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Verity Wealth Advisors

Q4 2024 Holdings

Filed 2025-02-07 | 72 holdings | $138.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$38.7M133,68728.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$22.3M37,88416.1%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$8.8M153,9076.4%
Microsoft Corp COM(MSFT)Stock594918104$3.9M9,3452.8%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.7M85,0072.7%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.2M67,1572.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.1M134,7512.3%
Ishares Msci Acwi EX US(ACWX)ETF464288240$2.9M55,9032.1%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$2.9M23,5542.1%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$2.8M81,4452.0%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.1M23,5761.5%
Schwab International Equity ETF(SCHF)ETF808524805$2.1M111,1251.5%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.7M19,2531.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.4M13,0811.0%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$1.4M13,8411.0%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.3M26,0310.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.3M56,0880.9%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.2M21,1090.9%
Qualcomm Inc(QCOM)Stock747525103$1.2M7,7950.9%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.2M15,4960.9%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.2M8,8980.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.1M15,7620.8%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.1M43,7190.8%
Cintas Corp(CTAS)Stock172908105$1.1M5,9040.8%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.1M1,9850.8%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,4820.8%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$1.0M45,8740.8%
Pepsico Inc COM(PEP)Stock713448108$1.0M6,8370.8%
Johnson & Johnson COM(JNJ)Stock478160104$1.0M7,0650.7%
Alliant Energy Corp COM(LNT)Stock018802108$972.4K16,4430.7%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$940.6K2,0750.7%
Ishares S&P 100 ETF(OEF)ETF464287101$899.6K3,1140.6%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$829.7K12,8400.6%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$804.7K7,2990.6%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$781.1K12,9620.6%
Ishares Exponential Technologies ETF(XT)ETF46434V381$702.8K11,7800.5%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$674.9K10,2040.5%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$635.2K25,7160.5%
Ishares California Muni Bond ETF(CMF)ETF464288356$625.2K10,9150.5%
GE Aerospace COM New(GE)Stock369604301$622.6K3,7330.4%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$621.7K11,9050.4%
Coupang Inc CL A(CPNG)Stock22266T109$580.8K26,4250.4%
Apple Inc COM(AAPL)Stock037833100$580.5K2,3180.4%
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$577.8K18,3780.4%
Ishares Short Maturity Municipal Bond Active ETF(MEAR)ETF46431W838$570.7K11,4250.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$567.5K4,4120.4%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$558.5K7,3350.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$551.8K1,6510.4%
Dimensional US Marketwide Value ETF(DFUV)ETF25434V724$522.8K12,7750.4%
State STR Corp COM(STT)Stock857477103$509.8K5,1940.4%
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