Verity Wealth Advisors Top Holdings and 13F Report (2024)

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About Verity Wealth Advisors

Investment Activity

Verity Wealth Advisors has $130.34 million in total holdings as of March 31, 2024.
Verity Wealth Advisors owns shares of 74 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 5.63% of the portfolio was purchased this quarter.
About 1.20% of the portfolio was sold this quarter.
This quarter, Verity Wealth Advisors has purchased 71 new stocks and bought additional shares in 29 stocks.
Verity Wealth Advisors sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $33,947,527
iShares Core S&P 500 ETF: $19,996,078
Vanguard FTSE All-World ex-US ETF: $8,796,506
Microsoft: $3,845,802
Vanguard FTSE Emerging Markets ETF: $3,529,022

Largest New Holdings this Quarter

iShares Global Infrastructure ETF: $431,866 Holding
Technology Select Sector SPDR Fund: $328,025 Holding
iShares Core MSCI EAFE ETF: $300,591 Holding
Merck & Co., Inc.: $214,023 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 9,661 shares (about $2.51M)
iShares Global Infrastructure ETF: 9,069 shares (about $431.87K)
iShares Exponential Technologies ETF: 6,512 shares (about $388.25K)
Technology Select Sector SPDR Fund: 1,575 shares (about $328.03K)
iShares Preferred and Income Securities ETF: 9,558 shares (about $308.05K)

Largest Sales this Quarter

iShares California Muni Bond ETF: 7,872 shares (about $452.95K)
iShares Currency Hedged MSCI EAFE ETF: 8,317 shares (about $290.10K)
Vanguard Total Bond Market ETF: 3,114 shares (about $226.18K)
Vanguard Total International Bond ETF: 1,955 shares (about $96.18K)
Vanguard Mid-Cap ETF: 233 shares (about $58.20K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$33,947,527	$2,510,887 ▲	8.0%	130,618	26.0%	ETF
IVV iShares Core S&P 500 ETF	$19,996,078	$31,018 ▼	-0.2%	38,035	15.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$8,796,506	$92,315 ▲	1.1%	149,983	6.7%	ETF
MSFT Microsoft	$3,845,802	$131,265 ▲	3.5%	9,141	3.0%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$3,529,022	$14,076 ▲	0.4%	84,487	2.7%	ETF
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$3,184,792	$83,483 ▲	2.7%	63,480	2.4%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$3,044,488		0.0%	57,024	2.3%	Manufacturing
HEFA iShares Currency Hedged MSCI EAFE ETF	$2,818,985	$290,095 ▼	-9.3%	80,820	2.2%	ETF
SCHX Schwab US Large-Cap ETF	$2,787,549	$17,687 ▼	-0.6%	44,917	2.1%	ETF
SUSA iShares MSCI USA ESG Select ETF	$2,571,390		0.0%	23,554	2.0%	ETF
SCHF Schwab International Equity ETF	$2,231,828		0.0%	57,197	1.7%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,900,047	$54,578 ▼	-2.8%	22,733	1.5%	ETF
VNQ Vanguard Real Estate ETF	$1,811,714	$32,429 ▼	-1.8%	20,950	1.4%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$1,376,211		0.0%	13,841	1.1%	ETF
QCOM QUALCOMM	$1,319,694	$10,835 ▲	0.8%	7,795	1.0%	Computer and Technology
IBB iShares Biotechnology ETF	$1,221,019		0.0%	8,898	0.9%	Finance
PEP PepsiCo	$1,196,543	$8,926 ▲	0.8%	6,837	0.9%	Consumer Staples
USXF iShares ESG Advanced MSCI USA ETF	$1,175,300	$126,014 ▲	12.0%	26,031	0.9%	Manufacturing
SCHB Schwab US Broad Market ETF	$1,141,391		0.0%	18,696	0.9%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$1,121,216	$304,171 ▲	37.2%	19,308	0.9%	ETF
BND Vanguard Total Bond Market ETF	$1,119,841	$226,176 ▼	-16.8%	15,418	0.9%	ETF
JNJ Johnson & Johnson	$1,117,612	$9,650 ▲	0.9%	7,065	0.9%	Medical
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,112,211		0.0%	43,719	0.9%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,081,651	$268,947 ▲	33.1%	10,328	0.8%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,051,300	$1,314 ▲	0.1%	13,598	0.8%	ETF
CTAS Cintas	$1,051,156	$1,374 ▼	-0.1%	1,530	0.8%	Industrial Products
SCHZ Schwab U.S. Aggregate Bond ETF	$1,035,030	$6,164 ▲	0.6%	22,501	0.8%	ETF
BSV Vanguard Short-Term Bond ETF	$968,955	$141,763 ▲	17.1%	12,638	0.7%	ETF
VOO Vanguard S&P 500 ETF	$954,190	$295,631 ▲	44.9%	1,985	0.7%	ETF
XOM Exxon Mobil	$922,946		0.0%	7,940	0.7%	Oils/Energy
DMXF iShares ESG Advanced MSCI EAFE ETF	$874,789	$188,788 ▲	27.5%	12,840	0.7%	Manufacturing
LNT Alliant Energy	$828,727		0.0%	16,443	0.6%	Utilities
BRK.B Berkshire Hathaway	$788,475	$17,662 ▲	2.3%	1,875	0.6%	Finance
MEAR BlackRock Short Maturity Municipal Bond ETF	$772,901	$269,796 ▲	53.6%	15,421	0.6%	ETF
OEF iShares S&P 100 ETF	$770,538	$13,114 ▼	-1.7%	3,114	0.6%	ETF
ICF iShares Cohen & Steers REIT ETF	$739,225	$1,731 ▲	0.2%	12,812	0.6%	ETF
DSI iShares MSCI KLD 400 Social ETF	$735,812		0.0%	7,299	0.6%	ETF
XT iShares Exponential Technologies ETF	$702,324	$388,246 ▲	123.6%	11,780	0.5%	Manufacturing
IXUS iShares Core MSCI Total International Stock ETF	$698,551		0.0%	10,294	0.5%	Manufacturing
GE General Electric	$655,253		0.0%	3,733	0.5%	Transportation
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$629,528		0.0%	25,716	0.5%	Manufacturing
CMF iShares California Muni Bond ETF	$628,049	$452,955 ▼	-41.9%	10,915	0.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$600,419	$213,573 ▲	55.2%	11,636	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$592,323	$308,054 ▲	108.4%	18,378	0.5%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$586,140		0.0%	7,335	0.4%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$560,473	$110,111 ▲	24.4%	4,861	0.4%	ETF
TMO Thermo Fisher Scientific	$552,150		0.0%	950	0.4%	Medical
ICLN iShares Global Clean Energy ETF	$549,889	$273,994 ▲	99.3%	39,334	0.4%	ETF
IWV iShares Russell 3000 ETF	$530,541		0.0%	1,768	0.4%	ETF
DFUV Dimensional US Marketwide Value ETF	$522,498		0.0%	12,775	0.4%	ETF
CPNG Coupang	$470,101		0.0%	26,425	0.4%	Retail/Wholesale
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$461,536	$2,062 ▲	0.4%	9,177	0.4%	Finance
IGF iShares Global Infrastructure ETF	$431,866	$431,866 ▲	New Holding	9,069	0.3%	Manufacturing
VGT Vanguard Information Technology ETF	$414,229		0.0%	790	0.3%	ETF
STT State Street	$401,600	$26,830 ▼	-6.3%	5,194	0.3%	Finance
AMZN Amazon.com	$400,444	$54,114 ▲	15.6%	2,220	0.3%	Retail/Wholesale
AAPL Apple	$397,491	$95,343 ▲	31.6%	2,318	0.3%	Computer and Technology
GILD Gilead Sciences	$391,009	$19,924 ▼	-4.8%	5,338	0.3%	Medical
INTC Intel	$373,148	$13,781 ▲	3.8%	8,448	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$371,429	$58,200 ▼	-13.5%	1,487	0.3%	ETF
COST Costco Wholesale	$366,315		0.0%	500	0.3%	Consumer Defensive
XLK Technology Select Sector SPDR Fund	$328,025	$328,025 ▲	New Holding	1,575	0.3%	ETF
USRT iShares Core U.S. REIT ETF	$322,585	$118,306 ▲	57.9%	5,996	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$300,591	$300,591 ▲	New Holding	4,050	0.2%	ETF
LAND Gladstone Land	$266,800		0.0%	20,000	0.2%	Finance
BNDX Vanguard Total International Bond ETF	$253,156	$96,176 ▼	-27.5%	5,146	0.2%	ETF
SLB Schlumberger	$252,181		0.0%	4,601	0.2%	Oils/Energy
DFIV Dimensional International Value ETF	$248,834		0.0%	6,771	0.2%	ETF
EPP iShares MSCI Pacific ex Japan ETF	$245,729		0.0%	5,740	0.2%	Finance
VZ Verizon Communications	$240,263	$17,078 ▼	-6.6%	5,726	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$232,019		0.0%	1,015	0.2%	ETF
MRK Merck & Co., Inc.	$214,023	$214,023 ▲	New Holding	1,622	0.2%	Medical
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$203,006		0.0%	4,239	0.2%	Manufacturing
VWE Vintage Wine Estates	$3,600		0.0%	10,000	0.0%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$0	$224,294 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Verity Wealth Advisors Top Holdings and 13F Report (2024)

About Verity Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Verity Wealth Advisors Top Holdings and 13F Report (2024)

About Verity Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVerity Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information