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Verity Wealth Advisors

Q1 2020 Holdings

Filed 2020-04-13 | 43 holdings | $73.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$10.9K84,62014.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$10.3K39,94414.0%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$7.2K131,8269.7%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.4K90,4814.6%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$3.2K77,6324.3%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$3.0K125,7754.1%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$2.8K51,2963.8%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$2.7K79,3533.6%
Vanguard Total Bond Market ETF(BND)ETF921937835$2.6K30,5563.5%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.3K38,2833.2%
Schwab International Equity ETF(SCHF)ETF808524805$2.0K77,3782.7%
Microsoft Corp COM(MSFT)Stock594918104$1.9K11,8382.5%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$1.9K55,5372.5%
Vanguard REIT Index ETF(VNQ)ETF922908553$1.8K25,7082.4%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.3K12,4041.8%
Johnson & Johnson COM(JNJ)Stock478160104$1.2K9,3301.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.2K15,0811.6%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$1.2K10,7441.6%
Ishares California Muni Bond ETF(CMF)ETF464288356$1.1K18,7871.5%
Wisdomtree Floating Rate Treasury FundETF97717X628$96038,2281.3%
Ishares Tips Bond ETF(TIP)ETF464287176$9067,6841.2%
Pepsico Inc COM(PEP)Stock713448108$8146,7751.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$81313,4601.1%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$80914,3851.1%
Alliant Energy Corp COM(LNT)Stock018802108$79416,4431.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$69618,3340.9%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$5722,0170.8%
Qualcomm Inc(QCOM)Stock747525103$5658,3450.8%
Ishares National Muni Bond ETF(MUB)ETF464288414$4894,3240.7%
Intel Corp COM(INTC)Stock458140100$4658,5860.6%
Ishares S&P 100 ETF(OEF)ETF464287101$4503,7890.6%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$4204,5830.6%
AT&T Inc COM(T)Stock00206R102$35812,2900.5%
Ishares Russell 3000 ETF(IWV)ETF464287689$2921,9670.4%
Vanguard Mid Cap(VO)ETF922908629$2802,1260.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$2741,5000.4%
Cintas Corp(CTAS)Stock172908105$2741,5800.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$2636,5000.4%
General Electric Co COMStock369604103$23729,8700.3%
BlackRock Build Amer BD(BBN)CEF09248X100$23310,6970.3%
State STR Corp COM(STT)Stock857477103$2244,2140.3%
Gilead Sciences Inc(GILD)Stock375558103$2072,7730.3%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$2062,1120.3%