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Disclosery

13F-HR filed by VERITY Wealth Advisors

VERITY Wealth Advisors filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-07, with 72 holding rows worth $138,548,071.

Accession
0001763138-25-000001
Filer
CIK 1763138
Filed
2025-02-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 72 entries on the cover page, a total value of $138,548,071 stated on the cover page (in dollars after the unit check, H1), rows summing to $138,548,071 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
VTI922908769COM133,687$38,743,690dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS37,884$22,301,483dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS153,907$8,835,789dollars as filed
Microsoft Corp594918104COM9,345$3,938,918dollars as filed
VWO922042858SHS85,007$3,743,708dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS67,157$3,211,448dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS134,751$3,123,528dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS55,903$2,915,918dollars as filed
ISHARES TR464288802ESG OPTIMIZED23,554$2,863,931dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS81,445$2,830,227dollars as filed
Vanguard Real Estate922908553SHS23,576$2,100,168dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF111,125$2,055,808dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS19,253$1,709,498dollars as filed
EXXON MOBIL CORP30231G102COM13,081$1,407,123dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS13,841$1,392,405dollars as filed
ISHARES TR46436E767COM26,031$1,294,261dollars as filed
Schwab U.S. Broad Market ETF808524102SHS56,088$1,273,198dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS21,109$1,228,122dollars as filed
Qualcomm Incorporated747525103COM7,795$1,197,468dollars as filed
Vanguard Short-Term Bond ETF921937827SHS15,496$1,197,376dollars as filed
ISHARES TR464287556ISHARES BIOTECH8,898$1,176,439dollars as filed
Vanguard Total Bond Market ETF921937835SHS15,762$1,133,463dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE43,719$1,086,854dollars as filed
CINTAS CORP COM172908105Stock5,904$1,078,661dollars as filed
Vanguard S&P 500 ETF922908363COM1,985$1,069,538dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM13,482$1,051,732dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B45,874$1,041,336dollars as filed
PepsiCo,Inc.713448108COM6,837$1,039,634dollars as filed
Johnson & Johnson478160104COM7,065$1,021,740dollars as filed
ALLIANT ENERGY CORP COM018802108Stock16,443$972,439dollars as filed
Berkshire Hathaway Inc084670702COM2,075$940,556dollars as filed
ISHARES TR464287101S&P 100 ETF3,114$899,599dollars as filed
ISHARES TR46436E759COM12,840$829,721dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS7,299$804,715dollars as filed
ISHARES TR464287564SELECT US REIT12,962$781,063dollars as filed
ISHARES TR46434V381FUTU EXPO TE ETF11,780$702,795dollars as filed
ISHARES TR46432F834COM10,204$674,893dollars as filed
ISHARES TR46435G243COM25,716$635,185dollars as filed
ISHARES TR464288356CALIF MUN BD ETF10,915$625,211dollars as filed
General Electric Company369604301COM3,733$622,627dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS11,905$621,666dollars as filed
COUPANG INC22266T109CL A26,425$580,822dollars as filed
Apple Inc037833100COM2,318$580,474dollars as filed
ISHARES TR464288687COM18,378$577,804dollars as filed
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF46431W838ETF11,425$570,679dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS4,412$567,471dollars as filed
ISHARES TR46435G516COM7,335$558,487dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,651$551,847dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE12,775$522,753dollars as filed
STATE STR CORP COM857477103Stock5,194$509,791dollars as filed
Thermo Fisher Scientific Inc.883556102COM950$494,219dollars as filed
Gilead Sciences,Inc.375558103COM5,338$493,071dollars as filed
VGT92204A702SHS790$491,222dollars as filed
ISHARES TR464288372COM9,069$474,037dollars as filed
Costco Wholesale Corporation22160K105COM500$458,135dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM39,334$447,621dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,499$395,841dollars as filed
Amazon.com, Inc023135106COM1,780$390,514dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,575$366,219dollars as filed
ISHARES TR464288521CRE U S REIT ETF5,996$343,631dollars as filed
GE Vernova Inc.36828A101COM933$306,892dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,050$284,634dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF2,568$270,873dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA5,267$265,035dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS5,268$258,407dollars as filed
ISHARES INC464286665MSCI PAC JP ETF5,740$251,469dollars as filed
Vanguard Small-Cap ETF922908751SHS1,015$243,884dollars as filed
Dimensional International Value ETF25434V807SHS6,771$240,235dollars as filed
Verizon Communications Inc92343V104COM5,726$228,983dollars as filed
AT&T Inc00206R102COM9,962$226,835dollars as filed
GLADSTONE LAND CORP376549101REIT20,000$217,000dollars as filed
VANGUARD MALVERN FDS922020805SHS4,239$205,252dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001763138-25-000001this filing2025-02-07acceptance time not in the bulk data set