VERITY Wealth Advisors
- SEC CIK
- 0001763138
- Latest filing
- Jul 16, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 10, 2021. Long positions only.
- Positions
- 55
- No 13F data for Q4 2020
- Portfolio value
- $113.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 127,578 | $26.4M | 23.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,515 | $16.1M | 14.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 121,372 | $7.37M | 6.5% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 115,066 | $6.21M | 5.5% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 89,393 | $4.93M | 4.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 79,362 | $4.13M | 3.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 41,868 | $3.55M | 3.1% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 97,026 | $3.20M | 2.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 42,042 | $2.91M | 2.6% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,028 | $2.79M | 2.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 55,623 | $2.73M | 2.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 68,200 | $2.57M | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,476 | $2.23M | 2.0% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 21,198 | $1.95M | 1.7% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 21,578 | $1.90M | 1.7% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 11,279 | $1.70M | 1.5% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,216 | $1.34M | 1.2% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 18,787 | $1.17M | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 7,063 | $1.16M | 1.0% | – | – | History |
| QCOMQualcomm Inc | Stock | 8,313 | $1.10M | 1.0% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 7,736 | $971.0K | 0.9% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,826 | $966.0K | 0.9% | – | – | History |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 38,242 | $960.0K | 0.8% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,878 | $955.0K | 0.8% | – | – | – |
| LNTAlliant Energy Corp | Stock | 16,443 | $891.0K | 0.8% | – | – | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 15,318 | $875.0K | 0.8% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 3,789 | $681.0K | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 11,534 | $644.0K | 0.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,381 | $630.0K | 0.6% | – | – | History |
| INTCIntel Corp | Stock | 8,898 | $569.0K | 0.5% | – | – | History |
| LANDGladstone Land Corp | COM | 30,424 | $557.0K | 0.5% | – | – | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 9,324 | $539.0K | 0.5% | – | – | – |
| CTASCintas Corp | Stock | 1,580 | $539.0K | 0.5% | – | – | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,894 | $531.0K | 0.5% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,751 | $516.0K | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,415 | $512.0K | 0.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,882 | $510.0K | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,141 | $474.0K | 0.4% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,967 | $467.0K | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,638 | $427.0K | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,542 | $394.0K | 0.3% | – | – | History |
| GEGeneral Electric Co | COM | 29,870 | $392.0K | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 5,726 | $333.0K | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 9,962 | $302.0K | 0.3% | – | – | History |
| iShares Inc464286665 | MSCI PAC JP ETF | 5,740 | $288.0K | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 790 | $283.0K | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 2,284 | $279.0K | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,540 | $279.0K | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 89 | $275.0K | 0.2% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,015 | $274.0K | 0.2% | – | – | – |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 10,697 | $264.0K | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,575 | $252.0K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,324 | $252.0K | 0.2% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 3,562 | $244.0K | 0.2% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,642 | $229.0K | 0.2% | – | – | – |