The Analysis of VERITY Wealth Advisors's Holdings
Currently, VERITY Wealth Advisors holds 81 types of securities in its portfolio with a total value $161.1M. In the most recent quarter, they have increased their positions in EFV (+10.6K shares, valued at $759.4K), IVE (+3.5K shares, valued at $732.1K), N/A (+820 shares, valued at $257.3K); decreased their positions in MSFT (-2.0K shares, valued at $943.5K), VTI (-2.4K shares, valued at $790.6K), DSI (-944 shares, valued at $121.6K); initiated new positions in EFV (+10.6K shares, valued at $759.4K), IVE (+3.5K shares, valued at $732.1K), N/A (+820 shares, valued at $257.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD TOTAL STOCK MARKET ETF130.3K shares-1.78%2025-12-312026-01-07
IVV ISHARES CORE S&P 500 ETF37.9K shares0.00%2025-12-312026-01-07 VEU VANGUARD FTSE ALL-WORLD EX-US163.5K shares0.03%2025-12-312026-01-07 VWO VANGUARD FTSE EMERGING MARKETS ETF86.1K shares0.00%2025-12-312026-01-07 VEA VANGUARD FTSE DEVELOPED MARKETS ETF67.9K shares0.00%2025-12-312026-01-07 ACWX ISHARES MSCI ACWI EX US56.3K shares0.41%2025-12-312026-01-07 SCHX SCHWAB U.S. LARGE-CAP ETF130.6K shares-0.02%2025-12-312026-01-07 SUSA ISHARES MSCI USA ESG SELECT ETF23.6K shares0.00%2025-12-312026-01-07 MSFT MICROSOFT CORP COM6.3K shares-23.71%2025-12-312026-01-07 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF72.7K shares0.81%2025-12-312026-01-07 SCHF SCHWAB INTERNATIONAL EQUITY ETF106.8K shares-0.20%2025-12-312026-01-07 VNQ VANGUARD REIT INDEX ETF24.7K shares0.46%2025-12-312026-01-07 VGSH VANGUARD SHORT-TERM TREASURY ETF25.6K shares0.00%2025-12-312026-01-07 IBB ISHARES NASDAQ BIOTECHNOLOGY8.9K shares0.00%2025-12-312026-01-07 USXF ISHARES ESG ADVANCED MSCI USA ETF26.0K shares0.00%2025-12-312026-01-07 SCHB SCHWAB U.S. BROAD MARKET ETF56.1K shares0.00%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON COM7.1K shares0.00%2025-12-312026-01-07 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF43.7K shares0.00%2025-12-312026-01-07 STIP ISHARES 0-5 YEAR TIPS BOND ETF13.8K shares0.00%2025-12-312026-01-07 QCOM QUALCOMM INC7.8K shares0.00%2025-12-312026-01-07 BND VANGUARD TOTAL BOND MARKET ETF16.1K shares0.29%2025-12-312026-01-07 BSV VANGUARD SHORT-TERM BOND ETF14.6K shares-2.16%2025-12-312026-01-07 USMV ISHARES MSCI USA MIN VOL FACTOR ETF12.1K shares0.00%2025-12-312026-01-07 VCSH VANGUARD SHORT TERM CORP BOND FD ETF13.6K shares0.35%2025-12-312026-01-07 LNT ALLIANT ENERGY CORP COM16.4K shares0.00%2025-12-312026-01-07 OEF ISHARES S&P 100 ETF3.1K shares0.00%2025-12-312026-01-07 CTAS CINTAS CORP5.6K shares0.00%2025-12-312026-01-07 DMXF ISHARES ESG ADVANCED MSCI EAFE ETF13.3K shares0.00%2025-12-312026-01-07 PEP PEPSICO INC COM6.8K shares0.00%2025-12-312026-01-07 XOM EXXON MOBIL CORP COM7.9K shares0.00%2025-12-312026-01-07 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF10.9K shares-1.64%2025-12-312026-01-07 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF11.4K shares0.00%2025-12-312026-01-07 SCHZ SCHWAB US AGGREGATE BOND ETF35.9K shares0.07%2025-12-312026-01-07 DSI ISHARES ESG MSCI KLD 400 ETF6.4K shares-12.93%2025-12-312026-01-07 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF12.1K shares1.08%2025-12-312026-01-07 ICF ISHARES COHEN & STEERS REIT ETF13.3K shares0.62%2025-12-312026-01-07 EFV ISHARES MSCI EAFE VALUE ETF10.6K sharesnew addition2025-12-312026-01-07 IVE ISHARES S&P 500 VALUE ETF3.5K sharesnew addition2025-12-312026-01-07 ESGD ISHARES ESG AWARE MSCI EAFE ETF7.3K shares0.00%2025-12-312026-01-07 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF26.3K shares0.00%2025-12-312026-01-07 GILD GILEAD SCIENCES INC5.3K shares0.00%2025-12-312026-01-07 STT STATE STR CORP COM5.0K shares0.00%2025-12-312026-01-07 IWV ISHARES RUSSELL 3000 ETF1.7K shares0.00%2025-12-312026-01-07 AAPL APPLE INC COM2.3K shares0.00%2025-12-312026-01-07 CMF ISHARES CALIFORNIA MUNI BOND ETF10.9K shares0.00%2025-12-312026-01-07 CPNG COUPANG INC CL A26.4K shares0.00%2025-12-312026-01-07 ITOT ISHARES TR S&P 1500 INDEX FD4.2K shares0.00%2025-12-312026-01-07 GEV GE VERNOVA INC COM933 shares0.00%2025-12-312026-01-07 VGT VANGUARD INFORMATION TECHNOLOGY ETF790 shares0.00%2025-12-312026-01-07 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF12.8K shares0.00%2025-12-312026-01-07 PFF ISHARES PREFERRED & INCOME SECURITIES ETF17.9K shares0.00%2025-12-312026-01-07 TMO THERMO FISHER SCIENTIFIC INC COM896 shares0.00%2025-12-312026-01-07 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.1K shares100.00%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW COM500 shares0.00%2025-12-312026-01-07 VO VANGUARD MID CAP1.4K shares0.49%2025-12-312026-01-07 PICB INVESCO INTERNATIONAL CORPORATE BOND ETF17.3K shares0.00%2025-12-312026-01-07 AMZN AMAZON COM INC COM1.8K shares0.00%2025-12-312026-01-07 ISHG ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY5.4K shares0.00%2025-12-312026-01-07 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF5.8K shares34.53%2025-12-312026-01-07 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF9.6K shares0.00%2025-12-312026-01-07 FIG FIGMA INC CLASS A COM STK10.0K shares0.00%2025-12-312026-01-07 IEFA ISHARES CORE MSCI EAFE ETF4.0K shares0.00%2025-12-312026-01-07 USRT ISHARES CORE U.S. REIT ETF6.0K shares0.00%2025-12-312026-01-07 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF6.8K shares0.00%2025-12-312026-01-07 INTC INTEL CORP COM8.4K shares0.00%2025-12-312026-01-07 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF6.1K shares0.05%2025-12-312026-01-07 EPP ISHARES MSCI PACIFIC EX JAPAN ETF5.7K shares0.00%2025-12-312026-01-07 SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD2.6K shares0.00%2025-12-312026-01-07 MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF5.4K shares0.00%2025-12-312026-01-07 USFR WISDOMTREE FLOATING RATE TREASURY FUND5.3K shares0.00%2025-12-312026-01-07 VB VANGUARD SMALL-CAP ETF1.0K shares0.00%2025-12-312026-01-07 T AT&T INC COM10.0K shares0.00%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS5.7K shares0.00%2025-12-312026-01-07 ICLN ISHARES GLOBAL CLEAN ENERGY ETF13.6K shares0.00%2025-12-312026-01-07 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4.2K shares0.00%2025-12-312026-01-07 MUB ISHARES NATIONAL MUNI BOND ETF1.9K sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
VTI Put PutVANGUARD TOTAL STOCK MARKET ETF300 sharesnew addition2025-12-312026-01-07