VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2024

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 74 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 26.7 $36M 133k 267.51
Ishares Core S&p 500 Etf Etf (IVV) 15.6 $21M 38k 547.23
Vanguard Ftse All-world Ex-us Etf (VEU) 6.7 $9.0M 154k 58.64
Microsoft Corp Stock (MSFT) 3.1 $4.1M 9.1k 446.95
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.8 $3.7M 85k 43.76
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.4 $3.2M 64k 49.42
Ishares Msci Acwi Ex Us Etf (ACWX) 2.2 $3.0M 56k 53.13
Schwab U.s. Large-cap Etf Etf (SCHX) 2.2 $2.9M 45k 64.25
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.2 $2.9M 81k 35.55
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $2.6M 24k 112.37
Schwab International Equity Etf Etf (SCHF) 1.6 $2.1M 56k 38.42
Vanguard Reit Index Etf Etf (VNQ) 1.4 $1.9M 23k 83.76
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.4 $1.9M 22k 83.96
Qualcomm Stock (QCOM) 1.2 $1.6M 7.8k 199.18
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.0 $1.4M 14k 99.49
Ishares Nasdaq Biotechnology Etf (IBB) 0.9 $1.2M 8.9k 137.26
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.9 $1.2M 26k 46.58
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.2M 19k 62.87
Pepsico Stock (PEP) 0.8 $1.1M 6.8k 164.93
Vanguard Total Bond Market Etf Etf (BND) 0.8 $1.1M 16k 72.05
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.8 $1.1M 44k 25.42
Vanguard Short-term Treasury Etf Etf (VGSH) 0.8 $1.1M 19k 57.99
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.8 $1.1M 10k 104.55
Cintas Corp Stock (CTAS) 0.8 $1.1M 1.5k 700.26
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.8 $1.0M 23k 45.58
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.8 $1.0M 13k 77.28
Johnson & Johnson Stock (JNJ) 0.8 $1.0M 7.1k 146.16
Vanguard Short-term Bond Etf Etf (BSV) 0.8 $1.0M 13k 76.70
Vanguard S&p 500 Etf Etf (VOO) 0.7 $993k 2.0k 500.13
Exxon Mobil Corp Stock (XOM) 0.7 $914k 7.9k 115.12
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.6 $866k 13k 67.43
Alliant Energy Corp Stock (LNT) 0.6 $837k 16k 50.90
Ishares S&p 100 Etf Etf (OEF) 0.6 $823k 3.1k 264.34
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $763k 1.9k 406.80
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $758k 7.3k 103.85
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $736k 13k 57.29
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.5 $696k 10k 67.56
Ishares Exponential Technologies Etf Etf (XT) 0.5 $693k 12k 58.83
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $634k 12k 53.53
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.5 $630k 26k 24.49
Ishares California Muni Bond Etf Etf (CMF) 0.5 $621k 11k 56.88
Ge Aerospace Stock (GE) 0.4 $593k 3.7k 158.97
Ishares Preferred & Income Securities Etf Etf (PFF) 0.4 $580k 18k 31.55
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $578k 7.3k 78.78
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $577k 4.9k 118.78
Blackrock Short Maturity Municipal Bond Etf Etf (MEAR) 0.4 $573k 11k 50.15
Coupang Inc Cl A Stock (CPNG) 0.4 $554k 26k 20.95
Thermo Fisher Scientific Stock (TMO) 0.4 $525k 950.00 553.00
Ishares Global Clean Energy Etf Etf (ICLN) 0.4 $524k 39k 13.32
Ishares Russell 3000 Etf Etf (IWV) 0.4 $510k 1.7k 308.67
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $502k 13k 39.27
Apple Stock (AAPL) 0.4 $488k 2.3k 210.62
Vanguard Information Technology Etf Etf (VGT) 0.3 $456k 790.00 576.59
Ishares Global Infrastructure Etf Etf (IGF) 0.3 $435k 9.1k 47.92
Amazon Stock (AMZN) 0.3 $429k 2.2k 193.25
Costco Whsl Corp Stock (COST) 0.3 $425k 500.00 849.99
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.3 $424k 8.4k 50.31
State Str Corp Stock (STT) 0.3 $384k 5.2k 74.00
Gilead Sciences Stock (GILD) 0.3 $366k 5.3k 68.61
Vanguard Mid Cap Etf (VO) 0.3 $360k 1.5k 242.03
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $356k 1.6k 226.23
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $321k 6.0k 53.56
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $294k 4.1k 72.64
Gladstone Ld Corp Reit (LAND) 0.2 $274k 20k 13.69
Intel Corp Stock (INTC) 0.2 $262k 8.4k 30.97
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $254k 5.2k 48.67
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $247k 5.7k 43.00
Dimensional International Value Etf Etf (DFIV) 0.2 $243k 6.8k 35.94
Verizon Communications Stock (VZ) 0.2 $236k 5.7k 41.24
Vanguard Small-cap Etf Etf (VB) 0.2 $221k 1.0k 218.04
Schlumberger Ltd Com Stk Stock (SLB) 0.2 $217k 4.6k 47.18
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $206k 4.2k 48.54
Merck & Co Stock (MRK) 0.2 $201k 1.6k 123.80
Vintage Wine Estates Stock (VWESQ) 0.0 $1.4k 10k 0.14