0001763138-22-000002.txt : 20220411
0001763138-22-000002.hdr.sgml : 20220411
20220411152059
ACCESSION NUMBER: 0001763138-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220411
DATE AS OF CHANGE: 20220411
EFFECTIVENESS DATE: 20220411
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: 22819539
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
13F-HR
LIVE
false
true
false
0001763138
XXXXXXXX
03-31-2022
03-31-2022
VERITY Wealth Advisors
1505 BRIDGEWAY
SUITE 208
SAUSALITO
X1
94965
13F HOLDINGS REPORT
028-18976
N
Robert Oliver
Principal
415-561-3340
Robert Evan Oliver
Sausalito
CA
04-11-2022
0
63
113164
false
INFORMATION TABLE
2
220331VWA13F.xml
220331VWA13F
AMAZON COM INC COM
Stock
023135106
326
100
SH
SOLE
0
11
0
89
JOHNSON & JOHNSON COM
Stock
478160104
1252
7063
SH
SOLE
0
0
0
7063
VANGUARD TOTAL STOCK MARKET INDEX FUND
ETF
922908769
25633
112589
SH
SOLE
0
10665
0
101923
WISDOMTREE FLOATING RATE TREASURY FUND
ETF
97717Y527
449
8933
SH
SOLE
0
0
0
8932
COSTCO WHSL CORP NEW COM
Stock
22160K105
288
500
SH
SOLE
0
0
0
500
ISHARES MSCI KLD 400 SOCIAL ETF
ETF
464288570
513
5918
SH
SOLE
0
144
0
5774
VANGUARD REIT INDEX ETF
ETF
922908553
2056
18968
SH
SOLE
0
3491
0
15476
ISHARES MSCI USA ESG SELECT ETF
ETF
464288802
2183
22538
SH
SOLE
0
0
0
22538
ISHARES MSCI ACWI EX US
ETF
464288240
2956
56549
SH
SOLE
0
0
0
56548
INTEL CORP COM
Stock
458140100
426
8598
SH
SOLE
0
0
0
8598
ISHARES MSCI EAFE ESG SELECT ETF
ETF
46435G516
330
4482
SH
SOLE
0
29
0
4453
ISHARES MSCI JAPAN ETF
ETF
46434G822
219
3562
SH
SOLE
0
0
0
3562
ISHARES TIPS BOND ETF
ETF
464287176
1362
10931
SH
SOLE
0
0
0
10931
ISHARES S&P 100 ETF
ETF
464287101
790
3789
SH
SOLE
0
0
0
3789
VERIZON COMMUNICATIONS
Stock
92343V104
292
5726
SH
SOLE
0
0
0
5726
ISHARES COHEN & STEERS REIT ETF
ETF
464287564
673
9475
SH
SOLE
0
0
0
9475
PEPSICO INC COM
Stock
713448108
1009
6026
SH
SOLE
0
0
0
6026
ISHARES CALIFORNIA MUNI BOND ETF
ETF
464288356
1093
18787
SH
SOLE
0
0
0
18786
ISHARES ESG AWARE MSCI USA ETF
ETF
46435G425
339
3340
SH
SOLE
0
2715
0
625
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
ETF
46435G243
264
10708
SH
SOLE
0
8727
0
1981
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
998
18696
SH
SOLE
0
3540
0
15156
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
2108
57418
SH
SOLE
0
0
0
57418
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
2143
39804
SH
SOLE
0
974
0
38830
ISHARES S&P SMALL-CAP FUND
ETF
464287804
261
2418
SH
SOLE
0
418
0
2000
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
509
1442
SH
SOLE
0
850
0
592
VANGUARD SHORT TERM CORP BOND FD ETF
ETF
92206C409
1228
15719
SH
SOLE
0
0
0
15719
ISHARES MSCI PACIFIC EX JAPAN ETF
ETF
464286665
283
5740
SH
SOLE
0
5740
0
0
MICROSOFT CORP COM
Stock
594918104
2922
9476
SH
SOLE
0
0
0
9476
VANGUARD MID CAP
ETF
922908629
512
2154
SH
SOLE
0
0
0
2153
VANGUARD SHORT-TERM GOVERNMENT BOND ETF
ETF
92206C102
353
5956
SH
SOLE
0
717
0
5239
BLACKROCK BUILD AMER BD
CEF
09248X100
222
10078
SH
SOLE
0
10077
0
0
VANGUARD FTSE EUROPE ETF
ETF
922042874
227
3642
SH
SOLE
0
0
0
3642
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
ETF
92204A702
329
790
SH
SOLE
0
775
0
15
ISHARES 0-5 YEAR TIPS BOND ETF
ETF
46429B747
796
7583
SH
SOLE
0
3851
0
3732
ZOOMINFO TECHNOLOGIES INC COM CL A
Stock
98980F104
225
3774
SH
SOLE
0
0
0
3774
GLADSTONE LD CORP COM
REIT
376549101
1108
30424
SH
SOLE
0
0
0
30424
ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
ETF
46436E619
612
13161
SH
SOLE
0
0
0
13161
SCHWAB US AGGREGATE BOND ETF
ETF
808524839
5304
104875
SH
SOLE
0
1821
0
103054
COUPANG INC CL A
Stock
22266T109
583
32950
SH
SOLE
0
0
0
32950
ISHARES MSCI USA MIN VOL FACTOR ETF
ETF
46429B697
2357
30389
SH
SOLE
0
5507
0
24881
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
ETF
25434V880
1091
43719
SH
SOLE
0
21110
0
22609
DIMENSIONAL INTERNATIONAL VALUE ETF
ETF
25434V807
227
6771
SH
SOLE
0
6771
0
0
VANGUARD VALUE INDEX FUND
ETF
922908744
829
5611
SH
SOLE
0
0
0
5611
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
ETF
922020805
215
4189
SH
SOLE
0
0
0
4189
ISHARES CORE MSCI EMERGING MARKETS ETF
ETF
46434G103
380
6843
SH
SOLE
0
0
0
6842
VANGUARD TOTAL BOND MARKET ETF
ETF
921937835
2676
33643
SH
SOLE
0
3573
0
30069
VANGUARD FTSE ALL-WORLD EX-US
ETF
922042775
7084
123010
SH
SOLE
0
26946
0
96063
QUALCOMM INC
Stock
747525103
1075
7035
SH
SOLE
0
0
0
7035
VANGUARD TOTAL INTERNATIONAL BOND ETF
ETF
92203J407
516
9832
SH
SOLE
0
988
0
8844
AT&T INC COM
Stock
00206R102
235
9962
SH
SOLE
0
0
0
9962
ISHARES NASDAQ BIOTECHNOLOGY
ETF
464287556
1417
10872
SH
SOLE
0
10872
0
0
GENERAL ELECTRIC CO COM NEW
Stock
369604301
342
3733
SH
SOLE
0
0
0
3733
ISHARES CORE S&P 500 ETF
ETF
464287200
17543
38667
SH
SOLE
0
4816
0
33850
CINTAS CORP
Stock
172908105
672
1580
SH
SOLE
0
0
0
1580
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
577
977
SH
SOLE
0
0
0
977
ISHARES NATIONAL MUNI BOND ETF
ETF
464288414
493
4494
SH
SOLE
0
0
0
4493
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
2874
59835
SH
SOLE
0
4298
0
55537
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
3697
80145
SH
SOLE
0
792
0
79353
ISHARES CURRENCY HEDGED MSCI EAFE ETF
ETF
46434V803
3120
91918
SH
SOLE
0
14016
0
77901
ALLIANT ENERGY CORP COM
Stock
018802108
1027
16443
SH
SOLE
0
0
0
16443
ISHARES RUSSELL 3000 ETF
ETF
464287689
516
1967
SH
SOLE
0
0
0
1967
EXXON MOBIL CORP COM
Stock
30231G102
631
7640
SH
SOLE
0
0
0
7640
APPLE INC COM
Stock
037833100
399
2284
SH
SOLE
0
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0
2284