VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2019

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 49 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 14.4 $15M 97k 150.09
Schwab Strategic Tr us aggregate b (SCHZ) 9.6 $9.8M 185k 53.00
Ishares Tr usa min vo (USMV) 6.4 $6.5M 106k 61.73
iShares S&P 500 Index (IVV) 6.1 $6.2M 21k 294.76
Ishares Tr hdg msci eafe (HEFA) 5.4 $5.5M 184k 29.82
Schwab Strategic Tr us lrg cap etf (SCHX) 5.4 $5.4M 78k 70.19
Vanguard FTSE All-World ex-US ETF (VEU) 4.9 $5.0M 98k 50.99
Vanguard Total Bond Market ETF (BND) 3.9 $4.0M 48k 83.07
iShares MSCI ACWI ex US Index Fund (ACWX) 3.6 $3.7M 79k 46.76
Schwab International Equity ETF (SCHF) 3.5 $3.5M 110k 32.09
Vanguard Emerging Markets ETF (VWO) 3.3 $3.4M 80k 42.54
Vanguard Short Term Corporate Bond ETF (VCSH) 3.3 $3.3M 41k 80.69
Vanguard REIT ETF (VNQ) 2.6 $2.7M 31k 87.39
Vanguard Europe Pacific ETF (VEA) 2.3 $2.3M 56k 41.70
Microsoft Corporation (MSFT) 1.7 $1.7M 13k 133.96
Exxon Mobil Corporation (XOM) 1.6 $1.6M 21k 76.65
Wisdomtree Tr blmbrg fl tr 1.5 $1.6M 62k 25.06
iShares FTSE KLD Select Scil Idx (SUSA) 1.4 $1.4M 11k 121.90
iShares NASDAQ Biotechnology Index (IBB) 1.3 $1.4M 12k 109.08
Johnson & Johnson (JNJ) 1.3 $1.3M 9.3k 139.23
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.3 $1.3M 22k 57.32
iShares Barclays TIPS Bond Fund (TIP) 1.2 $1.2M 11k 115.52
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.1 $1.1M 19k 60.62
Schwab U S Broad Market ETF (SCHB) 0.9 $949k 14k 70.51
Ishares Inc em mkt min vol (EEMV) 0.9 $929k 16k 58.85
Pepsi (PEP) 0.9 $888k 6.8k 131.07
iShares MSCI ACWI Index Fund (ACWI) 0.9 $872k 12k 73.69
Alliant Energy Corporation (LNT) 0.8 $807k 16k 49.08
iShares Cohen & Steers Realty Maj. (ICF) 0.7 $712k 6.3k 112.64
Qualcomm (QCOM) 0.7 $693k 9.1k 76.10
Vanguard Mid-Cap ETF (VO) 0.6 $652k 3.9k 167.18
Thermo Fisher Scientific (TMO) 0.6 $617k 2.1k 293.81
Ishares Tr eafe min volat (EFAV) 0.5 $523k 7.2k 72.64
iShares S&P 100 Index (OEF) 0.5 $491k 3.8k 129.59
Vanguard Malvern Fds strm infproidx (VTIP) 0.5 $467k 9.5k 49.29
Intel Corporation (INTC) 0.4 $411k 8.6k 47.87
iShares Russell 3000 Index (IWV) 0.4 $390k 2.3k 172.34
Cintas Corporation (CTAS) 0.4 $375k 1.6k 237.34
Gilead Sciences (GILD) 0.4 $368k 5.4k 67.62
Schwab Strategic Tr us reit etf (SCHH) 0.4 $369k 8.3k 44.42
Ishares Inc core msci emkt (IEMG) 0.3 $355k 6.9k 51.38
General Electric Company 0.3 $324k 31k 10.50
Berkshire Hathaway (BRK.B) 0.3 $320k 1.5k 213.33
At&t (T) 0.3 $286k 8.5k 33.57
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $271k 2.4k 113.15
iShares MSCI Pacific ex-Japan Idx (EPP) 0.3 $271k 5.7k 47.21
Blackrock Build America Bond Trust (BBN) 0.2 $254k 11k 23.74
State Street Corporation (STT) 0.2 $236k 4.2k 56.00
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $231k 2.1k 109.38