VERITY Wealth Advisors
Q1 2025 13F Holdings
- Locationsausalito, X1
- Num holdings
72
- Value ($000)
$134,929
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001763138
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $36.79M | 27 % | 133,844 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $21.29M | 16 % | 37,884 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US | ETF | 922042775 | $9.33M | 7 % | 153,730 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $3.90M | 3 % | 86,128 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $3.46M | 3 % | 68,024 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $3.43M | 3 % | 9,141 | ||
ACWX ISHARES MSCI ACWI EX US | ETF | 464288240 | $3.10M | 2 % | 55,903 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $2.88M | 2 % | 130,640 | ||
SUSA ISHARES MSCI USA ESG SELECT ETF | ETF | 464288802 | $2.71M | 2 % | 23,554 | ||
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | 46434V803 | $2.60M | 2 % | 71,565 |
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