13F HOLDINGS REPORT

VERITY Wealth Advisors

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001763138-25-000004

Total Value

$134.9M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (72)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD TOTAL STOCK MARKET ETF	922908769	133,844	$36.8M	27.26%
2	ISHARES CORE S&P 500 ETF	464287200	37,884	$21.3M	15.78%
3	VANGUARD FTSE ALL-WORLD EX-US	922042775	153,730	$9.3M	6.91%
4	VANGUARD FTSE EMERGING MARKETS ETF	922042858	86,128	$3.9M	2.89%
5	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	68,024	$3.5M	2.56%
6	MICROSOFT CORP COM	MSFT	9,141	$3.4M	2.54%
7	ISHARES MSCI ACWI EX US	464288240	55,903	$3.1M	2.30%
8	SCHWAB U.S. LARGE-CAP ETF	808524201	130,640	$2.9M	2.14%
9	ISHARES MSCI USA ESG SELECT ETF	464288802	23,554	$2.7M	2.01%
10	ISHARES CURRENCY HEDGED MSCI EAFE ETF	46434V803	71,565	$2.6M	1.92%
11	SCHWAB INTERNATIONAL EQUITY ETF	808524805	111,125	$2.2M	1.63%
12	VANGUARD REIT INDEX ETF	922908553	22,199	$2.0M	1.49%
13	VANGUARD SHORT-TERM TREASURY ETF	92206C102	25,227	$1.5M	1.10%
14	ISHARES 0-5 YEAR TIPS BOND ETF	46429B747	13,841	$1.4M	1.06%
15	ISHARES ESG ADVANCED MSCI USA ETF	46436E767	26,031	$1.2M	0.90%
16	SCHWAB U.S. BROAD MARKET ETF	808524102	56,088	$1.2M	0.89%
17	QUALCOMM INC	QCOM	7,795	$1.2M	0.89%
18	CINTAS CORP	CTAS	5,746	$1.2M	0.88%
19	JOHNSON & JOHNSON COM	JNJ	7,065	$1.2M	0.87%
20	VANGUARD TOTAL BOND MARKET ETF	921937835	15,834	$1.2M	0.86%
21	VANGUARD SHORT-TERM BOND ETF	921937827	14,673	$1.1M	0.85%
22	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	25434V880	43,719	$1.1M	0.85%
23	ISHARES NASDAQ BIOTECHNOLOGY	464287556	8,898	$1.1M	0.84%
24	ISHARES MSCI USA MIN VOL FACTOR ETF	46429B697	12,011	$1.1M	0.83%
25	VANGUARD SHORT TERM CORP BOND FD ETF	92206C409	13,503	$1.1M	0.79%
26	ALLIANT ENERGY CORP COM	LNT	16,443	$1.1M	0.78%
27	PEPSICO INC COM	PEP	6,837	$1.0M	0.76%
28	VANGUARD S&P 500 ETF	922908363	1,985	$1.0M	0.76%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK-A	1,835	$977,284	0.72%
30	EXXON MOBIL CORP COM	XOM	7,940	$944,304	0.70%
31	ISHARES ESG ADVANCED MSCI EAFE ETF	46436E759	13,266	$893,332	0.66%
32	SCHWAB US AGGREGATE BOND ETF	808524839	38,321	$887,505	0.66%
33	ISHARES S&P 100 ETF	464287101	3,114	$843,478	0.63%
34	ISHARES COHEN & STEERS REIT ETF	464287564	13,091	$805,496	0.60%
35	ISHARES ESG MSCI KLD 400 ETF	464288570	7,299	$747,491	0.55%
36	GE AEROSPACE COM NEW	369604301	3,733	$747,160	0.55%
37	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	46432F834	9,734	$679,531	0.50%
38	ISHARES EXPONENTIAL TECHNOLOGIES ETF	46434V381	11,780	$678,057	0.50%
39	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	46435G243	26,322	$657,787	0.49%
40	ISHARES CORE MSCI EMERGING MARKETS ETF	46434G103	11,905	$642,499	0.48%
41	ISHARES CALIFORNIA MUNI BOND ETF	464288356	10,915	$614,296	0.46%
42	ISHARES ESG AWARE MSCI EAFE ETF	46435G516	7,335	$599,196	0.44%
43	GILEAD SCIENCES INC	GILD	5,338	$598,123	0.44%
44	COUPANG INC CL A	CPNG	26,425	$579,500	0.43%
45	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	46431W838	11,425	$573,992	0.43%
46	ISHARES PREFERRED & INCOME SECURITIES ETF	464288687	18,378	$564,756	0.42%
47	DIMENSIONAL US MARKETWIDE VALUE ETF	25434V724	12,775	$526,458	0.39%
48	ISHARES RUSSELL 3000 ETF	464287689	1,651	$524,424	0.39%
49	ISHARES TR S&P 1500 INDEX FD	464287150	4,282	$522,447	0.39%
50	APPLE INC COM	AAPL	2,318	$514,897	0.38%
51	ISHARES GLOBAL INFRASTRUCTURE ETF	464288372	9,069	$495,802	0.37%
52	COSTCO WHSL CORP NEW COM	22160K105	500	$472,890	0.35%
53	ISHARES GLOBAL CLEAN ENERGY ETF	464288224	39,334	$449,194	0.33%
54	THERMO FISHER SCIENTIFIC INC COM	TMO	896	$445,850	0.33%
55	STATE STR CORP COM	STT-PG	4,964	$444,427	0.33%
56	VANGUARD INFORMATION TECHNOLOGY ETF	92204A702	790	$428,480	0.32%
57	VANGUARD MID CAP	922908629	1,417	$366,491	0.27%
58	ISHARES CORE U.S. REIT ETF	464288521	5,996	$345,370	0.26%
59	AMAZON COM INC COM	AMZN	1,780	$338,663	0.25%
60	TECHNOLOGY SELECT SECTOR SPDR FUND	81369Y803	1,575	$325,206	0.24%
61	VANGUARD TOTAL INTERNATIONAL STOCK ETF	921909768	5,172	$321,181	0.24%
62	ISHARES CORE MSCI EAFE ETF	46432F842	4,050	$306,383	0.23%
63	VANGUARD TOTAL INTERNATIONAL BOND ETF	92203J407	6,018	$293,803	0.22%
64	GE VERNOVA INC COM	GEV	933	$284,826	0.21%
65	AT&T INC COM	T-PC	9,962	$281,725	0.21%
66	ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD	464288158	2,568	$271,181	0.20%
67	DIMENSIONAL INTERNATIONAL VALUE ETF	25434V807	6,771	$266,507	0.20%
68	WISDOMTREE FLOATING RATE TREASURY FUND	WT	5,267	$265,088	0.20%
69	VERIZON COMMUNICATIONS	VZ	5,726	$259,731	0.19%
70	ISHARES MSCI PACIFIC EX JAPAN ETF	464286665	5,740	$253,134	0.19%
71	VANGUARD SMALL-CAP ETF	922908751	1,015	$225,076	0.17%
72	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	922020805	4,239	$211,526	0.16%