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Disclosery

13F-HR filed by VERITY Wealth Advisors

VERITY Wealth Advisors filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-05, with 74 holding rows worth $130,340,579.

Accession
0001763138-24-000002
Filer
CIK 1763138
Filed
2024-04-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 74 entries on the cover page, a total value of $130,340,579 stated on the cover page (in dollars after the unit check, H1), rows summing to $130,340,579 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
VTI922908769COM130,618$33,947,527dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS38,035$19,996,078dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS149,983$8,796,506dollars as filed
Microsoft Corp594918104COM9,141$3,845,802dollars as filed
VWO922042858SHS84,487$3,529,022dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS63,480$3,184,792dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS57,024$3,044,488dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS80,820$2,818,985dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS44,917$2,787,549dollars as filed
ISHARES TR464288802ESG OPTIMIZED23,554$2,571,390dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF57,197$2,231,828dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS22,733$1,900,047dollars as filed
Vanguard Real Estate922908553SHS20,950$1,811,714dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS13,841$1,376,211dollars as filed
Qualcomm Incorporated747525103COM7,795$1,319,694dollars as filed
ISHARES TR464287556ISHARES BIOTECH8,898$1,221,019dollars as filed
PepsiCo,Inc.713448108COM6,837$1,196,543dollars as filed
ISHARES TR46436E767COM26,031$1,175,300dollars as filed
Schwab U.S. Broad Market ETF808524102SHS18,696$1,141,391dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS19,308$1,121,216dollars as filed
Vanguard Total Bond Market ETF921937835SHS15,418$1,119,841dollars as filed
Johnson & Johnson478160104COM7,065$1,117,612dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE43,719$1,112,211dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF10,328$1,081,651dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM13,598$1,051,300dollars as filed
CINTAS CORP COM172908105Stock1,530$1,051,156dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B22,501$1,035,030dollars as filed
Vanguard Short-Term Bond ETF921937827SHS12,638$968,955dollars as filed
Vanguard S&P 500 ETF922908363COM1,985$954,190dollars as filed
EXXON MOBIL CORP30231G102COM7,940$922,946dollars as filed
ISHARES TR46436E759COM12,840$874,789dollars as filed
ALLIANT ENERGY CORP COM018802108Stock16,443$828,727dollars as filed
Berkshire Hathaway Inc084670702COM1,875$788,475dollars as filed
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF46431W838ETF15,421$772,901dollars as filed
ISHARES TR464287101S&P 100 ETF3,114$770,538dollars as filed
ISHARES TR464287564SELECT US REIT12,812$739,225dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS7,299$735,812dollars as filed
ISHARES TR46434V381FUTU EXPO TE ETF11,780$702,324dollars as filed
ISHARES TR46432F834COM10,294$698,551dollars as filed
General Electric Company369604301COM3,733$655,253dollars as filed
ISHARES TR46435G243COM25,716$629,528dollars as filed
ISHARES TR464288356CALIF MUN BD ETF10,915$628,049dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS11,636$600,419dollars as filed
ISHARES TR464288687COM18,378$592,323dollars as filed
ISHARES TR46435G516COM7,335$586,140dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS4,861$560,473dollars as filed
Thermo Fisher Scientific Inc.883556102COM950$552,150dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM39,334$549,889dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,768$530,541dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE12,775$522,498dollars as filed
COUPANG INC22266T109CL A26,425$470,101dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA9,177$461,536dollars as filed
ISHARES TR464288372COM9,069$431,866dollars as filed
VGT92204A702SHS790$414,229dollars as filed
STATE STR CORP COM857477103Stock5,194$401,600dollars as filed
Amazon.com, Inc023135106COM2,220$400,444dollars as filed
Apple Inc037833100COM2,318$397,491dollars as filed
Gilead Sciences,Inc.375558103COM5,338$391,009dollars as filed
Intel Corp458140100COM8,448$373,148dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,487$371,429dollars as filed
Costco Wholesale Corporation22160K105COM500$366,315dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,575$328,025dollars as filed
ISHARES TR464288521CRE U S REIT ETF5,996$322,585dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,050$300,591dollars as filed
GLADSTONE LAND CORP376549101REIT20,000$266,800dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS5,146$253,156dollars as filed
Schlumberger Limited806857108COM4,601$252,181dollars as filed
Dimensional International Value ETF25434V807SHS6,771$248,834dollars as filed
ISHARES INC464286665MSCI PAC JP ETF5,740$245,729dollars as filed
Verizon Communications Inc92343V104COM5,726$240,263dollars as filed
Vanguard Small-Cap ETF922908751SHS1,015$232,019dollars as filed
Merck & Co.,Inc.58933Y105COM1,622$214,023dollars as filed
VANGUARD MALVERN FDS922020805SHS4,239$203,006dollars as filed
VINTAGE WINE ESTATES INC92747V106COM10,000$3,600dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001763138-24-000002this filing2024-04-05acceptance time not in the bulk data set