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Disclosery

13F-HR filed by VERITY Wealth Advisors

VERITY Wealth Advisors filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-11, with 73 holding rows worth $101,918,144.

Accession
0001763138-23-000001
Filer
CIK 1763138
Filed
2023-01-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 73 entries on the cover page, a total value of $101,918,144 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,918,144 with VALUE read as dollars as filed, 13F file number 028-18976. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM116,515$22,276,494dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS38,338$14,729,797dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS140,068$7,023,033dollars as filed
VWO922042858SHS80,362$3,132,511dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS99,268$2,680,226dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B58,003$2,647,833dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS56,696$2,579,670dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS60,636$2,544,893dollars as filed
Microsoft Corp594918104COM9,022$2,163,656dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS47,115$2,127,242dollars as filed
ISHARES TR464288802ESG OPTIMIZED22,538$1,855,328dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF57,512$1,852,475dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS25,601$1,845,849dollars as filed
Vanguard Real Estate922908553SHS22,298$1,839,137dollars as filed
Vanguard Total Bond Market ETF921937835SHS24,022$1,725,738dollars as filed
ISHARES TR464287556ISHARES BIOTECH10,929$1,434,902dollars as filed
Johnson & Johnson478160104COM7,477$1,320,812dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM17,131$1,288,102dollars as filed
PepsiCo,Inc.713448108COM6,887$1,244,205dollars as filed
ISHARES TR464288356CALIF MUN BD ETF18,787$1,054,137dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE43,719$944,330dollars as filed
ALLIANT ENERGY CORP COM018802108Stock16,443$907,818dollars as filed
Qualcomm Incorporated747525103COM7,835$861,380dollars as filed
EXXON MOBIL CORP30231G102COM7,640$842,692dollars as filed
Schwab U.S. Broad Market ETF808524102SHS18,712$838,485dollars as filed
ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF46436E619COM19,320$815,304dollars as filed
Vanguard Value ETF922908744SHS5,611$787,616dollars as filed
CINTAS CORP COM172908105Stock1,580$713,560dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS7,258$703,736dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS11,358$656,720dollars as filed
Vanguard Short-Term Bond ETF921937827SHS8,548$643,493dollars as filed
iShares TIPS Bond ETF464287176SHS5,915$629,636dollars as filed
ISHARES TR46435G243COM25,816$613,646dollars as filed
ISHARES TR464287101S&P 100 ETF3,511$598,942dollars as filed
GLADSTONE LAND CORP376549101REIT30,424$558,280dollars as filed
Berkshire Hathaway Inc084670702COM1,792$553,549dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS11,380$539,762dollars as filed
Thermo Fisher Scientific Inc.883556102COM977$538,024dollars as filed
ISHARES TR464287564SELECT US REIT9,619$527,511dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS7,315$525,144dollars as filed
ISHARES TR46436E759COM9,386$509,378dollars as filed
Gilead Sciences,Inc.375558103COM5,773$495,612dollars as filed
ISHARES TR46436E767COM15,842$485,716dollars as filed
ISHARES TR464288414NATIONAL MUN ETF4,575$482,759dollars as filed
Vanguard S&P 500 ETF922908363COM1,370$481,336dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA8,984$451,601dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,167$441,586dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,967$434,078dollars as filed
STATE STR CORP COM857477103Stock5,541$429,815dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE12,775$427,707dollars as filed
ISHARES TR46432F834COM7,294$422,177dollars as filed
COUPANG INC22266T109CL A26,425$388,712dollars as filed
ISHARES TR46435G516COM5,865$385,565dollars as filed
VANGUARD MALVERN FDS922020805SHS7,949$371,298dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS4,060$344,288dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM16,909$335,644dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS7,026$328,118dollars as filed
General Electric Company369604301COM3,733$312,788dollars as filed
Apple Inc037833100COM2,318$301,178dollars as filed
ISHARES TR46434V381FUTU EXPO TE ETF5,505$260,607dollars as filed
VGT92204A702SHS790$252,334dollars as filed
Schlumberger Limited806857108COM4,601$245,969dollars as filed
ISHARES INC464286665MSCI PAC JP ETF5,740$245,615dollars as filed
Intel Corp458140100COM8,698$229,888dollars as filed
Costco Wholesale Corporation22160K105COM500$228,250dollars as filed
Verizon Communications Inc92343V104COM5,726$225,604dollars as filed
ABRDN ETFS003261203BBRG ALL COMMDY6,118$211,622dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,200$208,208dollars as filed
Dimensional International Value ETF25434V807SHS6,771$205,838dollars as filed
Amazon.com, Inc023135106COM2,440$204,960dollars as filed
Vanguard FTSE Europe ETF922042874SHS3,642$201,912dollars as filed
BLACKROCK TAX MUNICPAL BD TR09248X100SHS10,078$169,713dollars as filed
VINTAGE WINE ESTATES INC92747V106COM10,000$32,600dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001763138-23-000001this filing2023-01-11acceptance time not in the bulk data set