AI Portfolio Summary
In 2026 Q1, VERITY Wealth Advisors maintained a portfolio of 85 distinct positions. They heavily accumulated shares in VANGUARD SHORT-TERM , increasing their position by 4.1%. The fund also reduced its exposure to ISHARES CURRENCY HED by 45.0%.
Total Positions
85
Quarter
2026 Q1
Top Holding
VTI (27.1%)
Top 10 Concentration
66.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 85
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL ...
|
ETF | 27.07% | 27.10% |
#1
Prev: #1
|
6.5 | -3,913 | -3.0% |
P
S
|
126,339 | $40,530,942 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 16.48% | 16.09% |
#2
Prev: #2
|
6.0 | -74 | -0.2% |
P
S
|
37,776 | $24,675,583 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEU
VANGUARD FTSE A...
|
ETF | 8.10% | 7.46% |
#3
Prev: #3
|
4.7 | -2,026 | -1.2% |
P
S
|
161,483 | $12,127,391 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 3.07% | 2.87% |
#4
Prev: #4
|
2.2 | -1,181 | -1.4% |
P
S
|
84,936 | $4,590,791 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 2.70% | 2.63% |
#5
Prev: #5
|
2.1 | -4,920 | -7.2% |
P
S
|
63,012 | $4,037,809 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ACWX
ISHARES MSCI AC...
|
ETF | 2.58% | 2.35% |
#6
Prev: #6
|
2.0 | no change | no change |
P
S
|
56,343 | $3,857,793 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SUSA
ISHARES MSCI US...
|
ETF | 2.08% | 2.04% |
#7
1
Prev: #8
|
1.8 | no change | no change |
P
S
|
23,554 | $3,111,483 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHF
SCHWAB INTERNAT...
|
ETF | 1.76% | 1.59% |
#8
3
Prev: #11
|
1.7 | no change | no change |
P
S
|
106,769 | $2,642,533 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 1.55% | 1.88% |
#9
Prev: #9
|
1.6 | no change | no change |
P
S
|
6,279 | $2,324,297 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 1.54% | 2.18% |
#10
3
Prev: #7
|
0.6 | -40,452 | -31.0% |
P
S
|
90,161 | $2,311,728 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VNQ
VANGUARD REIT I...
|
ETF | 1.35% | 1.36% |
#11
1
Prev: #12
|
1.0 | -1,864 | -7.5% |
P
S
|
22,848 | $2,026,626 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.14% | 0.91% |
#12
5
Prev: #17
|
1.0 | -101 | -1.4% |
P
S
|
6,964 | $1,702,280 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
HEFA
ISHARES CURRENC...
|
ETF | 1.14% | 1.87% |
#13
3
Prev: #10
|
0.5 | -32,685 | -45.0% |
P
S
|
40,000 | $1,699,814 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VGSH
VANGUARD SHORT-...
|
ETF | 1.04% | 0.93% |
#14
1
Prev: #13
|
0.9 | 1,054 | 4.1% |
P
S
|
26,702 | $1,563,135 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DFAX
DIMENSIONAL WOR...
|
ETF | 0.99% | 0.89% |
#15
3
Prev: #18
|
1.4 | no change | no change |
P
S
|
43,719 | $1,485,134 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
USXF
ISHARES ESG ADV...
|
ETF | 0.97% | 0.93% |
#16
1
Prev: #15
|
0.9 | 205 | 0.8% |
P
S
|
26,236 | $1,448,227 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
STIP
ISHARES 0-5 YEA...
|
ETF | 0.96% | 0.88% |
#17
2
Prev: #19
|
1.4 | no change | no change |
P
S
|
13,841 | $1,431,575 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 0.93% | 0.53% |
#18
17
Prev: #35
|
3.4 | 6,636 | 58.2% |
P
S
|
18,045 | $1,391,450 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.79% | 0.77% |
#19
2
Prev: #21
|
1.3 | no change | no change |
P
S
|
1,985 | $1,186,137 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 0.76% | 0.74% |
#20
2
Prev: #22
|
0.8 | -570 | -3.5% |
P
S
|
15,538 | $1,144,236 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
USMV
ISHARES MSCI US...
|
ETF | 0.75% | 0.71% |
#21
4
Prev: #25
|
1.3 | no change | no change |
P
S
|
12,102 | $1,122,336 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 0.74% | 0.51% |
#22
16
Prev: #38
|
2.8 | 3,726 | 30.7% |
P
S
|
15,852 | $1,105,709 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VCSH
VANGUARD SHORT ...
|
ETF | 0.72% | 0.67% |
#23
3
Prev: #26
|
0.8 | 22 | 0.2% |
P
S
|
13,640 | $1,081,262 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 0.71% | 0.22% |
#24
41
Prev: #65
|
3.3 | 7,679 | 189.6% |
P
S
|
11,729 | $1,061,826 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PEP
PEPSICO INC COM
|
Consumer Defensive | 0.70% | 0.61% |
#25
6
Prev: #31
|
0.8 | -111 | -1.6% |
P
S
|
6,726 | $1,044,481 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DMXF
ISHARES ESG ADV...
|
ETF | 0.67% | 0.62% |
#26
4
Prev: #30
|
0.8 | 70 | 0.5% |
P
S
|
13,336 | $1,006,201 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.67% | 0.83% |
#27
7
Prev: #20
|
1.3 | no change | no change |
P
S
|
7,795 | $1,003,840 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IXUS
ISHARES CORE MS...
|
ETF | 0.64% | 0.57% |
#28
6
Prev: #34
|
0.8 | 258 | 2.4% |
P
S
|
11,144 | $965,516 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CTAS
CINTAS CORP
|
Industrials | 0.64% | 0.66% |
#29
Prev: #29
|
1.3 | no change | no change |
P
S
|
5,624 | $951,243 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.59% | 0.57% |
#30
3
Prev: #33
|
1.2 | no change | no change |
P
S
|
1,835 | $879,332 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LNT
ALLIANT ENERGY ...
|
Utilities | 0.59% | 0.66% |
#31
4
Prev: #27
|
0.2 | -4,218 | -25.7% |
P
S
|
12,225 | $877,266 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IBB
ISHARES NASDAQ ...
|
ETF | 0.56% | 0.93% |
#32
18
Prev: #14
|
0.2 | -3,955 | -44.4% |
P
S
|
4,943 | $834,669 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ICF
ISHARES COHEN &...
|
ETF | 0.55% | 0.49% |
#33
6
Prev: #39
|
0.7 | 22 | 0.2% |
P
S
|
13,283 | $822,086 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHZ
SCHWAB US AGGRE...
|
ETF | 0.53% | 0.52% |
#34
2
Prev: #36
|
0.7 | -1,607 | -4.5% |
P
S
|
34,307 | $796,597 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EFV
ISHARES MSCI EA...
|
ETF | 0.53% | 0.47% |
#35
5
Prev: #40
|
0.7 | -24 | -0.2% |
P
S
|
10,611 | $788,928 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DSI
ISHARES ESG MSC...
|
ETF | 0.51% | 0.51% |
#36
1
Prev: #37
|
1.2 | no change | no change |
P
S
|
6,355 | $770,162 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BSV
VANGUARD SHORT-...
|
ETF | 0.51% | 0.71% |
#37
13
Prev: #24
|
0.2 | -4,815 | -33.0% |
P
S
|
9,767 | $765,830 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ISHG
ISHARES TR S&P ...
|
ETF | 0.50% | 0.25% |
#38
23
Prev: #61
|
3.2 | 4,793 | 88.8% |
P
S
|
10,191 | $756,011 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PICB
INVESCO INTERNA...
|
ETF | 0.50% | 0.26% |
#39
20
Prev: #59
|
3.2 | 15,142 | 87.6% |
P
S
|
32,431 | $749,156 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IGOV
ISHARES INTERNA...
|
ETF | 0.50% | 0.25% |
#40
23
Prev: #63
|
3.2 | 8,601 | 89.6% |
P
S
|
18,202 | $747,374 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.50% | 0.41% |
#41
3
Prev: #44
|
1.2 | no change | no change |
P
S
|
5,338 | $743,957 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVE
ISHARES S&P 500...
|
ETF | 0.49% | 0.45% |
#42
1
Prev: #41
|
0.7 | -4 | -0.1% |
P
S
|
3,448 | $728,045 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ESGD
ISHARES ESG AWA...
|
ETF | 0.47% | 0.43% |
#43
1
Prev: #42
|
1.2 | no change | no change |
P
S
|
7,335 | $701,373 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SUSB
ISHARES ESG AWA...
|
ETF | 0.44% | 0.41% |
#44
1
Prev: #43
|
1.2 | no change | no change |
P
S
|
26,322 | $659,761 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
STT
STATE STR CORP ...
|
Financial Services | 0.42% | 0.40% |
#45
Prev: #45
|
1.2 | no change | no change |
P
S
|
4,964 | $628,244 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DFUV
DIMENSIONAL US ...
|
ETF | 0.41% | 0.37% |
#46
7
Prev: #53
|
1.2 | no change | no change |
P
S
|
12,775 | $619,077 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IWV
ISHARES RUSSELL...
|
ETF | 0.41% | 0.40% |
#47
1
Prev: #46
|
1.2 | no change | no change |
P
S
|
1,651 | $611,993 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ITOT
ISHARES TR S&P ...
|
ETF | 0.40% | 0.38% |
#48
2
Prev: #50
|
1.2 | no change | no change |
P
S
|
4,165 | $593,221 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.39% | 0.39% |
#49
2
Prev: #47
|
1.2 | no change | no change |
P
S
|
2,318 | $588,285 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BNDX
VANGUARD TOTAL ...
|
ETF | 0.39% | 0.18% |
#50
19
Prev: #69
|
3.2 | 6,016 | 98.1% |
P
S
|
12,147 | $583,655 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 85 holdings