VERITY Wealth Advisors
Q4 2024 13F Holdings
- Locationsausalito, X1
- Num holdings
144
- Value ($000)
$277,096
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $38.74M | 28 % | 133,687 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $38.74M | 28 % | 133,687 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $22.30M | 16 % | 37,884 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $22.30M | 16 % | 37,884 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US | ETF | 922042775 | $8.84M | 6 % | 153,907 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US | ETF | 922042775 | $8.84M | 6 % | 153,907 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $3.94M | 3 % | 9,345 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $3.94M | 3 % | 9,345 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $3.74M | 3 % | 85,007 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $3.74M | 3 % | 85,007 |
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