Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STOCK MARKET INDEX FUND | 21 | Q4 2023 | 24.7% |
ISHARES S&P 500 INDEX | 21 | Q4 2023 | 15.8% |
VANGUARD FTSE ALL-WORLD EX-US | 21 | Q4 2023 | 7.2% |
SCHWAB US AGGREGATE BOND ETF | 21 | Q4 2023 | 9.7% |
ISHARES CURRENCY HEDGED MSCI EAFE ETF | 21 | Q4 2023 | 6.5% |
ISHARES MSCI ACWI EX US | 21 | Q4 2023 | 4.6% |
VANGUARD FTSE EMERGING MARKETS ETF | 21 | Q4 2023 | 3.9% |
ISHARES MSCI USA MIN VOL FACTOR ETF | 21 | Q4 2023 | 6.9% |
SCHWAB U.S. LARGE-CAP ETF | 21 | Q4 2023 | 5.8% |
VANGUARD TOTAL BOND MARKET ETF | 21 | Q4 2023 | 4.9% |
View VERITY Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-05 |
13F-HR | 2024-01-04 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-11 |
13F-HR | 2022-01-20 |
View VERITY Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.