VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2022

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 63 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Index Fund Etf (VTI) 22.7 $26M 113k 227.67
Ishares Core S&p 500 Etf Etf (IVV) 15.5 $18M 39k 453.69
Vanguard Ftse All-world Ex-us Etf (VEU) 6.3 $7.1M 123k 57.59
Schwab Us Aggregate Bond Etf Etf (SCHZ) 4.7 $5.3M 105k 50.57
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.3 $3.7M 80k 46.13
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.8 $3.1M 92k 33.94
Ishares Msci Acwi Ex Us Etf (ACWX) 2.6 $3.0M 57k 52.27
Microsoft Corp Stock (MSFT) 2.6 $2.9M 9.5k 308.36
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $2.9M 60k 48.03
Vanguard Total Bond Market Etf Etf (BND) 2.4 $2.7M 34k 79.54
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.1 $2.4M 30k 77.56
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.9 $2.2M 23k 96.86
Schwab U.s. Large-cap Etf Etf (SCHX) 1.9 $2.1M 40k 53.84
Schwab International Equity Etf Etf (SCHF) 1.9 $2.1M 57k 36.71
Vanguard Reit Index Etf Etf (VNQ) 1.8 $2.1M 19k 108.39
Ishares Nasdaq Biotechnology Etf (IBB) 1.3 $1.4M 11k 130.33
Ishares Tips Bond Etf Etf (TIP) 1.2 $1.4M 11k 124.60
Johnson & Johnson Stock (JNJ) 1.1 $1.3M 7.1k 177.26
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.1 $1.2M 16k 78.12
Gladstone Ld Corp Reit (LAND) 1.0 $1.1M 30k 36.42
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.1M 19k 58.18
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 1.0 $1.1M 44k 24.95
Qualcomm Stock (QCOM) 0.9 $1.1M 7.0k 152.81
Alliant Energy Corp Stock (LNT) 0.9 $1.0M 16k 62.46
Pepsico Stock (PEP) 0.9 $1.0M 6.0k 167.44
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $998k 19k 53.38
Vanguard Value Index Fund Etf (VTV) 0.7 $829k 5.6k 147.75
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.7 $796k 7.6k 104.97
Ishares S&p 100 Etf Etf (OEF) 0.7 $790k 3.8k 208.50
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $673k 9.5k 71.03
Cintas Corp Stock (CTAS) 0.6 $672k 1.6k 425.32
Exxon Mobil Corp Stock (XOM) 0.6 $631k 7.6k 82.59
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.5 $612k 13k 46.50
Coupang Inc Cl A Stock (CPNG) 0.5 $583k 33k 17.69
Thermo Fisher Scientific Stock (TMO) 0.5 $577k 977.00 590.58
Vanguard Total International Bond Etf Etf (BNDX) 0.5 $516k 9.8k 52.48
Ishares Russell 3000 Etf Etf (IWV) 0.5 $516k 2.0k 262.33
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.5 $513k 5.9k 86.68
Vanguard Mid Cap Etf (VO) 0.5 $512k 2.2k 237.70
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $509k 1.4k 352.98
Ishares National Muni Bond Etf Etf (MUB) 0.4 $493k 4.5k 109.70
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $449k 8.9k 50.26
Intel Corp Stock (INTC) 0.4 $426k 8.6k 49.55
Apple Stock (AAPL) 0.4 $399k 2.3k 174.69
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $380k 6.8k 55.53
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.3 $353k 6.0k 59.27
General Electric Stock (GE) 0.3 $342k 3.7k 91.62
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $339k 3.3k 101.50
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.3 $330k 4.5k 73.63
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $329k 790.00 416.46
Amazon Stock (AMZN) 0.3 $326k 100.00 3260.00
Verizon Communications Stock (VZ) 0.3 $292k 5.7k 51.00
Costco Whsl Corp Stock (COST) 0.3 $288k 500.00 576.00
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.3 $283k 5.7k 49.30
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.2 $264k 11k 24.65
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $261k 2.4k 107.94
At&t Stock (T) 0.2 $235k 10k 23.59
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $227k 3.6k 62.33
Dimensional International Value Etf Etf (DFIV) 0.2 $227k 6.8k 33.53
Zoominfo Technologies Inc Com Cl A Stock (ZI) 0.2 $225k 3.8k 59.62
Blackrock Build Amer Bd Cef (BBN) 0.2 $222k 10k 22.03
Ishares Msci Japan Etf Etf (EWJ) 0.2 $219k 3.6k 61.48
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $215k 4.2k 51.32