0001763138-24-000002.txt : 20240405 0001763138-24-000002.hdr.sgml : 20240405 20240404182523 ACCESSION NUMBER: 0001763138-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240405 DATE AS OF CHANGE: 20240404 EFFECTIVENESS DATE: 20240405 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: 24824299 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 03-31-2024 03-31-2024 VERITY Wealth Advisors

ONE HARBOR DRIVE SUITE 300 SAUSALITO X1 94965

13F HOLDINGS REPORT 028-18976 N Robert Oliver 415-561-3340 Robert Evan Oliver Sausalito CA 04-04-2024 0 74 130340579 false INFORMATION TABLE 2 240331VWA13F.xml 240331VWA13F AMAZON COM INC COM Stock 023135106 400444 2220 SH SOLE 0 300 0 1920 BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF ETF 46431W838 772901 15421 SH SOLE 0 0 0 15421 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 328025 1575 SH SOLE 0 1575 0 0 JOHNSON & JOHNSON COM Stock 478160104 1117612 7065 SH SOLE 0 428 0 6637 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 33947527 130618 SH SOLE 0 27925 0 102692 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527 461536 9177 SH SOLE 0 0 0 9177 COSTCO WHSL CORP NEW COM Stock 22160K105 366315 500 SH SOLE 0 0 0 500 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 735812 7299 SH SOLE 0 144 0 7155 VANGUARD REIT INDEX ETF ETF 922908553 1811714 20950 SH SOLE 0 3802 0 17146 ISHARES MSCI USA ESG SELECT ETF ETF 464288802 2571390 23554 SH SOLE 0 0 0 23554 ISHARES MSCI ACWI EX US ETF 464288240 3044488 57024 SH SOLE 0 0 0 57023 INTEL CORP COM Stock 458140100 373148 8448 SH SOLE 0 312 0 8136 STATE STR CORP COM Stock 857477103 401600 5194 SH SOLE 0 3387 0 1807 ISHARES ESG AWARE MSCI EAFE ETF ETF 46435G516 586140 7335 SH SOLE 0 29 0 7306 MERCK & CO INC Stock 58933Y105 214023 1622 SH SOLE 0 536 0 1086 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 1081651 10328 SH SOLE 0 0 0 10328 ISHARES CORE U.S. REIT ETF ETF 464288521 322585 5996 SH SOLE 0 4886 0 1110 ISHARES S&P 100 ETF ETF 464287101 770538 3114 SH SOLE 0 0 0 3114 VERIZON COMMUNICATIONS Stock 92343V104 240263 5726 SH SOLE 0 93 0 5633 ISHARES COHEN & STEERS REIT ETF ETF 464287564 739225 12812 SH SOLE 0 2963 0 9848 PEPSICO INC COM Stock 713448108 1196543 6837 SH SOLE 0 912 0 5925 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 628049 10915 SH SOLE 0 1475 0 9440 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 1141391 18696 SH SOLE 0 3540 0 15156 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 2231828 57197 SH SOLE 0 0 0 57197 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 2787549 44917 SH SOLE 0 8274 0 36643 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 788475 1875 SH SOLE 0 1325 0 550 VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409 1051300 13598 SH SOLE 0 3476 0 10122 ISHARES MSCI PACIFIC EX JAPAN ETF ETF 464286665 245729 5740 SH SOLE 0 5740 0 0 MICROSOFT CORP COM Stock 594918104 3845802 9141 SH SOLE 0 778 0 8363 SCHLUMBERGER LTD COM STK Stock 806857108 252181 4601 SH SOLE 0 0 0 4601 VANGUARD SMALL-CAP ETF ETF 922908751 232019 1015 SH SOLE 0 1015 0 0 VANGUARD MID CAP ETF 922908629 371429 1487 SH SOLE 0 0 0 1486 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 1121216 19308 SH SOLE 0 1414 0 17894 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 414229 790 SH SOLE 0 775 0 15 VANGUARD S&P 500 ETF ETF 922908363 954190 1985 SH SOLE 0 1985 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 1376211 13841 SH SOLE 0 7258 0 6583 GLADSTONE LD CORP COM REIT 376549101 266800 20000 SH SOLE 0 0 0 20000 ISHARES ESG ADVANCED MSCI EAFE ETF ETF 46436E759 874789 12840 SH SOLE 0 11366 0 1474 ISHARES ESG ADVANCED MSCI USA ETF ETF 46436E767 1175300 26031 SH SOLE 0 21025 0 5006 SCHWAB US AGGREGATE BOND ETF ETF 808524839 1035030 22501 SH SOLE 0 1303 0 21197 COUPANG INC CL A Stock 22266T109 470101 26425 SH SOLE 0 0 0 26425 VINTAGE WINE ESTATES INC COM Stock 92747V106 3600 10000 SH SOLE 0 0 0 10000 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1900047 22733 SH SOLE 0 5143 0 17589 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 25434V880 1112211 43719 SH SOLE 0 21110 0 22609 DIMENSIONAL INTERNATIONAL VALUE ETF ETF 25434V807 248834 6771 SH SOLE 0 6771 0 0 ISHARES TR S&P 1500 INDEX FD ETF 464287150 560473 4861 SH SOLE 0 0 0 4861 DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 522498 12775 SH SOLE 0 12775 0 0 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 203006 4239 SH SOLE 0 50 0 4189 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 698551 10294 SH SOLE 0 3000 0 7294 ISHARES CORE MSCI EAFE ETF ETF 46432F842 300591 4050 SH SOLE 0 4050 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 600419 11636 SH SOLE 0 4406 0 7230 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1119841 15418 SH SOLE 0 695 0 14723 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 8796506 149983 SH SOLE 0 43873 0 106110 QUALCOMM INC Stock 747525103 1319694 7795 SH SOLE 0 864 0 6931 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 253156 5146 SH SOLE 0 988 0 4158 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 1221019 8898 SH SOLE 0 8898 0 0 GE AEROSPACE COM NEW Stock 369604301 655253 3733 SH SOLE 0 0 0 3733 ISHARES CORE S&P 500 ETF ETF 464287200 19996078 38035 SH SOLE 0 4194 0 33840 CINTAS CORP Stock 172908105 1051156 1530 SH SOLE 0 0 0 1530 ISHARES PREFERRED & INCOME SECURITIES ETF ETF 464288687 592323 18378 SH SOLE 0 0 0 18378 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 552150 950 SH SOLE 0 0 0 950 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 3184792 63480 SH SOLE 0 7943 0 55537 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3529022 84487 SH SOLE 0 5134 0 79353 GILEAD SCIENCES INC Stock 375558103 391009 5338 SH SOLE 0 2728 0 2610 ISHARES CURRENCY HEDGED MSCI EAFE ETF ETF 46434V803 2818985 80820 SH SOLE 0 14331 0 66488 ALLIANT ENERGY CORP COM Stock 018802108 828727 16443 SH SOLE 0 0 0 16443 VANGUARD SHORT-TERM BOND ETF ETF 921937827 968955 12638 SH SOLE 0 6638 0 6000 ISHARES GLOBAL INFRASTRUCTURE ETF ETF 464288372 431866 9069 SH SOLE 0 8745 0 324 ISHARES RUSSELL 3000 ETF ETF 464287689 530541 1768 SH SOLE 0 0 0 1768 EXXON MOBIL CORP COM Stock 30231G102 922946 7940 SH SOLE 0 300 0 7640 ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 46434V381 702324 11780 SH SOLE 0 7544 0 4236 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 549889 39334 SH SOLE 0 31731 0 7603 APPLE INC COM Stock 037833100 397491 2318 SH SOLE 0 590 0 1728