VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2023

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 73 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 22.1 $24M 117k 204.10
Ishares Core S&p 500 Etf Etf (IVV) 14.6 $16M 38k 411.08
Vanguard Ftse All-world Ex-us Etf (VEU) 7.1 $7.7M 144k 53.47
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.0 $3.2M 80k 40.40
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.7 $2.9M 100k 29.47
Ishares Msci Acwi Ex Us Etf (ACWX) 2.6 $2.8M 57k 48.77
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $2.7M 61k 45.17
Schwab Us Aggregate Bond Etf Etf (SCHZ) 2.5 $2.7M 57k 46.91
Microsoft Corp Stock (MSFT) 2.4 $2.6M 8.9k 288.30
Schwab U.s. Large-cap Etf Etf (SCHX) 2.1 $2.3M 47k 48.37
Schwab International Equity Etf Etf (SCHF) 1.9 $2.0M 58k 34.80
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.8 $2.0M 23k 87.77
Vanguard Reit Index Etf Etf (VNQ) 1.8 $1.9M 23k 83.04
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.7 $1.9M 26k 72.74
Vanguard Total Bond Market Etf Etf (BND) 1.7 $1.8M 24k 73.83
Ishares Nasdaq Biotechnology Etf (IBB) 1.3 $1.4M 11k 129.16
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.3M 17k 76.23
Pepsico Stock (PEP) 1.2 $1.2M 6.8k 182.30
Johnson & Johnson Stock (JNJ) 1.1 $1.1M 7.4k 155.00
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.1M 19k 57.42
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $1.0M 44k 23.06
Qualcomm Stock (QCOM) 0.9 $1.0M 7.9k 127.58
Schwab U.s. Broad Market Etf Etf (SCHB) 0.8 $898k 19k 47.85
Exxon Mobil Corp Stock (XOM) 0.8 $889k 8.1k 109.66
Alliant Energy Corp Stock (LNT) 0.8 $878k 16k 53.40
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.8 $835k 19k 43.23
Vanguard Value Etf Etf (VTV) 0.7 $775k 5.6k 138.11
Vanguard Short-term Treasury Etf Etf (VGSH) 0.7 $766k 13k 58.54
Cintas Corp Stock (CTAS) 0.7 $731k 1.6k 462.68
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.7 $720k 7.3k 99.23
Vanguard Short-term Bond Etf Etf (BSV) 0.6 $665k 8.7k 76.49
Ishares S&p 100 Etf Etf (OEF) 0.6 $657k 3.5k 187.06
Ishares Tips Bond Etf Etf (TIP) 0.6 $652k 5.9k 110.26
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.6 $621k 26k 24.06
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.5 $571k 7.3k 77.99
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $566k 1.8k 308.77
Thermo Fisher Scientific Stock (TMO) 0.5 $563k 977.00 576.37
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.5 $559k 9.4k 59.59
Vanguard Total International Bond Etf Etf (BNDX) 0.5 $557k 11k 48.92
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $536k 9.7k 55.54
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.5 $521k 16k 33.07
Vanguard S&p 500 Etf Etf (VOO) 0.5 $515k 1.4k 376.07
Gladstone Ld Corp Reit (LAND) 0.5 $507k 30k 16.65
Ishares National Muni Bond Etf Etf (MUB) 0.5 $495k 4.6k 107.74
Gilead Sciences Stock (GILD) 0.4 $479k 5.8k 82.97
Ishares Russell 3000 Etf Etf (IWV) 0.4 $463k 2.0k 235.41
Vanguard Mid Cap Etf (VO) 0.4 $458k 2.2k 210.96
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $453k 9.0k 50.27
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.4 $452k 7.3k 61.95
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $428k 13k 33.48
Coupang Inc Cl A Stock (CPNG) 0.4 $423k 26k 16.00
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $421k 5.9k 71.84
State Str Corp Stock (STT) 0.4 $419k 5.5k 75.69
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $398k 8.2k 48.79
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.4 $380k 7.9k 47.82
Ishares Tr S&p 1500 Index Etf (ITOT) 0.3 $368k 4.1k 90.55
General Electric Stock (GE) 0.3 $357k 3.7k 95.60
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $335k 17k 19.78
Vanguard Information Technology Etf Etf (VGT) 0.3 $305k 790.00 385.47
Apple Stock (AAPL) 0.3 $291k 1.8k 164.90
Ishares Exponential Technologies Etf Etf (XT) 0.3 $290k 5.5k 52.70
Intel Corp Stock (INTC) 0.3 $274k 8.4k 32.67
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $251k 5.7k 43.79
Costco Whsl Corp Stock (COST) 0.2 $248k 500.00 496.87
Verizon Communications Stock (VZ) 0.2 $239k 6.1k 38.89
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $226k 4.6k 49.10
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $222k 3.6k 60.95
Dimensional International Value Etf Etf (DFIV) 0.2 $218k 6.8k 32.23
Abbvie Stock (ABBV) 0.2 $211k 1.3k 159.37
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 0.2 $203k 6.1k 33.14
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $200k 2.1k 96.70
Blackrock Build Amer Bd Cef (BBN) 0.2 $181k 10k 17.92
Vintage Wine Estates Stock (VWE) 0.0 $11k 10k 1.07