- New Purchases: DSI, SLB,
- Added Positions: SCHZ, SCHX, SCHF, USMV,
- Reduced Positions: VNQ, BNDX, BND, VCSH, SCHB, EEMV, TIP, SCHH, VTIP, ACWI, GE,
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 (VTI) - 100,161 shares, 16.34% of the total portfolio. Shares reduced by 0.01%
- iShares Edge MSCI Min Vol USA (USMV) - 115,168 shares, 7.63% of the total portfolio. Shares added by 2.02%
- iShares Core S&P 500 (IVV) - 21,054 shares, 6.75% of the total portfolio. Shares added by 0.22%
- Schwab US Aggregate Bond (SCHZ) - 111,604 shares, 6.53% of the total portfolio. Shares added by 78.25%
- Vanguard FTSE All World Ex US (VEU) - 104,326 shares, 5.90% of the total portfolio. Shares reduced by 0.62%
VERITY Wealth Advisors initiated holding in iShares MSCI KLD 400 Social. The purchase prices were between $90.75 and $106.06, with an estimated average price of $101.3. The stock is now traded at around $107.29. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,112 shares as of .
New Purchase: Schlumberger Ltd (SLB)VERITY Wealth Advisors initiated holding in Schlumberger Ltd. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $43.59. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,601 shares as of .
Added: Schwab US Aggregate Bond (SCHZ)VERITY Wealth Advisors added to a holding in Schwab US Aggregate Bond by 78.25%. The purchase prices were between $50.59 and $51.9, with an estimated average price of $51.01. The stock is now traded at around $51.47. The impact to a portfolio due to this purchase was 2.87%. The holding were 111,604 shares as of .
Here is the complete portfolio of VERITY Wealth Advisors. Also check out:
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3. VERITY Wealth Advisors's High Yield stocks
4. Stocks that VERITY Wealth Advisors keeps buying
