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CIK: 0001763138
Total reported value
$165.6M
$165.6M
72 檔
46.8%
In Q4 2024, VERITY Wealth Advisors's U.S. equity holdings reached a combined market value of $165.6M, distributed across 72 disclosed stock positions.
During Q4 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 | 27.96% | +0.74% | -0.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.10% | +0.61% | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.38% | +0.25% | -0.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.10% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.70% | -0.01% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.32% | +0.01% | +2.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.25% | +0.02% | +200.00% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.10% | +0.02% | +0.38% | |
| 9 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.07% | +0.09% | — | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.04% | -0.01% | +0.52% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.52% | -0.01% | +0.56% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.48% | +0.37% | +100.16% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.23% | -0.05% | -8.19% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.26% | EXIT | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.00% | -0.55% | — | |
| 16 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.93% | +0.14% | — | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.92% | +0.01% | +200.00% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.89% | -0.15% | +3.94% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 0.86% | +0.20% | — | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.86% | -0.05% | — | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.85% | -0.12% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | -0.09% | +0.90% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.78% | -0.02% | — | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 0.78% | -0.16% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.07% | +0.31% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.75% | -0.01% | +100.39% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.15% | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.07% | — | |
| 30 | LNT | Alliant Energy CORP | Stock-Utilities | 0.70% | -0.03% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.29% | — | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.65% | — | — | |
| 33 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.60% | +0.02% | — | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.58% | +0.04% | — | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.56% | -0.01% | +0.46% | |
| 36 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.51% | +0.03% | — | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | +0.05% | -0.87% | |
| 38 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.46% | -0.04% | — | |
| 39 | CMF | Ishares California Muni Bond | ETF-Other | 0.45% | — | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.45% | +0.03% | — | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | +0.06% | +1.38% | |
| 42 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.42% | -0.05% | — | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.02% | — | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.42% | — | — | |
| 45 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.41% | -0.02% | — | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.41% | +0.01% | -4.46% | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.40% | -0.01% | — | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.40% | +0.02% | — | |
| 49 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.38% | -0.41% | EXIT | |
| 50 | STT | State Street CORP | Stock-Financials | 0.37% | +0.09% | — |
According to official SEC Form 13F filings, VERITY Wealth Advisors reported a total U.S. public equity portfolio value of $165.6M across 72 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VEU) accounted for 46.8% of total reported equity market value during Q4 2024.
During Q4 2024, VERITY Wealth Advisors's top holdings by market value included VTI (28.0%)、IVV (16.1%)、VEU (6.4%). The largest single position, VTI, represented 28.0% of total portfolio value.
In Q4 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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