VERITY Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Sausalito, X1
CIK
0001763138
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 74 130,340 VTI, IVV, VEU, MSFT 13F-HR 4/4/2024 000176313824000002
Q4 2023 71 116,338 VTI, IVV, VEU, VWO 13F-HR 1/4/2024 000176313824000001
Q3 2023 66 106,268 VTI, IVV, VEU, VWO 13F-HR 10/26/2023 000176313823000005
Q2 2023 69 111,357 VTI, IVV, VEU, VWO 13F-HR 7/27/2023 000176313823000004
Q1 2023 73 107,845 VTI, IVV, VEU, VWO 13F-HR 5/8/2023 000176313823000003
Q4 2022 73 101,918 VTI, IVV, VEU, VWO 13F-HR 1/11/2023 000176313823000001
Q3 2022 68 97,489 VTI, IVV, VEU, SCHZ 13F-HR 10/27/2022 000176313822000004
Q2 2022 67 102,908 VTI, IVV, VEU, SCHZ 13F-HR 7/11/2022 000176313822000003
Q1 2022 63 113,169 VTI, IVV, VEU, SCHZ 13F-HR 4/11/2022 000176313822000002
Q4 2021 66 120,407 VTI, IVV, VEU, SCHZ 13F-HR 1/20/2022 000176313822000001
Q3 2021 61 111,830 VTI, IVV, VEU, SCHZ 13F-HR 10/13/2021 000176313821000004
Q2 2021 56 110,227 VTI, IVV, VEU, SCHZ 13F-HR 8/3/2021 000176313821000003
Q1 2021 55 112,961 VTI, IVV, VEU, SCHZ 13F-HR 5/10/2021 000176313821000002
Q4 2020 56 109,985 VTI, IVV, VEU, SCHZ 13F-HR 2/9/2021 000176313821000001
Q3 2020 49 97,941 VTI, IVV, SCHZ, VEU 13F-HR 10/5/2020 000176313820000004
Q2 2020 49 93,581 VTI, IVV, SCHZ, VEU 13F-HR 7/21/2020 000176313820000003
Q1 2020 43 73,588 VTI, IVV, SCHZ, ACWX 13F-HR 4/13/2020 000176313820000002
Q4 2019 49 103,874 VTI, SCHZ, IVV, USMV 13F-HR 1/14/2020 000176313820000001
Q3 2019 51 101,570 VTI, SCHZ, USMV, IVV 13F-HR 10/11/2019 000176313819000008
Q2 2019 49 101,658 VTI, SCHZ, USMV, IVV 13F-HR 8/1/2019 000176313819000007
Q1 2019 50 97,845 VTI, USMV, HEFA, IVV 13F-HR 4/3/2019 000176313819000006
Q4 2018 48 86,937 VTI, USMV, HEFA, IVV 13F-HR 1/25/2019 000176313819000004