0001763138-23-000005.txt : 20231026 0001763138-23-000005.hdr.sgml : 20231026 20231026112959 ACCESSION NUMBER: 0001763138-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231026 EFFECTIVENESS DATE: 20231026 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: 231348240 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 09-30-2023 09-30-2023 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 10-26-2023 0 66 106268632 false INFORMATION TABLE 2 230930VWA13F.xml 230930 VWA 13F AMAZON COM INC COM Stock 023135106 244070 1920 SH SOLE 0 0 0 1920 JOHNSON & JOHNSON COM Stock 478160104 1090873 7004 SH SOLE 0 367 0 6637 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 25559926 120333 SH SOLE 0 18273 0 102059 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 457644 9095 SH SOLE 0 0 0 9094 COSTCO WHSL CORP NEW COM Stock 22160K105 282480 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 594212 7299 SH SOLE 0 144 0 7155 VANGUARD REIT INDEX ETF ETF 922908553 1835690 24262 SH SOLE 0 6739 0 17522 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 2119153 23554 SH SOLE 0 0 0 23554 ISHARES MSCI ACWI EX US ETF 464288240 2676545 56936 SH SOLE 0 0 0 56935 INTEL CORP COM Stock 458140100 298122 8386 SH SOLE 0 100 0 8286 STATE STR CORP COM Stock 857477103 371025 5541 SH SOLE 0 3734 0 1807 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 507069 7335 SH SOLE 0 29 0 7306 ISHARES S&P 100 ETF ETF 464287101 624877 3114 SH SOLE 0 0 0 3114 ISHARES COHEN & STEERS REIT ETF ETF 464287564 485334 9676 SH SOLE 0 0 0 9675 PEPSICO INC COM Stock 713448108 1158292 6836 SH SOLE 0 861 0 5975 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1030277 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 658358 27697 SH SOLE 0 25716 0 1981 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 931996 18696 SH SOLE 0 3540 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 1939951 57125 SH SOLE 0 0 0 57124 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2287221 45202 SH SOLE 0 8274 0 36928 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 642100 1833 SH SOLE 0 1283 0 550 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1291681 17188 SH SOLE 0 3476 0 13712 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 228337 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 2787757 8829 SH SOLE 0 466 0 8363 SCHLUMBERGER LTD COM STK Stock 806857108 268238 4601 SH SOLE 0 0 0 4601 VANGUARD MID CAP ETF 922908629 357169 1715 SH SOLE 0 0 0 1715 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 856282 14866 SH SOLE 0 832 0 14034 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 327771 790 SH SOLE 0 775 0 15 VANGUARD S&P 500 ETF ETF 922908363 537999 1370 SH SOLE 0 1370 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 703445 7258 SH SOLE 0 7258 0 0 GLADSTONE LD CORP COM REIT 376549101 284600 20000 SH SOLE 0 0 0 20000 ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ETF 46436E619 789222 19320 SH SOLE 0 6159 0 13161 ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759 590596 10345 SH SOLE 0 9239 0 1106 ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767 727271 20983 SH SOLE 0 16852 0 4131 SCHWAB US AGGREGATE BOND ETF ETF 808524839 2635598 59588 SH SOLE 0 1303 0 58285 COUPANG INC CL A Stock 22266T109 449225 26425 SH SOLE 0 0 0 26425 VINTAGE WINE ESTATES INC COM Stock 92747V106 5690 10000 SH SOLE 0 0 0 10000 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1702180 23517 SH SOLE 0 5361 0 18155 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 984552 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 220870 6771 SH SOLE 0 6771 0 0 ISHARES TR S&P 1500 INDEX FD ETF 464287150 367906 3906 SH SOLE 0 0 0 3906 DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 434606 12775 SH SOLE 0 12775 0 0 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 375829 7949 SH SOLE 0 50 0 7899 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 437567 7294 SH SOLE 0 0 0 7294 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 358853 7541 SH SOLE 0 447 0 7093 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1600589 22938 SH SOLE 0 3208 0 19729 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 7602487 146568 SH SOLE 0 46612 0 99956 QUALCOMM INC Stock 747525103 874153 7871 SH SOLE 0 900 0 6971 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 371644 7770 SH SOLE 0 988 0 6782 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1088168 8898 SH SOLE 0 8898 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 412683 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 16425217 38249 SH SOLE 0 4398 0 33850 CINTAS CORP Stock 172908105 759996 1580 SH SOLE 0 0 0 1580 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 494528 977 SH SOLE 0 0 0 977 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 477430 4656 SH SOLE 0 0 0 4656 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2658919 60817 SH SOLE 0 5280 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3154484 80451 SH SOLE 0 1098 0 79353 GILEAD SCIENCES INC Stock 375558103 432629 5773 SH SOLE 0 3000 0 2773 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 2683026 89137 SH SOLE 0 14016 0 75121 ALLIANT ENERGY CORP COM Stock 018802108 796663 16443 SH SOLE 0 0 0 16443 VANGUARD SHORT-TERM BOND ETF ETF 921937827 692391 9211 SH SOLE 0 3926 0 5285 ISHARES RUSSELL 3000 ETF ETF 464287689 433266 1768 SH SOLE 0 0 0 1768 EXXON MOBIL CORP COM Stock 30231G102 933585 7940 SH SOLE 0 300 0 7640 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 287416 5505 SH SOLE 0 65 0 5440 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 269227 18415 SH SOLE 0 10152 0 8263 APPLE INC COM Stock 037833100 301672 1762 SH SOLE 0 34 0 1728