VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2022

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 67 positions in its portfolio as reported in the June 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) 21.7 $22M 118k 188.62
Ishares Core S&p 500 Etf Etf (IVV) 14.2 $15M 39k 379.15
Vanguard Ftse All-world Ex-us Etf (VEU) 6.8 $7.0M 141k 49.96
Schwab Us Aggregate Bond Etf Etf (SCHZ) 4.3 $4.4M 92k 47.87
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.3 $3.3M 80k 41.65
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.8 $2.9M 90k 31.82
Ishares Msci Acwi Ex Us Etf (ACWX) 2.5 $2.6M 57k 45.00
Microsoft Corp Stock (MSFT) 2.4 $2.5M 9.7k 256.82
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.4 $2.5M 61k 40.79
Vanguard Total Bond Market Etf Etf (BND) 2.1 $2.2M 29k 75.24
Schwab U.s. Large-cap Etf Etf (SCHX) 2.0 $2.1M 47k 44.66
Vanguard Reit Index Etf Etf (VNQ) 1.9 $1.9M 21k 91.09
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.8 $1.8M 23k 80.71
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.8 $1.8M 26k 70.19
Schwab International Equity Etf Etf (SCHF) 1.8 $1.8M 58k 31.44
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.4 $1.4M 19k 76.24
Johnson & Johnson Stock (JNJ) 1.3 $1.3M 7.5k 177.48
Ishares Nasdaq Biotechnology Etf (IBB) 1.2 $1.3M 11k 117.67
Ishares Tips Bond Etf Etf (TIP) 1.2 $1.3M 11k 113.88
Pepsico Stock (PEP) 1.1 $1.1M 6.9k 166.69
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.1M 19k 56.48
Qualcomm Stock (QCOM) 1.0 $1.0M 7.8k 127.76
Alliant Energy Corp Stock (LNT) 0.9 $964k 16k 58.63
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $937k 44k 21.43
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.9 $920k 21k 43.98
Schwab U.s. Broad Market Etf Etf (SCHB) 0.8 $827k 19k 44.20
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.7 $752k 25k 29.87
Vanguard Value Index Fund Etf (VTV) 0.7 $740k 5.6k 131.88
Gladstone Ld Corp Reit (LAND) 0.7 $674k 30k 22.15
Vanguard Short-term Bond Index Fund Etf (BSV) 0.6 $656k 8.5k 76.75
Exxon Mobil Corp Stock (XOM) 0.6 $654k 7.6k 85.60
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.6 $622k 26k 24.09
Ishares S&p 100 Etf Etf (OEF) 0.6 $606k 3.5k 172.60
Vanguard Total International Bond Etf Etf (BNDX) 0.6 $593k 12k 49.55
Cintas Corp Stock (CTAS) 0.6 $590k 1.6k 373.42
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $577k 9.5k 60.76
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.6 $568k 11k 52.11
Thermo Fisher Scientific Stock (TMO) 0.5 $531k 977.00 543.50
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $489k 1.8k 272.88
Ishares National Muni Bond Etf Etf (MUB) 0.5 $480k 4.5k 106.31
Vanguard S&p 500 Etf Etf (VOO) 0.5 $475k 1.4k 346.72
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $450k 8.9k 50.35
Ishares Russell 3000 Etf Etf (IWV) 0.4 $428k 2.0k 217.59
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.4 $426k 5.9k 71.98
Vanguard Mid Cap Etf (VO) 0.4 $425k 2.2k 197.03
Coupang Inc Cl A Stock (CPNG) 0.4 $420k 33k 12.75
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.4 $391k 3.9k 101.53
Gilead Sciences Stock (GILD) 0.3 $357k 5.8k 61.84
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.3 $346k 5.9k 58.81
State Str Corp Stock (STT) 0.3 $342k 5.5k 61.72
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $340k 6.9k 49.08
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.3 $332k 6.6k 50.08
Intel Corp Stock (INTC) 0.3 $325k 8.7k 37.36
Apple Stock (AAPL) 0.3 $317k 2.3k 136.76
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.3 $298k 16k 19.06
Verizon Communications Stock (VZ) 0.3 $291k 5.7k 50.82
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.3 $281k 4.5k 62.70
Amazon Stock (AMZN) 0.3 $259k 2.4k 106.15
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $258k 790.00 326.58
Costco Whsl Corp Stock (COST) 0.2 $240k 500.00 480.00
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $239k 5.7k 41.64
General Electric Stock (GE) 0.2 $238k 3.7k 63.76
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $238k 2.8k 83.83
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 0.2 $227k 6.3k 36.03
Ishares Exponential Technologies Etf Etf (XT) 0.2 $216k 4.5k 47.86
At&t Stock (T) 0.2 $209k 10k 20.98
Blackrock Build Amer Bd Cef (BBN) 0.2 $193k 10k 19.15