$120 Million is the total value of VERITY Wealth Advisors's 66 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EUSB | New | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $651,000 | – | 13,161 | +100.0% | 0.54% | – |
| STIP | New | ISHARES 0-5 YEAR TIPS BOND ETFetf | $497,000 | – | 4,693 | +100.0% | 0.41% | – |
| IGSB | New | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $348,000 | – | 6,463 | +100.0% | 0.29% | – |
| U | New | UNITY SOFTWARE INC COMstock | $252,000 | – | 1,760 | +100.0% | 0.21% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC COM CL Astock | $242,000 | – | 3,774 | +100.0% | 0.20% | – |
| VTIP | New | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $215,000 | – | 4,189 | +100.0% | 0.18% | – |
| GILD | New | GILEAD SCIENCES INCstock | $201,000 | – | 2,773 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
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.