13F-HR filed by VERITY Wealth Advisors
VERITY Wealth Advisors filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-10-05, with 49 holding rows worth $97,947,000.
- Accession
- 0001763138-20-000004
- Filer
- CIK 1763138
- Filed
- 2020-10-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2020
A holdings report, 49 entries on the cover page, a total value of $97,947,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,941,000 with VALUE read as thousands by filing date, 13F file number 028-18976. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 128,111 | $21,819,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 40,539 | $13,623,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 117,231 | $6,574,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 117,248 | $5,915,000 | thousands by filing date | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 90,642 | $4,169,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 41,587 | $3,669,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 79,353 | $3,431,000 | thousands by filing date | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 115,208 | $3,173,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 44,725 | $2,850,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 31,409 | $2,533,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 55,537 | $2,271,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 70,571 | $2,216,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 9,164 | $1,927,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 22,423 | $1,771,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 10,744 | $1,580,000 | thousands by filing date | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 11,285 | $1,528,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 9,330 | $1,389,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 14,413 | $1,194,000 | thousands by filing date | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 18,787 | $1,172,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 8,345 | $982,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 7,702 | $974,000 | thousands by filing date | |
| WISDOMTREE FLOATING RATETREASURY FUND | 97717X628 | COM | 38,238 | $960,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 6,775 | $939,000 | thousands by filing date | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 16,443 | $849,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 10,403 | $828,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 13,651 | $794,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,747 | $771,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 17,334 | $595,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 3,789 | $590,000 | thousands by filing date | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 7,894 | $556,000 | thousands by filing date | |
| CINTAS CORP COM | 172908105 | Stock | 1,580 | $526,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 4,371 | $507,000 | thousands by filing date | |
| ISHARES TR | 464287564 | SELECT US REIT | 4,641 | $473,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 8,586 | $445,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 1,967 | $385,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,130 | $375,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 12,290 | $350,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 6,559 | $346,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 5,633 | $335,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,500 | $319,000 | thousands by filing date | |
| iShares Global Tech ETF | 464287291 | SHS | 1,190 | $314,000 | thousands by filing date | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 4,498 | $279,000 | thousands by filing date | |
| BLACKROCK TAX MUNICPAL BD TR | 09248X100 | SHS | 10,697 | $277,000 | thousands by filing date | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 2,112 | $270,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 790 | $246,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 74 | $233,000 | thousands by filing date | |
| ISHARES INC | 464286665 | MSCI PAC JP ETF | 5,740 | $233,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 1,728 | $200,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 29,870 | $186,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001763138-20-000004 | this filing | 2020-10-05 | acceptance time not in the bulk data set |