HoldingsChannel.com
VERITY Wealth Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 91,716 -5,740 $15,006
     VTI91,716-5,740$15,006
SCHWAB US AGGREGATE BOND ETF (SCHZ) 187,360 +4,714 $10,011
     SCHZ187,360+4,714$10,011
ISHARES S&P 500 INDEX (IVV) 20,957 +1 $6,774
     IVV20,957+1$6,774
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 97,340 -4,332 $6,385
     USMV97,340-4,332$6,385
SCHWAB U.S. LARGE CAP ETF (SCHX) 78,665 +4,178 $6,042
     SCHX78,665+4,178$6,042
VANGUARD FTSE ALL WORLD EX US (VEU) 95,416 -1,105 $5,129
     VEU95,416-1,105$5,129
ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) 166,210 -8,215 $5,072
     HEFA166,210-8,215$5,072
ISHARES MSCI ACWI EX US (ACWX) 92,475 -21 $4,542
     ACWX92,475-21$4,542
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 117,298 +7,147 $3,945
     SCHF117,298+7,147$3,945
VANGUARD TOTAL BOND MARKET ETF (BND) 46,681 +537 $3,915
     BND46,681+537$3,915
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 79,353 -580 $3,529
     VWO79,353-580$3,529
VANGUARD SHORT TERM CORP BOND FD ETF (VCSH) 41,941 +1,080 $3,398
     VCSH41,941+1,080$3,398
VANGUARD REIT INDEX ETF (VNQ) 29,278 -920 $2,717
     VNQ29,278-920$2,717
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 55,537 UNCH $2,447
     VEA55,537UNCH$2,447
MICROSOFT 11,838 -1,017 $1,867
     MSFT11,838-1,017$1,867
ISHARES KLD SEL SOC FD (SUSA) 11,251 UNCH $1,508
     SUSA11,251UNCH$1,508
ISHARES NASDAQ BIOTECHNOLOGY (IBB) 12,404 UNCH $1,495
     IBB12,404UNCH$1,495
EXXON MOBIL CORP COM 21,266 UNCH $1,484
     XOM21,266UNCH$1,484
JOHNSON & JOHNSON COM 9,330 UNCH $1,361
     JNJ9,330UNCH$1,361
ISHARES TIPS BOND ETF (TIP) 10,700 +30 $1,247
     TIP10,700+30$1,247
ISHARES TR S&P CALIF MUN BD FD (CMF) 18,787 UNCH $1,150
     CMF18,787UNCH$1,150
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 19,677 -525 $1,113
     BNDX19,677-525$1,113
SCHWAB U.S. BROAD MARKET ETF (SCHB) 13,460 UNCH $1,035
     SCHB13,460UNCH$1,035
WISDOMTREE FLOATING RATE TREASURY FUND (USFR) 38,194 -24,252 $957
     USFR38,194-24,252$957
PEPSICO INC COM 6,775 UNCH $926
     PEP6,775UNCH$926
ALLIANT ENERGY CORP COM 16,443 UNCH $900
     LNT16,443UNCH$900
QUALCOMM INC 9,107 UNCH $804
     QCOM9,107UNCH$804
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) 12,485 -3,055 $732
     EEMV12,485-3,055$732
THERMO FISHER SCIENTIFIC INC COM 2,100 UNCH $682
     TMO2,100UNCH$682
ISHARES TR S&P 100 INDEX FUND (OEF) 3,789 UNCH $546
     OEF3,789UNCH$546
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 7,194 -6 $536
     EFAV7,194-6$536
ISHARES COHEN & STEERS RLTY (ICF) 4,583 +40 $536
     ICF4,583+40$536
INTEL CORP COM 8,586 UNCH $514
     INTC8,586UNCH$514
ISHARES AMT FREE MUNI BOND ETF (MUB) 4,308 +1,898 $491
     MUB4,308+1,898$491
VANGUARD MID CAP (VO) 2,712 -1,194 $483
     VO2,712-1,194$483
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 9,570 +42 $472
     VTIP9,570+42$472
AT&T INC COM 11,075 +2,555 $433
     T11,075+2,555$433
ISHARES TRUST RUSSELL 3000 INDEX FD (IWV) 2,263 UNCH $427
     IWV2,263UNCH$427
CINTAS CORP 1,580 UNCH $425
     CTAS1,580UNCH$425
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 6,500 -409 $349
     IEMG6,500-409$349
GENERAL ELECTRIC CO COM 30,870 UNCH $345
     GE30,870UNCH$345
BERKSHIRE HATHAWAY INC DEL CL B NEW      $340
     BRK.B1,500UNCH$340
STATE STR CORP COM 4,214 UNCH $333
     STT4,214UNCH$333
SCHWAB U.S. REIT ETF (SCHH) 5,837 -2,470 $268
     SCHH5,837-2,470$268
ISHARES INC MSCI PACIFIC EX JAPAN (EPP) 5,740 UNCH $266
     EPP5,740UNCH$266
BLACKROCK BUILD AMER BD 10,697 UNCH $260
     BBN10,697UNCH$260
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 2,112 UNCH $254
     DSI2,112UNCH$254
ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY (IXN) 1,020 +1,020 $215
     IXN1,020+1,020$215

See Full List: All Stocks Held By VERITY Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By VERITY Wealth Advisors

Size ($ in 1000's)
At 12/31/2019: $103,874
At 09/30/2019: $101,570

VERITY Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from VERITY Wealth Advisors 13F filings. Link to 13F filings: SEC filings

VERITY Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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