VERITY Wealth Advisors 13F Holdings
CIK 0001763138
As of Sep 30, 2025, VERITY Wealth Advisors reported 78 positions worth
CIK 0001763138
As of Sep 30, 2025, VERITY Wealth Advisors reported 78 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 132,610 | $43.5M | 27.49% |
| ISHARES CORE S&P 500 ETF | IVV | — | 37,850 | $25.3M | 16.00% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 163,468 | 1.7M | 7.37% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 86,117 | $4.7M | 2.95% |
| MICROSOFT CORP | MSFT | Technology | 8,230 | $4.3M | 2.69% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 67,932 | $4.1M | 2.57% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 56,111 | $3.6M | 2.30% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 130,640 | $3.4M | 2.17% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 23,554 | $3.2M | 2.02% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 72,104 | $2.9M | 1.80% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 106,978 | $2.5M | 1.57% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 24,599 | $2.2M | 1.42% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 25,648 | .5M | 0.95% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 26,031 | .5M | 0.94% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 56,088 | .4M | 0.91% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 13,841 | .4M | 0.90% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 43,719 | .4M | 0.87% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 7,065 | .3M | 0.83% |
| QUALCOMM INC | QCOM | Technology | 7,795 | .3M | 0.82% |
| ISHARES BIOTECHNOLOGY ETF | IBB | — | 8,898 | .3M | 0.81% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,985 | .2M | 0.77% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 16,062 | .2M | 0.75% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 14,904 | .2M | 0.74% |
| CINTAS CORP | CTAS | Industrials | 5,624 | .2M | 0.73% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 12,102 | .2M | 0.73% |