 19395 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 1019090 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 222427 6771 SH SOLE 0 6771 0 0 ISHARES TR S&P 1500 INDEX FD ETF 464287150 397230 4060 SH SOLE 0 0 0 4060 DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 440738 12775 SH SOLE 0 12775 0 0 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 376942 7949 SH SOLE 0 50 0 7899 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 456750 7294 SH SOLE 0 0 0 7294 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 386952 7851 SH SOLE 0 757 0 7093 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1702620 23423 SH SOLE 0 2683 0 20740 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7730214 142073 SH SOLE 0 45330 0 96743 QUALCOMM INC Stock 747525103 936964 7871 SH SOLE 0 900 0 6971 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 485775 9938 SH SOLE 0 988 0 8950 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1129723 8898 SH SOLE 0 8898 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 410070 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 17014926 38175 SH SOLE 0 4324 0 33850 CINTAS CORP Stock 172908105 785386 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 509750 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 493616 4625 SH SOLE 0 0 0 4624 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2799616 60624 SH SOLE 0 5087 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3271160 80412 SH SOLE 0 1059 0 79353 GILEAD SCIENCES INC Stock 375558103 444925 5773 SH SOLE 0 3000 0 2773 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 2895558 93405 SH SOLE 0 14016 0 79389 ALLIANT ENERGY CORP COM Stock 018802108 862929 16443 SH SOLE 0 0 0 16443 VANGUARD SHORT-TERM BOND ETF ETF 921937827 679072 8986 SH SOLE 0 3718 0 5268 ISHARES RUSSELL 3000 ETF ETF 464287689 500562 1967 SH SOLE 0 0 0 1967 EXXON MOBIL CORP COM Stock 30231G102 851565 7940 SH SOLE 0 300 0 7640 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 306078 5505 SH SOLE 0 65 0 5440 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 312138 16964 SH SOLE 0 8701 0 8263 APPLE INC COM Stock 037833100 341775 1762 SH SOLE 0 34 0 1728