VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2021

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 56 positions in its portfolio as reported in the June 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) 22.3 $25M 110k 222.82
Ishares Core S&p 500 Etf Etf (IVV) 15.8 $17M 40k 429.92
Vanguard Ftse All-world Ex-us Etf (VEU) 6.6 $7.2M 114k 63.39
Schwab Us Aggregate Bond Etf Etf (SCHZ) 6.0 $6.6M 121k 54.60
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.9 $4.3M 79k 54.31
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 3.0 $3.3M 95k 34.64
Ishares Msci Acwi Ex Us Etf (ACWX) 2.9 $3.2M 56k 57.51
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.6 $2.9M 56k 51.52
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.3 $2.6M 35k 73.60
Microsoft Corp Stock (MSFT) 2.3 $2.6M 9.5k 270.89
Schwab International Equity Etf Etf (SCHF) 2.2 $2.5M 62k 39.46
Vanguard Total Bond Market Etf Etf (BND) 2.2 $2.5M 29k 85.88
Schwab U.s. Large-cap Etf Etf (SCHX) 2.0 $2.2M 21k 103.99
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.9 $2.1M 22k 95.56
Ishares Nasdaq Biotechnology Etf (IBB) 1.7 $1.8M 11k 163.67
Vanguard Reit Index Etf Etf (VNQ) 1.7 $1.8M 18k 101.82
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.3M 16k 82.73
Ishares California Muni Bond Etf Etf (CMF) 1.1 $1.2M 19k 62.60
Johnson & Johnson Stock (JNJ) 1.1 $1.2M 7.1k 164.80
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.0M 9.9k 104.27
Qualcomm Stock (QCOM) 0.9 $1.0M 7.1k 142.90
Ishares Tips Bond Etf Etf (TIP) 0.9 $998k 7.8k 128.06
Alliant Energy Corp Stock (LNT) 0.8 $917k 16k 55.77
Pepsico Stock (PEP) 0.8 $893k 6.0k 148.19
Vanguard Value Index Fund Etf (VTV) 0.7 $788k 5.7k 137.50
Ishares S&p 100 Etf Etf (OEF) 0.7 $743k 3.8k 196.09
Gladstone Ld Corp Reit (LAND) 0.7 $732k 30k 24.06
Vanguard Total International Bond Etf Etf (BNDX) 0.6 $698k 12k 57.11
Exxon Mobil Corp Stock (XOM) 0.6 $651k 10k 63.08
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $613k 9.4k 65.32
Wisdomtree Floating Rate Treasury Fund Etf 0.5 $605k 24k 25.11
Cintas Corp Stock (CTAS) 0.5 $604k 1.6k 382.28
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.5 $535k 7.9k 67.77
Ishares National Muni Bond Etf Etf (MUB) 0.5 $520k 4.4k 117.22
Vanguard Mid Cap Etf (VO) 0.5 $509k 2.1k 237.41
Ishares Russell 3000 Etf Etf (IWV) 0.5 $503k 2.0k 255.72
Thermo Fisher Scientific Stock (TMO) 0.4 $493k 977.00 504.61
Intel Corp Stock (INTC) 0.4 $491k 8.7k 56.13
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.4 $487k 5.9k 82.80
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $448k 6.7k 67.02
General Electric Stock 0.4 $402k 30k 13.46
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $401k 1.4k 278.09
Verizon Communications Stock (VZ) 0.3 $321k 5.7k 56.06
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $315k 790.00 398.73
Apple Stock (AAPL) 0.3 $313k 2.3k 137.04
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.3 $308k 5.0k 61.42
Amazon Stock (AMZN) 0.3 $306k 89.00 3438.20
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.3 $297k 5.7k 51.74
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $295k 3.0k 98.50
At&t Stock (T) 0.3 $287k 10k 28.81
Ishares S&p Small-cap Fund Etf (IJR) 0.3 $280k 2.5k 113.18
Blackrock Build Amer Bd Cef (BBN) 0.3 $276k 11k 25.80
Spdr Gold Etf Etf (GLD) 0.2 $261k 1.6k 165.71
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $245k 3.6k 67.27
Ishares Msci Japan Etf Etf (EWJ) 0.2 $241k 3.6k 67.66
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.2 $227k 8.7k 26.01