VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 48 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 14.7 $13M 100k 127.63
Ishares Tr usa min vo (USMV) 6.8 $5.9M 113k 52.40
Ishares Tr hdg msci eafe (HEFA) 6.5 $5.6M 218k 25.81
iShares S&P 500 Index (IVV) 6.1 $5.3M 21k 251.58
Vanguard FTSE All-World ex-US ETF (VEU) 5.5 $4.8M 105k 45.58
Vanguard Total Bond Market ETF (BND) 4.9 $4.2M 54k 79.20
Vanguard Short Term Corporate Bond ETF (VCSH) 4.3 $3.7M 48k 77.93
iShares MSCI ACWI ex US Index Fund (ACWX) 3.8 $3.3M 79k 41.96
Vanguard REIT ETF (VNQ) 3.7 $3.2M 43k 74.57
Schwab Strategic Tr us aggregate b (SCHZ) 3.6 $3.2M 63k 50.58
Vanguard Emerging Markets ETF (VWO) 3.5 $3.0M 80k 38.09
Schwab Strategic Tr us lrg cap etf (SCHX) 3.1 $2.7M 45k 59.70
Schwab International Equity ETF (SCHF) 2.9 $2.5M 88k 28.35
Vanguard Europe Pacific ETF (VEA) 2.4 $2.1M 56k 37.09
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.3 $2.0M 37k 54.26
Wisdomtree Tr blmbrg fl tr 1.8 $1.6M 63k 25.08
Exxon Mobil Corporation (XOM) 1.8 $1.6M 23k 68.18
iShares NASDAQ Biotechnology Index (IBB) 1.5 $1.3M 14k 96.44
Microsoft Corporation (MSFT) 1.5 $1.3M 13k 101.59
iShares Barclays TIPS Bond Fund (TIP) 1.5 $1.3M 12k 109.51
Johnson & Johnson (JNJ) 1.4 $1.2M 9.4k 129.02
iShares FTSE KLD Select Scil Idx (SUSA) 1.3 $1.2M 11k 103.17
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.2 $1.1M 19k 58.42
Ishares Inc em mkt min vol (EEMV) 1.2 $1.0M 19k 55.89
Schwab U S Broad Market ETF (SCHB) 1.1 $978k 16k 59.93
Ishares Tr eafe min volat (EFAV) 1.1 $978k 15k 66.64
iShares MSCI ACWI Index Fund (ACWI) 0.9 $825k 13k 64.20
Pepsi (PEP) 0.9 $765k 6.9k 110.47
Alliant Energy Corporation (LNT) 0.8 $695k 16k 42.27
iShares Cohen & Steers Realty Maj. (ICF) 0.7 $598k 6.2k 95.76
Qualcomm (QCOM) 0.6 $536k 9.4k 56.95
Vanguard Mid-Cap ETF (VO) 0.6 $538k 3.9k 138.05
Vanguard Malvern Fds strm infproidx (VTIP) 0.6 $476k 9.9k 47.87
Thermo Fisher Scientific (TMO) 0.5 $470k 2.1k 223.81
iShares S&P 100 Index (OEF) 0.5 $418k 3.7k 111.53
Intel Corporation (INTC) 0.5 $403k 8.6k 46.94
Gilead Sciences (GILD) 0.4 $340k 5.4k 62.48
iShares Russell 3000 Index (IWV) 0.4 $332k 2.3k 146.71
Ishares Inc core msci emkt (IEMG) 0.4 $323k 6.8k 47.16
Schwab Strategic Tr us reit etf (SCHH) 0.4 $314k 8.2k 38.51
Berkshire Hathaway (BRK.B) 0.3 $306k 1.5k 204.00
State Street Corporation (STT) 0.3 $266k 4.2k 63.12
At&t (T) 0.3 $260k 9.1k 28.52
Cintas Corporation (CTAS) 0.3 $265k 1.6k 167.72
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $258k 2.4k 108.86
General Electric Company 0.3 $237k 31k 7.55
iShares MSCI Pacific ex-Japan Idx (EPP) 0.3 $234k 5.7k 40.77
Blackrock Build America Bond Trust (BBN) 0.3 $225k 11k 21.03