VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2024

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