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Verity Wealth Advisors

Q2 2020 Holdings

Filed 2020-07-21 | 49 holdings | $93.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$20.2K129,36521.6%
Ishares Core S&P 500 ETF(IVV)ETF464287200$12.4K39,94413.2%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$6.6K117,8367.1%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$5.2K109,5855.6%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.9K90,6424.2%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$3.4K124,6043.7%
Vanguard Total Bond Market ETF(BND)ETF921937835$3.3K37,8003.6%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.1K79,3533.4%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$3.0K50,0673.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.5K33,9802.7%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.2K55,5372.3%
Schwab International Equity ETF(SCHF)ETF808524805$2.1K71,9952.3%
Microsoft Corp COM(MSFT)Stock594918104$1.9K9,4072.0%
Vanguard REIT Index ETF(VNQ)ETF922908553$1.9K24,3192.0%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.7K12,3001.8%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$1.4K10,7441.5%
Johnson & Johnson COM(JNJ)Stock478160104$1.3K9,3301.4%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.2K15,1081.3%
Ishares California Muni Bond ETF(CMF)ETF464288356$1.2K18,7871.2%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$98913,4601.1%
Wisdomtree Floating Rate Treasury FundETF97717X628$96038,2341.0%
Ishares Tips Bond ETF(TIP)ETF464287176$9477,7021.0%
Pepsico Inc COM(PEP)Stock713448108$8966,7751.0%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$85314,7800.9%
Alliant Energy Corp COM(LNT)Stock018802108$78716,4430.8%
Exxon Mobil Corp COM(XOM)Stock30231G102$77517,3340.8%
Qualcomm Inc(QCOM)Stock747525103$7618,3450.8%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$7312,0170.8%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$5577,8940.6%
Ishares S&P 100 ETF(OEF)ETF464287101$5403,7890.6%
Intel Corp COM(INTC)Stock458140100$5148,5860.5%
Ishares National Muni Bond ETF(MUB)ETF464288414$5024,3490.5%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$4664,6220.5%
Cintas Corp(CTAS)Stock172908105$4211,5800.4%
AT&T Inc COM(T)Stock00206R102$37212,2900.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$3541,9670.4%
Vanguard Mid Cap(VO)ETF922908629$3492,1260.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3126,5590.3%
Verizon Communications(VZ)Stock92343V104$3115,6330.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$2681,5000.3%
State STR Corp COM(STT)Stock857477103$2684,2140.3%
BlackRock Build Amer BD(BBN)CEF09248X100$26710,6970.3%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$2492,1120.3%
Ishares Global Tech ETF(IXN)ETF464287291$2401,0200.3%
Ishares Msci Pacific EX Japan ETF(EPP)ETF464286665$2285,7400.2%
Vanguard Information Technology Index Fund(VGT)ETF92204A702$2207900.2%
Gilead Sciences Inc(GILD)Stock375558103$2132,7730.2%
Amazon COM Inc COM(AMZN)Stock023135106$204740.2%
General Electric Co COMStock369604103$20429,8700.2%