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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001763138

VERITY Wealth Advisors

SAUSALITO, X1 · File #028-18976

Latest AUM
$161.2M
Positions
82
Top-10 Concentration
71.5%
Filings
12

Sector Allocation

Technology
3.5%$5.7M
Healthcare
1.6%$2.6M
Industrials
1.0%$1.7M
Utilities
0.7%$1.1M
Consumer Staples
0.6%$981,246
Energy
0.6%$955,500
Financials
0.4%$677,888

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TOTAL STOCK MARKET ETF922908769130,252$43.7M29.14%
2ISHARES CORE S&P 500 ETF46428720037,850$25.9M17.30%
3VANGUARD FTSE ALL-WORLD EX-US922042775163,509$12.0M8.03%
4VANGUARD FTSE EMERGING MARKETS ETF92204285886,117$4.6M3.09%
5VANGUARD FTSE DEVELOPED MARKETS ETF92194385867,932$4.2M2.83%
6ISHARES MSCI ACWI EX US46428824056,343$3.8M2.52%
7SCHWAB U.S. LARGE-CAP ETF808524201130,613$3.5M2.35%
8ISHARES MSCI USA ESG SELECT ETF46428880223,554$3.3M2.19%
9MICROSOFT CORP COMMSFT6,279$3.0M2.03%
10ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V80372,685$3.0M2.01%
11SCHWAB INTERNATIONAL EQUITY ETF808524805106,769$2.6M1.71%
12VANGUARD REIT INDEX ETF92290855324,712$2.2M1.46%
13VANGUARD SHORT-TERM TREASURY ETF92206C10225,648$1.5M1.01%
14ISHARES NASDAQ BIOTECHNOLOGY4642875568,898$1.5M1.00%
15ISHARES ESG ADVANCED MSCI USA ETF46436E76726,031$1.5M1.00%
16SCHWAB U.S. BROAD MARKET ETF80852410256,088$1.5M0.98%
17JOHNSON & JOHNSON COMJNJ7,065$1.5M0.98%
18DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88043,719$1.4M0.95%
19ISHARES 0-5 YEAR TIPS BOND ETF46429B74713,841$1.4M0.95%
20QUALCOMM INCQCOM7,795$1.3M0.89%