All Stocks Held By VERITY Wealth Advisors

As of 03/31/2024, we find all stocks held by VERITY Wealth Advisors to be as follows, presented in the table below with each row detailing each VERITY Wealth Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-VERITY Wealth Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by VERITY Wealth Advisors as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD TOTAL STOCK MARKET ETF (VTI)	130,618	+9,661	$33,948
VTI	130,618	+9,661	$33,948
ISHARES CORE S&P 500 ETF (IVV)	38,035	-59	$19,996
IVV	38,035	-59	$19,996
VANGUARD FTSE ALL WORLD EX US (VEU)	149,983	+1,574	$8,797
VEU	149,983	+1,574	$8,797
MICROSOFT CORP COM	9,141	+312	$3,846
MSFT	9,141	+312	$3,846
VANGUARD FTSE EMERGING MARKETS ETF (VWO)	84,487	+337	$3,529
VWO	84,487	+337	$3,529
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	63,480	+1,664	$3,185
VEA	63,480	+1,664	$3,185
ISHARES MSCI ACWI EX US (ACWX)	57,024	UNCH	$3,044
ACWX	57,024	UNCH	$3,044
ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA)	80,820	-8,317	$2,819
HEFA	80,820	-8,317	$2,819
SCHWAB U.S. LARGE CAP ETF (SCHX)	44,917	-285	$2,788
SCHX	44,917	-285	$2,788
ISHARES MSCI USA ESG SELECT ETF (SUSA)	23,554	UNCH	$2,571
SUSA	23,554	UNCH	$2,571
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)	57,197	UNCH	$2,232
SCHF	57,197	UNCH	$2,232
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV)	22,733	-653	$1,900
USMV	22,733	-653	$1,900
VANGUARD REIT INDEX ETF (VNQ)	20,950	-375	$1,812
VNQ	20,950	-375	$1,812
ISHARES 0 5 YEAR TIPS BOND ETF (STIP)	13,841	UNCH	$1,376
STIP	13,841	UNCH	$1,376
QUALCOMM INC	7,795	+64	$1,320
QCOM	7,795	+64	$1,320
ISHARES NASDAQ BIOTECHNOLOGY (IBB)	8,898	UNCH	$1,221
IBB	8,898	UNCH	$1,221
PEPSICO INC COM	6,837	+51	$1,197
PEP	6,837	+51	$1,197
ISHARES ESG ADVANCED MSCI USA ETF (USXF)	26,031	+2,791	$1,175
USXF	26,031	+2,791	$1,175
SCHWAB U.S. BROAD MARKET ETF (SCHB)	18,696	UNCH	$1,141
SCHB	18,696	UNCH	$1,141
VANGUARD SHORT TERM TREASURY ETF (VGSH)	19,308	+5,238	$1,121
VGSH	19,308	+5,238	$1,121
VANGUARD TOTAL BOND MARKET ETF (BND)	15,418	-3,114	$1,120
BND	15,418	-3,114	$1,120
JOHNSON & JOHNSON COM	7,065	+61	$1,118
JNJ	7,065	+61	$1,118
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX)	43,719	UNCH	$1,112
DFAX	43,719	UNCH	$1,112
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD (SUB)	10,328	+2,568	$1,082
SUB	10,328	+2,568	$1,082
CINTAS CORP	1,530	-2	$1,051
CTAS	1,530	-2	$1,051
VANGUARD SHORT TERM CORP BOND FD ETF (VCSH)	13,598	+17	$1,051
VCSH	13,598	+17	$1,051
SCHWAB US AGGREGATE BOND ETF (SCHZ)	22,501	+134	$1,035
SCHZ	22,501	+134	$1,035
VANGUARD SHORT TERM BOND ETF (BSV)	12,638	+1,849	$969
BSV	12,638	+1,849	$969
VANGUARD S&P 500 ETF (VOO)	1,985	+615	$954
VOO	1,985	+615	$954
EXXON MOBIL CORP COM	7,940	UNCH	$923
XOM	7,940	UNCH	$923
ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF)	12,840	+2,771	$875
DMXF	12,840	+2,771	$875
ALLIANT ENERGY CORP COM	16,443	UNCH	$829
LNT	16,443	UNCH	$829
BERKSHIRE HATHAWAY INC DEL CL B NEW			$788
BRK.B	1,875	+42	$788
BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF (MEAR)	15,421	+5,383	$773
MEAR	15,421	+5,383	$773
ISHARES S&P 100 ETF (OEF)	3,114	-53	$771
OEF	3,114	-53	$771
ISHARES COHEN & STEERS REIT ETF (ICF)	12,812	+30	$739
ICF	12,812	+30	$739
ISHARES MSCI KLD 400 SOCIAL ETF (DSI)	7,299	UNCH	$736
DSI	7,299	UNCH	$736
ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT)	11,780	+6,512	$702
XT	11,780	+6,512	$702
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS)	10,294	UNCH	$699
IXUS	10,294	UNCH	$699
GE AEROSPACE COM NEW	3,733	UNCH	$655
GE	3,733	UNCH	$655
ISHARES ESG AWARE 1 5 YEAR USD CORPORATE BOND ETF (SUSB)	25,716	UNCH	$630
SUSB	25,716	UNCH	$630
ISHARES CALIFORNIA MUNI BOND ETF (CMF)	10,915	-7,872	$628
CMF	10,915	-7,872	$628
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)	11,636	+4,139	$600
IEMG	11,636	+4,139	$600
ISHARES PREFERRED & INCOME SECURITIES ETF (PFF)	18,378	+9,558	$592
PFF	18,378	+9,558	$592
ISHARES ESG AWARE MSCI EAFE ETF (ESGD)	7,335	UNCH	$586
ESGD	7,335	UNCH	$586
ISHARES TR S&P 1500 INDEX FD (ITOT)	4,861	+955	$560
ITOT	4,861	+955	$560
THERMO FISHER SCIENTIFIC INC COM	950	UNCH	$552
TMO	950	UNCH	$552
ISHARES GLOBAL CLEAN ENERGY ETF (ICLN)	39,334	+19,599	$550
ICLN	39,334	+19,599	$550
ISHARES RUSSELL 3000 ETF (IWV)	1,768	UNCH	$531
IWV	1,768	UNCH	$531
DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV)	12,775	UNCH	$522
DFUV	12,775	UNCH	$522
COUPANG INC CL A	26,425	UNCH	$470
CPNG	26,425	UNCH	$470
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)	9,177	+41	$462
USFR	9,177	+41	$462
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF)	9,069	+9,069	$432
IGF	9,069	+9,069	$432
VANGUARD INFORMATION TECHNOLOGY ETF (VGT)	790	UNCH	$414
VGT	790	UNCH	$414
STATE STR CORP COM	5,194	-347	$402
STT	5,194	-347	$402
AMAZON COM INC COM	2,220	+300	$400
AMZN	2,220	+300	$400
APPLE INC COM	2,318	+556	$397
AAPL	2,318	+556	$397
GILEAD SCIENCES INC	5,338	-272	$391
GILD	5,338	-272	$391
INTEL CORP COM	8,448	+312	$373
INTC	8,448	+312	$373
VANGUARD MID CAP (VO)	1,487	-233	$371
VO	1,487	-233	$371
COSTCO WHSL CORP NEW COM	500	UNCH	$366
COST	500	UNCH	$366
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK)	1,575	+1,575	$328
XLK	1,575	+1,575	$328
ISHARES CORE U.S. REIT ETF (USRT)	5,996	+2,199	$323
USRT	5,996	+2,199	$323
ISHARES CORE MSCI EAFE ETF (IEFA)	4,050	+4,050	$301
IEFA	4,050	+4,050	$301
GLADSTONE LD CORP COM	20,000	UNCH	$267
LAND	20,000	UNCH	$267
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX)	5,146	-1,955	$253
BNDX	5,146	-1,955	$253
SCHLUMBERGER LTD COM STK	4,601	UNCH	$252
SLB	4,601	UNCH	$252
DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV)	6,771	UNCH	$249
DFIV	6,771	UNCH	$249
ISHARES MSCI PACIFIC EX JAPAN ETF (EPP)	5,740	UNCH	$246
EPP	5,740	UNCH	$246
VERIZON COMMUNICATIONS	5,726	-407	$240
VZ	5,726	-407	$240
VANGUARD SMALL CAP ETF (VB)	1,015	UNCH	$232
VB	1,015	UNCH	$232
MERCK & CO INC	1,622	+1,622	$214
MRK	1,622	+1,622	$214
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP)	4,239	UNCH	$203
VTIP	4,239	UNCH	$203
VINTAGE WINE ESTATES INC COM	10,000	+0	$4
VWE	10,000	UNCH	$4
ISHARES S&P SMALL CAP FUND	0	-2,072	$0 (exited)
IJR	0	-2,072	$0

See Summary: VERITY Wealth Advisors Top Holdings
See Details: Top 10 Stocks Held By VERITY Wealth Advisors

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IGF	+9,069	+$432
XLK	+1,575	+$328
IEFA	+4,050	+$301
MRK	+1,622	+$214

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IJR	-2,072	-$224

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
ICLN	+19,599	+$243
VTI	+9,661	+$5,255
PFF	+9,558	+$317
XT	+6,512	+$387
MEAR	+5,383	+$271
VGSH	+5,238	+$300
IEMG	+4,139	+$221
USXF	+2,791	+$250
DMXF	+2,771	+$232
SUB	+2,568	+$264

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
HEFA	-8,317	+$10
CMF	-7,872	-$461
BND	-3,114	-$243
BNDX	-1,955	-$98
USMV	-653	+$75
VZ	-407	+$9
VNQ	-375	-$72
STT	-347	-$27
SCHX	-285	+$239

VERITY Wealth Advisors Info

Size ($ in 1000's)
At 03/31/2024: $130,341
At 12/31/2023: $116,338

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

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