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Disclosery

13F-HR filed by VERITY Wealth Advisors

VERITY Wealth Advisors filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-08, with 73 holding rows worth $107,845,570.

Accession
0001763138-23-000003
Filer
CIK 1763138
Filed
2023-05-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 73 entries on the cover page, a total value of $107,845,570 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,845,570 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
VTI922908769COM116,528$23,783,326dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS38,319$15,752,126dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS144,103$7,705,200dollars as filed
VWO922042858SHS80,412$3,248,645dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS99,463$2,931,172dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS56,696$2,765,066dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS60,686$2,741,187dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B56,684$2,659,052dollars as filed
Microsoft Corp594918104COM8,868$2,556,644dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS47,115$2,278,953dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF57,512$2,001,432dollars as filed
ISHARES TR464288802ESG OPTIMIZED22,538$1,978,160dollars as filed
Vanguard Real Estate922908553SHS22,814$1,894,472dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS25,695$1,869,057dollars as filed
Vanguard Total Bond Market ETF921937835SHS24,356$1,798,224dollars as filed
ISHARES TR464287556ISHARES BIOTECH10,929$1,411,623dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM17,144$1,306,881dollars as filed
PepsiCo,Inc.713448108COM6,836$1,246,203dollars as filed
Johnson & Johnson478160104COM7,408$1,148,240dollars as filed
ISHARES TR464288356CALIF MUN BD ETF18,787$1,078,748dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE43,719$1,008,160dollars as filed
Qualcomm Incorporated747525103COM7,871$1,004,182dollars as filed
Schwab U.S. Broad Market ETF808524102SHS18,762$897,762dollars as filed
EXXON MOBIL CORP30231G102COM8,106$888,904dollars as filed
ALLIANT ENERGY CORP COM018802108Stock16,443$878,056dollars as filed
ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF46436E619COM19,320$835,204dollars as filed
Vanguard Value ETF922908744SHS5,611$774,935dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS13,081$765,762dollars as filed
CINTAS CORP COM172908105Stock1,580$731,034dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS7,258$720,211dollars as filed
Vanguard Short-Term Bond ETF921937827SHS8,691$664,775dollars as filed
ISHARES TR464287101S&P 100 ETF3,511$656,775dollars as filed
iShares TIPS Bond ETF464287176SHS5,915$652,174dollars as filed
ISHARES TR46435G243COM25,816$621,133dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS7,315$570,497dollars as filed
Berkshire Hathaway Inc084670702COM1,833$565,975dollars as filed
Thermo Fisher Scientific Inc.883556102COM977$563,113dollars as filed
ISHARES TR46436E759COM9,386$559,312dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS11,382$556,824dollars as filed
ISHARES TR464287564SELECT US REIT9,651$536,006dollars as filed
ISHARES TR46436E767COM15,751$520,886dollars as filed
Vanguard S&P 500 ETF922908363COM1,370$515,216dollars as filed
GLADSTONE LAND CORP376549101REIT30,424$506,560dollars as filed
ISHARES TR464288414NATIONAL MUN ETF4,595$495,084dollars as filed
Gilead Sciences,Inc.375558103COM5,773$478,986dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,967$463,051dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,170$457,792dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA9,017$453,270dollars as filed
ISHARES TR46432F834COM7,294$451,863dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE12,775$427,707dollars as filed
COUPANG INC22266T109CL A26,425$422,800dollars as filed
ISHARES TR46435G516COM5,865$421,342dollars as filed
STATE STR CORP COM857477103Stock5,541$419,398dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS8,164$398,325dollars as filed
VANGUARD MALVERN FDS922020805SHS7,949$380,121dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS4,060$367,633dollars as filed
General Electric Company369604301COM3,733$356,875dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM16,909$334,460dollars as filed
VGT92204A702SHS790$304,521dollars as filed
Apple Inc037833100COM1,762$290,554dollars as filed
ISHARES TR46434V381FUTU EXPO TE ETF5,505$290,114dollars as filed
Intel Corp458140100COM8,386$273,971dollars as filed
ISHARES INC464286665MSCI PAC JP ETF5,740$251,355dollars as filed
Costco Wholesale Corporation22160K105COM500$248,435dollars as filed
Verizon Communications Inc92343V104COM6,133$238,512dollars as filed
Schlumberger Limited806857108COM4,601$225,909dollars as filed
Vanguard FTSE Europe ETF922042874SHS3,642$221,980dollars as filed
Dimensional International Value ETF25434V807SHS6,771$218,229dollars as filed
AbbVie,Inc.00287Y109COM1,324$211,006dollars as filed
ABRDN ETFS003261203BBRG ALL COMMDY6,118$202,751dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,072$200,362dollars as filed
BLACKROCK TAX MUNICPAL BD TR09248X100SHS10,078$180,597dollars as filed
VINTAGE WINE ESTATES INC92747V106COM10,000$10,700dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001763138-23-000003this filing2023-05-08acceptance time not in the bulk data set