VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2025

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 72 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 27.3 $37M 134k 274.84
Ishares Core S&p 500 Etf Etf (IVV) 15.8 $21M 38k 561.90
Vanguard Ftse All-world Ex-us Etf (VEU) 6.9 $9.3M 154k 60.66
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $3.9M 86k 45.26
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.6 $3.5M 68k 50.83
Microsoft Corp Stock (MSFT) 2.5 $3.4M 9.1k 375.39
Ishares Msci Acwi Ex Us Etf (ACWX) 2.3 $3.1M 56k 55.45
Schwab U.s. Large-cap Etf Etf (SCHX) 2.1 $2.9M 131k 22.08
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $2.7M 24k 114.87
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 1.9 $2.6M 72k 36.29
Schwab International Equity Etf Etf (SCHF) 1.6 $2.2M 111k 19.78
Vanguard Reit Index Etf Etf (VNQ) 1.5 $2.0M 22k 90.54
Vanguard Short-term Treasury Etf Etf (VGSH) 1.1 $1.5M 25k 58.69
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.1 $1.4M 14k 103.47
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.9 $1.2M 26k 46.67
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.2M 56k 21.53
Qualcomm Stock (QCOM) 0.9 $1.2M 7.8k 153.61
Cintas Corp Stock (CTAS) 0.9 $1.2M 5.7k 205.53
Johnson & Johnson Stock (JNJ) 0.9 $1.2M 7.1k 165.84
Vanguard Total Bond Market Etf Etf (BND) 0.9 $1.2M 16k 73.45
Vanguard Short-term Bond Etf Etf (BSV) 0.9 $1.1M 15k 78.28
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.8 $1.1M 44k 26.20
Ishares Nasdaq Biotechnology Etf (IBB) 0.8 $1.1M 8.9k 127.90
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.8 $1.1M 12k 93.66
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.8 $1.1M 14k 78.94
Alliant Energy Corp Stock (LNT) 0.8 $1.1M 16k 64.35
Pepsico Stock (PEP) 0.8 $1.0M 6.8k 149.94
Vanguard S&p 500 Etf Etf (VOO) 0.8 $1.0M 2.0k 513.91
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $977k 1.8k 532.58
Exxon Mobil Corp Stock (XOM) 0.7 $944k 7.9k 118.93
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.7 $893k 13k 67.34
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.7 $888k 38k 23.16
Ishares S&p 100 Etf Etf (OEF) 0.6 $844k 3.1k 270.87
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.6 $806k 13k 61.53
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.6 $748k 7.3k 102.41
Ge Aerospace Stock (GE) 0.6 $747k 3.7k 200.15
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.5 $680k 9.7k 69.81
Ishares Exponential Technologies Etf Etf (XT) 0.5 $678k 12k 57.56
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.5 $658k 26k 24.99
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $643k 12k 53.97
Ishares California Muni Bond Etf Etf (CMF) 0.5 $614k 11k 56.28
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $599k 7.3k 81.69
Gilead Sciences Stock (GILD) 0.4 $598k 5.3k 112.05
Coupang Inc Cl A Stock (CPNG) 0.4 $580k 26k 21.93
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR) 0.4 $574k 11k 50.24
Ishares Preferred & Income Securities Etf Etf (PFF) 0.4 $565k 18k 30.73
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $527k 13k 41.21
Ishares Russell 3000 Etf Etf (IWV) 0.4 $524k 1.7k 317.64
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $522k 4.3k 122.01
Apple Stock (AAPL) 0.4 $515k 2.3k 222.13
Ishares Global Infrastructure Etf Etf (IGF) 0.4 $496k 9.1k 54.67
Costco Whsl Corp Stock (COST) 0.4 $473k 500.00 945.78
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $449k 39k 11.42
Thermo Fisher Scientific Stock (TMO) 0.3 $446k 896.00 497.60
State Str Corp Stock (STT) 0.3 $444k 5.0k 89.53
Vanguard Information Technology Etf Etf (VGT) 0.3 $429k 790.00 542.38
Vanguard Mid Cap Etf (VO) 0.3 $367k 1.4k 258.64
Ishares Core U.s. Reit Etf Etf (USRT) 0.3 $345k 6.0k 57.60
Amazon Stock (AMZN) 0.3 $339k 1.8k 190.26
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $325k 1.6k 206.48
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $321k 5.2k 62.10
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $306k 4.1k 75.65
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $294k 6.0k 48.82
Ge Vernova Stock (GEV) 0.2 $285k 933.00 305.28
At&t Stock (T) 0.2 $282k 10k 28.28
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.2 $271k 2.6k 105.60
Dimensional International Value Etf Etf (DFIV) 0.2 $267k 6.8k 39.36
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $265k 5.3k 50.33
Verizon Communications Stock (VZ) 0.2 $260k 5.7k 45.36
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $253k 5.7k 44.10
Vanguard Small-cap Etf Etf (VB) 0.2 $225k 1.0k 221.75
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $212k 4.2k 49.90