account_balance
Investment manager · 13F filer · SEC CIK 1763138
Verity Wealth Advisors
Reported value$168Mas of Sep 30, 2026
Positions81 1 new, 1 sold out
Top 10 weight68.9%VTI alone is 28%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Morningstar Total Stock Market ETF
27.7%
IVViShares Core S&P 500 ETF
17.2%
VEUVanguard Ftse All-World Ex-US
8.4%Added +3%
VWOVanguard Ftse Emerging Markets ETF
3.0%
VEAVanguard Ftse Developed Markets ETF
2.6%
ACWXiShares MSCI Acwi Ex US
2.5%
SUSAiShares MSCI USA Esg Select ETF
2.2%
SCHFSchwab International Equity ETF
2.1%
MSFTMicrosoft Corp
2.0%
VNQ1.3%
SCHX1.2%
HEFA1.1%
VTIVanguard Morningstar Total Stock Market ETF
27.7%
IVViShares Core S&P 500 ETF
17.2%
VEUVanguard Ftse All-World Ex-US
8.4%Added +3%
VWO
VEA2.6%
ACWX2.5%
SUSA
SCHF
VNQ
HEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Morningstar Total Stock Market ETF 27.7% Held
IVV iShares Core S&P 500 ETF 17.2% Held
VEU Vanguard Ftse All-World Ex-US 8.4% Added +3%
VWO Vanguard Ftse Emerging Markets ETF 3.0% Held
VEA Vanguard Ftse Developed Markets ETF 2.6% Held
ACWX iShares MSCI Acwi Ex US 2.5% Held
SUSA iShares MSCI USA Esg Select ETF 2.2% Held
SCHF Schwab International Equity ETF 2.1% Held
MSFT Microsoft Corp 2.0% HeldVNQ Vanguard REIT Index ETF 1.3% Added +3%
SCHX Schwab U.S. Large-Cap ETF 1.2% Trimmed −26%
HEFA iShares Currency Hedged MSCI EAFE ETF 1.1% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SGOV $570K
arrow_upwardAdded
- VTIP +122%
- ISHG +59%
- IXUS +18%
- BSV +16%
arrow_downwardTrimmed
- SCHZ −47%
- SCHX −26%
- ITOT −10%
- VXUS −4%
remove_circleSold out
- MUB $205K
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