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Verity Wealth Advisors

Q3 2020 Holdings

Filed 2020-10-05 | 49 holdings | $97.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$21.8K128,11122.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$13.6K40,53913.9%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$6.6K117,2316.7%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$5.9K117,2486.0%
Ishares Msci Acwi EX US(ACWX)ETF464288240$4.2K90,6424.3%
Vanguard Total Bond Market ETF(BND)ETF921937835$3.7K41,5873.7%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.4K79,3533.5%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$3.2K115,2083.2%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$2.9K44,7252.9%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.5K31,4092.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.3K55,5372.3%
Schwab International Equity ETF(SCHF)ETF808524805$2.2K70,5712.3%
Microsoft Corp COM(MSFT)Stock594918104$1.9K9,1642.0%
Vanguard REIT Index ETF(VNQ)ETF922908553$1.8K22,4231.8%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$1.6K10,7441.6%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.5K11,2851.6%
Johnson & Johnson COM(JNJ)Stock478160104$1.4K9,3301.4%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.2K14,4131.2%
Ishares California Muni Bond ETF(CMF)ETF464288356$1.2K18,7871.2%
Qualcomm Inc(QCOM)Stock747525103$9828,3451.0%
Ishares Tips Bond ETF(TIP)ETF464287176$9747,7021.0%
Wisdomtree Floating Rate Treasury FundETF97717X628$96038,2381.0%
Pepsico Inc COM(PEP)Stock713448108$9396,7751.0%
Alliant Energy Corp COM(LNT)Stock018802108$84916,4430.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$82810,4030.8%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$79413,6510.8%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$7711,7470.8%
Exxon Mobil Corp COM(XOM)Stock30231G102$59517,3340.6%
Ishares S&P 100 ETF(OEF)ETF464287101$5903,7890.6%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$5567,8940.6%
Cintas Corp(CTAS)Stock172908105$5261,5800.5%
Ishares National Muni Bond ETF(MUB)ETF464288414$5074,3710.5%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$4734,6410.5%
Intel Corp COM(INTC)Stock458140100$4458,5860.5%
Ishares Russell 3000 ETF(IWV)ETF464287689$3851,9670.4%
Vanguard Mid Cap(VO)ETF922908629$3752,1300.4%
AT&T Inc COM(T)Stock00206R102$35012,2900.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3466,5590.4%
Verizon Communications(VZ)Stock92343V104$3355,6330.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3191,5000.3%
Ishares Global Tech ETF(IXN)ETF464287291$3141,1900.3%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$2794,4980.3%
BlackRock Build Amer BD(BBN)CEF09248X100$27710,6970.3%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$2702,1120.3%
Vanguard Information Technology Index Fund(VGT)ETF92204A702$2467900.3%
Amazon COM Inc COM(AMZN)Stock023135106$233740.2%
Ishares Msci Pacific EX Japan ETF(EPP)ETF464286665$2335,7400.2%
Apple Inc COM(AAPL)Stock037833100$2001,7280.2%
General Electric Co COMStock369604103$18629,8700.2%