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  Name: VERITY Wealth Advisors
  City: SAUSALITO
  State: X1
  Zip: 94965
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $130,341,000
  Total Value Change : $14,003,000
  Securities Held Change : 3
   
All Securities Held : 74
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 29
  Unchanged Positions : 27
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 2 - $529.96 $19,996,000 38,035 15.34% 1,801,000 -59 0.001    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 8 - $0.00 $2,819,000 80,820 2.16% 10,000 -8,317 0.01    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 9 - $62.30 $2,788,000 44,917 2.14% 239,000 -285 0.002    Closed - End Fund - Debt
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 12 - $0.00 $1,900,000 22,733 1.46% 75,000 -653 0    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 13 - $83.24 $1,812,000 20,950 1.39% -72,000 -375 0.006    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 21 - $71.64 $1,120,000 15,418 0.86% -243,000 -3,114 0.002    Closed - End Fund - E...
   (CTAS)1 Year Chart         CTAS Cintas Corp 25 - $677.97 $1,051,000 1,530 0.81% 128,000 -2 0.005    Business Services
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 35 - $252.25 $771,000 3,114 0.59% 63,000 -53 0.006    Closed - End Fund - E...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 42 - $56.43 $628,000 10,915 0.48% -461,000 -7,872 0.012    N/A
   (STT)1 Year Chart         STT State Street Corp 55 - $75.59 $402,000 5,194 0.31% -27,000 -347 0.001    Asset Management
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 58 - $64.27 $391,000 5,338 0.3% -63,000 -272 0    Biotechnology
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 60 - $244.60 $371,000 1,487 0.28% -29,000 -233 0.001    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 66 - $48.46 $253,000 5,146 0.19% -98,000 -1,955 0.001    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 70 - $41.15 $240,000 5,726 0.18% 9,000 -407 0    Telecom Services - Do...
      14 Records Found
  1    
Page 1 of 1
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