VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 71 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 24.7 $29M 121k 237.22
Ishares Core S&p 500 Etf Etf (IVV) 15.6 $18M 38k 477.63
Vanguard Ftse All-world Ex-us Etf (VEU) 7.2 $8.3M 148k 56.14
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.0 $3.5M 84k 41.10
Microsoft Corp Stock (MSFT) 2.9 $3.3M 8.8k 376.04
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.5 $3.0M 62k 47.90
Ishares Msci Acwi Ex Us Etf (ACWX) 2.5 $2.9M 57k 51.04
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.4 $2.8M 89k 31.51
Schwab U.s. Large-cap Etf Etf (SCHX) 2.2 $2.5M 45k 56.40
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $2.4M 24k 100.51
Schwab International Equity Etf Etf (SCHF) 1.8 $2.1M 57k 36.96
Vanguard Reit Index Etf Etf (VNQ) 1.6 $1.9M 21k 88.36
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.6 $1.8M 23k 78.03
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.2 $1.4M 14k 98.59
Vanguard Total Bond Market Etf Etf (BND) 1.2 $1.4M 19k 73.55
Ishares Nasdaq Biotechnology Etf (IBB) 1.0 $1.2M 8.9k 135.85
Pepsico Stock (PEP) 1.0 $1.2M 6.8k 169.84
Qualcomm Stock (QCOM) 1.0 $1.1M 7.7k 144.63
Johnson & Johnson Stock (JNJ) 0.9 $1.1M 7.0k 156.74
Ishares California Muni Bond Etf Etf (CMF) 0.9 $1.1M 19k 57.94
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $1.1M 44k 24.42
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.9 $1.1M 14k 77.37
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.9 $1.0M 22k 46.62
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.0M 19k 55.67
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.8 $925k 23k 39.82
Cintas Corp Stock (CTAS) 0.8 $923k 1.5k 602.66
Alliant Energy Corp Stock (LNT) 0.7 $844k 16k 51.30
Vanguard Short-term Bond Etf Etf (BSV) 0.7 $831k 11k 77.02
Vanguard Short-term Treasury Etf Etf (VGSH) 0.7 $821k 14k 58.33
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.7 $818k 7.8k 105.43
Exxon Mobil Corp Stock (XOM) 0.7 $794k 7.9k 99.98
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $751k 13k 58.73
Ishares S&p 100 Etf Etf (OEF) 0.6 $708k 3.2k 223.42
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.6 $668k 10k 64.93
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $665k 7.3k 91.05
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $654k 1.8k 356.66
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.6 $643k 10k 63.88
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.5 $630k 26k 24.48
Vanguard S&p 500 Etf Etf (VOO) 0.5 $598k 1.4k 436.80
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.5 $554k 7.3k 75.54
Thermo Fisher Scientific Stock (TMO) 0.4 $504k 950.00 530.79
Blackrock Short Maturity Municipal Bond Etf Etf (MEAR) 0.4 $502k 10k 49.99
Ishares Russell 3000 Etf Etf (IWV) 0.4 $484k 1.8k 273.74
General Electric Stock (GE) 0.4 $476k 3.7k 127.63
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $476k 13k 37.22
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $459k 9.1k 50.24
Gilead Sciences Stock (GILD) 0.4 $455k 5.6k 81.01
State Str Corp Stock (STT) 0.4 $429k 5.5k 77.46
Coupang Inc Cl A Stock (CPNG) 0.4 $428k 26k 16.19
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $411k 3.9k 105.23
Intel Corp Stock (INTC) 0.4 $409k 8.1k 50.25
Vanguard Mid Cap Etf (VO) 0.3 $400k 1.7k 232.70
Vanguard Information Technology Etf Etf (VGT) 0.3 $382k 790.00 484.00
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $379k 7.5k 50.58
Vanguard Total International Bond Etf Etf (BNDX) 0.3 $351k 7.1k 49.37
Apple Stock (AAPL) 0.3 $339k 1.8k 192.53
Costco Whsl Corp Stock (COST) 0.3 $330k 500.00 660.08
Ishares Exponential Technologies Etf Etf (XT) 0.3 $315k 5.3k 59.87
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $307k 20k 15.57
Amazon Stock (AMZN) 0.3 $292k 1.9k 151.94
Gladstone Ld Corp Reit (LAND) 0.2 $289k 20k 14.45
Ishares Preferred & Income Securities Etf Etf (PFF) 0.2 $275k 8.8k 31.19
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $249k 5.7k 43.41
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $239k 4.6k 52.04
Dimensional International Value Etf Etf (DFIV) 0.2 $233k 6.8k 34.36
Verizon Communications Stock (VZ) 0.2 $231k 6.1k 37.70
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $224k 2.1k 108.25
Vanguard Small-cap Etf Etf (VB) 0.2 $217k 1.0k 213.33
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $206k 3.8k 54.29
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $201k 4.2k 47.49
Vintage Wine Estates Stock (VWESQ) 0.0 $5.0k 10k 0.50