| |
|
|
| Name: |
VERITY Wealth Advisors |
| City: |
SAUSALITO |
| State: |
X1 |
| Zip: |
94965 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
29 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$264.28 |
$33,948,000 |
130,618 |
26.05% |
5,255,000 |
9,661 |
0.013 |
Closed - End Fund - E... |
|
|
VEU |
Vanguard FTSE All-World ETF |
3 |
- |
$57.31 |
$8,797,000 |
149,983 |
6.75% |
465,000 |
1,574 |
0.03 |
Closed - End Fund - F... |
|
|
MSFT |
Microsoft Corp |
4 |
- |
$432.68 |
$3,846,000 |
9,141 |
2.95% |
526,000 |
312 |
0 |
Application Software |
|
|
VWO |
Vanguard Emerging Markets S... |
5 |
- |
$43.35 |
$3,529,000 |
84,487 |
2.71% |
70,000 |
337 |
0.001 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
6 |
- |
$49.56 |
$3,185,000 |
63,480 |
2.44% |
224,000 |
1,664 |
0.003 |
Closed - End Fund - F... |
|
|
QCOM |
QUALCOMM Inc |
15 |
- |
$208.52 |
$1,320,000 |
7,795 |
1.01% |
202,000 |
64 |
0.001 |
Communication Equipment |
|
|
PEP |
Pepsico Inc |
17 |
- |
$165.07 |
$1,197,000 |
6,837 |
0.92% |
44,000 |
51 |
0 |
Beverage Soft Drinks... |
|
|
USXF |
Ishares Esg Advanced Msci U... |
18 |
- |
$0.00 |
$1,175,000 |
26,031 |
0.9% |
250,000 |
2,791 |
0.019 |
N/A |
|
|
VGSH |
Vanguard Scottsdale Funds |
20 |
- |
$57.78 |
$1,121,000 |
19,308 |
0.86% |
300,000 |
5,238 |
0.002 |
Closed - End Fund - Debt |
|
|
JNJ |
Johnson & Johnson |
22 |
- |
$146.76 |
$1,118,000 |
7,065 |
0.86% |
20,000 |
61 |
0 |
Drug Manufacturers - ... |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
24 |
- |
$104.36 |
$1,082,000 |
10,328 |
0.83% |
264,000 |
2,568 |
0.011 |
Closed - End Fund - Debt |
|
|
VCSH |
Vanguard Scottsdale Funds |
26 |
- |
$77.03 |
$1,051,000 |
13,598 |
0.81% |
0 |
17 |
0 |
N/A |
|
|
SCHZ |
Schwab Us Aggregate Bond |
27 |
- |
$45.49 |
$1,035,000 |
22,501 |
0.79% |
-8,000 |
134 |
0.015 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
28 |
- |
$76.38 |
$969,000 |
12,638 |
0.74% |
138,000 |
1,849 |
0.002 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
29 |
- |
$493.53 |
$954,000 |
1,985 |
0.73% |
356,000 |
615 |
0 |
Closed - End Fund - E... |
|
|
DMXF |
Ishares Esg Advanced Msci E... |
31 |
- |
$0.00 |
$875,000 |
12,840 |
0.67% |
232,000 |
2,771 |
0.143 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
33 |
- |
$408.50 |
$788,000 |
1,875 |
0.6% |
134,000 |
42 |
0 |
Property & Casualty I... |
|
|
MEAR |
Ishares Short Maturity Muni... |
34 |
- |
$0.00 |
$773,000 |
15,421 |
0.59% |
271,000 |
5,383 |
0.017 |
N/A |
|
|
ICF |
iShares Tr Cohen & Steers |
36 |
- |
$0.00 |
$739,000 |
12,812 |
0.57% |
-12,000 |
30 |
0.007 |
Closed - End Fund - E... |
|
|
XT |
Ishares Exponential Technol... |
38 |
- |
$0.00 |
$702,000 |
11,780 |
0.54% |
387,000 |
6,512 |
0.022 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
43 |
- |
$52.58 |
$600,000 |
11,636 |
0.46% |
221,000 |
4,139 |
0 |
N/A |
|
|
PFF |
iShares S&P U.S. Preferred ... |
44 |
- |
$31.38 |
$592,000 |
18,378 |
0.45% |
317,000 |
9,558 |
0.004 |
Closed - End Fund - E... |
|
|
ITOT |
iShares Core S&P Total US |
46 |
- |
$116.95 |
$560,000 |
4,861 |
0.43% |
149,000 |
955 |
0.001 |
Closed - End Fund - E... |
|
|
ICLN |
iShares S&P Global Clean En... |
48 |
- |
$14.73 |
$550,000 |
39,334 |
0.42% |
243,000 |
19,599 |
0.034 |
Closed - End Fund - Debt |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
52 |
- |
$50.41 |
$462,000 |
9,177 |
0.35% |
3,000 |
41 |
0.002 |
N/A |
|
|
AMZN |
Amazon.com Inc |
56 |
- |
$187.23 |
$400,000 |
2,220 |
0.31% |
108,000 |
300 |
0 |
Internet Software & S... |
|
|
AAPL |
Apple Inc |
57 |
- |
$207.15 |
$397,000 |
2,318 |
0.3% |
58,000 |
556 |
0 |
Personal Computers |
|
|
INTC |
Intel Corp |
59 |
- |
$30.92 |
$373,000 |
8,448 |
0.29% |
-36,000 |
312 |
0 |
Semiconductor- Broad... |
|
|
FTY |
iShares Trust |
63 |
- |
$52.10 |
$323,000 |
5,996 |
0.25% |
117,000 |
2,199 |
0.007 |
Closed - End Fund - Debt |
|
