VERITY Wealth Advisors Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$148.9B
Holdings
75
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD TOTAL STOCK MARKET ETF | 132,616 | $40.3B | 27.07% | |
| 2 | IVVISHARES CORE S&P 500 ETF | 37,850 | $23.5B | 15.79% | |
| 3 | VEUVANGUARD FTSE ALL-WORLD EX-US | 163,591 | $11.0B | 7.39% | |
| 4 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 86,117 | $4.3B | 2.86% | |
| 5 | MSFTMICROSOFT CORP COM | 8,230 | $4.1B | 2.75% | |
| 6 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 67,932 | $3.9B | 2.60% | |
| 7 | ACWXISHARES MSCI ACWI EX US | 56,111 | $3.4B | 2.30% | |
| 8 | SCHXSCHWAB U.S. LARGE-CAP ETF | 130,640 | $3.2B | 2.14% | |
| 9 | SUSAISHARES MSCI USA ESG SELECT ETF | 23,554 | $3.0B | 2.01% | |
| 10 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 71,565 | $2.7B | 1.82% | |
| 11 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 106,978 | $2.4B | 1.59% | |
| 12 | VNQVANGUARD REIT INDEX ETF | 23,852 | $2.1B | 1.43% | |
| 13 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 27,967 | $1.6B | 1.10% | |
| 14 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 13,841 | $1.4B | 0.96% | |
| 15 | USXFISHARES ESG ADVANCED MSCI USA ETF | 26,031 | $1.4B | 0.94% | |
| 16 | SCHBSCHWAB U.S. BROAD MARKET ETF | 56,088 | $1.3B | 0.90% | |
| 17 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43,719 | $1.3B | 0.86% | |
| 18 | CITCINTAS CORP | 5,624 | $1.3B | 0.84% | |
| 19 | QCOMQUALCOMM INC | 7,795 | $1.2B | 0.83% | |
| 20 | BNDVANGUARD TOTAL BOND MARKET ETF | 15,947 | $1.2B | 0.79% | |
| 21 | BSVVANGUARD SHORT-TERM BOND ETF | 14,904 | $1.2B | 0.79% | |
| 22 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 12,118 | $1.1B | 0.76% | |
| 23 | VOOVANGUARD S&P 500 ETF | 1,985 | $1.1B | 0.76% | |
| 24 | IBBISHARES NASDAQ BIOTECHNOLOGY | 8,898 | $1.1B | 0.76% | |
| 25 | JNJJOHNSON & JOHNSON COM | 7,065 | $1.1B | 0.72% | |
| 26 | VCSHVANGUARD SHORT TERM CORP BOND FD ETF | 13,537 | $1.1B | 0.72% | |
| 27 | LNTALLIANT ENERGY CORP COM | 16,443 | $994.3M | 0.67% | |
| 28 | DMXFISHARES ESG ADVANCED MSCI EAFE ETF | 13,266 | $987.5M | 0.66% | |
| 29 | GEGE AEROSPACE COM NEW | 3,733 | $960.8M | 0.65% | |
| 30 | OEFISHARES S&P 100 ETF | 3,114 | $947.9M | 0.64% | |
| 31 | SCHZSCHWAB US AGGREGATE BOND ETF | 39,067 | $907.9M | 0.61% | |
| 32 | PEPPEPSICO INC COM | 6,837 | $902.8M | 0.61% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,835 | $891.4M | 0.60% | |
| 34 | XOMEXXON MOBIL CORP COM | 7,940 | $855.9M | 0.57% | |
| 35 | DSIISHARES ESG MSCI KLD 400 ETF | 7,299 | $847.9M | 0.57% | |
| 36 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 10,566 | $816.9M | 0.55% | |
| 37 | ICFISHARES COHEN & STEERS REIT ETF | 13,133 | $803.2M | 0.54% | |
| 38 | CPNGCOUPANG INC CL A | 26,425 | $791.7M | 0.53% | |
| 39 | XTISHARES EXPONENTIAL TECHNOLOGIES ETF | 11,780 | $768.6M | 0.52% | |
| 40 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 11,996 | $720.1M | 0.48% | |
| 41 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 26,322 | $662.5M | 0.45% | |
| 42 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 7,335 | $654.4M | 0.44% | |
| 43 | CMFISHARES CALIFORNIA MUNI BOND ETF | 10,915 | $608.4M | 0.41% | |
| 44 | GILDGILEAD SCIENCES INC | 5,338 | $591.8M | 0.40% | |
| 45 | IWVISHARES RUSSELL 3000 ETF | 1,651 | $579.5M | 0.39% | |
| 46 | ITOTISHARES TR S&P 1500 INDEX FD | 4,282 | $578.2M | 0.39% | |
| 47 | MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 11,425 | $574.3M | 0.39% | |
| 48 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 8,212 | $567.4M | 0.38% | |
| 49 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 18,378 | $563.8M | 0.38% | |
| 50 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 12,775 | $540.1M | 0.36% | |
| 51 | IGFISHARES GLOBAL INFRASTRUCTURE ETF | 9,069 | $536.9M | 0.36% | |
| 52 | STTSTATE STR CORP COM | 4,964 | $527.9M | 0.35% | |
| 53 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 790 | $524.0M | 0.35% | |
| 54 | ICLNISHARES GLOBAL CLEAN ENERGY ETF | 39,334 | $515.7M | 0.35% | |
| 55 | COSTCOSTCO WHSL CORP NEW COM | 500 | $495.0M | 0.33% | |
| 56 | GEVGE VERNOVA INC COM | 933 | $493.7M | 0.33% | |
| 57 | AAPLAPPLE INC COM | 2,318 | $475.6M | 0.32% | |
| 58 | PICBINVESCO INTERNATIONAL CORPORATE BOND ETF | 17,289 | $418.0M | 0.28% | |
| 59 | IGOVISHARES INTERNATIONAL TREASURY BOND ETF | 9,601 | $413.8M | 0.28% | |
| 60 | ISHGISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | 5,398 | $413.3M | 0.28% | |
| 61 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 1,575 | $398.8M | 0.27% | |
| 62 | VOVANGUARD MID CAP | 1,417 | $396.5M | 0.27% | |
| 63 | AMZNAMAZON COM INC COM | 1,780 | $390.5M | 0.26% | |
| 64 | TMOTHERMO FISHER SCIENTIFIC INC COM | 896 | $363.3M | 0.24% | |
| 65 | USRTISHARES CORE U.S. REIT ETF | 5,996 | $339.1M | 0.23% | |
| 66 | AQLTISHARES CORE MSCI EAFE ETF | 4,050 | $338.1M | 0.23% | |
| 67 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 6,026 | $298.3M | 0.20% | |
| 68 | DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | 6,771 | $290.0M | 0.19% | |
| 69 | TAT&T INC COM | 9,962 | $288.3M | 0.19% | |
| 70 | EPPISHARES MSCI PACIFIC EX JAPAN ETF | 5,740 | $283.4M | 0.19% | |
| 71 | SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 2,568 | $273.1M | 0.18% | |
| 72 | USFRWISDOMTREE FLOATING RATE TREASURY FUND | 5,267 | $265.0M | 0.18% | |
| 73 | BACVERIZON COMMUNICATIONS | 5,726 | $247.8M | 0.17% | |
| 74 | VBVANGUARD SMALL-CAP ETF | 1,015 | $240.5M | 0.16% | |
| 75 | VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 4,239 | $213.1M | 0.14% |