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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 $165.6M. In the most recent quarter, they have increased their positions in SCHF (+20.7K shares, valued at $572.7K), N/A (+2.3K shares, valued at $310.9K), VEU (+3.6K shares, valued at $301.9K); decreased their positions in STIP (-7.3K shares, valued at $741.5K), N/A (-1.9K shares, valued at $698.3K), N/A (-7.2K shares, valued at $694.4K); initiated new positions in N/A (+2.3K shares, valued at $310.9K), MRK (+1.8K shares, valued at $234.1K), ESGE (+4.1K shares, valued at $222.2K).

1M P&L

+3.7M+4.16%

3M P&L

+1.6M+1.80%

HY P&L

+4.4M+5.06%

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/A73.9M

82.3%

2Drug Manufacturers - General2.7M

3.0%

3Semiconductors2.7M

3.0%

Top Industries by Stock Count

1N/A51 stocks

68.0%

2Drug Manufacturers - General3 stocks

4.0%

3Internet Retail2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF124.5K shares-1.49%2026-06-302026-07-16

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF37.8K shares0.00%2026-06-302026-07-16

VEU VANGUARD FTSE ALL-WORLD EX-US165.1K shares2.23%2026-06-302026-07-16

VWO VANGUARD FTSE EMERGING MARKETS ETF84.9K shares0.00%2026-06-302026-07-16

VEA VANGUARD FTSE DEVELOPED MARKETS ETF63.0K shares0.00%2026-06-302026-07-16

ACWX ISHARES MSCI ACWI EX US56.5K shares0.29%2026-06-302026-07-16

SUSA ISHARES MSCI USA ESG SELECT ETF23.3K shares-1.24%2026-06-302026-07-16

SCHF SCHWAB INTERNATIONAL EQUITY ETF127.4K shares19.36%2026-06-302026-07-16

Sponsored

SCHX SCHWAB U.S. LARGE-CAP ETF88.0K shares-2.40%2026-06-302026-07-16

MSFT MICROSOFT CORP COM6.4K shares2.44%2026-06-302026-07-16

VNQ VANGUARD REIT INDEX ETF23.0K shares0.75%2026-06-302026-07-16

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF40.0K shares0.00%2026-06-302026-07-16

USXF ISHARES ESG ADVANCED MSCI USA ETF26.5K shares0.88%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON COM7.0K shares0.00%2026-06-302026-07-16

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF43.7K shares0.00%2026-06-302026-07-16

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF18.0K shares0.00%2026-06-302026-07-16

Sponsored

VGSH VANGUARD SHORT-TERM TREASURY ETF25.3K shares-5.13%2026-06-302026-07-16

QCOM QUALCOMM INC7.8K shares0.00%2026-06-302026-07-16

VOO VANGUARD S&P 500 ETF2.0K shares0.00%2026-06-302026-07-16

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF15.9K shares0.38%2026-06-302026-07-16

INTC INTEL CORP COM8.7K shares2.81%2026-06-302026-07-16

USMV ISHARES MSCI USA MIN VOL FACTOR ETF12.1K shares0.00%2026-06-302026-07-16

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF12.0K shares7.93%2026-06-302026-07-16

DMXF ISHARES ESG ADVANCED MSCI EAFE ETF13.4K shares0.69%2026-06-302026-07-16

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF15.0K shares-3.32%2026-06-302026-07-16

VCSH VANGUARD SHORT TERM CORP BOND FD ETF13.7K shares0.26%2026-06-302026-07-16

IGOV ISHARES INTERNATIONAL TREASURY BOND ETF25.2K shares38.69%2026-06-302026-07-16

ISHG ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY13.1K shares28.63%2026-06-302026-07-16

LNT ALLIANT ENERGY CORP COM12.2K shares0.00%2026-06-302026-07-16

PEP PEPSICO INC COM6.7K shares0.00%2026-06-302026-07-16

DSI ISHARES ESG MSCI KLD 400 ETF6.4K shares0.00%2026-06-302026-07-16

ICF ISHARES COHEN & STEERS REIT ETF13.3K shares0.30%2026-06-302026-07-16

Sponsored

SCHZ SCHWAB US AGGREGATE BOND ETF37.3K shares8.74%2026-06-302026-07-16

STT STATE STR CORP COM5.0K shares0.00%2026-06-302026-07-16

PICB INVESCO INTERNATIONAL CORPORATE BOND ETF35.8K shares10.36%2026-06-302026-07-16

EFV ISHARES MSCI EAFE VALUE ETF10.6K shares0.00%2026-06-302026-07-16

CTAS CINTAS CORP4.7K shares-16.61%2026-06-302026-07-16

IVE ISHARES S&P 500 VALUE ETF3.4K shares0.00%2026-06-302026-07-16

ESGD ISHARES ESG AWARE MSCI EAFE ETF7.4K shares1.32%2026-06-302026-07-16

BSV VANGUARD SHORT-TERM BOND ETF9.8K shares0.00%2026-06-302026-07-16

Sponsored

IBB ISHARES NASDAQ BIOTECHNOLOGY3.9K shares-21.91%2026-06-302026-07-16

IWV ISHARES RUSSELL 3000 ETF1.7K shares0.00%2026-06-302026-07-16

ITOT ISHARES TR S&P 1500 INDEX FD4.2K shares0.00%2026-06-302026-07-16

GILD GILEAD SCIENCES INC5.3K shares0.00%2026-06-302026-07-16

STIP ISHARES 0-5 YEAR TIPS BOND ETF6.6K shares-52.44%2026-06-302026-07-16

AAPL APPLE INC COM2.3K shares0.00%2026-06-302026-07-16

SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF26.3K shares0.00%2026-06-302026-07-16

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.2K shares2.38%2026-06-302026-07-16

Sponsored

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF12.1K shares0.00%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW985 shares-46.32%2026-06-302026-07-16

XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF5.8K shares0.00%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM500 shares0.00%2026-06-302026-07-16

CPNG COUPANG INC CL A26.4K shares0.00%2026-06-302026-07-16

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF4.5K shares-61.30%2026-06-302026-07-16

AMZN AMAZON COM INC COM1.8K shares0.00%2026-06-302026-07-16

VO VANGUARD MID CAP5.0K shares252.16%2026-06-302026-07-16

Sponsored

USRT ISHARES CORE U.S. REIT ETF6.0K shares0.00%2026-06-302026-07-16

TMO THERMO FISHER SCIENTIFIC INC COM707 shares-21.09%2026-06-302026-07-16

GE GE AEROSPACE COM NEW933 shares0.00%2026-06-302026-07-16

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF6.8K shares60.44%2026-06-302026-07-16

GEV GE VERNOVA INC COM268 shares15.02%2026-06-302026-07-16

VB VANGUARD SMALL-CAP ETF1.0K shares1.97%2026-06-302026-07-16

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS2.3K sharesnew addition2026-06-302026-07-16

SCHB SCHWAB U.S. BROAD MARKET ETF10.6K shares0.00%2026-06-302026-07-16

Sponsored

EPP ISHARES MSCI PACIFIC EX JAPAN ETF5.7K shares0.00%2026-06-302026-07-16

GOOGL ALPHABET INC CAP STK CL A840 shares0.00%2026-06-302026-07-16

GOOG ALPHABET INC CAP STK CL C820 shares0.00%2026-06-302026-07-16

ICLN ISHARES GLOBAL CLEAN ENERGY ETF13.7K shares0.12%2026-06-302026-07-16

SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD2.6K shares0.00%2026-06-302026-07-16

MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF5.4K shares0.00%2026-06-302026-07-16

USFR WISDOMTREE FLOATING RATE TREASURY FUND5.3K shares0.00%2026-06-302026-07-16

IJR ISHARES S&P SMALL-CAP FUND1.6K shares0.00%2026-06-302026-07-16

Sponsored

VZ VERIZON COMMUNICATIONS5.7K shares0.00%2026-06-302026-07-16

MRK MERCK & CO INC1.8K sharesnew addition2026-06-302026-07-16

ESGE ISHARES ESG AWARE MSCI EM ETF4.1K sharesnew addition2026-06-302026-07-16

ABBVIE INC COM ABBVIE INC COM872 sharesnew addition2026-06-302026-07-16

T AT&T INC COM10.4K shares4.48%2026-06-302026-07-16

SLB SLB LIMITED COM STK4.6K shares0.00%2026-06-302026-07-16

OSBC OLD SECOND BANCORP INC DEL8.8K sharesnew addition2026-06-302026-07-16

MUB ISHARES NATIONAL MUNI BOND ETF1.9K shares0.79%2026-06-302026-07-16

Sponsored

FIG FIGMA INC CLASS A COM STK10.0K shares0.00%2026-06-302026-07-16

VANGUARD TOTAL STOCK MARKET ETF

-1.49%

Shares124.5K

Event2026-06-30

Filed2026-07-16

ISHARES CORE S&P 500 ETF

0.00%

Shares37.8K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD FTSE ALL-WORLD EX-US

2.23%

Shares165.1K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.00%

Shares84.9K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

0.00%

Shares63.0K

Event2026-06-30

Filed2026-07-16

ACWX

ISHARES MSCI ACWI EX US

0.29%

Shares56.5K

Event2026-06-30

Filed2026-07-16

SUSA

ISHARES MSCI USA ESG SELECT ETF

-1.24%

Shares23.3K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

19.36%

Shares127.4K

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB U.S. LARGE-CAP ETF

-2.40%

Shares88.0K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP COM

2.44%

Shares6.4K

Event2026-06-30

Filed2026-07-16

VNQ

VANGUARD REIT INDEX ETF

0.75%

Shares23.0K

Event2026-06-30

Filed2026-07-16

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

0.00%

Shares40.0K

Event2026-06-30

Filed2026-07-16

USXF

ISHARES ESG ADVANCED MSCI USA ETF

0.88%

Shares26.5K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON COM

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-16

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

0.00%

Shares43.7K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-16

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-5.13%

Shares25.3K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD S&P 500 ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.38%

Shares15.9K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP COM

2.81%

Shares8.7K

Event2026-06-30

Filed2026-07-16

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

7.93%

Shares12.0K

Event2026-06-30

Filed2026-07-16

DMXF

ISHARES ESG ADVANCED MSCI EAFE ETF

0.69%

Shares13.4K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD TOTAL BOND MARKET ETF

-3.32%

Shares15.0K

Event2026-06-30

Filed2026-07-16

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

0.26%

Shares13.7K

Event2026-06-30

Filed2026-07-16

IGOV

ISHARES INTERNATIONAL TREASURY BOND ETF

38.69%

Shares25.2K

Event2026-06-30

Filed2026-07-16

ISHG

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

28.63%

Shares13.1K

Event2026-06-30

Filed2026-07-16

LNT

ALLIANT ENERGY CORP COM

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC COM

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-16

DSI

ISHARES ESG MSCI KLD 400 ETF

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-16

ICF

ISHARES COHEN & STEERS REIT ETF

0.30%

Shares13.3K

Event2026-06-30

Filed2026-07-16

SCHZ

SCHWAB US AGGREGATE BOND ETF

8.74%

Shares37.3K

Event2026-06-30

Filed2026-07-16

STT

STATE STR CORP COM

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

PICB

INVESCO INTERNATIONAL CORPORATE BOND ETF

10.36%

Shares35.8K

Event2026-06-30

Filed2026-07-16

EFV

ISHARES MSCI EAFE VALUE ETF

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-16

CTAS

CINTAS CORP

-16.61%

Shares4.7K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

1.32%

Shares7.4K

Event2026-06-30

Filed2026-07-16

BSV

VANGUARD SHORT-TERM BOND ETF

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-16

IBB

ISHARES NASDAQ BIOTECHNOLOGY

-21.91%

Shares3.9K

Event2026-06-30

Filed2026-07-16

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR S&P 1500 INDEX FD

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

-52.44%

Shares6.6K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC COM

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-16

SUSB

ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-16

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

2.38%

Shares3.2K

Event2026-06-30

Filed2026-07-16

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-46.32%

Shares985

Event2026-06-30

Filed2026-07-16

ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares500

Event2026-06-30

Filed2026-07-16

CPNG

COUPANG INC CL A

0.00%

Shares26.4K

Event2026-06-30

Filed2026-07-16

ISHARES CORE MSCI EAFE ETF

-61.30%

Shares4.5K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

VANGUARD MID CAP

252.16%

Shares5.0K

Event2026-06-30

Filed2026-07-16

USRT

ISHARES CORE U.S. REIT ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC COM

-21.09%

Shares707

Event2026-06-30

Filed2026-07-16

GE AEROSPACE COM NEW

0.00%

Shares933

Event2026-06-30

Filed2026-07-16

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

60.44%

Shares6.8K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC COM

15.02%

Shares268

Event2026-06-30

Filed2026-07-16

VANGUARD SMALL-CAP ETF

1.97%

Shares1.0K

Event2026-06-30

Filed2026-07-16

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

SCHB

SCHWAB U.S. BROAD MARKET ETF

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-16

EPP

ISHARES MSCI PACIFIC EX JAPAN ETF

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC CAP STK CL A

0.00%

Shares840

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC CAP STK CL C

0.00%

Shares820

Event2026-06-30

Filed2026-07-16

ICLN

ISHARES GLOBAL CLEAN ENERGY ETF

0.12%

Shares13.7K

Event2026-06-30

Filed2026-07-16

SUB

ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

MEAR

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES S&P SMALL-CAP FUND

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

ESGE

ISHARES ESG AWARE MSCI EM ETF

New

Shares4.1K

Event2026-06-30

Filed2026-07-16

ABBVIE INC COM

New

Shares872

Event2026-06-30

Filed2026-07-16

AT&T INC COM

4.48%

Shares10.4K

Event2026-06-30

Filed2026-07-16

SLB

SLB LIMITED COM STK

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-16

OSBC

OLD SECOND BANCORP INC DEL

New

Shares8.8K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES NATIONAL MUNI BOND ETF

0.79%

Shares1.9K

Event2026-06-30

Filed2026-07-16

FIG

FIGMA INC CLASS A COM STK

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available