VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 66 positions in its portfolio as reported in the December 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) 21.8 $26M 109k 241.44
Ishares Core S&p 500 Etf Etf (IVV) 15.2 $18M 38k 476.98
Vanguard Ftse All-world Ex-us Etf (VEU) 5.9 $7.1M 117k 61.28
Schwab Us Aggregate Bond Etf Etf (SCHZ) 5.6 $6.8M 126k 53.90
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.3 $3.9M 80k 49.46
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.7 $3.3M 93k 35.33
Microsoft Corp Stock (MSFT) 2.6 $3.2M 9.5k 336.32
Ishares Msci Acwi Ex Us Etf (ACWX) 2.6 $3.1M 57k 55.60
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $3.0M 58k 51.07
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.3 $2.8M 34k 80.91
Vanguard Total Bond Market Etf Etf (BND) 2.3 $2.7M 32k 84.76
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $2.4M 23k 106.27
Schwab International Equity Etf Etf (SCHF) 1.9 $2.3M 60k 38.86
Schwab U.s. Large-cap Etf Etf (SCHX) 1.9 $2.3M 20k 113.81
Vanguard Reit Index Etf Etf (VNQ) 1.8 $2.2M 19k 116.01
Ishares Nasdaq Biotechnology Etf (IBB) 1.4 $1.7M 11k 152.59
Ishares Tips Bond Etf Etf (TIP) 1.1 $1.4M 11k 129.15
Qualcomm Stock (QCOM) 1.1 $1.3M 7.1k 182.90
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.0 $1.3M 16k 81.23
Johnson & Johnson Stock (JNJ) 1.0 $1.2M 7.1k 171.03
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.2M 19k 62.33
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $1.1M 44k 26.12
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.1M 9.3k 112.97
Pepsico Stock (PEP) 0.9 $1.0M 6.0k 173.75
Gladstone Ld Corp Reit (LAND) 0.9 $1.0M 30k 33.76
Alliant Energy Corp Stock (LNT) 0.8 $1.0M 16k 61.49
Coupang Inc Cl A Stock (CPNG) 0.8 $968k 33k 29.38
Ishares S&p 100 Etf Etf (OEF) 0.7 $830k 3.8k 219.06
Vanguard Value Index Fund Etf (VTV) 0.7 $825k 5.6k 147.03
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $719k 9.5k 76.04
Cintas Corp Stock (CTAS) 0.6 $700k 1.6k 443.04
Thermo Fisher Scientific Stock (TMO) 0.5 $652k 977.00 667.35
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.5 $651k 13k 49.46
Vanguard Total International Bond Etf Etf (BNDX) 0.5 $640k 12k 55.12
Exxon Mobil Corp Stock (XOM) 0.5 $590k 9.6k 61.20
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.5 $550k 5.9k 92.94
Vanguard Mid Cap Etf (VO) 0.5 $548k 2.2k 254.77
Ishares Russell 3000 Etf Etf (IWV) 0.5 $546k 2.0k 277.58
Ishares National Muni Bond Etf Etf (MUB) 0.4 $521k 4.5k 116.27
Wisdomtree Floating Rate Treasury Fund Etf 0.4 $507k 20k 25.08
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.4 $497k 4.7k 105.90
Intel Corp Stock (INTC) 0.4 $451k 8.7k 51.55
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $431k 1.4k 298.89
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $410k 6.8k 59.92
Apple Stock (AAPL) 0.3 $406k 2.3k 177.76
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $362k 790.00 458.23
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $360k 3.3k 107.82
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.3 $356k 4.5k 79.43
General Electric Stock (GE) 0.3 $353k 3.7k 94.56
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $348k 6.5k 53.84
Amazon Stock (AMZN) 0.3 $333k 100.00 3330.00
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.3 $331k 5.4k 60.83
Verizon Communications Stock (VZ) 0.2 $298k 5.7k 52.04
Costco Whsl Corp Stock (COST) 0.2 $284k 500.00 568.00
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $283k 2.5k 114.34
Blackrock Build Amer Bd Cef (BBN) 0.2 $280k 11k 26.18
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $274k 5.7k 47.74
Unity Software Stock (U) 0.2 $252k 1.8k 143.18
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $249k 3.6k 68.37
At&t Stock (T) 0.2 $245k 10k 24.59
Zoominfo Technologies Inc Com Cl A Stock (ZI) 0.2 $242k 3.8k 64.12
Ishares Msci Japan Etf Etf (EWJ) 0.2 $239k 3.6k 67.10
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.2 $224k 8.7k 25.67
Dimensional International Value Etf Etf (DFIV) 0.2 $222k 6.8k 32.79
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $215k 4.2k 51.32
Gilead Sciences Stock (GILD) 0.2 $201k 2.8k 72.48