VERITY Wealth Advisors

VERITY Wealth Advisors latest Q4_2020 13F filings reported $109,985,000 in market value on this 2021-02-09 report date . The portfolio quarterly return is 12.30%. This fund has 56 securities concentrations of 100% weights.

VERITY Wealth Advisors largest holding is Vanguard Total Stock Market with weight of 23.33% and $25,655,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-092020-12-31Q4_202013F-HR56$109,985,00012.30%
2020-10-052020-09-30Q3_202013F-HR49$97,941,0004.66%
2020-07-212020-06-30Q2_202013F-HR49$93,581,00027.17%
2020-04-132020-03-31Q1_202013F-HR43$73,588,000-29.16%
2020-01-142019-12-31Q4_201913F-HR49$103,874,0002.27%
2019-10-112019-09-30Q3_201913F-HR51$101,570,000-0.09%
2019-08-012019-06-30Q2_201913F-HR49$101,658,0003.90%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
VANGUARD INDEX FDSVTIINCR$25,6550.18%23.33%$194.640.03%131,805
ISHARES CORE S&P 500 INDEX ETFIVVINCR$15,2160.12%13.83%$375.380.00%40,535
VANGUARD INTL EQUITY INDEX FVEUINCR$6,9690.18%6.34%$58.360.02%119,415
SCHWAB US AGGREGATE BOND ETFSCHZDECR$6,446-0.02%5.86%$56.03-0.02%115,054
ISHARES TRACWXINCR$4,8150.15%4.38%$53.040.00%90,776
VANGUARD INTL EQUITY INDEX FVWOINCR$3,9770.16%3.62%$50.110.00%79,362
VANGUARD BD INDEX FDSBNDINCR$3,6830.00%3.35%$88.200.00%41,758
ISHARES TRHEFAINCR$3,3740.06%3.07%$30.47-0.04%110,732
ISHARES TRUSMVDECR$2,727-0.04%2.48%$67.88-0.10%40,171
SCHWAB U.S. LARGE-CAP ETFSCHXINCR$2,6560.05%2.41%$90.95-0.07%29,203
VANGUARD TAX-MANAGED INTL FDVEAINCR$2,6260.16%2.39%$47.210.00%55,627
SCHWAB INTERNATIONAL EQUITY ETFSCHFINCR$2,4560.11%2.23%$36.01-0.03%68,200
MICROSOFT CORPMSFTINCR$2,1080.09%1.92%$222.460.03%9,476
VANGUARD INDEX FDSVNQINCR$1,8620.05%1.69%$84.94-0.02%21,921
ISHARES MSCI USA ESG SELECT ETFSUSAINCR$1,7770.12%1.62%$82.351.01%21,578
ISHARES TRIBBINCR$1,7090.12%1.55%$151.520.00%11,279
QUALCOMM INCORPORATEDQCOMINCR$1,2660.29%1.15%$152.290.00%8,313
VANGUARD SCOTTSDALE FDSVCSHINCR$1,2670.06%1.15%$83.280.06%15,214
ISHARES TRCMFINCR$1,1800.01%1.07%$62.810.00%18,787
JOHNSON & JOHNSONJNJDECR$1,112-0.20%1.01%$157.44-0.24%7,063
PEPSICO INCPEPINCR$1,0120.08%0.92%$148.260.01%6,826
ISHARES TRTIPINCR$9880.01%0.90%$127.710.00%7,736
WISDOMTREE TR USFRNA$9600.00%0.87%$25.100.00%38,242
SCHWAB U.S. BROAD MARKET ETFSCHBINCR$9470.14%0.86%$91.030.00%10,403
VANGUARD CHARLOTTE FDSBNDXINCR$8810.11%0.80%$58.570.10%15,042
ALLIANT CORPORATIONLNTDECR$8470.00%0.77%$51.510.00%16,443
ISHARES TROEFINCR$6500.10%0.59%$171.550.00%3,789
THERMO FISHER SCIENTIFIC INCTMODECR$643-0.17%0.58%$465.60-0.21%1,381
CINTAS CORPCTASINCR$5580.06%0.51%$353.160.00%1,580
VANGUARD SCOTTSDALE FDSVGITDECR$548-0.01%0.50%$69.420.00%7,894
EXXON MOBIL CORPXOMDECR$543-0.09%0.49%$41.19-0.24%13,184
ISHARES TRMUBINCR$5160.02%0.47%$117.250.01%4,401
ISHARES TRICFINCR$5020.06%0.46%$53.841.01%9,324
ISHARES TRDSIINCR$4830.79%0.44%$71.542.20%6,751
VANGUARD INDEX FDSVTVBUY$4480.00%0.41%$119.090.00%3,762
INTEL CORPINTCDECR$4430.00%0.40%$49.790.04%8,898
ISHARES TRIWVINCR$4400.14%0.40%$223.690.00%1,967
VANGUARD INDEX FDSVOINCR$4420.18%0.40%$206.640.00%2,139
ISHARES INCIEMGINCR$4120.19%0.37%$62.070.01%6,638
BERKSHIRE HATHAWAY INC NEWBRK/BINCR$3580.12%0.33%$232.170.03%1,542
ISHARES TRIXNINCR$3570.14%0.32%$300.000.00%1,190
VERIZON COMMUNICATIONS INCVZINCR$3360.00%0.31%$58.680.02%5,726
GENERAL ELECTRIC COMPANYGEINCR$3230.74%0.29%$10.810.00%29,870
APPLE INCAAPLINCR$3030.52%0.28%$132.660.32%2,284
AMAZON COM INCAMZNINCR$2900.24%0.26%$3258.430.20%89
AT&T INCTDECR$287-0.18%0.26%$28.81-0.19%9,962
BLACKROCKBBNINCR$2880.04%0.26%$26.920.00%10,697
ISHARES ESG AWARE MSCI USA ETFESGUBUY$2850.00%0.26%$86.180.00%3,307
ISHARES INCEPPINCR$2750.18%0.25%$47.910.00%5,740
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGTINCR$2790.13%0.25%$353.160.00%790
VANGUARD SCOTTSDALE FDSVGSHNA$2790.00%0.25%$61.510.01%4,536
SPDR GOLD TRGLDBUY$2650.00%0.24%$178.690.00%1,483
GLADSTONE LD CORPLANDBUY$2430.00%0.22%$14.610.00%16,628
ISHARES INCEWJBUY$2410.00%0.22%$67.660.00%3,562
VANGUARD INTL EQUITY INDEX FVGKBUY$2190.00%0.20%$60.130.00%3,642
ISHARES TRIJRBUY$2130.00%0.19%$91.810.00%2,320