VERITY Wealth Advisors

VERITY Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 51 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 14.5 $15M 98k 151.00
Schwab Strategic Tr us aggregate b (SCHZ) 9.7 $9.8M 183k 53.85
Ishares Tr usa min vo (USMV) 6.4 $6.5M 102k 64.10
iShares S&P 500 Index (IVV) 6.2 $6.3M 21k 298.53
Schwab Strategic Tr us lrg cap etf (SCHX) 5.2 $5.3M 75k 70.93
Ishares Tr hdg msci eafe (HEFA) 5.1 $5.2M 174k 29.94
Vanguard FTSE All-World ex-US ETF (VEU) 4.7 $4.8M 97k 49.90
iShares MSCI ACWI ex US Index Fund (ACWX) 4.2 $4.3M 93k 46.05
Vanguard Total Bond Market ETF (BND) 3.8 $3.9M 46k 84.43
Schwab International Equity ETF (SCHF) 3.5 $3.5M 110k 31.86
Vanguard Short Term Corporate Bond ETF (VCSH) 3.3 $3.3M 41k 81.06
Vanguard Emerging Markets ETF (VWO) 3.2 $3.2M 80k 40.26
Vanguard REIT ETF (VNQ) 2.8 $2.8M 30k 93.25
Vanguard Europe Pacific ETF (VEA) 2.2 $2.3M 56k 41.07
Microsoft Corporation (MSFT) 1.8 $1.8M 13k 139.01
Wisdomtree Tr blmbrg fl tr 1.5 $1.6M 62k 25.05
Exxon Mobil Corporation (XOM) 1.5 $1.5M 21k 70.63
iShares FTSE KLD Select Scil Idx (SUSA) 1.4 $1.4M 11k 123.63
iShares Barclays TIPS Bond Fund (TIP) 1.2 $1.2M 11k 116.31
iShares NASDAQ Biotechnology Index (IBB) 1.2 $1.2M 12k 99.48
Johnson & Johnson (JNJ) 1.2 $1.2M 9.3k 129.37
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.2 $1.2M 20k 58.86
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.1 $1.2M 19k 61.27
Schwab U S Broad Market ETF (SCHB) 0.9 $956k 14k 71.03
Pepsi (PEP) 0.9 $929k 6.8k 137.12
Alliant Energy Corporation (LNT) 0.9 $887k 16k 53.94
Ishares Inc em mkt min vol (EEMV) 0.9 $887k 16k 57.08
iShares MSCI ACWI Index Fund (ACWI) 0.9 $873k 12k 73.77
Qualcomm (QCOM) 0.7 $695k 9.1k 76.31
Vanguard Mid-Cap ETF (VO) 0.6 $655k 3.9k 167.69
Thermo Fisher Scientific (TMO) 0.6 $612k 2.1k 291.43
iShares Cohen & Steers Realty Maj. (ICF) 0.5 $545k 4.5k 119.96
Ishares Tr eafe min volat (EFAV) 0.5 $528k 7.2k 73.33
iShares S&P 100 Index (OEF) 0.5 $498k 3.8k 131.43
Vanguard Malvern Fds strm infproidx (VTIP) 0.5 $467k 9.5k 49.01
Intel Corporation (INTC) 0.4 $442k 8.6k 51.48
Cintas Corporation (CTAS) 0.4 $424k 1.6k 268.35
iShares Russell 3000 Index (IWV) 0.4 $393k 2.3k 173.66
Schwab Strategic Tr us reit etf (SCHH) 0.4 $392k 8.3k 47.19
Ishares Inc core msci emkt (IEMG) 0.3 $339k 6.9k 49.07
At&t (T) 0.3 $322k 8.5k 37.79
Berkshire Hathaway (BRK.B) 0.3 $312k 1.5k 208.00
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $289k 2.7k 106.52
General Electric Company 0.3 $276k 31k 8.94
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $275k 2.4k 114.11
Blackrock Build America Bond Trust (BBN) 0.3 $264k 11k 24.68
State Street Corporation (STT) 0.2 $249k 4.2k 59.09
iShares MSCI Pacific ex-Japan Idx (EPP) 0.2 $257k 5.7k 44.77
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $234k 2.1k 110.80
Gilead Sciences (GILD) 0.2 $203k 3.2k 63.44
Kayne Anderson MLP Investment (KYN) 0.2 $165k 11k 14.50