VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2020

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 49 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Index Fund Etf (VTI) 21.6 $20M 129k 156.53
Ishares Core S&p 500 Etf Etf (IVV) 13.2 $12M 40k 309.68
Schwab Us Aggregate Bond Etf Etf (SCHZ) 7.1 $6.6M 118k 56.24
Vanguard Ftse All-world Ex-us Etf (VEU) 5.6 $5.2M 110k 47.61
Ishares Msci Acwi Ex Us Etf (ACWX) 4.2 $3.9M 91k 43.24
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 3.7 $3.4M 125k 27.59
Vanguard Total Bond Market Etf Etf (BND) 3.6 $3.3M 38k 88.33
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.4 $3.1M 79k 39.61
Ishares Edge Msci Min Vol Usa Etf Etf (USMV) 3.2 $3.0M 50k 60.64
Schwab U.s. Large-cap Etf Etf (SCHX) 2.7 $2.5M 34k 74.10
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.3 $2.2M 56k 38.78
Schwab International Equity Etf Etf (SCHF) 2.3 $2.1M 72k 29.75
Microsoft Corp Stock (MSFT) 2.0 $1.9M 9.4k 203.47
Vanguard Reit Index Etf Etf (VNQ) 2.0 $1.9M 24k 78.54
Ishares Nasdaq Biotechnology Etf (IBB) 1.8 $1.7M 12k 136.67
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.5 $1.4M 11k 133.75
Johnson & Johnson Stock (JNJ) 1.4 $1.3M 9.3k 140.62
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.3 $1.2M 15k 82.67
Ishares California Muni Bond Etf Etf (CMF) 1.2 $1.2M 19k 62.17
Schwab U.s. Broad Market Etf Etf (SCHB) 1.1 $989k 14k 73.48
Wisdomtree Floating Rate Treasury Fund Etf 1.0 $960k 38k 25.11
Ishares Tips Bond Etf Etf (TIP) 1.0 $947k 7.7k 122.96
Pepsico Stock (PEP) 1.0 $896k 6.8k 132.25
Vanguard Total International Bond Etf Etf (BNDX) 0.9 $853k 15k 57.71
Alliant Energy Corp Stock (LNT) 0.8 $787k 16k 47.86
Exxon Mobil Corp Stock (XOM) 0.8 $775k 17k 44.71
Qualcomm Stock (QCOM) 0.8 $761k 8.3k 91.19
Thermo Fisher Scientific Stock (TMO) 0.8 $731k 2.0k 362.42
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.6 $557k 7.9k 70.56
Ishares S&p 100 Etf Etf (OEF) 0.6 $540k 3.8k 142.52
Intel Corp Stock (INTC) 0.5 $514k 8.6k 59.86
Ishares National Muni Bond Etf Etf (MUB) 0.5 $502k 4.3k 115.43
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $466k 4.6k 100.82
Cintas Corp Stock (CTAS) 0.4 $421k 1.6k 266.46
At&t Stock (T) 0.4 $372k 12k 30.27
Ishares Russell 3000 Etf Etf (IWV) 0.4 $354k 2.0k 179.97
Vanguard Mid Cap Etf (VO) 0.4 $349k 2.1k 164.16
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $312k 6.6k 47.57
Verizon Communications Stock (VZ) 0.3 $311k 5.6k 55.21
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $268k 1.5k 178.67
State Str Corp Stock (STT) 0.3 $268k 4.2k 63.60
Blackrock Build Amer Bd Cef (BBN) 0.3 $267k 11k 24.96
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.3 $249k 2.1k 117.90
Ishares Global Tech Etf Etf (IXN) 0.3 $240k 1.0k 235.29
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $228k 5.7k 39.72
Vanguard Information Technology Index Fund Etf (VGT) 0.2 $220k 790.00 278.48
Gilead Sciences Stock (GILD) 0.2 $213k 2.8k 76.81
General Electric Stock 0.2 $204k 30k 6.83
Amazon Stock (AMZN) 0.2 $204k 74.00 2756.76