VERITY WEALTH ADVISORS

Filed: 4/22/2025ACC: 0001763138-25-000004

📋 What this filing means

VERITY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $134.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$134.93M

Total AUM (reported)

1.55M

Total Shares

Allocation by class

ETF$118.98M88.2%

STOCK$15.95M11.8%

Portfolio Concentration

Top 3$67.40M50.0%

4–10$22.07M16.4%

11–25$19.88M14.7%

Rest$25.58M19.0%

Top 3 weight

50.0%

Top 10 weight

66.3%

Voting Authority Distribution

Total shares with voting rights: 1.55M

Sole

Full voting authority

334.69K

% of voting shares21.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.22M

% of voting shares78.4%

Investment Discretion (by position count)

Sole72

Shared0

Other0

Dominant voting typeNone · 78.4% of voting shares

Institutional Holdings72

Rows:

VANGUARD TOTAL STOCK MARKET ETF

SOLE

ETF

Shares133.84K

TypeSH

Market value$36.79M

27.26%

Sole

26.97K

Shared

0.00

None

106.88K

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares37.88K

TypeSH

Market value$21.29M

15.78%

Sole

4.14K

Shared

0.00

None

33.74K

VANGUARD FTSE ALL-WORLD EX-US

SOLE

ETF

Shares153.73K

TypeSH

Market value$9.33M

6.91%

Sole

24.80K

Shared

0.00

None

128.94K

VANGUARD FTSE EMERGING MARKETS ETF

SOLE

ETF

Shares86.13K

TypeSH

Market value$3.90M

2.89%

Sole

6.78K

Shared

0.00

None

79.35K

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

ETF

Shares68.02K

TypeSH

Market value$3.46M

2.56%

Sole

12.49K

Shared

0.00

None

55.54K

MICROSOFT CORP COM

SOLE

Stock

Shares9.14K

TypeSH

Market value$3.43M

2.54%

Sole

778.00

Shared

0.00

None

8.36K

ISHARES MSCI ACWI EX US

SOLE

ETF

Shares55.90K

TypeSH

Market value$3.10M

2.30%

Sole

0.00

Shared

0.00

None

55.90K

SCHWAB U.S. LARGE-CAP ETF

SOLE

ETF

Shares130.64K

TypeSH

Market value$2.88M

2.14%

Sole

24.82K

Shared

0.00

None

105.82K

ISHARES MSCI USA ESG SELECT ETF

SOLE

ETF

Shares23.55K

TypeSH

Market value$2.71M

2.01%

Sole

0.00

Shared

0.00

None

23.55K

ISHARES CURRENCY HEDGED MSCI EAFE ETF

SOLE

ETF

Shares71.56K

TypeSH

Market value$2.60M

1.92%

Sole

14.02K

Shared

0.00

None

57.55K

SCHWAB INTERNATIONAL EQUITY ETF

SOLE

ETF

Shares111.13K

TypeSH

Market value$2.20M

1.63%

Sole

0.00

Shared

0.00

None

111.12K

VANGUARD REIT INDEX ETF

SOLE

ETF

Shares22.20K

TypeSH

Market value$2.01M

1.49%

Sole

1.41K

Shared

0.00

None

20.79K

VANGUARD SHORT-TERM TREASURY ETF

SOLE

ETF

Shares25.23K

TypeSH

Market value$1.48M

1.10%

Sole

4.89K

Shared

0.00

None

20.33K

ISHARES 0-5 YEAR TIPS BOND ETF

SOLE

ETF

Shares13.84K

TypeSH

Market value$1.43M

1.06%

Sole

7.26K

Shared

0.00

None

6.58K

ISHARES ESG ADVANCED MSCI USA ETF

SOLE

ETF

Shares26.03K

TypeSH

Market value$1.21M

0.90%

Sole

21.02K

Shared

0.00

None

5.01K

SCHWAB U.S. BROAD MARKET ETF

SOLE

ETF

Shares56.09K

TypeSH

Market value$1.21M

0.89%

Sole

0.00

Shared

0.00

None

56.09K

QUALCOMM INC

SOLE

Stock

Shares7.79K

TypeSH

Market value$1.20M

0.89%

Sole

864.00

Shared

0.00

None

6.93K

CINTAS CORP

SOLE

Stock

Shares5.75K

TypeSH

Market value$1.18M

0.88%

Sole

0.00

Shared

0.00

None

5.75K

JOHNSON & JOHNSON COM

SOLE

Stock

Shares7.07K

TypeSH

Market value$1.17M

0.87%

Sole

428.00

Shared

0.00

None

6.64K

VANGUARD TOTAL BOND MARKET ETF

SOLE

ETF

Shares15.83K

TypeSH

Market value$1.16M

0.86%

Sole

695.00

Shared

0.00

None

15.14K

VANGUARD SHORT-TERM BOND ETF

SOLE

ETF

Shares14.67K

TypeSH

Market value$1.15M

0.85%

Sole

7.88K

Shared

0.00

None

6.79K

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares43.72K

TypeSH

Market value$1.15M

0.85%

Sole

21.11K

Shared

0.00

None

22.61K

ISHARES NASDAQ BIOTECHNOLOGY

SOLE

ETF

Shares8.90K

TypeSH

Market value$1.14M

0.84%

Sole

1.14K

Shared

0.00

None

7.76K

ISHARES MSCI USA MIN VOL FACTOR ETF

SOLE

ETF

Shares12.01K

TypeSH

Market value$1.12M

0.83%

Sole

0.00

Shared

0.00

None

12.01K

VANGUARD SHORT TERM CORP BOND FD ETF

SOLE

ETF

Shares13.50K

TypeSH

Market value$1.07M

0.79%

Sole

3.48K

Shared

0.00

None

10.03K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD TOTAL STOCK MARKET ETFSOLE	ETF	133.84K	SH	$36.79M 27.26%	26.97K	106.88K
ISHARES CORE S&P 500 ETFSOLE	ETF	37.88K	SH	$21.29M 15.78%	4.14K	33.74K
VANGUARD FTSE ALL-WORLD EX-USSOLE	ETF	153.73K	SH	$9.33M 6.91%	24.80K	128.94K
VANGUARD FTSE EMERGING MARKETS ETFSOLE	ETF	86.13K	SH	$3.90M 2.89%	6.78K	79.35K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	ETF	68.02K	SH	$3.46M 2.56%	12.49K	55.54K
MICROSOFT CORP COMSOLE	Stock	9.14K	SH	$3.43M 2.54%	778.00	8.36K
ISHARES MSCI ACWI EX USSOLE	ETF	55.90K	SH	$3.10M 2.30%	0.00	55.90K
SCHWAB U.S. LARGE-CAP ETFSOLE	ETF	130.64K	SH	$2.88M 2.14%	24.82K	105.82K
ISHARES MSCI USA ESG SELECT ETFSOLE	ETF	23.55K	SH	$2.71M 2.01%	0.00	23.55K
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE	ETF	71.56K	SH	$2.60M 1.92%	14.02K	57.55K
SCHWAB INTERNATIONAL EQUITY ETFSOLE	ETF	111.13K	SH	$2.20M 1.63%	0.00	111.12K
VANGUARD REIT INDEX ETFSOLE	ETF	22.20K	SH	$2.01M 1.49%	1.41K	20.79K
VANGUARD SHORT-TERM TREASURY ETFSOLE	ETF	25.23K	SH	$1.48M 1.10%	4.89K	20.33K
ISHARES 0-5 YEAR TIPS BOND ETFSOLE	ETF	13.84K	SH	$1.43M 1.06%	7.26K	6.58K
ISHARES ESG ADVANCED MSCI USA ETFSOLE	ETF	26.03K	SH	$1.21M 0.90%	21.02K	5.01K
SCHWAB U.S. BROAD MARKET ETFSOLE	ETF	56.09K	SH	$1.21M 0.89%	0.00	56.09K
QUALCOMM INCSOLE	Stock	7.79K	SH	$1.20M 0.89%	864.00	6.93K
CINTAS CORPSOLE	Stock	5.75K	SH	$1.18M 0.88%	0.00	5.75K
JOHNSON & JOHNSON COMSOLE	Stock	7.07K	SH	$1.17M 0.87%	428.00	6.64K
VANGUARD TOTAL BOND MARKET ETFSOLE	ETF	15.83K	SH	$1.16M 0.86%	695.00	15.14K
VANGUARD SHORT-TERM BOND ETFSOLE	ETF	14.67K	SH	$1.15M 0.85%	7.88K	6.79K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE	ETF	43.72K	SH	$1.15M 0.85%	21.11K	22.61K
ISHARES NASDAQ BIOTECHNOLOGYSOLE	ETF	8.90K	SH	$1.14M 0.84%	1.14K	7.76K
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE	ETF	12.01K	SH	$1.12M 0.83%	0.00	12.01K
VANGUARD SHORT TERM CORP BOND FD ETFSOLE	ETF	13.50K	SH	$1.07M 0.79%	3.48K	10.03K

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