IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Verity Wealth Advisors

Q2 2022 Holdings

Filed 2022-07-12 | 67 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Coupang Inc CL A(CPNG)Stock22266T109$420.0K32,95041.1%
Amazon COM Inc COM(AMZN)Stock023135106$259.0K2,44025.4%
Costco Whsl Corp New COM(COST)Stock22160K105$240.0K50023.5%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$22.3K118,3122.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$14.6K38,4521.4%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$7.0K140,9120.7%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$4.4K91,8170.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.3K80,3270.3%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$2.9K90,0750.3%
Ishares Msci Acwi EX US(ACWX)ETF464288240$2.6K56,8240.3%
Microsoft Corp COM(MSFT)Stock594918104$2.5K9,7190.2%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.5K60,5980.2%
Vanguard Total Bond Market ETF(BND)ETF921937835$2.2K28,6010.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.1K47,1150.2%
Vanguard REIT Index ETF(VNQ)ETF922908553$1.9K20,9130.2%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$1.8K22,5380.2%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.8K25,8570.2%
Schwab International Equity ETF(SCHF)ETF808524805$1.8K57,6600.2%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.4K18,4820.1%
Johnson & Johnson COM(JNJ)Stock478160104$1.3K7,4770.1%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.3K10,9290.1%
Ishares Tips Bond ETF(TIP)ETF464287176$1.3K11,0640.1%
Pepsico Inc COM(PEP)Stock713448108$1.1K6,8870.1%
Ishares California Muni Bond ETF(CMF)ETF464288356$1.1K18,7870.1%
Qualcomm Inc(QCOM)Stock747525103$1.0K7,8350.1%
Alliant Energy Corp COM(LNT)Stock018802108$96416,4430.1%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$93743,7190.1%
Ishares ESG Advanced Total USD Bond Market ETF(EUSB)ETF46436E619$92020,9190.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$82718,7120.1%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$75225,1750.1%
Vanguard Value Index Fund(VTV)ETF922908744$7405,6110.1%
Gladstone LD Corp COM(LAND)REIT376549101$67430,4240.1%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$6568,5470.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$6547,6400.1%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$62225,8160.1%
Ishares S&P 100 ETF(OEF)ETF464287101$6063,5110.1%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$59311,9670.1%
Cintas Corp(CTAS)Stock172908105$5901,5800.1%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$5779,4970.1%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$56810,9010.1%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$5319770.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4891,7920.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$4804,5150.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$4751,3700.0%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$4508,9380.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$4281,9670.0%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$4265,9180.0%
Vanguard Mid Cap(VO)ETF922908629$4252,1570.0%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$3913,8510.0%
Gilead Sciences Inc(GILD)Stock375558103$3575,7730.0%
Page 1 of 2Next