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Verity Wealth Advisors

Q4 2018 Holdings

Filed 2019-01-25 | 48 holdings | $86.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$12.8K100,17214.7%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$5.9K112,8846.8%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$5.6K217,5016.5%
Ishares S&P 500 Index(IVV)ETF464287200$5.3K21,0076.1%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$4.8K104,9765.5%
Vanguard Total Bond Market ETF(BND)ETF921937835$4.2K53,4834.9%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$3.7K48,0024.3%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.3K79,2023.8%
Vanguard REIT Index ETF(VNQ)ETF922908553$3.2K42,6573.7%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$3.2K62,6103.6%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.0K79,9333.5%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.7K45,0733.1%
Schwab International Equity ETF(SCHF)ETF808524805$2.5K87,6572.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.1K55,5372.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$2.0K37,1712.3%
Wisdomtree Floating Rate Treasury FundETF97717X628$1.6K62,5681.8%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.6K22,7471.8%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.3K13,8851.5%
Microsoft(MSFT)Stock594918104$1.3K12,8551.5%
Ishares Tips Bond ETF(TIP)ETF464287176$1.3K11,8441.5%
Johnson & Johnson COM(JNJ)Stock478160104$1.2K9,4021.4%
Ishares KLD SEL SOC FD(SUSA)ETF464288802$1.2K11,2631.3%
Ishares TR S&P Calif MUN BD FD(CMF)ETF464288356$1.1K18,6571.3%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$1.0K18,6091.2%
Ishares Edge Msci MIN VOL Eafe ETF(EFAV)ETF46429B689$97814,6751.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$97816,3191.1%
Ishares TR Msci Acwiindex FD(ACWI)ETF464288257$82512,8510.9%
Pepsico Inc COM(PEP)Stock713448108$7656,9250.9%
Alliant Energy Corp COM(LNT)Stock018802108$69516,4430.8%
Ishares Cohen & Steers Rlty(ICF)ETF464287564$5986,2450.7%
Vanguard Mid Cap(VO)ETF922908629$5383,8970.6%
Qualcomm Inc(QCOM)Stock747525103$5369,4110.6%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$4769,9430.5%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$4702,1000.5%
Ishares TR S&P 100 Index Fund(OEF)ETF464287101$4183,7480.5%
Intel Corp COM(INTC)Stock458140100$4038,5860.5%
Gilead Sciences Inc(GILD)Stock375558103$3405,4420.4%
Ishares Trust Russell 3000 Index FD(IWV)ETF464287689$3322,2630.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3236,8490.4%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3148,1530.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3061,5000.4%
State STR Corp COM(STT)Stock857477103$2664,2140.3%
Cintas Corp(CTAS)Stock172908105$2651,5800.3%
AT&T Inc COM(T)Stock00206R102$2609,1160.3%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$2582,3700.3%
General Electric Co COMStock369604103$23731,3700.3%
Ishares Inc Msci Pacific Ex-Japan(EPP)ETF464286665$2345,7400.3%
BlackRock Build Amer BD(BBN)CEF09248X100$22510,6970.3%