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Verity Wealth Advisors

Q3 2025 Holdings

Filed 2025-10-17 | 78 holdings | $158.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$43.5M132,61027.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$25.3M37,85016.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$11.7M163,4687.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.7M86,1172.9%
Microsoft Corp COM(MSFT)Stock594918104$4.3M8,2302.7%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.1M67,9322.6%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.6M56,1112.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.4M130,6402.2%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$3.2M23,5542.0%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$2.9M72,1041.8%
Schwab International Equity ETF(SCHF)ETF808524805$2.5M106,9781.6%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.2M24,5991.4%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.5M25,6481.0%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.5M26,0310.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.4M56,0880.9%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$1.4M13,8410.9%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.4M43,7190.9%
Johnson & Johnson COM(JNJ)Stock478160104$1.3M7,0650.8%
Qualcomm Inc(QCOM)Stock747525103$1.3M7,7950.8%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.3M8,8980.8%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.2M1,9850.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.2M16,0620.8%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.2M14,9040.7%
Cintas Corp(CTAS)Stock172908105$1.2M5,6240.7%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.2M12,1020.7%
GE Aerospace COM New(GE)Stock369604301$1.1M3,7330.7%
Alliant Energy Corp COM(LNT)Stock018802108$1.1M16,4430.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,5710.7%
Ishares S&P 100 ETF(OEF)ETF464287101$1.0M3,1140.7%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$1.0M13,2660.6%
Pepsico Inc COM(PEP)Stock713448108$960.2K6,8370.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$922.5K1,8350.6%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$919.3K7,2990.6%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$913.9K11,0670.6%
Exxon Mobil Corp COM(XOM)Stock30231G102$895.2K7,9400.6%
Coupang Inc CL A(CPNG)Stock22266T109$850.9K26,4250.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$842.3K35,8900.5%
Vanguard Total International Stock ETF(VXUS)ETF921909768$838.1K11,4090.5%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$812.1K13,1790.5%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$790.8K11,9960.5%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$682.0K7,3350.4%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$666.2K26,3220.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$625.6K1,6510.4%
Ishares California Muni Bond ETF(CMF)ETF464288356$622.6K10,9150.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$606.6K4,1650.4%
Gilead Sciences Inc(GILD)Stock375558103$592.5K5,3380.4%
Apple Inc COM(AAPL)Stock037833100$590.2K2,3180.4%
Vanguard Information Technology ETF(VGT)ETF92204A702$589.8K7900.4%
State STR Corp COM(STT)Stock857477103$575.9K4,9640.4%
GE Vernova Inc COM(GEV)Stock36828A101$573.7K9330.4%
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