VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2021

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 55 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Index Fund Etf (VTI) 23.3 $26M 128k 206.69
Ishares Core S&p 500 Etf Etf (IVV) 14.3 $16M 41k 397.83
Vanguard Ftse All-world Ex-us Etf (VEU) 6.5 $7.4M 121k 60.68
Schwab Us Aggregate Bond Etf Etf (SCHZ) 5.5 $6.2M 115k 53.95
Ishares Msci Acwi Ex Us Etf (ACWX) 4.4 $4.9M 89k 55.18
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.7 $4.1M 79k 52.05
Vanguard Total Bond Market Etf Etf (BND) 3.1 $3.5M 42k 84.72
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.8 $3.2M 97k 32.97
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.6 $2.9M 42k 69.19
Schwab U.s. Large-cap Etf Etf (SCHX) 2.5 $2.8M 29k 96.05
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.4 $2.7M 56k 49.12
Schwab International Equity Etf Etf (SCHF) 2.3 $2.6M 68k 37.62
Microsoft Corp Stock (MSFT) 2.0 $2.2M 9.5k 235.75
Vanguard Reit Index Etf Etf (VNQ) 1.7 $1.9M 21k 91.85
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.7 $1.9M 22k 87.82
Ishares Nasdaq Biotechnology Etf (IBB) 1.5 $1.7M 11k 150.55
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.3M 16k 82.51
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.2M 19k 62.12
Johnson & Johnson Stock (JNJ) 1.0 $1.2M 7.1k 164.38
Qualcomm Stock (QCOM) 1.0 $1.1M 8.3k 132.56
Ishares Tips Bond Etf Etf (TIP) 0.9 $971k 7.7k 125.52
Pepsico Stock (PEP) 0.9 $966k 6.8k 141.52
Wisdomtree Floating Rate Treasury Fund Etf 0.8 $960k 38k 25.10
Schwab U.s. Broad Market Etf Etf (SCHB) 0.8 $955k 9.9k 96.68
Alliant Energy Corp Stock (LNT) 0.8 $891k 16k 54.19
Vanguard Total International Bond Etf Etf (BNDX) 0.8 $875k 15k 57.12
Ishares S&p 100 Etf Etf (OEF) 0.6 $681k 3.8k 179.73
Exxon Mobil Corp Stock (XOM) 0.6 $644k 12k 55.83
Thermo Fisher Scientific Stock (TMO) 0.6 $630k 1.4k 456.19
Intel Corp Stock (INTC) 0.5 $569k 8.9k 63.95
Gladstone Ld Corp Reit (LAND) 0.5 $557k 30k 18.31
Cintas Corp Stock (CTAS) 0.5 $539k 1.6k 341.14
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $539k 9.3k 57.81
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.5 $531k 7.9k 67.27
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.5 $516k 6.8k 76.43
Ishares National Muni Bond Etf Etf (MUB) 0.5 $512k 4.4k 115.97
Vanguard Value Index Fund Etf (VTV) 0.5 $510k 3.9k 131.38
Vanguard Mid Cap Etf (VO) 0.4 $474k 2.1k 221.39
Ishares Russell 3000 Etf Etf (IWV) 0.4 $467k 2.0k 237.42
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $427k 6.6k 64.33
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $394k 1.5k 255.51
General Electric Stock 0.3 $392k 30k 13.12
Verizon Communications Stock (VZ) 0.3 $333k 5.7k 58.16
At&t Stock (T) 0.3 $302k 10k 30.32
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.3 $288k 5.7k 50.17
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $283k 790.00 358.23
Apple Stock (AAPL) 0.2 $279k 2.3k 122.15
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.2 $279k 4.5k 61.45
Amazon Stock (AMZN) 0.2 $275k 89.00 3089.89
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $274k 3.0k 90.88
Blackrock Build Amer Bd Cef (BBN) 0.2 $264k 11k 24.68
Spdr Gold Etf Etf (GLD) 0.2 $252k 1.6k 160.00
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $252k 2.3k 108.43
Ishares Msci Japan Etf Etf (EWJ) 0.2 $244k 3.6k 68.50
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $229k 3.6k 62.88