Filer Name: VERITY WEALTH ADVISORS
CIK: 1763138
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 72
Portfolio Value: $0.14B

Verity Wealth Advisors Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 133,687 $39M 27.96% -0.1% -
IVV US ISHARES CORE S&P 500 ETF 37,884 $22M 16.10% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 153,907 $9M 6.38% 0.0% -
MSFT US MICROSOFT CORP 9,345 $4M 2.84% - -
VWO US VANGUARD FTSE EMERGING MARKE 85,007 $4M 2.70% - -
VEA US VANGUARD FTSE DEVELOPED ETF 67,157 $3M 2.32% 2.2% -
SCHX US SCHWAB US LARGE-CAP ETF 134,751 $3M 2.25% 200.0% -
ACWX US ISHARES MSCI ACWI EX US ETF 55,903 $3M 2.10% 0.4% -
SUSA US ISHARES MSCI USA ESG SELECT 23,554 $3M 2.07% - -
HEFA US ISHA CURR HEDGED MSCI EAFE 81,445 $3M 2.04% 0.5% -
VNQ US VANGUARD REAL ESTATE ETF 23,576 $2M 1.52% 0.6% -
SCHF US SCHWAB INTL EQUITY ETF 111,125 $2M 1.48% 100.2% -
USMV US ISHARES MSCI USA MIN VOL FAC 19,253 $2M 1.23% -8.2% -
XOM US EXXON MOBIL CORP 13,081 $1M 1.02% - -
STIP US ISHARES 0-5 YEAR TIPS BOND E 13,841 $1M 1.00% - -
USXF US ISHARES ESG ADVANCE MSCI USA 26,031 $1M 0.93% - -
SCHB US SCHWAB US BROAD MARKET ETF 56,088 $1M 0.92% 200.0% -
VGSH US VANGUARD SHORT-TERM TREASURY 21,109 $1M 0.89% 3.9% -
QCOM US QUALCOMM INC 7,795 $1M 0.86% - -
BSV US VANGUARD SHORT-TERM BOND ETF 15,496 $1M 0.86% - -
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