13F HOLDINGS REPORT

VERITY Wealth Advisors

Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001763138-25-000005

Total Value

$148.9M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (75)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD TOTAL STOCK MARKET ETF	922908769	132,616	$40.3M	27.07%
2	ISHARES CORE S&P 500 ETF	464287200	37,850	$23.5M	15.79%
3	VANGUARD FTSE ALL-WORLD EX-US	922042775	163,591	$11.0M	7.39%
4	VANGUARD FTSE EMERGING MARKETS ETF	922042858	86,117	$4.3M	2.86%
5	MICROSOFT CORP COM	MSFT	8,230	$4.1M	2.75%
6	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	67,932	$3.9M	2.60%
7	ISHARES MSCI ACWI EX US	464288240	56,111	$3.4M	2.30%
8	SCHWAB U.S. LARGE-CAP ETF	808524201	130,640	$3.2M	2.14%
9	ISHARES MSCI USA ESG SELECT ETF	464288802	23,554	$3.0M	2.01%
10	ISHARES CURRENCY HEDGED MSCI EAFE ETF	46434V803	71,565	$2.7M	1.82%
11	SCHWAB INTERNATIONAL EQUITY ETF	808524805	106,978	$2.4M	1.59%
12	VANGUARD REIT INDEX ETF	922908553	23,852	$2.1M	1.43%
13	VANGUARD SHORT-TERM TREASURY ETF	92206C102	27,967	$1.6M	1.10%
14	ISHARES 0-5 YEAR TIPS BOND ETF	46429B747	13,841	$1.4M	0.96%
15	ISHARES ESG ADVANCED MSCI USA ETF	46436E767	26,031	$1.4M	0.94%
16	SCHWAB U.S. BROAD MARKET ETF	808524102	56,088	$1.3M	0.90%
17	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	25434V880	43,719	$1.3M	0.86%
18	CINTAS CORP	CTAS	5,624	$1.3M	0.84%
19	QUALCOMM INC	QCOM	7,795	$1.2M	0.83%
20	VANGUARD TOTAL BOND MARKET ETF	921937835	15,947	$1.2M	0.79%
21	VANGUARD SHORT-TERM BOND ETF	921937827	14,904	$1.2M	0.79%
22	ISHARES MSCI USA MIN VOL FACTOR ETF	46429B697	12,118	$1.1M	0.76%
23	VANGUARD S&P 500 ETF	922908363	1,985	$1.1M	0.76%
24	ISHARES NASDAQ BIOTECHNOLOGY	464287556	8,898	$1.1M	0.76%
25	JOHNSON & JOHNSON COM	JNJ	7,065	$1.1M	0.72%
26	VANGUARD SHORT TERM CORP BOND FD ETF	92206C409	13,537	$1.1M	0.72%
27	ALLIANT ENERGY CORP COM	LNT	16,443	$994,308	0.67%
28	ISHARES ESG ADVANCED MSCI EAFE ETF	46436E759	13,266	$987,521	0.66%
29	GE AEROSPACE COM NEW	369604301	3,733	$960,837	0.65%
30	ISHARES S&P 100 ETF	464287101	3,114	$947,873	0.64%
31	SCHWAB US AGGREGATE BOND ETF	808524839	39,067	$907,909	0.61%
32	PEPSICO INC COM	PEP	6,837	$902,757	0.61%
33	BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK-A	1,835	$891,388	0.60%
34	EXXON MOBIL CORP COM	XOM	7,940	$855,932	0.57%
35	ISHARES ESG MSCI KLD 400 ETF	464288570	7,299	$847,852	0.57%
36	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	46432F834	10,566	$816,857	0.55%
37	ISHARES COHEN & STEERS REIT ETF	464287564	13,133	$803,226	0.54%
38	COUPANG INC CL A	CPNG	26,425	$791,693	0.53%
39	ISHARES EXPONENTIAL TECHNOLOGIES ETF	46434V381	11,780	$768,645	0.52%
40	ISHARES CORE MSCI EMERGING MARKETS ETF	46434G103	11,996	$720,145	0.48%
41	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	46435G243	26,322	$662,525	0.45%
42	ISHARES ESG AWARE MSCI EAFE ETF	46435G516	7,335	$654,429	0.44%
43	ISHARES CALIFORNIA MUNI BOND ETF	464288356	10,915	$608,402	0.41%
44	GILEAD SCIENCES INC	GILD	5,338	$591,824	0.40%
45	ISHARES RUSSELL 3000 ETF	464287689	1,651	$579,501	0.39%
46	ISHARES TR S&P 1500 INDEX FD	464287150	4,282	$578,241	0.39%
47	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	46431W838	11,425	$574,335	0.39%
48	VANGUARD TOTAL INTERNATIONAL STOCK ETF	921909768	8,212	$567,367	0.38%
49	ISHARES PREFERRED & INCOME SECURITIES ETF	464288687	18,378	$563,837	0.38%
50	DIMENSIONAL US MARKETWIDE VALUE ETF	25434V724	12,775	$540,127	0.36%
51	ISHARES GLOBAL INFRASTRUCTURE ETF	464288372	9,069	$536,885	0.36%
52	STATE STR CORP COM	STT-PG	4,964	$527,872	0.35%
53	VANGUARD INFORMATION TECHNOLOGY ETF	92204A702	790	$523,991	0.35%
54	ISHARES GLOBAL CLEAN ENERGY ETF	464288224	39,334	$515,669	0.35%
55	COSTCO WHSL CORP NEW COM	22160K105	500	$494,970	0.33%
56	GE VERNOVA INC COM	GEV	933	$493,697	0.33%
57	APPLE INC COM	AAPL	2,318	$475,584	0.32%
58	INVESCO INTERNATIONAL CORPORATE BOND ETF	IVZ	17,289	$418,048	0.28%
59	ISHARES INTERNATIONAL TREASURY BOND ETF	464288117	9,601	$413,803	0.28%
60	ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY	464288125	5,398	$413,271	0.28%
61	TECHNOLOGY SELECT SECTOR SPDR FUND	81369Y803	1,575	$398,837	0.27%
62	VANGUARD MID CAP	922908629	1,417	$396,548	0.27%
63	AMAZON COM INC COM	AMZN	1,780	$390,514	0.26%
64	THERMO FISHER SCIENTIFIC INC COM	TMO	896	$363,292	0.24%
65	ISHARES CORE U.S. REIT ETF	464288521	5,996	$339,134	0.23%
66	ISHARES CORE MSCI EAFE ETF	46432F842	4,050	$338,094	0.23%
67	VANGUARD TOTAL INTERNATIONAL BOND ETF	92203J407	6,026	$298,344	0.20%
68	DIMENSIONAL INTERNATIONAL VALUE ETF	25434V807	6,771	$290,002	0.19%
69	AT&T INC COM	T-PC	9,962	$288,300	0.19%
70	ISHARES MSCI PACIFIC EX JAPAN ETF	464286665	5,740	$283,384	0.19%
71	ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD	464288158	2,568	$273,081	0.18%
72	WISDOMTREE FLOATING RATE TREASURY FUND	WT	5,267	$264,983	0.18%
73	VERIZON COMMUNICATIONS	VZ	5,726	$247,764	0.17%
74	VANGUARD SMALL-CAP ETF	922908751	1,015	$240,535	0.16%
75	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	922020805	4,239	$213,095	0.14%