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Verity Wealth Advisors

Q4 2019 Holdings

Filed 2020-01-14 | 49 holdings | $103.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$15.0K91,71614.4%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$10.0K187,3609.6%
Ishares S&P 500 Index(IVV)ETF464287200$6.8K20,9576.5%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$6.4K97,3406.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$6.0K78,6655.8%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$5.1K95,4164.9%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$5.1K166,2104.9%
Ishares Msci Acwi EX US(ACWX)ETF464288240$4.5K92,4754.4%
Schwab International Equity ETF(SCHF)ETF808524805$3.9K117,2983.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$3.9K46,6813.8%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.5K79,3533.4%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$3.4K41,9413.3%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.7K29,2782.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.4K55,5372.4%
Microsoft(MSFT)Stock594918104$1.9K11,8381.8%
Ishares KLD SEL SOC FD(SUSA)ETF464288802$1.5K11,2511.5%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.5K12,4041.4%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.5K21,2661.4%
Johnson & Johnson COM(JNJ)Stock478160104$1.4K9,3301.3%
Ishares Tips Bond ETF(TIP)ETF464287176$1.2K10,7001.2%
Ishares TR S&P Calif MUN BD FD(CMF)ETF464288356$1.2K18,7871.1%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$1.1K19,6771.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.0K13,4601.0%
Wisdomtree Floating Rate Treasury FundETF97717X628$95738,1940.9%
Pepsico Inc COM(PEP)Stock713448108$9266,7750.9%
Alliant Energy Corp COM(LNT)Stock018802108$90016,4430.9%
Qualcomm Inc(QCOM)Stock747525103$8049,1070.8%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$73212,4850.7%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$6822,1000.7%
Ishares TR S&P 100 Index Fund(OEF)ETF464287101$5463,7890.5%
Ishares Cohen & Steers Rlty(ICF)ETF464287564$5364,5830.5%
Ishares Edge Msci MIN VOL Eafe ETF(EFAV)ETF46429B689$5367,1940.5%
Intel Corp COM(INTC)Stock458140100$5148,5860.5%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$4914,3080.5%
Vanguard Mid Cap(VO)ETF922908629$4832,7120.5%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$4729,5700.5%
AT&T Inc COM(T)Stock00206R102$43311,0750.4%
Ishares Trust Russell 3000 Index FD(IWV)ETF464287689$4272,2630.4%
Cintas Corp(CTAS)Stock172908105$4251,5800.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3496,5000.3%
General Electric Co COMStock369604103$34530,8700.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3401,5000.3%
State STR Corp COM(STT)Stock857477103$3334,2140.3%
Schwab U.S. REIT ETF(SCHH)ETF808524847$2685,8370.3%
Ishares Inc Msci Pacific Ex-Japan(EPP)ETF464286665$2665,7400.3%
BlackRock Build Amer BD(BBN)CEF09248X100$26010,6970.3%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$2542,1120.2%
Ishares Trust S&P Global Info Technology(IXN)ETF464287291$2151,0200.2%
Gilead Sciences Inc(GILD)Stock375558103$2083,2000.2%