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CIK: 0001763138
Total reported value
$165.6M
$165.6M
74 檔
44.2%
During the Q2 2024 filing period, VERITY Wealth Advisors (CIK: 0001763138) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $165.6M across 74 reported positions.
During Q2 2024, VERITY Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 26.67% | +0.74% | +1.90% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.56% | +0.61% | -0.23% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.75% | +0.25% | +2.39% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.10% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.77% | -0.01% | +0.13% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.37% | +0.01% | +0.91% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.22% | +0.02% | -2.33% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.16% | +0.02% | — | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.15% | -0.01% | -0.03% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.98% | +0.09% | — | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.60% | +0.37% | -2.98% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.45% | -0.01% | +10.09% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.41% | -0.05% | -1.44% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.16% | +0.20% | — | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.03% | -0.55% | — | |
| 16 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.91% | -0.12% | — | |
| 17 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.91% | +0.14% | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.88% | +0.01% | — | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.15% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.09% | +0.66% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.83% | -0.02% | — | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.83% | -0.15% | -1.25% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.81% | -0.01% | — | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 0.80% | -0.16% | — | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.78% | -0.01% | +1.60% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.78% | -0.07% | -1.38% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.07% | — | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.76% | -0.05% | +4.95% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.03% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.26% | EXIT | |
| 31 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.65% | +0.02% | — | |
| 32 | LNT | Alliant Energy CORP | Stock-Utilities | 0.63% | -0.03% | — | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.62% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.29% | — | |
| 35 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.57% | +0.04% | — | |
| 36 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.55% | -0.01% | +0.24% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.52% | +0.05% | — | |
| 38 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.52% | +0.03% | — | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.06% | +1.79% | |
| 40 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.47% | -0.04% | — | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.47% | — | — | |
| 42 | GE | General Electric | Stock-Industrials | 0.44% | +0.03% | — | |
| 43 | PFF | Ishares Preferred & Income S | ETF-Other | 0.43% | — | — | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.43% | -0.01% | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | +0.01% | — | |
| 46 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.43% | -0.02% | -25.91% | |
| 47 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.41% | -0.05% | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | -0.08% | — | |
| 49 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.39% | — | — | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.38% | +0.02% | -6.62% |
According to official SEC Form 13F filings, VERITY Wealth Advisors reported a total U.S. public equity portfolio value of $165.6M across 74 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VEU) accounted for 44.2% of total reported equity market value during Q2 2024.
During Q2 2024, VERITY Wealth Advisors's top holdings by market value included VTI (26.7%)、IVV (15.6%)、VEU (6.8%). The largest single position, VTI, represented 26.7% of total portfolio value.
In Q2 2024, VERITY Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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