VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 56 positions in its portfolio as reported in the December 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) 23.3 $26M 132k 194.64
Ishares Core S&p 500 Etf Etf (IVV) 13.8 $15M 41k 375.38
Vanguard Ftse All-world Ex-us Etf (VEU) 6.3 $7.0M 119k 58.36
Schwab Us Aggregate Bond Etf Etf (SCHZ) 5.9 $6.4M 115k 56.03
Ishares Msci Acwi Ex Us Etf (ACWX) 4.4 $4.8M 91k 53.04
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.6 $4.0M 79k 50.11
Vanguard Total Bond Market Etf Etf (BND) 3.3 $3.7M 42k 88.20
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 3.1 $3.4M 111k 30.47
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.5 $2.7M 40k 67.88
Schwab U.s. Large-cap Etf Etf (SCHX) 2.4 $2.7M 29k 90.95
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.4 $2.6M 56k 47.21
Schwab International Equity Etf Etf (SCHF) 2.2 $2.5M 68k 36.01
Microsoft Corp Stock (MSFT) 1.9 $2.1M 9.5k 222.46
Vanguard Reit Index Etf Etf (VNQ) 1.7 $1.9M 22k 84.94
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.6 $1.8M 22k 82.35
Ishares Nasdaq Biotechnology Etf (IBB) 1.6 $1.7M 11k 151.52
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.3M 15k 83.28
Qualcomm Stock (QCOM) 1.2 $1.3M 8.3k 152.29
Ishares California Muni Bond Etf Etf (CMF) 1.1 $1.2M 19k 62.81
Johnson & Johnson Stock (JNJ) 1.0 $1.1M 7.1k 157.44
Pepsico Stock (PEP) 0.9 $1.0M 6.8k 148.26
Ishares Tips Bond Etf Etf (TIP) 0.9 $988k 7.7k 127.71
Wisdomtree Floating Rate Treasury Fund Etf 0.9 $960k 38k 25.10
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $947k 10k 91.03
Vanguard Total International Bond Etf Etf (BNDX) 0.8 $881k 15k 58.57
Alliant Energy Corp Stock (LNT) 0.8 $847k 16k 51.51
Ishares S&p 100 Etf Etf (OEF) 0.6 $650k 3.8k 171.55
Thermo Fisher Scientific Stock (TMO) 0.6 $643k 1.4k 465.60
Cintas Corp Stock (CTAS) 0.5 $558k 1.6k 353.16
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.5 $548k 7.9k 69.42
Exxon Mobil Corp Stock (XOM) 0.5 $543k 13k 41.19
Ishares National Muni Bond Etf Etf (MUB) 0.5 $516k 4.4k 117.25
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $502k 9.3k 53.84
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.4 $483k 6.8k 71.55
Vanguard Value Index Fund Etf (VTV) 0.4 $448k 3.8k 119.09
Intel Corp Stock (INTC) 0.4 $443k 8.9k 49.79
Vanguard Mid Cap Etf (VO) 0.4 $442k 2.1k 206.64
Ishares Russell 3000 Etf Etf (IWV) 0.4 $440k 2.0k 223.69
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $412k 6.6k 62.07
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $358k 1.5k 232.17
Ishares Global Tech Etf Etf (IXN) 0.3 $357k 1.2k 300.00
Verizon Communications Stock (VZ) 0.3 $336k 5.7k 58.68
General Electric Stock 0.3 $323k 30k 10.81
Apple Stock (AAPL) 0.3 $303k 2.3k 132.66
Amazon Stock (AMZN) 0.3 $290k 89.00 3258.43
Blackrock Build Amer Bd Cef (BBN) 0.3 $288k 11k 26.92
At&t Stock (T) 0.3 $287k 10k 28.81
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $285k 3.3k 86.18
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $279k 790.00 353.16
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.3 $279k 4.5k 61.51
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.3 $275k 5.7k 47.91
Spdr Gold Etf Etf (GLD) 0.2 $265k 1.5k 178.69
Gladstone Ld Corp Reit (LAND) 0.2 $243k 17k 14.61
Ishares Msci Japan Etf Etf (EWJ) 0.2 $241k 3.6k 67.66
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $219k 3.6k 60.13
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $213k 2.3k 91.81