VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2020

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 43 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 14.8 $11M 85k 128.91
iShares S&P 500 Index (IVV) 14.0 $10M 40k 258.39
Schwab Strategic Tr us aggregate b (SCHZ) 9.7 $7.2M 132k 54.27
iShares MSCI ACWI ex US Index Fund (ACWX) 4.6 $3.4M 91k 37.65
Vanguard FTSE All-World ex-US ETF (VEU) 4.3 $3.2M 78k 41.01
Ishares Tr hdg msci eafe (HEFA) 4.1 $3.0M 126k 24.21
Ishares Tr usa min vo (USMV) 3.8 $2.8M 51k 54.02
Vanguard Emerging Markets ETF (VWO) 3.6 $2.7M 79k 33.55
Vanguard Total Bond Market ETF (BND) 3.5 $2.6M 31k 85.35
Schwab Strategic Tr us lrg cap etf (SCHX) 3.2 $2.3M 38k 61.25
Schwab International Equity ETF (SCHF) 2.7 $2.0M 77k 25.83
Microsoft Corporation (MSFT) 2.5 $1.9M 12k 157.71
Vanguard Europe Pacific ETF (VEA) 2.5 $1.9M 56k 33.35
Vanguard REIT ETF (VNQ) 2.4 $1.8M 26k 69.86
iShares NASDAQ Biotechnology Index (IBB) 1.8 $1.3M 12k 107.71
Johnson & Johnson (JNJ) 1.7 $1.2M 9.3k 131.08
Vanguard Short Term Corporate Bond ETF (VCSH) 1.6 $1.2M 15k 79.11
iShares FTSE KLD Select Scil Idx (SUSA) 1.6 $1.2M 11k 109.74
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 1.6 $1.1M 19k 60.52
Wisdomtree Tr blmbrg fl tr 1.3 $960k 38k 25.11
iShares Barclays TIPS Bond Fund (TIP) 1.2 $906k 7.7k 117.91
Pepsi (PEP) 1.1 $814k 6.8k 120.15
Schwab U S Broad Market ETF (SCHB) 1.1 $813k 14k 60.40
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.1 $809k 14k 56.24
Alliant Energy Corporation (LNT) 1.1 $794k 16k 48.29
Exxon Mobil Corporation (XOM) 0.9 $696k 18k 37.96
Thermo Fisher Scientific (TMO) 0.8 $572k 2.0k 283.59
Qualcomm (QCOM) 0.8 $565k 8.3k 67.71
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.7 $489k 4.3k 113.09
Intel Corporation (INTC) 0.6 $465k 8.6k 54.16
iShares S&P 100 Index (OEF) 0.6 $450k 3.8k 118.76
iShares Cohen & Steers Realty Maj. (ICF) 0.6 $420k 4.6k 91.64
At&t (T) 0.5 $358k 12k 29.13
iShares Russell 3000 Index (IWV) 0.4 $292k 2.0k 148.45
Vanguard Mid-Cap ETF (VO) 0.4 $280k 2.1k 131.70
Berkshire Hathaway (BRK.B) 0.4 $274k 1.5k 182.67
Cintas Corporation (CTAS) 0.4 $274k 1.6k 173.42
Ishares Inc core msci emkt (IEMG) 0.4 $263k 6.5k 40.46
General Electric Company 0.3 $237k 30k 7.93
Blackrock Build America Bond Trust (BBN) 0.3 $233k 11k 21.78
State Street Corporation (STT) 0.3 $224k 4.2k 53.16
Gilead Sciences (GILD) 0.3 $207k 2.8k 74.65
iShares FTSE KLD 400 Social Idx (DSI) 0.3 $206k 2.1k 97.54