IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Verity Wealth Advisors

Q3 2024 Holdings

Filed 2024-10-03 | 73 holdings | $142.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$37.9M133,81026.6%
Ishares Core S&P 500 ETF(IVV)ETF464287200$21.9M37,88415.4%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$9.7M153,9146.8%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.1M85,0072.9%
Microsoft Corp COM(MSFT)Stock594918104$4.0M9,3452.8%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.5M65,6952.4%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.2M55,6932.2%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.0M44,9172.1%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$2.9M81,0262.0%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$2.8M23,5542.0%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.3M23,4451.6%
Schwab International Equity ETF(SCHF)ETF808524805$2.3M55,5181.6%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.9M20,9711.3%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.5M13,0811.1%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$1.4M13,8411.0%
Qualcomm Inc(QCOM)Stock747525103$1.3M7,7950.9%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.3M8,8980.9%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.3M26,0310.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.2M18,6960.9%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.2M15,4960.9%
Cintas Corp(CTAS)Stock172908105$1.2M5,9040.9%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.2M20,3090.8%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.2M43,7190.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.2M15,6220.8%
Pepsico Inc COM(PEP)Stock713448108$1.2M6,8370.8%
Johnson & Johnson COM(JNJ)Stock478160104$1.1M7,0650.8%
Ishares TRS&P Short Term Natl Municipal BD FD(SUB)ETF464288158$1.1M10,3280.8%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.1M22,8920.8%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,4400.8%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.0M1,9850.7%
Alliant Energy Corp COM(LNT)Stock018802108$997.9K16,4430.7%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$955.0K2,0750.7%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$925.0K12,8400.7%
Ishares S&P 100 ETF(OEF)ETF464287101$861.9K3,1140.6%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$850.5K12,9030.6%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$794.1K7,2990.6%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$747.7K10,2940.5%
Ishares Exponential Technologies ETF(XT)ETF46434V381$717.2K11,7800.5%
GE Aerospace COM New(GE)Stock369604301$704.0K3,7330.5%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$674.2K11,7430.5%
Coupang Inc CL A(CPNG)Stock22266T109$648.7K26,4250.5%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$647.0K25,7160.5%
Ishares California Muni Bond ETF(CMF)ETF464288356$634.3K10,9150.4%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$617.4K7,3350.4%
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$610.7K18,3780.4%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$587.6K9500.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$580.1K4,6180.4%
Ishares Global Clean Energy ETF(ICLN)ETF464288224$577.8K39,3340.4%
BlackRock Short Maturity Municipal Bond ETF(MEAR)ETF46431W838$574.8K11,4250.4%
Apple Inc COM(AAPL)Stock037833100$540.1K2,3180.4%
Page 1 of 2Next