VERITY Wealth Advisors
83 holdingsFiling period: 2026-06-30Current AUM: $167.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 124.5K | $46.1M | $46.4M | 27.68% | -1,887 | 2026-06-30 |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 37.8K | $28.3M | $28.7M | 17.10% | -- | 2026-06-30 |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US | 165.1K | $13.8M | $13.8M | 8.25% | +3.6K | 2026-06-30 |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 84.9K | $5.1M | $5.0M | 3.00% | -- | 2026-06-30 |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 63.0K | $4.5M | $4.5M | 2.69% | -- | 2026-06-30 |
| 6 | ACWX | ISHARES MSCI ACWI EX US | 56.5K | $4.3M | $4.3M | 2.56% | +165 | 2026-06-30 |
| 7 | SUSA | ISHARES MSCI USA ESG SELECT ETF | 23.3K | $3.6M | $3.6M | 2.14% | -291 | 2026-06-30 |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 127.4K | $3.5M | $3.5M | 2.11% | +20.7K | 2026-06-30 |
| 9 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 88.0K | $2.6M | $2.6M | 1.57% | -2,162 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP COM | 6.4K | $2.4M | $3.2M | 1.91% | +153 | 2026-06-30 |
| 11 | VNQ | VANGUARD REIT INDEX ETF | 23.0K | $2.2M | $2.2M | 1.29% | +172 | 2026-06-30 |
| 12 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 40.0K | $1.9M | $1.9M | 1.11% | -- | 2026-06-30 |
| 13 | USXF | ISHARES ESG ADVANCED MSCI USA ETF | 26.5K | $1.8M | $1.7M | 1.04% | +231 | 2026-06-30 |
| 14 | JNJ | JOHNSON & JOHNSON COM | 7.0K | $1.8M | $1.9M | 1.11% | -- | 2026-06-30 |
| 15 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43.7K | $1.6M | $1.6M | 0.98% | -- | 2026-06-30 |
| 16 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 18.0K | $1.5M | $1.5M | 0.92% | -- | 2026-06-30 |
| 17 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 25.3K | $1.5M | $1.5M | 0.87% | -1,371 | 2026-06-30 |
| 18 | QCOM | QUALCOMM INC | 7.8K | $1.4M | $1.5M | 0.87% | -- | 2026-06-30 |
| 19 | VOO | VANGUARD S&P 500 ETF | 2.0K | $1.4M | $1.4M | 0.82% | -- | 2026-06-30 |
| 20 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 15.9K | $1.3M | $1.3M | 0.76% | +60 | 2026-06-30 |
| 21 | INTC | INTEL CORP COM | 8.7K | $1.2M | $843K | 0.50% | +237 | 2026-06-30 |
| 22 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 12.1K | $1.2M | $1.2M | 0.72% | -- | 2026-06-30 |
| 23 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 12.0K | $1.1M | $1.1M | 0.69% | +884 | 2026-06-30 |
| 24 | DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 13.4K | $1.1M | $1.1M | 0.68% | +92 | 2026-06-30 |
| 25 | BND | VANGUARD TOTAL BOND MARKET ETF | 15.0K | $1.1M | $1.1M | 0.64% | -516 | 2026-06-30 |
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