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VERITY Wealth Advisors

Latest statistics and disclosures from VERITY Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IVV, VEU, MSFT, VWO, and represent 53.79% of VERITY Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI, IGF, XT, XLK, PFF, VGSH, IEFA, VOO, ICLN, MEAR.
Started 4 new stock positions in XLK, IEFA, IGF, MRK.
Reduced shares in these 10 stocks: CMF, HEFA, BND, IJR, BNDX, VO, USMV, VNQ, IVV, STT.
Sold out of its position in IJR.
VERITY Wealth Advisors was a net buyer of stock by $5.8M.
VERITY Wealth Advisors has $130M in assets under management (AUM), dropping by 12.04%.
Central Index Key (CIK): 0001763138

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Positions held by VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 74 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	26.0	$34M	+7%	131k	259.90	View chart
Ishares Core S&p 500 Etf Etf (IVV)	15.3	$20M		38k	525.73	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	6.7	$8.8M		150k	58.65	View chart
Microsoft Corp Stock (MSFT)	3.0	$3.8M	+3%	9.1k	420.72	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.7	$3.5M		85k	41.77	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.4	$3.2M	+2%	64k	50.17	View chart
Ishares Msci Acwi Ex Us Etf (ACWX)	2.3	$3.0M		57k	53.39	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	2.2	$2.8M	-9%	81k	34.88	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.1	$2.8M		45k	62.06	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	2.0	$2.6M		24k	109.17	View chart
Schwab International Equity Etf Etf (SCHF)	1.7	$2.2M		57k	39.02	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.5	$1.9M	-2%	23k	83.58	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.4	$1.8M		21k	86.48	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.1	$1.4M		14k	99.43	View chart
Qualcomm Stock (QCOM)	1.0	$1.3M		7.8k	169.30	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.9	$1.2M		8.9k	137.22	View chart
Pepsico Stock (PEP)	0.9	$1.2M		6.8k	175.01	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.9	$1.2M	+12%	26k	45.15	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.9	$1.1M		19k	61.05	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.9	$1.1M	+37%	19k	58.07	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.9	$1.1M	-16%	15k	72.63	View chart
Johnson & Johnson Stock (JNJ)	0.9	$1.1M		7.1k	158.19	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.9	$1.1M		44k	25.44	View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB)	0.8	$1.1M	+33%	10k	104.73	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.8	$1.1M		14k	77.31	View chart
Cintas Corp Stock (CTAS)	0.8	$1.1M		1.5k	687.03	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.8	$1.0M		23k	46.00	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.7	$969k	+17%	13k	76.67	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$954k	+44%	2.0k	480.70	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$923k		7.9k	116.24	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.7	$875k	+27%	13k	68.13	View chart
Alliant Energy Corp Stock (LNT)	0.6	$829k		16k	50.40	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$789k	+2%	1.9k	420.52	View chart
Blackrock Short Maturity Municipal Bond Etf Etf (MEAR)	0.6	$773k	+53%	15k	50.12	View chart
Ishares S&p 100 Etf Etf (OEF)	0.6	$771k		3.1k	247.44	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.6	$739k		13k	57.70	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.6	$736k		7.3k	100.81	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.5	$702k	+123%	12k	59.62	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.5	$699k		10k	67.86	View chart
Ge Aerospace Stock (GE)	0.5	$655k		3.7k	175.53	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.5	$630k		26k	24.48	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.5	$628k	-41%	11k	57.54	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$600k	+55%	12k	51.60	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.5	$592k	+108%	18k	32.23	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.4	$586k		7.3k	79.91	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.4	$561k	+24%	4.9k	115.30	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$552k		950.00	581.21	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.4	$550k	+99%	39k	13.98	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.4	$531k		1.8k	300.08	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$523k		13k	40.90	View chart
Coupang Inc Cl A Stock (CPNG)	0.4	$470k		26k	17.79	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.4	$462k		9.2k	50.29	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.3	$432k	NEW	9.1k	47.62	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$414k		790.00	524.34	View chart
State Str Corp Stock (STT)	0.3	$402k	-6%	5.2k	77.32	View chart
Amazon Stock (AMZN)	0.3	$400k	+15%	2.2k	180.38	View chart
Apple Stock (AAPL)	0.3	$398k	+31%	2.3k	171.48	View chart
Gilead Sciences Stock (GILD)	0.3	$391k	-4%	5.3k	73.25	View chart
Intel Corp Stock (INTC)	0.3	$373k	+3%	8.4k	44.17	View chart
Vanguard Mid Cap Etf (VO)	0.3	$371k	-13%	1.5k	249.78	View chart
Costco Whsl Corp Stock (COST)	0.3	$366k		500.00	732.63	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$328k	NEW	1.6k	208.27	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$323k	+57%	6.0k	53.80	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$301k	NEW	4.1k	74.22	View chart
Gladstone Ld Corp Reit (LAND)	0.2	$267k		20k	13.34	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$253k	-27%	5.1k	49.19	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.2	$252k		4.6k	54.81	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$249k		6.8k	36.75	View chart
Ishares Msci Pacific Ex Japan Etf Etf (EPP)	0.2	$246k		5.7k	42.81	View chart
Verizon Communications Stock (VZ)	0.2	$240k	-6%	5.7k	41.96	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$232k		1.0k	228.59	View chart
Merck & Co Stock (MRK)	0.2	$214k	NEW	1.6k	131.95	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$203k		4.2k	47.89	View chart
Vintage Wine Estates Stock (VWE)	0.0	$3.6k		10k	0.36	View chart

Past Filings by VERITY Wealth Advisors

SEC 13F filings are viewable for VERITY Wealth Advisors going back to 2018

VERITY Wealth Advisors 2024 Q1 filed April 5, 2024
VERITY Wealth Advisors 2023 Q4 filed Jan. 4, 2024
VERITY Wealth Advisors 2023 Q3 filed Oct. 26, 2023
VERITY Wealth Advisors 2023 Q2 filed July 27, 2023
VERITY Wealth Advisors 2023 Q1 filed May 8, 2023
VERITY Wealth Advisors 2022 Q4 filed Jan. 11, 2023
VERITY Wealth Advisors 2022 Q3 filed Oct. 27, 2022
VERITY Wealth Advisors 2022 Q2 filed July 12, 2022
VERITY Wealth Advisors 2022 Q1 filed April 11, 2022
VERITY Wealth Advisors 2021 Q4 filed Jan. 20, 2022
VERITY Wealth Advisors 2021 Q3 filed Oct. 14, 2021
VERITY Wealth Advisors 2021 Q2 filed Aug. 3, 2021
VERITY Wealth Advisors 2021 Q1 filed May 10, 2021
VERITY Wealth Advisors 2020 Q4 filed Feb. 9, 2021
VERITY Wealth Advisors 2020 Q3 filed Oct. 5, 2020
VERITY Wealth Advisors 2020 Q2 filed July 21, 2020

View all past filings

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