VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2025

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 75 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 27.1 $40M 133k 303.93
Ishares Core S&p 500 Etf Etf (IVV) 15.8 $24M 38k 620.90
Vanguard Ftse All-world Ex-us Etf (VEU) 7.4 $11M 164k 67.22
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $4.3M 86k 49.46
Microsoft Corp Stock (MSFT) 2.7 $4.1M 8.2k 497.41
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.6 $3.9M 68k 57.01
Ishares Msci Acwi Ex Us Etf (ACWX) 2.3 $3.4M 56k 60.94
Schwab U.s. Large-cap Etf Etf (SCHX) 2.1 $3.2M 131k 24.44
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $3.0M 24k 126.75
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 1.8 $2.7M 72k 37.96
Schwab International Equity Etf Etf (SCHF) 1.6 $2.4M 107k 22.10
Vanguard Reit Index Etf Etf (VNQ) 1.4 $2.1M 24k 89.06
Vanguard Short-term Treasury Etf Etf (VGSH) 1.1 $1.6M 28k 58.78
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.0 $1.4M 14k 102.91
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.9 $1.4M 26k 53.93
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.3M 56k 23.83
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $1.3M 44k 29.37
Cintas Corp Stock (CTAS) 0.8 $1.3M 5.6k 222.87
Qualcomm Stock (QCOM) 0.8 $1.2M 7.8k 159.26
Vanguard Total Bond Market Etf Etf (BND) 0.8 $1.2M 16k 73.63
Vanguard Short-term Bond Etf Etf (BSV) 0.8 $1.2M 15k 78.70
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.8 $1.1M 12k 93.87
Vanguard S&p 500 Etf Etf (VOO) 0.8 $1.1M 2.0k 568.03
Ishares Nasdaq Biotechnology Etf (IBB) 0.8 $1.1M 8.9k 126.51
Johnson & Johnson Stock (JNJ) 0.7 $1.1M 7.1k 152.75
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.7 $1.1M 14k 79.50
Alliant Energy Corp Stock (LNT) 0.7 $994k 16k 60.47
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.7 $988k 13k 74.44
Ge Aerospace Stock (GE) 0.6 $961k 3.7k 257.39
Ishares S&p 100 Etf Etf (OEF) 0.6 $948k 3.1k 304.39
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.6 $908k 39k 23.24
Pepsico Stock (PEP) 0.6 $903k 6.8k 132.04
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $891k 1.8k 485.77
Exxon Mobil Corp Stock (XOM) 0.6 $856k 7.9k 107.80
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.6 $848k 7.3k 116.16
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.5 $817k 11k 77.31
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $803k 13k 61.16
Coupang Inc Cl A Stock (CPNG) 0.5 $792k 26k 29.96
Ishares Exponential Technologies Etf Etf (XT) 0.5 $769k 12k 65.25
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $720k 12k 60.03
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.4 $663k 26k 25.17
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $654k 7.3k 89.22
Ishares California Muni Bond Etf Etf (CMF) 0.4 $608k 11k 55.74
Gilead Sciences Stock (GILD) 0.4 $592k 5.3k 110.87
Ishares Russell 3000 Etf Etf (IWV) 0.4 $580k 1.7k 351.00
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $578k 4.3k 135.04
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR) 0.4 $574k 11k 50.27
Vanguard Total International Stock Etf Etf (VXUS) 0.4 $567k 8.2k 69.09
Ishares Preferred & Income Securities Etf Etf (PFF) 0.4 $564k 18k 30.68
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $540k 13k 42.28
Ishares Global Infrastructure Etf Etf (IGF) 0.4 $537k 9.1k 59.20
State Str Corp Stock (STT) 0.4 $528k 5.0k 106.34
Vanguard Information Technology Etf Etf (VGT) 0.4 $524k 790.00 663.28
Ishares Global Clean Energy Etf Etf (ICLN) 0.3 $516k 39k 13.11
Costco Whsl Corp Stock (COST) 0.3 $495k 500.00 989.94
Ge Vernova Stock (GEV) 0.3 $494k 933.00 529.15
Apple Stock (AAPL) 0.3 $476k 2.3k 205.17
Invesco International Corporate Bond Etf Etf (PICB) 0.3 $418k 17k 24.18
Ishares International Treasury Bond Etf Etf (IGOV) 0.3 $414k 9.6k 43.10
Ishares Tr S&p Citigroup 1-3 Yr Intl Treasury Etf (ISHG) 0.3 $413k 5.4k 76.56
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $399k 1.6k 253.23
Vanguard Mid Cap Etf (VO) 0.3 $397k 1.4k 279.85
Amazon Stock (AMZN) 0.3 $391k 1.8k 219.39
Thermo Fisher Scientific Stock (TMO) 0.2 $363k 896.00 405.46
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $339k 6.0k 56.56
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $338k 4.1k 83.48
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $298k 6.0k 49.51
Dimensional International Value Etf Etf (DFIV) 0.2 $290k 6.8k 42.83
At&t Stock (T) 0.2 $288k 10k 28.94
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $283k 5.7k 49.37
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.2 $273k 2.6k 106.34
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $265k 5.3k 50.31
Verizon Communications Stock (VZ) 0.2 $248k 5.7k 43.27
Vanguard Small-cap Etf Etf (VB) 0.2 $241k 1.0k 236.98
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $213k 4.2k 50.27