VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2019

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 50 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 14.8 $15M 100k 144.71
Ishares Tr usa min vo (USMV) 6.9 $6.8M 115k 58.80
Ishares Tr hdg msci eafe (HEFA) 6.5 $6.3M 219k 28.87
iShares S&P 500 Index (IVV) 6.1 $6.0M 21k 284.55
Schwab Strategic Tr us aggregate b (SCHZ) 5.9 $5.8M 112k 51.88
Vanguard FTSE All-World ex-US ETF (VEU) 5.3 $5.2M 104k 50.15
Vanguard Total Bond Market ETF (BND) 4.1 $4.0M 50k 81.19
iShares MSCI ACWI ex US Index Fund (ACWX) 3.8 $3.7M 79k 46.27
Vanguard Short Term Corporate Bond ETF (VCSH) 3.6 $3.5M 45k 79.75
Schwab Strategic Tr us lrg cap etf (SCHX) 3.5 $3.5M 51k 67.62
Vanguard Emerging Markets ETF (VWO) 3.5 $3.4M 80k 42.50
Vanguard REIT ETF (VNQ) 3.2 $3.2M 37k 86.90
Schwab International Equity ETF (SCHF) 3.1 $3.1M 98k 31.31
Vanguard Europe Pacific ETF (VEA) 2.3 $2.3M 56k 40.87
Wisdomtree Tr blmbrg fl tr 2.0 $2.0M 78k 25.08
Exxon Mobil Corporation (XOM) 1.9 $1.8M 23k 80.80
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.7 $1.7M 30k 55.78
iShares NASDAQ Biotechnology Index (IBB) 1.6 $1.6M 14k 111.78
Microsoft Corporation (MSFT) 1.6 $1.5M 13k 117.93
iShares FTSE KLD Select Scil Idx (SUSA) 1.4 $1.3M 11k 118.26
Johnson & Johnson (JNJ) 1.3 $1.3M 9.4k 139.76
iShares Barclays TIPS Bond Fund (TIP) 1.2 $1.2M 11k 113.10
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.1 $1.1M 19k 59.60
Ishares Inc em mkt min vol (EEMV) 0.9 $933k 16k 59.29
Schwab U S Broad Market ETF (SCHB) 0.9 $916k 14k 68.05
iShares MSCI ACWI Index Fund (ACWI) 0.9 $907k 13k 72.12
Pepsi (PEP) 0.9 $849k 6.9k 122.60
Ishares Tr eafe min volat (EFAV) 0.9 $851k 12k 72.02
Alliant Energy Corporation (LNT) 0.8 $775k 16k 47.13
iShares Cohen & Steers Realty Maj. (ICF) 0.7 $699k 6.3k 111.23
Vanguard Mid-Cap ETF (VO) 0.6 $629k 3.9k 160.79
Thermo Fisher Scientific (TMO) 0.6 $575k 2.1k 273.81
Qualcomm (QCOM) 0.6 $537k 9.4k 57.06
iShares S&P 100 Index (OEF) 0.5 $472k 3.8k 125.37
Intel Corporation (INTC) 0.5 $464k 8.6k 53.72
Vanguard Malvern Fds strm infproidx (VTIP) 0.5 $460k 9.5k 48.66
iShares Russell 3000 Index (IWV) 0.4 $377k 2.3k 166.59
Gilead Sciences (GILD) 0.4 $355k 5.5k 64.92
Ishares Inc core msci emkt (IEMG) 0.4 $354k 6.8k 51.69
Cintas Corporation (CTAS) 0.3 $319k 1.6k 201.90
Schwab Strategic Tr us reit etf (SCHH) 0.3 $317k 7.1k 44.37
Berkshire Hathaway (BRK.B) 0.3 $301k 1.5k 200.67
General Electric Company 0.3 $308k 31k 9.98
At&t (T) 0.3 $286k 9.1k 31.37
State Street Corporation (STT) 0.3 $277k 4.2k 65.73
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $265k 2.4k 111.34
iShares MSCI Pacific ex-Japan Idx (EPP) 0.3 $263k 5.7k 45.82
Blackrock Build America Bond Trust (BBN) 0.2 $240k 11k 22.44
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $223k 2.1k 105.59
Schlumberger (SLB) 0.2 $200k 4.6k 43.47