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The Analysis of VERITY Wealth Advisors's Holdings & P&L

Currently, VERITY Wealth Advisors holds 81 types of securities in its portfolio with a total value $149.7M. In the most recent quarter, they have increased their positions in IEFA (+7.7K shares, valued at $695.2K), VXUS (+6.6K shares, valued at $511.7K), ISHG (+4.8K shares, valued at $355.6K); decreased their positions in HEFA (-32.7K shares, valued at $1.4M), VTI (-3.9K shares, valued at $1.3M), SCHB (-45.5K shares, valued at $1.1M); initiated new positions in SPY (+503 shares, valued at $327.1K), SLB (+4.6K shares, valued at $236.4K), IJR (+1.6K shares, valued at $203.9K).

1M P&L

+7.1M+4.51%

3M P&L

+3.2M+2.00%

HY P&L

+11.4M+7.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A133.3M

90.7%

2Drug Manufacturers - General2.4M

1.7%

3Software - Infrastructure2.3M

1.6%

Top Industries by Stock Count

1N/A56 stocks

73.7%

2Internet Retail2 stocks

2.6%

3Drug Manufacturers - General2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF126.3K shares-3.00%2026-03-312026-04-09

IVV ISHARES CORE S&P 500 ETF37.8K shares-0.20%2026-03-312026-04-09

VEU VANGUARD FTSE ALL-WORLD EX-US161.5K shares-1.24%2026-03-312026-04-09

VWO VANGUARD FTSE EMERGING MARKETS ETF84.9K shares-1.37%2026-03-312026-04-09

VEA VANGUARD FTSE DEVELOPED MARKETS ETF63.0K shares-7.24%2026-03-312026-04-09

ACWX ISHARES MSCI ACWI EX US56.3K shares0.00%2026-03-312026-04-09

SUSA ISHARES MSCI USA ESG SELECT ETF23.6K shares0.00%2026-03-312026-04-09

SCHF SCHWAB INTERNATIONAL EQUITY ETF106.8K shares0.00%2026-03-312026-04-09

Sponsored

MSFT MICROSOFT CORP COM6.3K shares0.00%2026-03-312026-04-09

SCHX SCHWAB U.S. LARGE-CAP ETF90.2K shares-30.97%2026-03-312026-04-09

VNQ VANGUARD REIT INDEX ETF22.8K shares-7.54%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON COM7.0K shares-1.43%2026-03-312026-04-09

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF40.0K shares-44.97%2026-03-312026-04-09

VGSH VANGUARD SHORT-TERM TREASURY ETF26.7K shares4.11%2026-03-312026-04-09

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF43.7K shares0.00%2026-03-312026-04-09

USXF ISHARES ESG ADVANCED MSCI USA ETF26.2K shares0.79%2026-03-312026-04-09

Sponsored

STIP ISHARES 0-5 YEAR TIPS BOND ETF13.8K shares0.00%2026-03-312026-04-09

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF18.0K shares58.16%2026-03-312026-04-09

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF2.0K shares0.00%2026-03-312026-04-09

BND VANGUARD TOTAL BOND MARKET ETF15.5K shares-3.54%2026-03-312026-04-09

USMV ISHARES MSCI USA MIN VOL FACTOR ETF12.1K shares0.00%2026-03-312026-04-09

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF15.9K shares30.73%2026-03-312026-04-09

VCSH VANGUARD SHORT TERM CORP BOND FD ETF13.6K shares0.16%2026-03-312026-04-09

IEFA ISHARES CORE MSCI EAFE ETF11.7K shares189.60%2026-03-312026-04-09

Sponsored

PEP PEPSICO INC COM6.7K shares-1.62%2026-03-312026-04-09

DMXF ISHARES ESG ADVANCED MSCI EAFE ETF13.3K shares0.53%2026-03-312026-04-09

QCOM QUALCOMM INC7.8K shares0.00%2026-03-312026-04-09

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF11.1K shares2.37%2026-03-312026-04-09

CTAS CINTAS CORP5.6K shares0.00%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.8K shares0.00%2026-03-312026-04-09

LNT ALLIANT ENERGY CORP COM12.2K shares-25.65%2026-03-312026-04-09

IBB ISHARES NASDAQ BIOTECHNOLOGY4.9K shares-44.45%2026-03-312026-04-09

Sponsored

ICF ISHARES COHEN & STEERS REIT ETF13.3K shares0.17%2026-03-312026-04-09

SCHZ SCHWAB US AGGREGATE BOND ETF34.3K shares-4.47%2026-03-312026-04-09

EFV ISHARES MSCI EAFE VALUE ETF10.6K shares-0.23%2026-03-312026-04-09

DSI ISHARES ESG MSCI KLD 400 ETF6.4K shares0.00%2026-03-312026-04-09

BSV VANGUARD SHORT-TERM BOND ETF9.8K shares-33.02%2026-03-312026-04-09

ISHG ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY10.2K shares88.79%2026-03-312026-04-09

PICB INVESCO INTERNATIONAL CORPORATE BOND ETF32.4K shares87.58%2026-03-312026-04-09

IGOV ISHARES INTERNATIONAL TREASURY BOND ETF18.2K shares89.58%2026-03-312026-04-09

Sponsored

GILD GILEAD SCIENCES INC5.3K shares0.00%2026-03-312026-04-09

IVE ISHARES S&P 500 VALUE ETF3.4K shares-0.12%2026-03-312026-04-09

ESGD ISHARES ESG AWARE MSCI EAFE ETF7.3K shares0.00%2026-03-312026-04-09

SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF26.3K shares0.00%2026-03-312026-04-09

STT STATE STR CORP COM5.0K shares0.00%2026-03-312026-04-09

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF12.8K shares0.00%2026-03-312026-04-09

IWV ISHARES RUSSELL 3000 ETF1.7K shares0.00%2026-03-312026-04-09

ITOT ISHARES TR S&P 1500 INDEX FD4.2K shares0.00%2026-03-312026-04-09

Sponsored

AAPL APPLE INC COM2.3K shares0.00%2026-03-312026-04-09

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF12.1K shares98.12%2026-03-312026-04-09

VGT VANGUARD INFORMATION TECHNOLOGY ETF790 shares0.00%2026-03-312026-04-09

CPNG COUPANG INC CL A26.4K shares0.00%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION COM500 shares0.00%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC COM896 shares0.00%2026-03-312026-04-09

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.1K shares0.00%2026-03-312026-04-09

VO VANGUARD MID CAP1.4K shares0.28%2026-03-312026-04-09

Sponsored

XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF5.8K shares0.00%2026-03-312026-04-09

XOM EXXON MOBIL CORP COM2.3K shares-71.36%2026-03-312026-04-09

INTC INTEL CORP COM8.4K shares0.00%2026-03-312026-04-09

AMZN AMAZON COM INC COM1.8K shares0.00%2026-03-312026-04-09

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF6.8K shares0.00%2026-03-312026-04-09

USRT ISHARES CORE U.S. REIT ETF6.0K shares0.00%2026-03-312026-04-09

SPY STATE STREET SPDR S&P 500 ETF503 sharesnew addition2026-03-312026-04-09

EPP ISHARES MSCI PACIFIC EX JAPAN ETF5.7K shares0.00%2026-03-312026-04-09

Sponsored

T AT&T INC COM10.0K shares0.00%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS5.7K shares0.00%2026-03-312026-04-09

SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD2.6K shares0.00%2026-03-312026-04-09

MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF5.4K shares0.00%2026-03-312026-04-09

SCHB SCHWAB U.S. BROAD MARKET ETF10.6K shares-81.07%2026-03-312026-04-09

VB VANGUARD SMALL-CAP ETF1.0K shares0.00%2026-03-312026-04-09

USFR WISDOMTREE FLOATING RATE TREASURY FUND5.3K shares0.00%2026-03-312026-04-09

GE AEROSPACE COM NEW GE AEROSPACE COM NEW933 shares-75.01%2026-03-312026-04-09

Sponsored

ICLN ISHARES GLOBAL CLEAN ENERGY ETF13.6K shares0.00%2026-03-312026-04-09

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A840 shares0.00%2026-03-312026-04-09

SLB SLB LIMITED COM STK4.6K sharesnew addition2026-03-312026-04-09

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C820 shares0.00%2026-03-312026-04-09

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4.2K shares0.00%2026-03-312026-04-09

FIG FIGMA INC CLASS A COM STK10.0K shares0.00%2026-03-312026-04-09

IJR ISHARES S&P SMALL-CAP FUND1.6K sharesnew addition2026-03-312026-04-09

GEV GE VERNOVA INC COM233 shares-75.03%2026-03-312026-04-09

Sponsored

MUB ISHARES NATIONAL MUNI BOND ETF1.9K shares0.53%2026-03-312026-04-09

VTI

VANGUARD TOTAL STOCK MARKET ETF

-3.00%

Shares126.3K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES CORE S&P 500 ETF

-0.20%

Shares37.8K

Event2026-03-31

Filed2026-04-09

VEU

VANGUARD FTSE ALL-WORLD EX-US

-1.24%

Shares161.5K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-1.37%

Shares84.9K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-7.24%

Shares63.0K

Event2026-03-31

Filed2026-04-09

ACWX

ISHARES MSCI ACWI EX US

0.00%

Shares56.3K

Event2026-03-31

Filed2026-04-09

SUSA

ISHARES MSCI USA ESG SELECT ETF

0.00%

Shares23.6K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares106.8K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP COM

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB U.S. LARGE-CAP ETF

-30.97%

Shares90.2K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD REIT INDEX ETF

-7.54%

Shares22.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON COM

-1.43%

Shares7.0K

Event2026-03-31

Filed2026-04-09

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

-44.97%

Shares40.0K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SHORT-TERM TREASURY ETF

4.11%

Shares26.7K

Event2026-03-31

Filed2026-04-09

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

0.00%

Shares43.7K

Event2026-03-31

Filed2026-04-09

USXF

ISHARES ESG ADVANCED MSCI USA ETF

0.79%

Shares26.2K

Event2026-03-31

Filed2026-04-09

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

58.16%

Shares18.0K

Event2026-03-31

Filed2026-04-09

VANGUARD S&P 500 ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD TOTAL BOND MARKET ETF

-3.54%

Shares15.5K

Event2026-03-31

Filed2026-04-09

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

30.73%

Shares15.9K

Event2026-03-31

Filed2026-04-09

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

0.16%

Shares13.6K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES CORE MSCI EAFE ETF

189.60%

Shares11.7K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC COM

-1.62%

Shares6.7K

Event2026-03-31

Filed2026-04-09

DMXF

ISHARES ESG ADVANCED MSCI EAFE ETF

0.53%

Shares13.3K

Event2026-03-31

Filed2026-04-09

QCOM

QUALCOMM INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-09

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

2.37%

Shares11.1K

Event2026-03-31

Filed2026-04-09

CTAS

CINTAS CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

LNT

ALLIANT ENERGY CORP COM

-25.65%

Shares12.2K

Event2026-03-31

Filed2026-04-09

IBB

ISHARES NASDAQ BIOTECHNOLOGY

-44.45%

Shares4.9K

Event2026-03-31

Filed2026-04-09

ICF

ISHARES COHEN & STEERS REIT ETF

0.17%

Shares13.3K

Event2026-03-31

Filed2026-04-09

SCHZ

SCHWAB US AGGREGATE BOND ETF

-4.47%

Shares34.3K

Event2026-03-31

Filed2026-04-09

EFV

ISHARES MSCI EAFE VALUE ETF

-0.23%

Shares10.6K

Event2026-03-31

Filed2026-04-09

DSI

ISHARES ESG MSCI KLD 400 ETF

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD SHORT-TERM BOND ETF

-33.02%

Shares9.8K

Event2026-03-31

Filed2026-04-09

ISHG

ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY

88.79%

Shares10.2K

Event2026-03-31

Filed2026-04-09

PICB

INVESCO INTERNATIONAL CORPORATE BOND ETF

87.58%

Shares32.4K

Event2026-03-31

Filed2026-04-09

IGOV

ISHARES INTERNATIONAL TREASURY BOND ETF

89.58%

Shares18.2K

Event2026-03-31

Filed2026-04-09

GILD

GILEAD SCIENCES INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES S&P 500 VALUE ETF

-0.12%

Shares3.4K

Event2026-03-31

Filed2026-04-09

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-09

SUSB

ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF

0.00%

Shares26.3K

Event2026-03-31

Filed2026-04-09

STT

STATE STR CORP COM

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-09

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-09

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-09

ITOT

ISHARES TR S&P 1500 INDEX FD

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC COM

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

98.12%

Shares12.1K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

0.00%

Shares790

Event2026-03-31

Filed2026-04-09

CPNG

COUPANG INC CL A

0.00%

Shares26.4K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares500

Event2026-03-31

Filed2026-04-09

TMO

THERMO FISHER SCIENTIFIC INC COM

0.00%

Shares896

Event2026-03-31

Filed2026-04-09

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-09

VANGUARD MID CAP

0.28%

Shares1.4K

Event2026-03-31

Filed2026-04-09

ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP COM

-71.36%

Shares2.3K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP COM

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-09

USRT

ISHARES CORE U.S. REIT ETF

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-09

SPY

STATE STREET SPDR S&P 500 ETF

New

Shares503

Event2026-03-31

Filed2026-04-09

EPP

ISHARES MSCI PACIFIC EX JAPAN ETF

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-09

AT&T INC COM

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-09

SUB

ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-09

MEAR

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB U.S. BROAD MARKET ETF

-81.07%

Shares10.6K

Event2026-03-31

Filed2026-04-09

VANGUARD SMALL-CAP ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-09

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE COM NEW

-75.01%

Shares933

Event2026-03-31

Filed2026-04-09

ICLN

ISHARES GLOBAL CLEAN ENERGY ETF

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC CAP STK CL A

0.00%

Shares840

Event2026-03-31

Filed2026-04-09

SLB

SLB LIMITED COM STK

New

Shares4.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC CAP STK CL C

0.00%

Shares820

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-09

FIG

FIGMA INC CLASS A COM STK

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES S&P SMALL-CAP FUND

New

Shares1.6K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC COM

-75.03%

Shares233

Event2026-03-31

Filed2026-04-09

MUB

ISHARES NATIONAL MUNI BOND ETF

0.53%

Shares1.9K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available