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Verity Wealth Advisors

Q4 2020 Holdings

Filed 2021-02-09 | 56 holdings | $110.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$25.7K131,80523.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$15.2K40,53513.8%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$7.0K119,4156.3%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$6.4K115,0545.9%
Ishares Msci Acwi EX US(ACWX)ETF464288240$4.8K90,7764.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.0K79,3623.6%
Vanguard Total Bond Market ETF(BND)ETF921937835$3.7K41,7583.3%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$3.4K110,7323.1%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$2.7K40,1712.5%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.7K29,2032.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.6K55,6272.4%
Schwab International Equity ETF(SCHF)ETF808524805$2.5K68,2002.2%
Microsoft Corp COM(MSFT)Stock594918104$2.1K9,4761.9%
Vanguard REIT Index ETF(VNQ)ETF922908553$1.9K21,9211.7%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$1.8K21,5781.6%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.7K11,2791.6%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.3K15,2141.2%
Qualcomm Inc(QCOM)Stock747525103$1.3K8,3131.2%
Ishares California Muni Bond ETF(CMF)ETF464288356$1.2K18,7871.1%
Johnson & Johnson COM(JNJ)Stock478160104$1.1K7,0631.0%
Pepsico Inc COM(PEP)Stock713448108$1.0K6,8260.9%
Ishares Tips Bond ETF(TIP)ETF464287176$9887,7360.9%
Wisdomtree Floating Rate Treasury FundETF97717X628$96038,2420.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$94710,4030.9%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$88115,0420.8%
Alliant Energy Corp COM(LNT)Stock018802108$84716,4430.8%
Ishares S&P 100 ETF(OEF)ETF464287101$6503,7890.6%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$6431,3810.6%
Cintas Corp(CTAS)Stock172908105$5581,5800.5%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$5487,8940.5%
Exxon Mobil Corp COM(XOM)Stock30231G102$54313,1840.5%
Ishares National Muni Bond ETF(MUB)ETF464288414$5164,4010.5%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$5029,3240.5%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$4836,7510.4%
Vanguard Value Index Fund(VTV)ETF922908744$4483,7620.4%
Intel Corp COM(INTC)Stock458140100$4438,8980.4%
Vanguard Mid Cap(VO)ETF922908629$4422,1390.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$4401,9670.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$4126,6380.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3581,5420.3%
Ishares Global Tech ETF(IXN)ETF464287291$3571,1900.3%
Verizon Communications(VZ)Stock92343V104$3365,7260.3%
General Electric Co COMStock369604103$32329,8700.3%
Apple Inc COM(AAPL)Stock037833100$3032,2840.3%
Amazon COM Inc COM(AMZN)Stock023135106$290890.3%
BlackRock Build Amer BD(BBN)CEF09248X100$28810,6970.3%
AT&T Inc COM(T)Stock00206R102$2879,9620.3%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$2853,3070.3%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$2794,5360.3%
Vanguard Information Technology Index Fund(VGT)ETF92204A702$2797900.3%
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