IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Verity Wealth Advisors

Q2 2025 Holdings

Filed 2025-08-08 | 75 holdings | $148.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$40.3M132,61627.1%
Ishares Core S&P 500 ETF(IVV)ETF464287200$23.5M37,85015.8%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$11.0M163,5917.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.3M86,1172.9%
Microsoft Corp COM(MSFT)Stock594918104$4.1M8,2302.7%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.9M67,9322.6%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.4M56,1112.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.2M130,6402.1%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$3.0M23,5542.0%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$2.7M71,5651.8%
Schwab International Equity ETF(SCHF)ETF808524805$2.4M106,9781.6%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.1M23,8521.4%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.6M27,9671.1%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$1.4M13,8411.0%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.4M26,0310.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.3M56,0880.9%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.3M43,7190.9%
Cintas Corp(CTAS)Stock172908105$1.3M5,6240.8%
Qualcomm Inc(QCOM)Stock747525103$1.2M7,7950.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.2M15,9470.8%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.2M14,9040.8%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.1M12,1180.8%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.1M1,9850.8%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.1M8,8980.8%
Johnson & Johnson COM(JNJ)Stock478160104$1.1M7,0650.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,5370.7%
Alliant Energy Corp COM(LNT)Stock018802108$994.3K16,4430.7%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$987.5K13,2660.7%
GE Aerospace COM New(GE)Stock369604301$960.8K3,7330.6%
Ishares S&P 100 ETF(OEF)ETF464287101$947.9K3,1140.6%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$907.9K39,0670.6%
Pepsico Inc COM(PEP)Stock713448108$902.8K6,8370.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$891.4K1,8350.6%
Exxon Mobil Corp COM(XOM)Stock30231G102$855.9K7,9400.6%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$847.9K7,2990.6%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$816.9K10,5660.5%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$803.2K13,1330.5%
Coupang Inc CL A(CPNG)Stock22266T109$791.7K26,4250.5%
Ishares Exponential Technologies ETF(XT)ETF46434V381$768.6K11,7800.5%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$720.1K11,9960.5%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$662.5K26,3220.4%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$654.4K7,3350.4%
Ishares California Muni Bond ETF(CMF)ETF464288356$608.4K10,9150.4%
Gilead Sciences Inc(GILD)Stock375558103$591.8K5,3380.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$579.5K1,6510.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$578.2K4,2820.4%
Ishares Short Maturity Municipal Bond Active ETF(MEAR)ETF46431W838$574.3K11,4250.4%
Vanguard Total International Stock ETF(VXUS)ETF921909768$567.4K8,2120.4%
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$563.8K18,3780.4%
Dimensional US Marketwide Value ETF(DFUV)ETF25434V724$540.1K12,7750.4%
Page 1 of 2Next