S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Income Expert and Author of Get Rich With Dividends Is Giving Away His Top Income Secrets… FOR FREE! (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Income Expert and Author of Get Rich With Dividends Is Giving Away His Top Income Secrets… FOR FREE! (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Income Expert and Author of Get Rich With Dividends Is Giving Away His Top Income Secrets… FOR FREE! (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Income Expert and Author of Get Rich With Dividends Is Giving Away His Top Income Secrets… FOR FREE! (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Elon Musk's "Project Dojo" is a Game-Changer (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Germany says Europe's largest economy is in 'troubled waters' and cuts its growth forecast

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

About Verity Wealth Advisors

Investment Activity

  • Verity Wealth Advisors has $116.34 million in total holdings as of December 31, 2023.
  • Verity Wealth Advisors owns shares of 71 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 3.61% of the portfolio was purchased this quarter.
  • About 3.77% of the portfolio was sold this quarter.
  • This quarter, Verity Wealth Advisors has purchased 66 new stocks and bought additional shares in 15 stocks.
  • Verity Wealth Advisors sold shares of 19 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

Verizon Communications
$231,214 Holding

Largest Purchases this Quarter

iShares Short-Term National Muni Bond ETF
7,760 shares (about $818.14K)
iShares 0-5 Year TIPS Bond ETF
6,583 shares (about $649.02K)
BlackRock Short Maturity Municipal Bond ETF
10,038 shares (about $501.80K)
iShares Preferred and Income Securities ETF
8,820 shares (about $275.10K)
Verizon Communications
6,133 shares (about $231.21K)

Largest Sales this Quarter

Schwab U.S. Aggregate Bond ETF
37,221 shares (about $1.74M)
Vanguard Total Bond Market ETF
4,406 shares (about $324.07K)
Vanguard Short-Term Corporate Bond ETF
3,607 shares (about $279.07K)
Vanguard Real Estate ETF
2,937 shares (about $259.51K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVerity Wealth Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$28,693,306$148,025 0.5%120,95724.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$18,194,780$74,032 -0.4%38,09415.6%ETF
Vanguard FTSE All-World ex-US Index Fund stock logo
VEU
Vanguard FTSE All-World ex-US Index Fund
$8,331,709$103,354 1.3%148,4097.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,458,565$152,029 4.6%84,1503.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,320,0570.0%8,8292.9%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,960,986$47,852 1.6%61,8162.5%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$2,910,483$4,491 0.2%57,0242.5%Manufacturing
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$2,808,7090.0%89,1372.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,549,3930.0%45,2022.2%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$2,367,4130.0%23,5542.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,114,002$2,661 0.1%57,1971.8%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,884,277$259,513 -12.1%21,3251.6%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,824,831$10,222 -0.6%23,3861.6%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,364,584$649,018 90.7%13,8411.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,363,057$324,068 -19.2%18,5321.2%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,208,8280.0%8,8981.0%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,152,534$8,492 -0.7%6,7861.0%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,118,135$20,248 -1.8%7,7311.0%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,097,8070.0%7,0040.9%Medical
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$1,088,5170.0%18,7870.9%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,067,6180.0%43,7190.9%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,050,759$279,073 -21.0%13,5810.9%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,042,732$1,735,214 -62.5%22,3670.9%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$1,040,8060.0%18,6960.9%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$925,417$89,874 10.8%23,2400.8%Manufacturing
Cintas Co. stock logo
CTAS
Cintas
$923,275$28,928 -3.0%1,5320.8%Industrial Products
Alliant Energy Co. stock logo
LNT
Alliant Energy
$843,5260.0%16,4430.7%Utilities
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$830,969$121,538 17.1%10,7890.7%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$820,703$46,431 -5.4%14,0700.7%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$818,137$818,137 New Holding7,7600.7%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$793,8410.0%7,9400.7%Oils/Energy
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$750,670$182,411 32.1%12,7820.6%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$707,569$11,841 1.7%3,1670.6%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$668,389$194,790 41.1%10,2940.6%Manufacturing
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$664,5740.0%7,2990.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$653,7580.0%1,8330.6%Finance
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$643,208$17,631 -2.7%10,0690.6%Manufacturing
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$629,528$48,495 -7.2%25,7160.5%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$598,4160.0%1,3700.5%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$554,0860.0%7,3350.5%Manufacturing
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$504,251$14,331 -2.8%9500.4%Medical
BlackRock Short Maturity Municipal Bond ETF stock logo
MEAR
BlackRock Short Maturity Municipal Bond ETF
$501,800$501,800 New Holding10,0380.4%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$483,9720.0%1,7680.4%ETF
General Electric stock logo
GE
General Electric
$476,4430.0%3,7330.4%Multi-Sector Conglomerates
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$475,4860.0%12,7750.4%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$459,014$2,060 0.5%9,1360.4%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$454,466$13,205 -2.8%5,6100.4%Medical
State Street Co. stock logo
STT
State Street
$429,2060.0%5,5410.4%Finance
Coupang, Inc. stock logo
CPNG
Coupang
$427,8210.0%26,4250.4%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$411,0280.0%3,9060.4%ETF
Intel Co. stock logo
INTC
Intel
$408,834$12,563 -3.0%8,1360.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$400,241$1,163 0.3%1,7200.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$382,3600.0%7900.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$379,199$2,226 -0.6%7,4970.3%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$350,564$33,027 -8.6%7,1010.3%ETF
Apple Inc. stock logo
AAPL
Apple
$339,2380.0%1,7620.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$330,0400.0%5000.3%Retail/Wholesale
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$315,395$14,189 -4.3%5,2680.3%Manufacturing
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$307,274$20,552 7.2%19,7350.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$291,7250.0%1,9200.3%Retail/Wholesale
Gladstone Land Co. stock logo
LAND
Gladstone Land
$289,0000.0%20,0000.2%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$275,096$275,096 New Holding8,8200.2%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$249,1730.0%5,7400.2%Finance
Schlumberger Limited stock logo
SLB
Schlumberger
$239,4360.0%4,6010.2%Oils/Energy
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$232,6520.0%6,7710.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$231,214$231,214 New Holding6,1330.2%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$224,294$224,294 New Holding2,0720.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$216,530$216,530 New Holding1,0150.2%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$206,139$206,139 New Holding3,7970.2%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$201,310$176,188 -46.7%4,2390.2%Manufacturing
Vintage Wine Estates, Inc. stock logo
VWE
Vintage Wine Estates
$5,0230.0%10,0000.0%Consumer Staples
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$0$789,222 -100.0%00.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$0$477,430 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.