VERITY Wealth Advisors

VERITY Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 68 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 21.9 $21M 119k 179.47
Ishares Core S&p 500 Etf Etf (IVV) 14.1 $14M 39k 358.65
Vanguard Ftse All-world Ex-us Etf (VEU) 6.5 $6.3M 143k 44.36
Schwab Us Aggregate Bond Etf Etf (SCHZ) 4.2 $4.1M 90k 45.32
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.0 $2.9M 80k 36.49
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.8 $2.7M 91k 29.89
Ishares Msci Acwi Ex Us Etf (ACWX) 2.3 $2.3M 57k 40.02
Microsoft Corp Stock (MSFT) 2.3 $2.3M 9.7k 232.95
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.3 $2.2M 61k 36.36
Schwab U.s. Large-cap Etf Etf (SCHX) 2.0 $2.0M 47k 42.34
Vanguard Total Bond Market Etf Etf (BND) 2.0 $1.9M 27k 71.32
Vanguard Reit Index Etf Etf (VNQ) 1.8 $1.8M 22k 80.18
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.8 $1.7M 23k 75.92
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.7 $1.7M 26k 66.08
Schwab International Equity Etf Etf (SCHF) 1.7 $1.6M 58k 28.13
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.4 $1.4M 15k 96.14
Ishares Nasdaq Biotechnology Etf (IBB) 1.3 $1.3M 11k 116.94
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.3 $1.3M 17k 74.29
Johnson & Johnson Stock (JNJ) 1.3 $1.2M 7.5k 163.30
Pepsico Stock (PEP) 1.2 $1.1M 6.9k 163.21
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.0M 19k 54.24
Qualcomm Stock (QCOM) 0.9 $885k 7.8k 112.95
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.9 $875k 21k 41.83
Alliant Energy Corp Stock (LNT) 0.9 $871k 16k 52.97
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.8 $826k 44k 18.89
Schwab U.s. Broad Market Etf Etf (SCHB) 0.8 $786k 19k 42.01
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.7 $705k 25k 28.00
Vanguard Value Etf Etf (VTV) 0.7 $693k 5.6k 123.51
Vanguard Short-term Treasury Etf Etf (VGSH) 0.7 $668k 12k 57.81
Exxon Mobil Corp Stock (XOM) 0.7 $667k 7.6k 87.30
Vanguard Short-term Bond Etf Etf (BSV) 0.7 $639k 8.5k 74.76
Ishares Tips Bond Etf Etf (TIP) 0.6 $618k 5.9k 104.89
Cintas Corp Stock (CTAS) 0.6 $613k 1.6k 387.97
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.6 $606k 26k 23.47
Ishares S&p 100 Etf Etf (OEF) 0.6 $571k 3.5k 162.63
Gladstone Ld Corp Reit (LAND) 0.6 $551k 30k 18.11
Vanguard Total International Bond Etf Etf (BNDX) 0.6 $543k 11k 47.74
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $510k 9.5k 53.70
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.5 $497k 11k 46.56
Thermo Fisher Scientific Stock (TMO) 0.5 $496k 977.00 507.68
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.5 $490k 7.3k 66.99
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $478k 1.8k 266.74
Ishares National Muni Bond Etf Etf (MUB) 0.5 $466k 4.5k 102.67
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.5 $450k 9.0k 50.25
Vanguard S&p 500 Etf Etf (VOO) 0.5 $450k 1.4k 328.47
Coupang Inc Cl A Stock (CPNG) 0.5 $441k 26k 16.69
Ishares Russell 3000 Etf Etf (IWV) 0.4 $407k 2.0k 206.91
Vanguard Mid Cap Etf (VO) 0.4 $406k 2.2k 187.88
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.4 $382k 7.9k 48.06
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $378k 13k 29.59
Gilead Sciences Stock (GILD) 0.4 $356k 5.8k 61.67
State Str Corp Stock (STT) 0.3 $337k 5.5k 60.82
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.3 $329k 5.9k 56.10
Apple Stock (AAPL) 0.3 $320k 2.3k 138.05
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $298k 16k 19.06
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $298k 6.9k 43.01
Amazon Stock (AMZN) 0.3 $276k 2.4k 113.11
Vanguard Information Technology Etf Etf (VGT) 0.2 $243k 790.00 307.59
Costco Whsl Corp Stock (COST) 0.2 $236k 500.00 472.00
General Electric Stock (GE) 0.2 $231k 3.7k 61.88
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $225k 2.8k 79.25
Intel Corp Stock (INTC) 0.2 $224k 8.7k 25.75
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 0.2 $219k 6.3k 34.76
Verizon Communications Stock (VZ) 0.2 $217k 5.7k 37.90
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $215k 5.7k 37.46
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $202k 2.3k 87.29
Ishares Exponential Technologies Etf Etf (XT) 0.2 $201k 4.5k 44.54
Blackrock Build Amer Bd Cef (BBN) 0.2 $166k 10k 16.47