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Verity Wealth Advisors

Q1 2025 Holdings

Filed 2025-04-22 | 72 holdings | $134.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$36.8M133,84427.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$21.3M37,88415.8%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$9.3M153,7306.9%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.9M86,1282.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.5M68,0242.6%
Microsoft Corp COM(MSFT)Stock594918104$3.4M9,1412.5%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.1M55,9032.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.9M130,6402.1%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$2.7M23,5542.0%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$2.6M71,5651.9%
Schwab International Equity ETF(SCHF)ETF808524805$2.2M111,1251.6%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.0M22,1991.5%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.5M25,2271.1%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$1.4M13,8411.1%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.2M26,0310.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.2M56,0880.9%
Qualcomm Inc(QCOM)Stock747525103$1.2M7,7950.9%
Cintas Corp(CTAS)Stock172908105$1.2M5,7460.9%
Johnson & Johnson COM(JNJ)Stock478160104$1.2M7,0650.9%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.2M15,8340.9%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.1M14,6730.9%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.1M43,7190.8%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.1M8,8980.8%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.1M12,0110.8%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,5030.8%
Alliant Energy Corp COM(LNT)Stock018802108$1.1M16,4430.8%
Pepsico Inc COM(PEP)Stock713448108$1.0M6,8370.8%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.0M1,9850.8%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$977.3K1,8350.7%
Exxon Mobil Corp COM(XOM)Stock30231G102$944.3K7,9400.7%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$893.3K13,2660.7%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$887.5K38,3210.7%
Ishares S&P 100 ETF(OEF)ETF464287101$843.5K3,1140.6%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$805.5K13,0910.6%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$747.5K7,2990.6%
GE Aerospace COM New(GE)Stock369604301$747.2K3,7330.6%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$679.5K9,7340.5%
Ishares Exponential Technologies ETF(XT)ETF46434V381$678.1K11,7800.5%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$657.8K26,3220.5%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$642.5K11,9050.5%
Ishares California Muni Bond ETF(CMF)ETF464288356$614.3K10,9150.5%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$599.2K7,3350.4%
Gilead Sciences Inc(GILD)Stock375558103$598.1K5,3380.4%
Coupang Inc CL A(CPNG)Stock22266T109$579.5K26,4250.4%
Ishares Short Maturity Municipal Bond Active ETF(MEAR)ETF46431W838$574.0K11,4250.4%
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$564.8K18,3780.4%
Dimensional US Marketwide Value ETF(DFUV)ETF25434V724$526.5K12,7750.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$524.4K1,6510.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$522.4K4,2820.4%
Apple Inc COM(AAPL)Stock037833100$514.9K2,3180.4%
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