VERITY Wealth Advisors

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    sausalito, X1
  • CIK
    0001763138
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

144

$138.55M
VTI, VTI, IVV, IVV
13F-HR
Feb 7, 2025
000176313825000001

73

$142.23M
VTI, IVV, VEU, VWO
13F-HR
Oct 3, 2024
000176313824000006

74

$133.50M
VTI, IVV, VEU, MSFT
13F-HR
Aug 2, 2024
000176313824000004

74

$130.34M
VTI, IVV, VEU, MSFT
13F-HR
Apr 5, 2024
000176313824000002

71

$116.34M
VTI, IVV, VEU, VWO
13F-HR
Jan 4, 2024
000176313824000001

66

$106.27M
VTI, IVV, VEU, VWO
13F-HR
Oct 26, 2023
000176313823000005

69

$111.36M
VTI, IVV, VEU, VWO
13F-HR
Jul 27, 2023
000176313823000004

73

$107.85M
VTI, IVV, VEU, VWO
13F-HR
May 8, 2023
000176313823000003

73

$101.92M
VTI, IVV, VEU, VWO
13F-HR
Jan 11, 2023
000176313823000001

68

$97.49M
VTI, IVV, VEU, SCHZ
13F-HR
Oct 27, 2022
000176313822000004

67

$102.91M
VTI, IVV, VEU, SCHZ
13F-HR
Jul 12, 2022
000176313822000003

63

$113.17M
VTI, IVV, VEU, SCHZ
13F-HR
Apr 11, 2022
000176313822000002

66

$120.41M
VTI, IVV, VEU, SCHZ
13F-HR
Jan 20, 2022
000176313822000001

61

$111.83M
VTI, IVV, VEU, SCHZ
13F-HR
Oct 14, 2021
000176313821000004

56

$110.23M
VTI, IVV, VEU, SCHZ
13F-HR
Aug 3, 2021
000176313821000003

55

$112.96M
VTI, IVV, VEU, SCHZ
13F-HR
May 10, 2021
000176313821000002

56

$109.98M
VTI, IVV, VEU, SCHZ
13F-HR
Feb 9, 2021
000176313821000001

49

$97.94M
VTI, IVV, SCHZ, VEU
13F-HR
Oct 5, 2020
000176313820000004

49

$93.58M
VTI, IVV, SCHZ, VEU
13F-HR
Jul 21, 2020
000176313820000003

43

$73.59M
VTI, IVV, SCHZ, ACWX
13F-HR
Apr 13, 2020
000176313820000002

49

$103.87M
VTI, SCHZ, IVV, USMV
13F-HR
Jan 14, 2020
000176313820000001

51

$101.57M
VTI, SCHZ, USMV, IVV
13F-HR
Oct 11, 2019
000176313819000008

49

$101.66M
VTI, SCHZ, USMV, IVV
13F-HR
Aug 1, 2019
000176313819000007

50

$97.84M
VTI, USMV, HEFA, IVV
13F-HR
Apr 3, 2019
000176313819000006

48

$86.94M
VTI, USMV, HEFA, IVV
13F-HR
Jan 25, 2019
000176313819000004
Verity Wealth Advisors 13F Filings