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Verity Wealth Advisors

Q2 2026 Holdings

Filed 2026-07-16 | 81 holdings | $165.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$46.1M124,45227.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$28.3M37,77617.1%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$13.8M165,0888.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$5.1M84,9363.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.5M63,0122.7%
Ishares Msci Acwi EX US(ACWX)ETF464288240$4.3M56,5082.6%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$3.6M23,2632.2%
Schwab International Equity ETF(SCHF)ETF808524805$3.5M127,4432.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.6M87,9991.6%
Microsoft Corp COM(MSFT)Stock594918104$2.4M6,4321.4%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.2M23,0201.3%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$1.9M40,0001.1%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.8M26,4671.1%
Johnson & Johnson COM(JNJ)Stock478160104$1.8M6,9641.1%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.6M43,7191.0%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.5M18,0450.9%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.5M25,3310.9%
Qualcomm Inc(QCOM)Stock747525103$1.4M7,7950.9%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.4M1,9850.8%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$1.3M15,9120.8%
Intel Corp COM(INTC)Stock458140100$1.2M8,6850.7%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.2M12,1020.7%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$1.1M12,0280.7%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$1.1M13,4280.7%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.1M15,0220.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,6760.7%
Ishares International Treasury Bond ETF(IGOV)ETF464288117$1.0M25,2450.6%
Ishares TR S&P Citigroup 1-3 YR Intl Treasury(ISHG)ETF464288125$973.3K13,1090.6%
Alliant Energy Corp COM(LNT)Stock018802108$932.6K12,2250.6%
Pepsico Inc COM(PEP)Stock713448108$910.7K6,7260.6%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$904.9K6,3550.5%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$901.1K13,3230.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$862.9K37,3050.5%
State STR Corp COM(STT)Stock857477103$841.9K4,9640.5%
Invesco International Corporate Bond ETF(PICB)ETF46138E636$828.9K35,7900.5%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$812.3K10,6110.5%
Cintas Corp(CTAS)Stock172908105$797.7K4,6900.5%
Ishares S&P 500 Value ETF(IVE)ETF464287408$782.9K3,4480.5%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$764.0K7,4320.5%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$760.9K9,7670.5%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$734.2K3,8600.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$704.0K1,6510.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$684.2K4,1650.4%
Gilead Sciences Inc(GILD)Stock375558103$674.4K5,3380.4%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$672.5K6,5830.4%
Apple Inc COM(AAPL)Stock037833100$670.7K2,3180.4%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$657.8K26,3220.4%
State Street Technology Select Sector Spdr ETF(XLK)ETF81369Y803$614.4K3,2250.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$588.3K12,1470.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$492.9K9850.3%
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