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Verity Wealth Advisors

Q2 2021 Holdings

Filed 2021-08-03 | 56 holdings | $110.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$24.5K110,17222.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$17.4K40,44215.8%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$7.2K114,0246.6%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$6.6K120,7796.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.3K79,3663.9%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$3.3K95,0273.0%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.2K56,3082.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.9K55,6652.6%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$2.6K35,1082.3%
Microsoft Corp COM(MSFT)Stock594918104$2.6K9,4762.3%
Schwab International Equity ETF(SCHF)ETF808524805$2.5K62,4462.2%
Vanguard Total Bond Market ETF(BND)ETF921937835$2.5K28,6552.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.2K21,2142.0%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$2.1K21,5781.9%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.8K11,2791.7%
Vanguard REIT Index ETF(VNQ)ETF922908553$1.8K18,1111.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.3K16,2221.2%
Ishares California Muni Bond ETF(CMF)ETF464288356$1.2K18,7871.1%
Johnson & Johnson COM(JNJ)Stock478160104$1.2K7,0631.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.0K9,8780.9%
Qualcomm Inc(QCOM)Stock747525103$1.0K7,0750.9%
Ishares Tips Bond ETF(TIP)ETF464287176$9987,7930.9%
Alliant Energy Corp COM(LNT)Stock018802108$91716,4430.8%
Pepsico Inc COM(PEP)Stock713448108$8936,0260.8%
Vanguard Value Index Fund(VTV)ETF922908744$7885,7310.7%
Ishares S&P 100 ETF(OEF)ETF464287101$7433,7890.7%
Gladstone LD Corp COM(LAND)REIT376549101$73230,4240.7%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$69812,2220.6%
Exxon Mobil Corp COM(XOM)Stock30231G102$65110,3200.6%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$6139,3850.6%
Wisdomtree Floating Rate Treasury FundETF97717X628$60524,0980.5%
Cintas Corp(CTAS)Stock172908105$6041,5800.5%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$5357,8940.5%
Ishares National Muni Bond ETF(MUB)ETF464288414$5204,4360.5%
Vanguard Mid Cap(VO)ETF922908629$5092,1440.5%
Ishares Russell 3000 ETF(IWV)ETF464287689$5031,9670.5%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$4939770.4%
Intel Corp COM(INTC)Stock458140100$4918,7480.4%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$4875,8820.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$4486,6850.4%
General Electric Co COMStock369604103$40229,8700.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4011,4420.4%
Verizon Communications(VZ)Stock92343V104$3215,7260.3%
Vanguard Information Technology Index Fund(VGT)ETF92204A702$3157900.3%
Apple Inc COM(AAPL)Stock037833100$3132,2840.3%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$3085,0150.3%
Amazon COM Inc COM(AMZN)Stock023135106$306890.3%
Ishares Msci Pacific EX Japan ETF(EPP)ETF464286665$2975,7400.3%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$2952,9950.3%
AT&T Inc COM(T)Stock00206R102$2879,9620.3%
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