VERITY Wealth Advisors

VERITY Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 66 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 24.1 $26M 120k 212.41
Ishares Core S&p 500 Etf Etf (IVV) 15.5 $16M 38k 429.43
Vanguard Ftse All-world Ex-us Etf (VEU) 7.2 $7.6M 147k 51.87
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.0 $3.2M 81k 39.21
Microsoft Corp Stock (MSFT) 2.6 $2.8M 8.8k 315.75
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.5 $2.7M 89k 30.10
Ishares Msci Acwi Ex Us Etf (ACWX) 2.5 $2.7M 57k 47.01
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $2.7M 61k 43.72
Schwab Us Aggregate Bond Etf Etf (SCHZ) 2.5 $2.6M 60k 44.23
Schwab U.s. Large-cap Etf Etf (SCHX) 2.2 $2.3M 45k 50.60
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $2.1M 24k 89.97
Schwab International Equity Etf Etf (SCHF) 1.8 $1.9M 57k 33.96
Vanguard Reit Index Etf Etf (VNQ) 1.7 $1.8M 24k 75.66
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.6 $1.7M 24k 72.38
Vanguard Total Bond Market Etf Etf (BND) 1.5 $1.6M 23k 69.78
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 1.2 $1.3M 17k 75.15
Pepsico Stock (PEP) 1.1 $1.2M 6.8k 169.44
Johnson & Johnson Stock (JNJ) 1.0 $1.1M 7.0k 155.75
Ishares Nasdaq Biotechnology Etf (IBB) 1.0 $1.1M 8.9k 122.29
Ishares California Muni Bond Etf Etf (CMF) 1.0 $1.0M 19k 54.84
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $985k 44k 22.52
Exxon Mobil Corp Stock (XOM) 0.9 $934k 7.9k 117.58
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $932k 19k 49.85
Qualcomm Stock (QCOM) 0.8 $874k 7.9k 111.06
Vanguard Short-term Treasury Etf Etf (VGSH) 0.8 $856k 15k 57.60
Alliant Energy Corp Stock (LNT) 0.7 $797k 16k 48.45
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.7 $789k 19k 40.85
Cintas Corp Stock (CTAS) 0.7 $760k 1.6k 481.01
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.7 $727k 21k 34.66
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.7 $703k 7.3k 96.92
Vanguard Short-term Bond Etf Etf (BSV) 0.7 $692k 9.2k 75.17
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.6 $658k 28k 23.77
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $642k 1.8k 350.30
Ishares S&p 100 Etf Etf (OEF) 0.6 $625k 3.1k 200.67
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $594k 7.3k 81.41
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.6 $591k 10k 57.09
Vanguard S&p 500 Etf Etf (VOO) 0.5 $538k 1.4k 392.70
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.5 $507k 7.3k 69.13
Thermo Fisher Scientific Stock (TMO) 0.5 $495k 977.00 506.17
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $485k 9.7k 50.16
Ishares National Muni Bond Etf Etf (MUB) 0.4 $477k 4.7k 102.54
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $458k 9.1k 50.32
Coupang Inc Cl A Stock (CPNG) 0.4 $449k 26k 17.00
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.4 $438k 7.3k 59.99
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $435k 13k 34.02
Ishares Russell 3000 Etf Etf (IWV) 0.4 $433k 1.8k 245.06
Gilead Sciences Stock (GILD) 0.4 $433k 5.8k 74.94
General Electric Stock (GE) 0.4 $413k 3.7k 110.55
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.4 $376k 7.9k 47.28
Vanguard Total International Bond Etf Etf (BNDX) 0.3 $372k 7.8k 47.83
State Str Corp Stock (STT) 0.3 $371k 5.5k 66.96
Ishares Tr S&p 1500 Index Etf (ITOT) 0.3 $368k 3.9k 94.19
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $359k 7.5k 47.59
Vanguard Mid Cap Etf (VO) 0.3 $357k 1.7k 208.26
Vanguard Information Technology Etf Etf (VGT) 0.3 $328k 790.00 414.90
Apple Stock (AAPL) 0.3 $302k 1.8k 171.21
Intel Corp Stock (INTC) 0.3 $298k 8.4k 35.55
Ishares Exponential Technologies Etf Etf (XT) 0.3 $287k 5.5k 52.21
Gladstone Ld Corp Reit (LAND) 0.3 $285k 20k 14.23
Costco Whsl Corp Stock (COST) 0.3 $283k 500.00 564.96
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $269k 18k 14.62
Schlumberger Ltd Com Stk Stock (SLB) 0.3 $268k 4.6k 58.30
Amazon Stock (AMZN) 0.2 $244k 1.9k 127.12
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $228k 5.7k 39.78
Dimensional International Value Etf Etf (DFIV) 0.2 $221k 6.8k 32.62
Vintage Wine Estates Stock (VWESQ) 0.0 $5.7k 10k 0.57