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Verity Wealth Advisors

Q3 2019 Holdings

Filed 2019-10-11 | 51 holdings | $101.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$14.7K97,45614.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$9.8K182,6469.7%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$6.5K101,6726.4%
Ishares S&P 500 Index(IVV)ETF464287200$6.3K20,9566.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$5.3K74,4875.2%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$5.2K174,4255.1%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$4.8K96,5214.7%
Ishares Msci Acwi EX US(ACWX)ETF464288240$4.3K92,4964.2%
Vanguard Total Bond Market ETF(BND)ETF921937835$3.9K46,1443.8%
Schwab International Equity ETF(SCHF)ETF808524805$3.5K110,1513.5%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$3.3K40,8613.3%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.2K79,9333.2%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.8K30,1982.8%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.3K55,5372.2%
Microsoft(MSFT)Stock594918104$1.8K12,8551.8%
Wisdomtree Floating Rate Treasury FundETF97717X628$1.6K62,4461.5%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.5K21,2661.5%
Ishares KLD SEL SOC FD(SUSA)ETF464288802$1.4K11,2511.4%
Ishares Tips Bond ETF(TIP)ETF464287176$1.2K10,6701.2%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.2K12,4041.2%
Johnson & Johnson COM(JNJ)Stock478160104$1.2K9,3301.2%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$1.2K20,2021.2%
Ishares TR S&P Calif MUN BD FD(CMF)ETF464288356$1.2K18,7871.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$95613,4600.9%
Pepsico Inc COM(PEP)Stock713448108$9296,7750.9%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$88715,5400.9%
Alliant Energy Corp COM(LNT)Stock018802108$88716,4430.9%
Ishares TR Msci Acwiindex FD(ACWI)ETF464288257$87311,8340.9%
Qualcomm Inc(QCOM)Stock747525103$6959,1070.7%
Vanguard Mid Cap(VO)ETF922908629$6553,9060.6%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$6122,1000.6%
Ishares Cohen & Steers Rlty(ICF)ETF464287564$5454,5430.5%
Ishares Edge Msci MIN VOL Eafe ETF(EFAV)ETF46429B689$5287,2000.5%
Ishares TR S&P 100 Index Fund(OEF)ETF464287101$4983,7890.5%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$4679,5280.5%
Intel Corp COM(INTC)Stock458140100$4428,5860.4%
Cintas Corp(CTAS)Stock172908105$4241,5800.4%
Ishares Trust Russell 3000 Index FD(IWV)ETF464287689$3932,2630.4%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3928,3070.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3396,9090.3%
AT&T Inc COM(T)Stock00206R102$3228,5200.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3121,5000.3%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$2892,7130.3%
General Electric Co COMStock369604103$27630,8700.3%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$2752,4100.3%
BlackRock Build Amer BD(BBN)CEF09248X100$26410,6970.3%
Ishares Inc Msci Pacific Ex-Japan(EPP)ETF464286665$2575,7400.3%
State STR Corp COM(STT)Stock857477103$2494,2140.2%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$2342,1120.2%
Gilead Sciences Inc(GILD)Stock375558103$2033,2000.2%
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