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Verity Wealth Advisors

Q1 2019 Holdings

Filed 2019-04-03 | 50 holdings | $97.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$14.5K100,16114.8%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$6.8K115,1686.9%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$6.3K218,5166.4%
Ishares S&P 500 Index(IVV)ETF464287200$6.0K21,0546.1%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$5.8K111,6045.9%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$5.2K104,3265.3%
Vanguard Total Bond Market ETF(BND)ETF921937835$4.0K49,6524.1%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.7K79,2283.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$3.5K44,4773.6%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.5K51,0523.5%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.4K79,9333.5%
Vanguard REIT Index ETF(VNQ)ETF922908553$3.2K36,5813.2%
Schwab International Equity ETF(SCHF)ETF808524805$3.1K98,2203.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.3K55,5372.3%
Wisdomtree Floating Rate Treasury FundETF97717X628$2.0K78,4222.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.8K22,7471.9%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$1.7K29,7761.7%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.6K13,8851.6%
Microsoft(MSFT)Stock594918104$1.5K12,8551.5%
Ishares KLD SEL SOC FD(SUSA)ETF464288802$1.3K11,2631.4%
Johnson & Johnson COM(JNJ)Stock478160104$1.3K9,4021.3%
Ishares Tips Bond ETF(TIP)ETF464287176$1.2K10,5571.2%
Ishares TR S&P Calif MUN BD FD(CMF)ETF464288356$1.1K18,6911.1%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$93315,7361.0%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$91613,4610.9%
Ishares TR Msci Acwiindex FD(ACWI)ETF464288257$90712,5760.9%
Ishares Edge Msci MIN VOL Eafe ETF(EFAV)ETF46429B689$85111,8160.9%
Pepsico Inc COM(PEP)Stock713448108$8496,9250.9%
Alliant Energy Corp COM(LNT)Stock018802108$77516,4430.8%
Ishares Cohen & Steers Rlty(ICF)ETF464287564$6996,2840.7%
Vanguard Mid Cap(VO)ETF922908629$6293,9120.6%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$5752,1000.6%
Qualcomm Inc(QCOM)Stock747525103$5379,4110.5%
Ishares TR S&P 100 Index Fund(OEF)ETF464287101$4723,7650.5%
Intel Corp COM(INTC)Stock458140100$4648,6370.5%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$4609,4530.5%
Ishares Trust Russell 3000 Index FD(IWV)ETF464287689$3772,2630.4%
Gilead Sciences Inc(GILD)Stock375558103$3555,4680.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3546,8490.4%
Cintas Corp(CTAS)Stock172908105$3191,5800.3%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3177,1440.3%
General Electric Co COMStock369604103$30830,8700.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3011,5000.3%
AT&T Inc COM(T)Stock00206R102$2869,1160.3%
State STR Corp COM(STT)Stock857477103$2774,2140.3%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$2652,3800.3%
Ishares Inc Msci Pacific Ex-Japan(EPP)ETF464286665$2635,7400.3%
BlackRock Build Amer BD(BBN)CEF09248X100$24010,6970.2%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$2232,1120.2%
Schlumberger LTD COM(SLB)Stock806857108$2004,6010.2%