VERITY Wealth Advisors

VERITY Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 73 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 26.6 $38M 134k 283.16
Ishares Core S&p 500 Etf Etf (IVV) 15.4 $22M 38k 576.82
Vanguard Ftse All-world Ex-us Etf (VEU) 6.8 $9.7M 154k 63.00
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $4.1M 85k 47.85
Microsoft Corp Stock (MSFT) 2.8 $4.0M 9.3k 430.30
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.4 $3.5M 66k 52.81
Ishares Msci Acwi Ex Us Etf (ACWX) 2.2 $3.2M 56k 57.22
Schwab U.s. Large-cap Etf Etf (SCHX) 2.1 $3.0M 45k 67.85
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.0 $2.9M 81k 35.42
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $2.8M 24k 120.37
Vanguard Reit Index Etf Etf (VNQ) 1.6 $2.3M 23k 97.42
Schwab International Equity Etf Etf (SCHF) 1.6 $2.3M 56k 41.12
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.3 $1.9M 21k 91.31
Exxon Mobil Corp Stock (XOM) 1.1 $1.5M 13k 117.22
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.0 $1.4M 14k 101.32
Qualcomm Stock (QCOM) 0.9 $1.3M 7.8k 170.05
Ishares Nasdaq Biotechnology Etf (IBB) 0.9 $1.3M 8.9k 145.60
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.9 $1.3M 26k 49.08
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.2M 19k 66.52
Vanguard Short-term Bond Etf Etf (BSV) 0.9 $1.2M 16k 78.69
Cintas Corp Stock (CTAS) 0.9 $1.2M 5.9k 205.88
Vanguard Short-term Treasury Etf Etf (VGSH) 0.8 $1.2M 20k 59.02
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.8 $1.2M 44k 27.01
Vanguard Total Bond Market Etf Etf (BND) 0.8 $1.2M 16k 75.11
Pepsico Stock (PEP) 0.8 $1.2M 6.8k 170.05
Johnson & Johnson Stock (JNJ) 0.8 $1.1M 7.1k 162.06
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.8 $1.1M 10k 106.19
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.8 $1.1M 23k 47.52
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.8 $1.1M 13k 79.42
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.0M 2.0k 527.67
Alliant Energy Corp Stock (LNT) 0.7 $998k 16k 60.69
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $955k 2.1k 460.26
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.7 $925k 13k 72.04
Ishares S&p 100 Etf Etf (OEF) 0.6 $862k 3.1k 276.80
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $851k 13k 65.91
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $794k 7.3k 108.79
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.5 $748k 10k 72.63
Ishares Exponential Technologies Etf Etf (XT) 0.5 $717k 12k 60.88
Ge Aerospace Stock (GE) 0.5 $704k 3.7k 188.58
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $674k 12k 57.41
Coupang Inc Cl A Stock (CPNG) 0.5 $649k 26k 24.55
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.5 $647k 26k 25.16
Ishares California Muni Bond Etf Etf (CMF) 0.4 $634k 11k 58.11
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $617k 7.3k 84.17
Ishares Preferred & Income Securities Etf Etf (PFF) 0.4 $611k 18k 33.23
Thermo Fisher Scientific Stock (TMO) 0.4 $588k 950.00 618.57
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $580k 4.6k 125.62
Ishares Global Clean Energy Etf Etf (ICLN) 0.4 $578k 39k 14.69
Blackrock Short Maturity Municipal Bond Etf Etf (MEAR) 0.4 $575k 11k 50.31
Apple Stock (AAPL) 0.4 $540k 2.3k 233.00
Ishares Russell 3000 Etf Etf (IWV) 0.4 $539k 1.7k 326.73
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $533k 13k 41.69
Ishares Global Infrastructure Etf Etf (IGF) 0.3 $494k 9.1k 54.43
Vanguard Information Technology Etf Etf (VGT) 0.3 $463k 790.00 586.52
State Str Corp Stock (STT) 0.3 $460k 5.2k 88.47
Gilead Sciences Stock (GILD) 0.3 $448k 5.3k 83.84
Costco Whsl Corp Stock (COST) 0.3 $443k 500.00 886.52
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.3 $425k 8.5k 50.22
Amazon Stock (AMZN) 0.3 $414k 2.2k 186.33
Vanguard Mid Cap Etf (VO) 0.3 $394k 1.5k 263.89
Ishares Core U.s. Reit Etf Etf (USRT) 0.3 $369k 6.0k 61.57
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $356k 1.6k 225.76
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $316k 4.1k 78.05
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $280k 5.7k 48.84
Gladstone Ld Corp Reit (LAND) 0.2 $278k 20k 13.90
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $263k 5.2k 50.28
Dimensional International Value Etf Etf (DFIV) 0.2 $258k 6.8k 38.08
Verizon Communications Stock (VZ) 0.2 $257k 5.7k 44.91
Vanguard Small-cap Etf Etf (VB) 0.2 $241k 1.0k 237.21
Ge Vernova Stock (GEV) 0.2 $238k 933.00 254.98
At&t Stock (T) 0.2 $219k 10k 22.00
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $209k 4.2k 49.31
Vintage Wine Estates Stock (VWESQ) 0.0 $20.000000 10k 0.00