VERITY Wealth Advisors Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$161.2M
Holdings
81
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD TOTAL STOCK MARKET ETF | 130,552 | $43.8M | 27.16% | Put |
| 2 | IVVISHARES CORE S&P 500 ETF | 37,850 | $25.9M | 16.09% | |
| 3 | VEUVANGUARD FTSE ALL-WORLD EX-US | 163,509 | $12.0M | 7.46% | |
| 4 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 86,117 | $4.6M | 2.87% | |
| 5 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 67,932 | $4.2M | 2.63% | |
| 6 | ACWXISHARES MSCI ACWI EX US | 56,343 | $3.8M | 2.35% | |
| 7 | SCHXSCHWAB U.S. LARGE-CAP ETF | 130,613 | $3.5M | 2.18% | |
| 8 | SUSAISHARES MSCI USA ESG SELECT ETF | 23,554 | $3.3M | 2.04% | |
| 9 | MSFTMICROSOFT CORP COM | 6,279 | $3.0M | 1.88% | |
| 10 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 72,685 | $3.0M | 1.87% | |
| 11 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 106,769 | $2.6M | 1.59% | |
| 12 | VNQVANGUARD REIT INDEX ETF | 24,712 | $2.2M | 1.36% | |
| 13 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 25,648 | $1.5M | 0.93% | |
| 14 | IBBISHARES NASDAQ BIOTECHNOLOGY | 8,898 | $1.5M | 0.93% | |
| 15 | USXFISHARES ESG ADVANCED MSCI USA ETF | 26,031 | $1.5M | 0.93% | |
| 16 | SCHBSCHWAB U.S. BROAD MARKET ETF | 56,088 | $1.5M | 0.91% | |
| 17 | JNJJOHNSON & JOHNSON COM | 7,065 | $1.5M | 0.91% | |
| 18 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43,719 | $1.4M | 0.89% | |
| 19 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 13,841 | $1.4M | 0.88% | |
| 20 | QCOMQUALCOMM INC | 7,795 | $1.3M | 0.83% | |
| 21 | VOOVANGUARD S&P 500 ETF | 1,985 | $1.2M | 0.77% | |
| 22 | BNDVANGUARD TOTAL BOND MARKET ETF | 16,108 | $1.2M | 0.74% | |
| 23 | GEGE AEROSPACE COM NEW | 3,733 | $1.1M | 0.71% | |
| 24 | BSVVANGUARD SHORT-TERM BOND ETF | 14,582 | $1.1M | 0.71% | |
| 25 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 12,102 | $1.1M | 0.71% | |
| 26 | VCSHVANGUARD SHORT TERM CORP BOND FD ETF | 13,618 | $1.1M | 0.67% | |
| 27 | LNTALLIANT ENERGY CORP COM | 16,443 | $1.1M | 0.66% | |
| 28 | OEFISHARES S&P 100 ETF | 3,114 | $1.1M | 0.66% | |
| 29 | CITCINTAS CORP | 5,624 | $1.1M | 0.66% | |
| 30 | DMXFISHARES ESG ADVANCED MSCI EAFE ETF | 13,266 | $997K | 0.62% | |
| 31 | PEPPEPSICO INC COM | 6,837 | $981K | 0.61% | |
| 32 | XOMEXXON MOBIL CORP COM | 7,940 | $955K | 0.59% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,835 | $922K | 0.57% | |
| 34 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 10,886 | $921K | 0.57% | |
| 35 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 11,409 | $860K | 0.53% | |
| 36 | SCHZSCHWAB US AGGREGATE BOND ETF | 35,914 | $839K | 0.52% | |
| 37 | DSIISHARES ESG MSCI KLD 400 ETF | 6,355 | $818K | 0.51% | |
| 38 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 12,126 | $815K | 0.51% | |
| 39 | ICFISHARES COHEN & STEERS REIT ETF | 13,261 | $791K | 0.49% | |
| 40 | EFVISHARES MSCI EAFE VALUE ETF | 10,635 | $759K | 0.47% | |
| 41 | IVEISHARES S&P 500 VALUE ETF | 3,452 | $732K | 0.45% | |
| 42 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 7,335 | $697K | 0.43% | |
| 43 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 26,322 | $664K | 0.41% | |
| 44 | GILDGILEAD SCIENCES INC | 5,338 | $655K | 0.41% | |
| 45 | STTSTATE STR CORP COM | 4,964 | $640K | 0.40% | |
| 46 | IWVISHARES RUSSELL 3000 ETF | 1,651 | $638K | 0.40% | |
| 47 | AAPLAPPLE INC COM | 2,318 | $630K | 0.39% | |
| 48 | CMFISHARES CALIFORNIA MUNI BOND ETF | 10,915 | $627K | 0.39% | |
| 49 | CPNGCOUPANG INC CL A | 26,425 | $623K | 0.39% | |
| 50 | ITOTISHARES TR S&P 1500 INDEX FD | 4,165 | $619K | 0.38% | |
| 51 | GEVGE VERNOVA INC COM | 933 | $609K | 0.38% | |
| 52 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 790 | $595K | 0.37% | |
| 53 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 12,775 | $595K | 0.37% | |
| 54 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 17,878 | $553K | 0.34% | |
| 55 | TMOTHERMO FISHER SCIENTIFIC INC COM | 896 | $519K | 0.32% | |
| 56 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3,150 | $453K | 0.28% | |
| 57 | COSTCOSTCO WHSL CORP NEW COM | 500 | $431K | 0.27% | |
| 58 | VOVANGUARD MID CAP | 1,428 | $414K | 0.26% | |
| 59 | PICBINVESCO INTERNATIONAL CORPORATE BOND ETF | 17,289 | $412K | 0.26% | |
| 60 | AMZNAMAZON COM INC COM | 1,780 | $410K | 0.25% | |
| 61 | ISHGISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | 5,398 | $406K | 0.25% | |
| 62 | XTISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | 5,786 | $403K | 0.25% | |
| 63 | IGOVISHARES INTERNATIONAL TREASURY BOND ETF | 9,601 | $399K | 0.25% | |
| 64 | FIGFIGMA INC CLASS A COM STK | 10,000 | $373K | 0.23% | |
| 65 | AQLTISHARES CORE MSCI EAFE ETF | 4,050 | $362K | 0.22% | |
| 66 | USRTISHARES CORE U.S. REIT ETF | 5,996 | $341K | 0.21% | |
| 67 | DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | 6,771 | $337K | 0.21% | |
| 68 | INTCINTEL CORP COM | 8,448 | $311K | 0.19% | |
| 69 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 6,131 | $296K | 0.18% | |
| 70 | EPPISHARES MSCI PACIFIC EX JAPAN ETF | 5,740 | $289K | 0.18% | |
| 71 | SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 2,568 | $274K | 0.17% | |
| 72 | MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 5,383 | $270K | 0.17% | |
| 73 | USFRWISDOMTREE FLOATING RATE TREASURY FUND | 5,267 | $265K | 0.16% | |
| 74 | GOOGLALPHABET INC CAP STK CL A | 840 | $262K | 0.16% | |
| 75 | VBVANGUARD SMALL-CAP ETF | 1,015 | $261K | 0.16% | |
| 76 | GOOGALPHABET INC CAP STK CL C | 820 | $257K | 0.16% | |
| 77 | TAT&T INC COM | 9,962 | $247K | 0.15% | |
| 78 | BACVERIZON COMMUNICATIONS | 5,726 | $233K | 0.14% | |
| 79 | ICLNISHARES GLOBAL CLEAN ENERGY ETF | 13,637 | $224K | 0.14% | |
| 80 | VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 4,239 | $209K | 0.13% | |
| 81 | MUBISHARES NATIONAL MUNI BOND ETF | 1,883 | $201K | 0.12% |