VERITY Wealth Advisors

VERITY Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 49 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Index Fund Etf (VTI) 22.3 $22M 128k 170.31
Ishares Core S&p 500 Etf Etf (IVV) 13.9 $14M 41k 336.05
Schwab Us Aggregate Bond Etf Etf (SCHZ) 6.7 $6.6M 117k 56.08
Vanguard Ftse All-world Ex-us Etf (VEU) 6.0 $5.9M 117k 50.45
Ishares Msci Acwi Ex Us Etf (ACWX) 4.3 $4.2M 91k 45.99
Vanguard Total Bond Market Etf Etf (BND) 3.7 $3.7M 42k 88.22
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.5 $3.4M 79k 43.24
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 3.2 $3.2M 115k 27.54
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.9 $2.9M 45k 63.72
Schwab U.s. Large-cap Etf Etf (SCHX) 2.6 $2.5M 31k 80.65
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.3 $2.3M 56k 40.89
Schwab International Equity Etf Etf (SCHF) 2.3 $2.2M 71k 31.40
Microsoft Corp Stock (MSFT) 2.0 $1.9M 9.2k 210.28
Vanguard Reit Index Etf Etf (VNQ) 1.8 $1.8M 22k 78.98
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.6 $1.6M 11k 147.06
Ishares Nasdaq Biotechnology Etf (IBB) 1.6 $1.5M 11k 135.40
Johnson & Johnson Stock (JNJ) 1.4 $1.4M 9.3k 148.87
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.2M 14k 82.84
Ishares California Muni Bond Etf Etf (CMF) 1.2 $1.2M 19k 62.38
Qualcomm Stock (QCOM) 1.0 $982k 8.3k 117.68
Ishares Tips Bond Etf Etf (TIP) 1.0 $974k 7.7k 126.46
Wisdomtree Floating Rate Treasury Fund Etf 1.0 $960k 38k 25.11
Pepsico Stock (PEP) 1.0 $939k 6.8k 138.60
Alliant Energy Corp Stock (LNT) 0.9 $849k 16k 51.63
Schwab U.s. Broad Market Etf Etf (SCHB) 0.8 $828k 10k 79.59
Vanguard Total International Bond Etf Etf (BNDX) 0.8 $794k 14k 58.16
Thermo Fisher Scientific Stock (TMO) 0.8 $771k 1.7k 441.33
Exxon Mobil Corp Stock (XOM) 0.6 $595k 17k 34.33
Ishares S&p 100 Etf Etf (OEF) 0.6 $590k 3.8k 155.71
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.6 $556k 7.9k 70.43
Cintas Corp Stock (CTAS) 0.5 $526k 1.6k 332.91
Ishares National Muni Bond Etf Etf (MUB) 0.5 $507k 4.4k 115.99
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $473k 4.6k 101.92
Intel Corp Stock (INTC) 0.5 $445k 8.6k 51.83
Ishares Russell 3000 Etf Etf (IWV) 0.4 $385k 2.0k 195.73
Vanguard Mid Cap Etf (VO) 0.4 $375k 2.1k 176.06
At&t Stock (T) 0.4 $350k 12k 28.48
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $346k 6.6k 52.75
Verizon Communications Stock (VZ) 0.3 $335k 5.6k 59.47
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $319k 1.5k 212.67
Ishares Global Tech Etf Etf (IXN) 0.3 $314k 1.2k 263.87
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.3 $279k 4.5k 62.03
Blackrock Build Amer Bd Cef (BBN) 0.3 $277k 11k 25.90
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.3 $270k 2.1k 127.84
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $246k 790.00 311.39
Amazon Stock (AMZN) 0.2 $233k 74.00 3148.65
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $233k 5.7k 40.59
Apple Stock (AAPL) 0.2 $200k 1.7k 115.74
General Electric Stock 0.2 $186k 30k 6.23