0001763138-24-000001.txt : 20240104 0001763138-24-000001.hdr.sgml : 20240104 20240104151533 ACCESSION NUMBER: 0001763138-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240104 DATE AS OF CHANGE: 20240104 EFFECTIVENESS DATE: 20240104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VERITY Wealth Advisors CENTRAL INDEX KEY: 0001763138 ORGANIZATION NAME: 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: 24511445 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 12-31-2023 12-31-2023 VERITY Wealth Advisors

ONE HARBOR DRIVE SUITE 300 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Robert Oliver 415-561-3340 R Evan Oliver Sausalito CA 01-04-2024 0 71 116338178 false INFORMATION TABLE 2 231231VWA13F.xml 231231VWA13F AMAZON COM INC COM Stock 023135106 291725 1920 SH SOLE 0 0 0 1920 BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF ETF 46431W838 501800 10038 SH SOLE 0 0 0 10038 JOHNSON & JOHNSON COM Stock 478160104 1097807 7004 SH SOLE 0 367 0 6637 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 28693306 120957 SH SOLE 0 18653 0 102303 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 459014 9136 SH SOLE 0 0 0 9136 COSTCO WHSL CORP NEW COM Stock 22160K105 330040 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 664574 7299 SH SOLE 0 144 0 7155 VANGUARD REIT INDEX ETF ETF 922908553 1884277 21325 SH SOLE 0 4403 0 16921 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 2367413 23554 SH SOLE 0 0 0 23554 ISHARES MSCI ACWI EX US ETF 464288240 2910483 57024 SH SOLE 0 0 0 57023 INTEL CORP COM Stock 458140100 408834 8136 SH SOLE 0 0 0 8136 STATE STR CORP COM Stock 857477103 429206 5541 SH SOLE 0 3734 0 1807 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 554086 7335 SH SOLE 0 29 0 7306 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 818137 7760 SH SOLE 0 0 0 7760 ISHARES CORE U.S. REIT ETF ETF 464288521 206139 3797 SH SOLE 0 2687 0 1110 ISHARES S&P 100 ETF ETF 464287101 707569 3167 SH SOLE 0 53 0 3114 VERIZON COMMUNICATIONS Stock 92343V104 231214 6133 SH SOLE 0 500 0 5633 ISHARES COHEN & STEERS REIT ETF ETF 464287564 750670 12782 SH SOLE 0 2963 0 9818 PEPSICO INC COM Stock 713448108 1152534 6786 SH SOLE 0 861 0 5925 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1088517 18787 SH SOLE 0 0 0 18786 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 629528 25716 SH SOLE 0 25716 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1040806 18696 SH SOLE 0 3540 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2114002 57197 SH SOLE 0 0 0 57197 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2549393 45202 SH SOLE 0 8274 0 36928 ISHARES S&P SMALL-CAP FUND ETF 464287804 224294 2072 SH SOLE 0 72 0 2000 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 653758 1833 SH SOLE 0 1283 0 550 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1050759 13581 SH SOLE 0 3476 0 10104 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 249173 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 3320057 8829 SH SOLE 0 466 0 8363 SCHLUMBERGER LTD COM STK Stock 806857108 239436 4601 SH SOLE 0 0 0 4601 VANGUARD SMALL-CAP ETF ETF 922908751 216530 1015 SH SOLE 0 1015 0 0 VANGUARD MID CAP ETF 922908629 400241 1720 SH SOLE 0 0 0 1720 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 820703 14070 SH SOLE 0 903 0 13167 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 382360 790 SH SOLE 0 775 0 15 VANGUARD S&P 500 ETF ETF 922908363 598416 1370 SH SOLE 0 1370 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 1364584 13841 SH SOLE 0 7258 0 6583 GLADSTONE LD CORP COM REIT 376549101 289000 20000 SH SOLE 0 0 0 20000 ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759 643208 10069 SH SOLE 0 9239 0 830 ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767 925417 23240 SH SOLE 0 19109 0 4131 SCHWAB US AGGREGATE BOND ETF ETF 808524839 1042732 22367 SH SOLE 0 1303 0 21063 COUPANG INC CL A Stock 22266T109 427821 26425 SH SOLE 0 0 0 26425 VINTAGE WINE ESTATES INC COM Stock 92747V106 5023 10000 SH SOLE 0 0 0 10000 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1824831 23386 SH SOLE 0 5230 0 18155 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 1067618 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 232652 6771 SH SOLE 0 6771 0 0 ISHARES TR S&P 1500 INDEX FD ETF 464287150 411028 3906 SH SOLE 0 0 0 3906 DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 475486 12775 SH SOLE 0 12775 0 0 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 201310 4239 SH SOLE 0 50 0 4189 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 668389 10294 SH SOLE 0 3000 0 7294 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 379199 7497 SH SOLE 0 267 0 7230 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1363057 18532 SH SOLE 0 695 0 17837 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 8331709 148409 SH SOLE 0 43961 0 104448 QUALCOMM INC Stock 747525103 1118135 7731 SH SOLE 0 800 0 6931 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 350564 7101 SH SOLE 0 988 0 6113 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1208828 8898 SH SOLE 0 8898 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 476443 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 18194780 38094 SH SOLE 0 4243 0 33850 CINTAS CORP Stock 172908105 923275 1532 SH SOLE 0 0 0 1532 ISHARES PREFERRED & INCOME SECURITIES ETF ETF 464288687 275096 8820 SH SOLE 0 0 0 8820 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 504251 950 SH SOLE 0 0 0 950 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2960986 61816 SH SOLE 0 6279 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3458565 84150 SH SOLE 0 4797 0 79353 GILEAD SCIENCES INC Stock 375558103 454466 5610 SH SOLE 0 3000 0 2610 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 2808709 89137 SH SOLE 0 14016 0 75121 ALLIANT ENERGY CORP COM Stock 018802108 843526 16443 SH SOLE 0 0 0 16443 VANGUARD SHORT-TERM BOND ETF ETF 921937827 830969 10789 SH SOLE 0 4789 0 6000 ISHARES RUSSELL 3000 ETF ETF 464287689 483972 1768 SH SOLE 0 0 0 1768 EXXON MOBIL CORP COM Stock 30231G102 793841 7940 SH SOLE 0 300 0 7640 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 315395 5268 SH SOLE 0 65 0 5203 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 307274 19735 SH SOLE 0 10152 0 9583 APPLE INC COM Stock 037833100 339238 1762 SH SOLE 0 34 0 1728