VERITY Wealth Advisors
83 holdingsFiling period: 2026-03-31Current AUM: $168.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 126.3K | $40.5M | $46.5M | 27.63% | -4,213 | 2026-03-31 |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 37.8K | $24.7M | $28.3M | 16.84% | -74 | 2026-03-31 |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US | 161.5K | $12.1M | $13.4M | 7.95% | -2,026 | 2026-03-31 |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 84.9K | $4.6M | $5.0M | 2.96% | -1,181 | 2026-03-31 |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 63.0K | $4.0M | $4.4M | 2.64% | -4,920 | 2026-03-31 |
| 6 | ACWX | ISHARES MSCI ACWI EX US | 56.3K | $3.9M | $4.2M | 2.52% | -- | 2026-03-31 |
| 7 | SUSA | ISHARES MSCI USA ESG SELECT ETF | 23.6K | $3.1M | $3.6M | 2.14% | -- | 2026-03-31 |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 106.8K | $2.6M | $2.9M | 1.74% | -- | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP COM | 6.3K | $2.3M | $2.9M | 1.73% | -- | 2026-03-31 |
| 10 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 90.2K | $2.3M | $2.7M | 1.58% | -40,452 | 2026-03-31 |
| 11 | VNQ | VANGUARD REIT INDEX ETF | 22.8K | $2.0M | $2.3M | 1.34% | -1,864 | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON COM | 7.0K | $1.7M | $1.8M | 1.06% | -101 | 2026-03-31 |
| 13 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 40.0K | $1.7M | $1.9M | 1.10% | -32,685 | 2026-03-31 |
| 14 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 26.7K | $1.6M | $1.6M | 0.92% | +1.1K | 2026-03-31 |
| 15 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43.7K | $1.5M | $1.6M | 0.95% | -- | 2026-03-31 |
| 16 | USXF | ISHARES ESG ADVANCED MSCI USA ETF | 26.2K | $1.4M | $1.7M | 1.03% | +205 | 2026-03-31 |
| 17 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 13.8K | $1.4M | $1.4M | 0.83% | -- | 2026-03-31 |
| 18 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 18.0K | $1.4M | $1.5M | 0.91% | +6.6K | 2026-03-31 |
| 19 | VOO | VANGUARD S&P 500 ETF | 2.0K | $1.2M | $1.4M | 0.81% | -- | 2026-03-31 |
| 20 | BND | VANGUARD TOTAL BOND MARKET ETF | 15.5K | $1.1M | $1.1M | 0.67% | -570 | 2026-03-31 |
| 21 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 12.1K | $1.1M | $1.2M | 0.70% | -- | 2026-03-31 |
| 22 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 15.9K | $1.1M | $1.2M | 0.73% | +3.7K | 2026-03-31 |
| 23 | VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 13.6K | $1.1M | $1.1M | 0.64% | +22 | 2026-03-31 |
| 24 | IEFA | ISHARES CORE MSCI EAFE ETF | 11.7K | $1.1M | $1.2M | 0.68% | +7.7K | 2026-03-31 |
| 25 | PEP | PEPSICO INC COM | 6.7K | $1.0M | $938K | 0.56% | -111 | 2026-03-31 |
← Scroll →
Page 1 of 4