VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 72 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 28.0 $39M 134k 289.81
Ishares Core S&p 500 Etf Etf (IVV) 16.1 $22M 38k 588.68
Vanguard Ftse All-world Ex-us Etf (VEU) 6.4 $8.8M 154k 57.41
Microsoft Corp Stock (MSFT) 2.8 $3.9M 9.3k 421.50
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.7 $3.7M 85k 44.04
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.3 $3.2M 67k 47.82
Schwab U.s. Large-cap Etf Etf (SCHX) 2.3 $3.1M 135k 23.18
Ishares Msci Acwi Ex Us Etf (ACWX) 2.1 $2.9M 56k 52.16
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.1 $2.9M 24k 121.59
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 2.0 $2.8M 81k 34.75
Vanguard Reit Index Etf Etf (VNQ) 1.5 $2.1M 24k 89.08
Schwab International Equity Etf Etf (SCHF) 1.5 $2.1M 111k 18.50
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.2 $1.7M 19k 88.79
Exxon Mobil Corp Stock (XOM) 1.0 $1.4M 13k 107.57
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.0 $1.4M 14k 100.60
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.9 $1.3M 26k 49.72
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.3M 56k 22.70
Vanguard Short-term Treasury Etf Etf (VGSH) 0.9 $1.2M 21k 58.18
Qualcomm Stock (QCOM) 0.9 $1.2M 7.8k 153.62
Vanguard Short-term Bond Etf Etf (BSV) 0.9 $1.2M 16k 77.27
Ishares Nasdaq Biotechnology Etf (IBB) 0.8 $1.2M 8.9k 132.21
Vanguard Total Bond Market Etf Etf (BND) 0.8 $1.1M 16k 71.91
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.8 $1.1M 44k 24.86
Cintas Corp Stock (CTAS) 0.8 $1.1M 5.9k 182.70
Vanguard S&p 500 Etf Etf (VOO) 0.8 $1.1M 2.0k 538.81
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.8 $1.1M 14k 78.01
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.8 $1.0M 46k 22.70
Pepsico Stock (PEP) 0.8 $1.0M 6.8k 152.06
Johnson & Johnson Stock (JNJ) 0.7 $1.0M 7.1k 144.62
Alliant Energy Corp Stock (LNT) 0.7 $972k 16k 59.14
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $941k 2.1k 453.28
Ishares S&p 100 Etf Etf (OEF) 0.6 $900k 3.1k 288.89
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.6 $830k 13k 64.62
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.6 $805k 7.3k 110.25
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $781k 13k 60.26
Ishares Exponential Technologies Etf Etf (XT) 0.5 $703k 12k 59.66
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.5 $675k 10k 66.14
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.5 $635k 26k 24.70
Ishares California Muni Bond Etf Etf (CMF) 0.5 $625k 11k 57.28
Ge Aerospace Stock (GE) 0.4 $623k 3.7k 166.79
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.4 $622k 12k 52.22
Coupang Inc Cl A Stock (CPNG) 0.4 $581k 26k 21.98
Apple Stock (AAPL) 0.4 $581k 2.3k 250.42
Ishares Preferred & Income Securities Etf Etf (PFF) 0.4 $578k 18k 31.44
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR) 0.4 $571k 11k 49.95
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $568k 4.4k 128.62
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $559k 7.3k 76.14
Ishares Russell 3000 Etf Etf (IWV) 0.4 $552k 1.7k 334.25
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $523k 13k 40.92
State Str Corp Stock (STT) 0.4 $510k 5.2k 98.15
Thermo Fisher Scientific Stock (TMO) 0.4 $494k 950.00 520.23
Gilead Sciences Stock (GILD) 0.4 $493k 5.3k 92.37
Vanguard Information Technology Etf Etf (VGT) 0.4 $491k 790.00 621.80
Ishares Global Infrastructure Etf Etf (IGF) 0.3 $474k 9.1k 52.27
Costco Whsl Corp Stock (COST) 0.3 $458k 500.00 916.27
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $448k 39k 11.38
Vanguard Mid Cap Etf (VO) 0.3 $396k 1.5k 264.07
Amazon Stock (AMZN) 0.3 $391k 1.8k 219.39
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $366k 1.6k 232.52
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $344k 6.0k 57.31
Ge Vernova Stock (GEV) 0.2 $307k 933.00 328.93
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $285k 4.1k 70.28
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.2 $271k 2.6k 105.48
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $265k 5.3k 50.32
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $258k 5.3k 49.05
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $252k 5.7k 43.81
Vanguard Small-cap Etf Etf (VB) 0.2 $244k 1.0k 240.28
Dimensional International Value Etf Etf (DFIV) 0.2 $240k 6.8k 35.48
Verizon Communications Stock (VZ) 0.2 $229k 5.7k 39.99
At&t Stock (T) 0.2 $227k 10k 22.77
Gladstone Ld Corp Reit (LAND) 0.2 $217k 20k 10.85
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $205k 4.2k 48.42