VERITY Wealth Advisors

VERITY Wealth Advisors as of Sept. 30, 2021

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 61 positions in its portfolio as reported in the September 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) 22.1 $25M 111k 222.06
Ishares Core S&p 500 Etf Etf (IVV) 15.6 $17M 40k 430.81
Vanguard Ftse All-world Ex-us Etf (VEU) 6.3 $7.0M 115k 60.96
Schwab Us Aggregate Bond Etf Etf (SCHZ) 5.7 $6.3M 117k 54.26
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.5 $4.0M 79k 50.01
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.9 $3.3M 96k 34.39
Ishares Msci Acwi Ex Us Etf (ACWX) 2.8 $3.1M 56k 55.41
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $2.8M 56k 50.50
Microsoft Corp Stock (MSFT) 2.4 $2.7M 9.5k 281.87
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.2 $2.5M 34k 73.50
Vanguard Total Bond Market Etf Etf (BND) 2.2 $2.5M 29k 85.45
Schwab International Equity Etf Etf (SCHF) 2.2 $2.4M 62k 38.71
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.9 $2.2M 23k 95.97
Schwab U.s. Large-cap Etf Etf (SCHX) 1.9 $2.1M 20k 104.02
Vanguard Reit Index Etf Etf (VNQ) 1.7 $1.9M 19k 101.80
Ishares Nasdaq Biotechnology Etf (IBB) 1.6 $1.8M 11k 161.70
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.3M 16k 82.43
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.2M 19k 62.06
Johnson & Johnson Stock (JNJ) 1.0 $1.1M 7.1k 161.55
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 1.0 $1.1M 44k 25.87
Ishares Tips Bond Etf Etf (TIP) 0.9 $1.0M 7.9k 127.66
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $971k 9.3k 103.87
Alliant Energy Corp Stock (LNT) 0.8 $920k 16k 55.95
Coupang Inc Cl A Stock (CPNG) 0.8 $918k 33k 27.86
Qualcomm Stock (QCOM) 0.8 $913k 7.1k 129.05
Pepsico Stock (PEP) 0.8 $906k 6.0k 150.35
Vanguard Value Index Fund Etf (VTV) 0.7 $776k 5.7k 135.40
Ishares S&p 100 Etf Etf (OEF) 0.7 $748k 3.8k 197.41
Gladstone Ld Corp Reit (LAND) 0.6 $693k 30k 22.78
Vanguard Total International Bond Etf Etf (BNDX) 0.6 $671k 12k 56.99
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $614k 9.4k 65.42
Exxon Mobil Corp Stock (XOM) 0.5 $607k 10k 58.82
Wisdomtree Floating Rate Treasury Fund Etf 0.5 $605k 24k 25.11
Cintas Corp Stock (CTAS) 0.5 $601k 1.6k 380.38
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.5 $599k 8.9k 67.54
Thermo Fisher Scientific Stock (TMO) 0.5 $558k 977.00 571.14
Ishares National Muni Bond Etf Etf (MUB) 0.5 $518k 4.5k 116.27
Vanguard Mid Cap Etf (VO) 0.5 $508k 2.1k 236.61
Ishares Russell 3000 Etf Etf (IWV) 0.4 $501k 2.0k 254.70
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.4 $492k 5.9k 83.14
Intel Corp Stock (INTC) 0.4 $466k 8.7k 53.27
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $413k 6.7k 61.78
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $394k 1.4k 273.23
General Electric Stock (GE) 0.3 $385k 3.7k 103.13
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $329k 3.3k 98.53
Amazon Stock (AMZN) 0.3 $329k 100.00 3290.00
Apple Stock (AAPL) 0.3 $323k 2.3k 141.42
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $317k 790.00 401.27
Verizon Communications Stock (VZ) 0.3 $309k 5.7k 53.96
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.3 $308k 5.0k 61.42
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.3 $298k 3.8k 78.28
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.3 $280k 5.7k 48.78
Blackrock Build Amer Bd Cef (BBN) 0.2 $275k 11k 25.71
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $270k 2.5k 109.14
At&t Stock (T) 0.2 $269k 10k 27.00
Spdr Gold Etf Etf (GLD) 0.2 $259k 1.6k 164.44
Ishares Msci Japan Etf Etf (EWJ) 0.2 $250k 3.6k 70.19
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $239k 3.6k 65.62
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.2 $227k 8.7k 26.01
Costco Whsl Corp Stock (COST) 0.2 $225k 500.00 450.00
Dimensional International Value Etf Etf (DFIV) 0.2 $222k 6.8k 32.79