0001763138-23-000001.txt : 20230111
0001763138-23-000001.hdr.sgml : 20230111
20230111140304
ACCESSION NUMBER: 0001763138-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230111
DATE AS OF CHANGE: 20230111
EFFECTIVENESS DATE: 20230111
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: 23523290
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
X0202
13F-HR
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false
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0001763138
XXXXXXXX
12-31-2022
12-31-2022
VERITY Wealth Advisors
1505 BRIDGEWAY
SUITE 208
SAUSALITO
X1
94965
13F HOLDINGS REPORT
028-18976
N
Robert Oliver
Principal
415-461-3340
Robert Oliver
Sausalito
CA
01-11-2023
0
73
101918144
false
INFORMATION TABLE
2
221231VWA13F.xml
221231 VWA 13F
AMAZON COM INC COM
Stock
023135106
204960
2440
SH
SOLE
0
220
0
2220
JOHNSON & JOHNSON COM
Stock
478160104
1320812
7477
SH
SOLE
0
414
0
7063
VANGUARD TOTAL STOCK MARKET ETF
ETF
922908769
22276494
116515
SH
SOLE
0
13677
0
102837
WISDOMTREE FLOATING RATE TREASURY FUND
ETF
97717Y527
451601
8984
SH
SOLE
0
0
0
8983
COSTCO WHSL CORP NEW COM
Stock
22160K105
228250
500
SH
SOLE
0
0
0
500
ISHARES MSCI KLD 400 SOCIAL ETF
ETF
464288570
525144
7315
SH
SOLE
0
144
0
7171
VANGUARD REIT INDEX ETF
ETF
922908553
1839137
22298
SH
SOLE
0
6016
0
16281
ISHARES MSCI USA ESG SELECT ETF
ETF
464288802
1855328
22538
SH
SOLE
0
0
0
22538
ISHARES MSCI ACWI EX US
ETF
464288240
2579670
56696
SH
SOLE
0
0
0
56696
INTEL CORP COM
Stock
458140100
229888
8698
SH
SOLE
0
100
0
8598
STATE STR CORP COM
Stock
857477103
429815
5541
SH
SOLE
0
3734
0
1807
ISHARES ESG AWARE MSCI EAFE ETF
ETF
46435G516
385565
5865
SH
SOLE
0
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0
5836
ISHARES TIPS BOND ETF
ETF
464287176
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SH
SOLE
0
0
0
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ISHARES S&P 100 ETF
ETF
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598942
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SH
SOLE
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3511
VERIZON COMMUNICATIONS
Stock
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SH
SOLE
0
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0
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ISHARES COHEN & STEERS REIT ETF
ETF
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SH
SOLE
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PEPSICO INC COM
Stock
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SH
SOLE
0
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0
6026
ISHARES CALIFORNIA MUNI BOND ETF
ETF
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SH
SOLE
0
0
0
18786
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
ETF
46435G243
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25816
SH
SOLE
0
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0
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SCHWAB U.S. BROAD MARKET ETF
ETF
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18712
SH
SOLE
0
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0
15156
SCHWAB INTERNATIONAL EQUITY ETF
ETF
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1852475
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SH
SOLE
0
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0
57511
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
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47115
SH
SOLE
0
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ISHARES S&P SMALL-CAP FUND
ETF
464287804
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SH
SOLE
0
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0
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BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
553549
1792
SH
SOLE
0
1200
0
592
VANGUARD SHORT TERM CORP BOND FD ETF
ETF
92206C409
1288102
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SH
SOLE
0
3476
0
13655
ISHARES MSCI PACIFIC EX JAPAN ETF
ETF
464286665
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5740
SH
SOLE
0
5740
0
0
MICROSOFT CORP COM
Stock
594918104
2163656
9022
SH
SOLE
0
347
0
8675
SCHLUMBERGER LTD COM STK
Stock
806857108
245969
4601
SH
SOLE
0
0
0
4601
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF
ETF
003261203
211622
6118
SH
SOLE
0
6118
0
0
VANGUARD MID CAP
ETF
922908629
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SH
SOLE
0
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0
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VANGUARD SHORT-TERM TREASURY ETF
ETF
92206C102
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SH
SOLE
0
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0
10714
BLACKROCK BUILD AMER BD
CEF
09248X100
169713
10078
SH
SOLE
0
10077
0
0
VANGUARD FTSE EUROPE ETF
ETF
922042874
201912
3642
SH
SOLE
0
0
0
3642
VANGUARD INFORMATION TECHNOLOGY ETF
ETF
92204A702
252334
790
SH
SOLE
0
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0
15
VANGUARD S&P 500 ETF
ETF
922908363
481336
1370
SH
SOLE
0
1370
0
0
ISHARES 0-5 YEAR TIPS BOND ETF
ETF
46429B747
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7258
SH
SOLE
0
7258
0
0
GLADSTONE LD CORP COM
REIT
376549101
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30424
SH
SOLE
0
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0
30424
ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
ETF
46436E619
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19320
SH
SOLE
0
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0
13161
ISHARES ESG ADVANCED MSCI EAFE ETF
ETF
46436E759
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9386
SH
SOLE
0
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0
1106
ISHARES ESG ADVANCED MSCI USA ETF
ETF
46436E767
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15842
SH
SOLE
0
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0
4319
SCHWAB US AGGREGATE BOND ETF
ETF
808524839
2647833
58003
SH
SOLE
0
2215
0
55787
COUPANG INC CL A
Stock
22266T109
388712
26425
SH
SOLE
0
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0
26425
VINTAGE WINE ESTATES INC COM
Stock
92747V106
32600
10000
SH
SOLE
0
0
0
10000
ISHARES MSCI USA MIN VOL FACTOR ETF
ETF
46429B697
1845849
25601
SH
SOLE
0
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0
20206
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
ETF
25434V880
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43719
SH
SOLE
0
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0
22609
DIMENSIONAL INTERNATIONAL VALUE ETF
ETF
25434V807
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6771
SH
SOLE
0
6771
0
0
VANGUARD VALUE ETF
ETF
922908744
787616
5611
SH
SOLE
0
0
0
5611
ISHARES TR S&P 1500 INDEX FD
ETF
464287150
344288
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
371298
7949
SH
SOLE
0
50
0
7899
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
ETF
46432F834
422177
7294
SH
SOLE
0
0
0
7294
ISHARES CORE MSCI EMERGING MARKETS ETF
ETF
46434G103
328118
7026
SH
SOLE
0
0
0
7026
VANGUARD TOTAL BOND MARKET ETF
ETF
921937835
1725738
24022
SH
SOLE
0
3697
0
20324
VANGUARD FTSE ALL-WORLD EX-US
ETF
922042775
7023033
140068
SH
SOLE
0
42542
0
97526
QUALCOMM INC
Stock
747525103
861380
7835
SH
SOLE
0
800
0
7035
VANGUARD TOTAL INTERNATIONAL BOND ETF
ETF
92203J407
539762
11380
SH
SOLE
0
988
0
10392
ISHARES NASDAQ BIOTECHNOLOGY
ETF
464287556
1434902
10929
SH
SOLE
0
10929
0
0
GENERAL ELECTRIC CO COM NEW
Stock
369604301
312788
3733
SH
SOLE
0
0
0
3733
ISHARES CORE S&P 500 ETF
ETF
464287200
14729797
38338
SH
SOLE
0
4487
0
33850
CINTAS CORP
Stock
172908105
713560
1580
SH
SOLE
0
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0
1580
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
538024
977
SH
SOLE
0
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0
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ISHARES NATIONAL MUNI BOND ETF
ETF
464288414
482759
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SH
SOLE
0
0
0
4575
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
2544893
60636
SH
SOLE
0
5099
0
55537
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
3132511
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SH
SOLE
0
1009
0
79353
GILEAD SCIENCES INC
Stock
375558103
495612
5773
SH
SOLE
0
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0
2773
ISHARES CURRENCY HEDGED MSCI EAFE ETF
ETF
46434V803
2680226
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SH
SOLE
0
14016
0
85251
ALLIANT ENERGY CORP COM
Stock
018802108
907818
16443
SH
SOLE
0
0
0
16443
VANGUARD SHORT-TERM BOND ETF
ETF
921937827
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SH
SOLE
0
3423
0
5125
ISHARES RUSSELL 3000 ETF
ETF
464287689
434078
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SH
SOLE
0
0
0
1967
EXXON MOBIL CORP COM
Stock
30231G102
842692
7640
SH
SOLE
0
0
0
7640
ISHARES EXPONENTIAL TECHNOLOGIES ETF
ETF
46434V381
260607
5505
SH
SOLE
0
65
0
5440
ISHARES GLOBAL CLEAN ENERGY ETF
ETF
464288224
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16909
SH
SOLE
0
8646
0
8263
APPLE INC COM
Stock
037833100
301178
2318
SH
SOLE
0
34
0
2284