VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 73 positions in its portfolio as reported in the December 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 $22M 117k 191.19
Ishares Core S&p 500 Etf Etf (IVV) 14.5 $15M 38k 384.21
Vanguard Ftse All-world Ex-us Etf (VEU) 6.9 $7.0M 140k 50.14
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.1 $3.1M 80k 38.98
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.6 $2.7M 99k 27.00
Schwab Us Aggregate Bond Etf Etf (SCHZ) 2.6 $2.6M 58k 45.65
Ishares Msci Acwi Ex Us Etf (ACWX) 2.5 $2.6M 57k 45.50
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $2.5M 61k 41.97
Microsoft Corp Stock (MSFT) 2.1 $2.2M 9.0k 239.82
Schwab U.s. Large-cap Etf Etf (SCHX) 2.1 $2.1M 47k 45.15
Ishares Msci Usa Esg Select Etf Etf (SUSA) 1.8 $1.9M 23k 82.32
Schwab International Equity Etf Etf (SCHF) 1.8 $1.9M 58k 32.21
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.8 $1.8M 26k 72.10
Vanguard Reit Index Etf Etf (VNQ) 1.8 $1.8M 22k 82.48
Vanguard Total Bond Market Etf Etf (BND) 1.7 $1.7M 24k 71.84
Ishares Nasdaq Biotechnology Etf (IBB) 1.4 $1.4M 11k 131.29
Johnson & Johnson Stock (JNJ) 1.3 $1.3M 7.5k 176.65
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.3 $1.3M 17k 75.19
Pepsico Stock (PEP) 1.2 $1.2M 6.9k 180.66
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.1M 19k 56.11
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $944k 44k 21.60
Alliant Energy Corp Stock (LNT) 0.9 $908k 16k 55.21
Qualcomm Stock (QCOM) 0.8 $861k 7.8k 109.94
Exxon Mobil Corp Stock (XOM) 0.8 $843k 7.6k 110.30
Schwab U.s. Broad Market Etf Etf (SCHB) 0.8 $839k 19k 44.81
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.8 $815k 19k 42.20
Vanguard Value Etf Etf (VTV) 0.8 $788k 5.6k 140.37
Cintas Corp Stock (CTAS) 0.7 $714k 1.6k 451.62
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.7 $704k 7.3k 96.96
Vanguard Short-term Treasury Etf Etf (VGSH) 0.6 $657k 11k 57.82
Vanguard Short-term Bond Etf Etf (BSV) 0.6 $644k 8.5k 75.28
Ishares Tips Bond Etf Etf (TIP) 0.6 $630k 5.9k 106.45
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.6 $614k 26k 23.77
Ishares S&p 100 Etf Etf (OEF) 0.6 $599k 3.5k 170.59
Gladstone Ld Corp Reit (LAND) 0.5 $558k 30k 18.35
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $554k 1.8k 308.90
Vanguard Total International Bond Etf Etf (BNDX) 0.5 $540k 11k 47.43
Thermo Fisher Scientific Stock (TMO) 0.5 $538k 977.00 550.69
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $528k 9.6k 54.84
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.5 $525k 7.3k 71.79
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.5 $509k 9.4k 54.27
Gilead Sciences Stock (GILD) 0.5 $496k 5.8k 85.85
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.5 $486k 16k 30.66
Ishares National Muni Bond Etf Etf (MUB) 0.5 $483k 4.6k 105.52
Vanguard S&p 500 Etf Etf (VOO) 0.5 $481k 1.4k 351.34
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $452k 9.0k 50.27
Vanguard Mid Cap Etf (VO) 0.4 $442k 2.2k 203.78
Ishares Russell 3000 Etf Etf (IWV) 0.4 $434k 2.0k 220.68
State Str Corp Stock (STT) 0.4 $430k 5.5k 77.57
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $428k 13k 33.48
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.4 $422k 7.3k 57.88
Coupang Inc Cl A Stock (CPNG) 0.4 $389k 26k 14.71
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $386k 5.9k 65.74
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.4 $371k 7.9k 46.71
Ishares Tr S&p 1500 Index Etf (ITOT) 0.3 $344k 4.1k 84.80
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $336k 17k 19.85
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $328k 7.0k 46.70
General Electric Stock (GE) 0.3 $313k 3.7k 83.79
Apple Stock (AAPL) 0.3 $301k 2.3k 129.93
Ishares Exponential Technologies Etf Etf (XT) 0.3 $261k 5.5k 47.34
Vanguard Information Technology Etf Etf (VGT) 0.2 $252k 790.00 319.41
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $246k 4.6k 53.46
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $246k 5.7k 42.79
Intel Corp Stock (INTC) 0.2 $230k 8.7k 26.43
Costco Whsl Corp Stock (COST) 0.2 $228k 500.00 456.50
Verizon Communications Stock (VZ) 0.2 $226k 5.7k 39.40
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) 0.2 $212k 6.1k 34.59
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $208k 2.2k 94.64
Dimensional International Value Etf Etf (DFIV) 0.2 $206k 6.8k 30.40
Amazon Stock (AMZN) 0.2 $205k 2.4k 84.00
Vanguard Ftse Europe Etf Etf (VGK) 0.2 $202k 3.6k 55.44
Blackrock Build Amer Bd Cef (BBN) 0.2 $170k 10k 16.84
Vintage Wine Estates Stock (VWESQ) 0.0 $33k 10k 3.26