- New Purchases: DFAX, CPNG, ESGD, COST, DFIV,
- Added Positions: SUSA, VGIT, VNQ, AMZN, ESGU, TIP,
- Reduced Positions: SCHZ, SCHX, USMV, IBB, SCHB, VCSH, BNDX,
For the details of VERITY Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/verity+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of VERITY Wealth Advisors- Vanguard Total Stock Market ETF (VTI) - 111,077 shares, 22.06% of the total portfolio. Shares added by 0.82%
- iShares Core S&P 500 ETF (IVV) - 40,442 shares, 15.58% of the total portfolio.
- Vanguard FTSE All-World ex-US ETF (VEU) - 115,151 shares, 6.28% of the total portfolio. Shares added by 0.99%
- Schwab US Aggregate Bond ETF (SCHZ) - 116,451 shares, 5.65% of the total portfolio. Shares reduced by 3.58%
- Vanguard FTSE Emerging Markets ETF (VWO) - 79,366 shares, 3.55% of the total portfolio.
VERITY Wealth Advisors initiated holding in Dimensional World ex U.S. Core Equity 2 ETF. The purchase prices were between $25.83 and $27.09, with an estimated average price of $26.41. The stock is now traded at around $26.257700. The impact to a portfolio due to this purchase was 1.01%. The holding were 43,719 shares as of 2021-09-30.
New Purchase: Coupang Inc (CPNG)VERITY Wealth Advisors initiated holding in Coupang Inc. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $27.201000. The impact to a portfolio due to this purchase was 0.82%. The holding were 32,950 shares as of 2021-09-30.
New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)VERITY Wealth Advisors initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $77.09 and $82.48, with an estimated average price of $80.28. The stock is now traded at around $79.630000. The impact to a portfolio due to this purchase was 0.27%. The holding were 3,807 shares as of 2021-09-30.
New Purchase: Costco Wholesale Corp (COST)VERITY Wealth Advisors initiated holding in Costco Wholesale Corp. The purchase prices were between $394.53 and $467.75, with an estimated average price of $439.33. The stock is now traded at around $451.540200. The impact to a portfolio due to this purchase was 0.2%. The holding were 500 shares as of 2021-09-30.
New Purchase: Dimensional International Value ETF (DFIV)VERITY Wealth Advisors initiated holding in Dimensional International Value ETF. The purchase prices were between $32.07 and $33.47, with an estimated average price of $32.96. The stock is now traded at around $33.641000. The impact to a portfolio due to this purchase was 0.2%. The holding were 6,771 shares as of 2021-09-30.
Here is the complete portfolio of VERITY Wealth Advisors. Also check out:
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