VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 49 positions in its portfolio as reported in the December 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 92k 163.61
Schwab Strategic Tr us aggregate b (SCHZ) 9.6 $10M 187k 53.43
iShares S&P 500 Index (IVV) 6.5 $6.8M 21k 323.23
Ishares Tr usa min vo (USMV) 6.2 $6.4M 97k 65.59
Schwab Strategic Tr us lrg cap etf (SCHX) 5.8 $6.0M 79k 76.81
Vanguard FTSE All-World ex-US ETF (VEU) 4.9 $5.1M 95k 53.75
Ishares Tr hdg msci eafe (HEFA) 4.9 $5.1M 166k 30.52
iShares MSCI ACWI ex US Index Fund (ACWX) 4.4 $4.5M 93k 49.12
Schwab International Equity ETF (SCHF) 3.8 $3.9M 117k 33.63
Vanguard Total Bond Market ETF (BND) 3.8 $3.9M 47k 83.87
Vanguard Emerging Markets ETF (VWO) 3.4 $3.5M 79k 44.47
Vanguard Short Term Corporate Bond ETF (VCSH) 3.3 $3.4M 42k 81.02
Vanguard REIT ETF (VNQ) 2.6 $2.7M 29k 92.80
Vanguard Europe Pacific ETF (VEA) 2.4 $2.4M 56k 44.06
Microsoft Corporation (MSFT) 1.8 $1.9M 12k 157.71
iShares FTSE KLD Select Scil Idx (SUSA) 1.4 $1.5M 11k 134.03
iShares NASDAQ Biotechnology Index (IBB) 1.4 $1.5M 12k 120.53
Exxon Mobil Corporation (XOM) 1.4 $1.5M 21k 69.78
Johnson & Johnson (JNJ) 1.3 $1.4M 9.3k 145.87
iShares Barclays TIPS Bond Fund (TIP) 1.2 $1.2M 11k 116.54
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.1 $1.1M 19k 61.21
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.1 $1.1M 20k 56.56
Schwab U S Broad Market ETF (SCHB) 1.0 $1.0M 14k 76.89
Wisdomtree Tr blmbrg fl tr 0.9 $957k 38k 25.06
Pepsi (PEP) 0.9 $926k 6.8k 136.68
Alliant Energy Corporation (LNT) 0.9 $900k 16k 54.73
Qualcomm (QCOM) 0.8 $804k 9.1k 88.28
Ishares Inc em mkt min vol (EEMV) 0.7 $732k 13k 58.63
Thermo Fisher Scientific (TMO) 0.7 $682k 2.1k 324.76
iShares S&P 100 Index (OEF) 0.5 $546k 3.8k 144.10
iShares Cohen & Steers Realty Maj. (ICF) 0.5 $536k 4.6k 116.95
Ishares Tr eafe min volat (EFAV) 0.5 $536k 7.2k 74.51
Intel Corporation (INTC) 0.5 $514k 8.6k 59.86
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.5 $491k 4.3k 113.97
Vanguard Mid-Cap ETF (VO) 0.5 $483k 2.7k 178.10
Vanguard Malvern Fds strm infproidx (VTIP) 0.5 $472k 9.6k 49.32
At&t (T) 0.4 $433k 11k 39.10
Cintas Corporation (CTAS) 0.4 $425k 1.6k 268.99
iShares Russell 3000 Index (IWV) 0.4 $427k 2.3k 188.69
Ishares Inc core msci emkt (IEMG) 0.3 $349k 6.5k 53.69
Berkshire Hathaway (BRK.B) 0.3 $340k 1.5k 226.67
General Electric Company 0.3 $345k 31k 11.18
State Street Corporation (STT) 0.3 $333k 4.2k 79.02
iShares MSCI Pacific ex-Japan Idx (EPP) 0.3 $266k 5.7k 46.34
Schwab Strategic Tr us reit etf (SCHH) 0.3 $268k 5.8k 45.91
Blackrock Build America Bond Trust (BBN) 0.2 $260k 11k 24.31
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $254k 2.1k 120.27
iShares S&P Global Technology Sect. (IXN) 0.2 $215k 1.0k 210.78
Gilead Sciences (GILD) 0.2 $208k 3.2k 65.00