Universe · entity
VERITY Wealth Advisors
Institutional manager (13F) · CIK 1763138
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $140M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | $41M | 126,339 |
| 2 | ISHARES CORE S&P 500 ETF | $25M | 37,776 |
| 3 | VANGUARD FTSE ALL-WORLD EX-US | $12M | 161,483 |
| 4 | VANGUARD FTSE EMERGING MARKETS ETF | $5M | 84,936 |
| 5 | VANGUARD FTSE DEVELOPED MARKETS ETF | $4M | 63,012 |
| 6 | ISHARES MSCI ACWI EX US | $4M | 56,343 |
| 7 | ISHARES MSCI USA ESG SELECT ETF | $3M | 23,554 |
| 8 | SCHWAB INTERNATIONAL EQUITY ETF | $3M | 106,769 |
| 9 | MICROSOFT CORP COM | $2M | 6,279 |
| 10 | SCHWAB U.S. LARGE-CAP ETF | $2M | 90,161 |
| 11 | VANGUARD REIT INDEX ETF | $2M | 22,848 |
| 12 | JOHNSON & JOHNSON COM | $2M | 6,964 |
| 13 | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $2M | 40,000 |
| 14 | VANGUARD SHORT-TERM TREASURY ETF | $2M | 26,702 |
| 15 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1M | 43,719 |
| 16 | ISHARES ESG ADVANCED MSCI USA ETF | $1M | 26,236 |
| 17 | ISHARES 0-5 YEAR TIPS BOND ETF | $1M | 13,841 |
| 18 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1M | 18,045 |
| 19 | VANGUARD S&P 500 ETF | $1M | 1,985 |
| 20 | VANGUARD TOTAL BOND MARKET ETF | $1M | 15,538 |
| 21 | ISHARES MSCI USA MIN VOL FACTOR ETF | $1M | 12,102 |
| 22 | ISHARES CORE MSCI EMERGING MARKETS ETF | $1M | 15,852 |
| 23 | VANGUARD SHORT TERM CORP BOND FD ETF | $1M | 13,640 |
| 24 | ISHARES CORE MSCI EAFE ETF | $1M | 11,729 |
| 25 | PEPSICO INC COM | $1M | 6,726 |
| 26 | ISHARES ESG ADVANCED MSCI EAFE ETF | $1M | 13,336 |
| 27 | QUALCOMM INC | $1M | 7,795 |
| 28 | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $966k | 11,144 |
| 29 | CINTAS CORP | $951k | 5,624 |
| 30 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $879k | 1,835 |
| 31 | ALLIANT ENERGY CORP COM | $877k | 12,225 |
| 32 | ISHARES NASDAQ BIOTECHNOLOGY | $835k | 4,943 |
| 33 | ISHARES COHEN & STEERS REIT ETF | $822k | 13,283 |
| 34 | SCHWAB US AGGREGATE BOND ETF | $797k | 34,307 |
| 35 | ISHARES MSCI EAFE VALUE ETF | $789k | 10,611 |
| 36 | ISHARES ESG MSCI KLD 400 ETF | $770k | 6,355 |
| 37 | VANGUARD SHORT-TERM BOND ETF | $766k | 9,767 |
| 38 | ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | $756k | 10,191 |
| 39 | INVESCO INTERNATIONAL CORPORATE BOND ETF | $749k | 32,431 |
| 40 | ISHARES INTERNATIONAL TREASURY BOND ETF | $747k | 18,202 |
| 41 | GILEAD SCIENCES INC | $744k | 5,338 |
| 42 | ISHARES S&P 500 VALUE ETF | $728k | 3,448 |
| 43 | ISHARES ESG AWARE MSCI EAFE ETF | $701k | 7,335 |
| 44 | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $660k | 26,322 |
| 45 | STATE STR CORP COM | $628k | 4,964 |
| 46 | DIMENSIONAL US MARKETWIDE VALUE ETF | $619k | 12,775 |
| 47 | ISHARES RUSSELL 3000 ETF | $612k | 1,651 |
| 48 | ISHARES TR S&P 1500 INDEX FD | $593k | 4,165 |
| 49 | APPLE INC COM | $588k | 2,318 |
| 50 | VANGUARD TOTAL INTERNATIONAL BOND ETF | $584k | 12,147 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.