VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2023

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 69 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 24.0 $27M 121k 220.28
Ishares Core S&p 500 Etf Etf (IVV) 15.3 $17M 38k 445.71
Vanguard Ftse All-world Ex-us Etf (VEU) 6.9 $7.7M 142k 54.41
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $3.3M 80k 40.68
Microsoft Corp Stock (MSFT) 2.7 $3.0M 8.8k 340.54
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.6 $2.9M 93k 31.00
Ishares Msci Acwi Ex Us Etf (ACWX) 2.5 $2.8M 57k 49.22
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $2.8M 61k 46.18
Schwab Us Aggregate Bond Etf Etf (SCHZ) 2.3 $2.6M 56k 46.16
Schwab U.s. Large-cap Etf Etf (SCHX) 2.2 $2.5M 47k 52.37
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $2.2M 24k 93.64
Schwab International Equity Etf Etf (SCHF) 1.8 $2.0M 57k 35.65
Vanguard Reit Index Etf Etf (VNQ) 1.8 $2.0M 24k 83.56
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.7 $1.8M 25k 74.33
Vanguard Total Bond Market Etf Etf (BND) 1.5 $1.7M 23k 72.69
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.3M 17k 75.66
Pepsico Stock (PEP) 1.1 $1.3M 6.8k 185.22
Johnson & Johnson Stock (JNJ) 1.1 $1.2M 7.4k 165.52
Ishares Nasdaq Biotechnology Etf (IBB) 1.0 $1.1M 8.9k 126.96
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.1M 19k 56.95
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $1.0M 44k 23.31
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $970k 19k 51.70
Qualcomm Stock (QCOM) 0.8 $937k 7.9k 119.04
Alliant Energy Corp Stock (LNT) 0.8 $863k 16k 52.48
Vanguard Short-term Treasury Etf Etf (VGSH) 0.8 $855k 15k 57.73
Exxon Mobil Corp Stock (XOM) 0.8 $852k 7.9k 107.25
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.7 $823k 19k 42.58
Cintas Corp Stock (CTAS) 0.7 $785k 1.6k 497.08
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.7 $754k 21k 35.95
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.6 $708k 7.3k 97.60
Vanguard Short-term Bond Etf Etf (BSV) 0.6 $679k 9.0k 75.57
Ishares S&p 100 Etf Etf (OEF) 0.6 $645k 3.1k 207.09
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $625k 1.8k 341.00
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.6 $617k 26k 23.91
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.6 $616k 10k 60.91
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $616k 7.3k 84.17
Vanguard S&p 500 Etf Etf (VOO) 0.5 $558k 1.4k 407.28
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $538k 9.7k 55.57
Thermo Fisher Scientific Stock (TMO) 0.5 $510k 977.00 521.75
Ishares Russell 3000 Etf Etf (IWV) 0.4 $501k 2.0k 254.48
Ishares National Muni Bond Etf Etf (MUB) 0.4 $494k 4.6k 106.73
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $494k 6.8k 72.93
Vanguard Total International Bond Etf Etf (BNDX) 0.4 $486k 9.9k 48.88
Coupang Inc Cl A Stock (CPNG) 0.4 $460k 26k 17.40
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.4 $457k 7.3k 62.62
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $456k 9.1k 50.32
Gilead Sciences Stock (GILD) 0.4 $445k 5.8k 77.07
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $441k 13k 34.50
General Electric Stock (GE) 0.4 $410k 3.7k 109.85
State Str Corp Stock (STT) 0.4 $406k 5.5k 73.18
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $397k 4.1k 97.84
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $387k 7.9k 49.29
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.3 $377k 7.9k 47.42
Vanguard Mid Cap Etf (VO) 0.3 $377k 1.7k 220.20
Vanguard Information Technology Etf Etf (VGT) 0.3 $349k 790.00 442.16
Apple Stock (AAPL) 0.3 $342k 1.8k 193.97
Gladstone Ld Corp Reit (LAND) 0.3 $325k 20k 16.27
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $312k 17k 18.40
Ishares Exponential Technologies Etf Etf (XT) 0.3 $306k 5.5k 55.60
Intel Corp Stock (INTC) 0.3 $280k 8.4k 33.44
Costco Whsl Corp Stock (COST) 0.2 $269k 500.00 538.38
Amazon Stock (AMZN) 0.2 $250k 1.9k 130.36
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $243k 5.7k 42.24
Verizon Communications Stock (VZ) 0.2 $228k 6.1k 37.19
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $226k 4.6k 49.12
Dimensional International Value Etf Etf (DFIV) 0.2 $222k 6.8k 32.85
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $207k 2.1k 99.65
Vanguard Small-cap Etf Etf (VB) 0.2 $202k 1.0k 198.89
Vintage Wine Estates Stock (VWESQ) 0.0 $8.6k 10k 0.86