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Verity Wealth Advisors

Q2 2019 Holdings

Filed 2019-08-01 | 49 holdings | $101.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$14.6K97,42314.4%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$9.8K184,7519.6%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$6.5K106,0596.4%
Ishares S&P 500 Index(IVV)ETF464287200$6.2K21,0586.1%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$5.5K183,9705.4%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$5.4K77,6155.4%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$5.0K97,4564.9%
Vanguard Total Bond Market ETF(BND)ETF921937835$4.0K47,8733.9%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.7K79,2363.6%
Schwab International Equity ETF(SCHF)ETF808524805$3.5K110,2563.5%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.4K79,9333.3%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$3.3K41,2813.3%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.7K30,6442.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.3K55,5372.3%
Microsoft(MSFT)Stock594918104$1.7K12,8551.7%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.6K21,2661.6%
Wisdomtree Floating Rate Treasury FundETF97717X628$1.6K62,3581.5%
Ishares KLD SEL SOC FD(SUSA)ETF464288802$1.4K11,2631.4%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.4K12,4041.3%
Johnson & Johnson COM(JNJ)Stock478160104$1.3K9,3301.3%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$1.3K22,3321.3%
Ishares Tips Bond ETF(TIP)ETF464287176$1.2K10,6041.2%
Ishares TR S&P Calif MUN BD FD(CMF)ETF464288356$1.1K18,7401.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$94913,4600.9%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$92915,7850.9%
Pepsico Inc COM(PEP)Stock713448108$8886,7750.9%
Ishares TR Msci Acwiindex FD(ACWI)ETF464288257$87211,8340.9%
Alliant Energy Corp COM(LNT)Stock018802108$80716,4430.8%
Ishares Cohen & Steers Rlty(ICF)ETF464287564$7126,3210.7%
Qualcomm Inc(QCOM)Stock747525103$6939,1070.7%
Vanguard Mid Cap(VO)ETF922908629$6523,9000.6%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$6172,1000.6%
Ishares Edge Msci MIN VOL Eafe ETF(EFAV)ETF46429B689$5237,2000.5%
Ishares TR S&P 100 Index Fund(OEF)ETF464287101$4913,7890.5%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$4679,4750.5%
Intel Corp COM(INTC)Stock458140100$4118,5860.4%
Ishares Trust Russell 3000 Index FD(IWV)ETF464287689$3902,2630.4%
Cintas Corp(CTAS)Stock172908105$3751,5800.4%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3698,3070.4%
Gilead Sciences Inc(GILD)Stock375558103$3685,4420.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3556,9090.3%
General Electric Co COMStock369604103$32430,8700.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3201,5000.3%
AT&T Inc COM(T)Stock00206R102$2868,5200.3%
Ishares Inc Msci Pacific Ex-Japan(EPP)ETF464286665$2715,7400.3%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$2712,3950.3%
BlackRock Build Amer BD(BBN)CEF09248X100$25410,6970.2%
State STR Corp COM(STT)Stock857477103$2364,2140.2%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$2312,1120.2%