VERITY Wealth Advisors Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$134.9B
Holdings
72
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD TOTAL STOCK MARKET ETF | 133,844 | $36.8B | 27.26% | |
| 2 | IVVISHARES CORE S&P 500 ETF | 37,884 | $21.3B | 15.78% | |
| 3 | VEUVANGUARD FTSE ALL-WORLD EX-US | 153,730 | $9.3B | 6.91% | |
| 4 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 86,128 | $3.9B | 2.89% | |
| 5 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 68,024 | $3.5B | 2.56% | |
| 6 | MSFTMICROSOFT CORP COM | 9,141 | $3.4B | 2.54% | |
| 7 | ACWXISHARES MSCI ACWI EX US | 55,903 | $3.1B | 2.30% | |
| 8 | SCHXSCHWAB U.S. LARGE-CAP ETF | 130,640 | $2.9B | 2.14% | |
| 9 | SUSAISHARES MSCI USA ESG SELECT ETF | 23,554 | $2.7B | 2.01% | |
| 10 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 71,565 | $2.6B | 1.92% | |
| 11 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 111,125 | $2.2B | 1.63% | |
| 12 | VNQVANGUARD REIT INDEX ETF | 22,199 | $2.0B | 1.49% | |
| 13 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 25,227 | $1.5B | 1.10% | |
| 14 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 13,841 | $1.4B | 1.06% | |
| 15 | USXFISHARES ESG ADVANCED MSCI USA ETF | 26,031 | $1.2B | 0.90% | |
| 16 | SCHBSCHWAB U.S. BROAD MARKET ETF | 56,088 | $1.2B | 0.89% | |
| 17 | QCOMQUALCOMM INC | 7,795 | $1.2B | 0.89% | |
| 18 | CITCINTAS CORP | 5,746 | $1.2B | 0.88% | |
| 19 | JNJJOHNSON & JOHNSON COM | 7,065 | $1.2B | 0.87% | |
| 20 | BNDVANGUARD TOTAL BOND MARKET ETF | 15,834 | $1.2B | 0.86% | |
| 21 | BSVVANGUARD SHORT-TERM BOND ETF | 14,673 | $1.1B | 0.85% | |
| 22 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43,719 | $1.1B | 0.85% | |
| 23 | IBBISHARES NASDAQ BIOTECHNOLOGY | 8,898 | $1.1B | 0.84% | |
| 24 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 12,011 | $1.1B | 0.83% | |
| 25 | VCSHVANGUARD SHORT TERM CORP BOND FD ETF | 13,503 | $1.1B | 0.79% | |
| 26 | LNTALLIANT ENERGY CORP COM | 16,443 | $1.1B | 0.78% | |
| 27 | PEPPEPSICO INC COM | 6,837 | $1.0B | 0.76% | |
| 28 | VOOVANGUARD S&P 500 ETF | 1,985 | $1.0B | 0.76% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,835 | $977.3M | 0.72% | |
| 30 | XOMEXXON MOBIL CORP COM | 7,940 | $944.3M | 0.70% | |
| 31 | DMXFISHARES ESG ADVANCED MSCI EAFE ETF | 13,266 | $893.3M | 0.66% | |
| 32 | SCHZSCHWAB US AGGREGATE BOND ETF | 38,321 | $887.5M | 0.66% | |
| 33 | OEFISHARES S&P 100 ETF | 3,114 | $843.5M | 0.63% | |
| 34 | ICFISHARES COHEN & STEERS REIT ETF | 13,091 | $805.5M | 0.60% | |
| 35 | DSIISHARES ESG MSCI KLD 400 ETF | 7,299 | $747.5M | 0.55% | |
| 36 | GEGE AEROSPACE COM NEW | 3,733 | $747.2M | 0.55% | |
| 37 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 9,734 | $679.5M | 0.50% | |
| 38 | XTISHARES EXPONENTIAL TECHNOLOGIES ETF | 11,780 | $678.1M | 0.50% | |
| 39 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 26,322 | $657.8M | 0.49% | |
| 40 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 11,905 | $642.5M | 0.48% | |
| 41 | CMFISHARES CALIFORNIA MUNI BOND ETF | 10,915 | $614.3M | 0.46% | |
| 42 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 7,335 | $599.2M | 0.44% | |
| 43 | GILDGILEAD SCIENCES INC | 5,338 | $598.1M | 0.44% | |
| 44 | CPNGCOUPANG INC CL A | 26,425 | $579.5M | 0.43% | |
| 45 | MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 11,425 | $574.0M | 0.43% | |
| 46 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 18,378 | $564.8M | 0.42% | |
| 47 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 12,775 | $526.5M | 0.39% | |
| 48 | IWVISHARES RUSSELL 3000 ETF | 1,651 | $524.4M | 0.39% | |
| 49 | ITOTISHARES TR S&P 1500 INDEX FD | 4,282 | $522.4M | 0.39% | |
| 50 | AAPLAPPLE INC COM | 2,318 | $514.9M | 0.38% | |
| 51 | IGFISHARES GLOBAL INFRASTRUCTURE ETF | 9,069 | $495.8M | 0.37% | |
| 52 | COSTCOSTCO WHSL CORP NEW COM | 500 | $472.9M | 0.35% | |
| 53 | ICLNISHARES GLOBAL CLEAN ENERGY ETF | 39,334 | $449.2M | 0.33% | |
| 54 | TMOTHERMO FISHER SCIENTIFIC INC COM | 896 | $445.9M | 0.33% | |
| 55 | STTSTATE STR CORP COM | 4,964 | $444.4M | 0.33% | |
| 56 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 790 | $428.5M | 0.32% | |
| 57 | VOVANGUARD MID CAP | 1,417 | $366.5M | 0.27% | |
| 58 | USRTISHARES CORE U.S. REIT ETF | 5,996 | $345.4M | 0.26% | |
| 59 | AMZNAMAZON COM INC COM | 1,780 | $338.7M | 0.25% | |
| 60 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 1,575 | $325.2M | 0.24% | |
| 61 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 5,172 | $321.2M | 0.24% | |
| 62 | AQLTISHARES CORE MSCI EAFE ETF | 4,050 | $306.4M | 0.23% | |
| 63 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 6,018 | $293.8M | 0.22% | |
| 64 | GEVGE VERNOVA INC COM | 933 | $284.8M | 0.21% | |
| 65 | TAT&T INC COM | 9,962 | $281.7M | 0.21% | |
| 66 | SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 2,568 | $271.2M | 0.20% | |
| 67 | DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | 6,771 | $266.5M | 0.20% | |
| 68 | USFRWISDOMTREE FLOATING RATE TREASURY FUND | 5,267 | $265.1M | 0.20% | |
| 69 | BACVERIZON COMMUNICATIONS | 5,726 | $259.7M | 0.19% | |
| 70 | EPPISHARES MSCI PACIFIC EX JAPAN ETF | 5,740 | $253.1M | 0.19% | |
| 71 | VBVANGUARD SMALL-CAP ETF | 1,015 | $225.1M | 0.17% | |
| 72 | VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 4,239 | $211.5M | 0.16% |