Portfolio (Quarterly) Guide ↗

VERITY Wealth Advisors

· CIK 0001763138

13F Portfolio $166M AUM 81 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 20 Added 11 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VTI	VANGUARD TOTAL STOCK MARKET ETF	—	124,452.0	$46.1M	27.81%	-2K	-1.5%	$370.04	+2.5%
2	SUSA	ISHARES MSCI USA ESG SELECT ETF	—	23,263.0	$3.6M	2.17%	-291.0	-1.2%	$154.30	+2.9%
3	SCHX	SCHWAB U.S. LARGE-CAP ETF	—	87,999.0	$2.6M	1.56%	-2K	-2.4%	$29.43	+3.1%
4	VGSH	VANGUARD SHORT-TERM TREASURY ETF	—	25,331.0	$1.5M	0.89%	-1K	-5.1%	$58.20	-0.3%
5	BND	VANGUARD TOTAL BOND MARKET ETF	—	15,022.0	$1.1M	0.67%	-516.0	-3.3%	$73.41	-1.5%
6	CTAS	CINTAS CORP	Industrials	4,690.0	$798K	0.48%	-934.0	-16.6%	$170.08	+20.0%
7	IBB	ISHARES NASDAQ BIOTECHNOLOGY	—	3,860.0	$734K	0.44%	-1K	-21.9%	$190.20	+9.9%
8	STIP	ISHARES 0-5 YEAR TIPS BOND ETF	—	6,583.0	$673K	0.41%	-7K	-52.4%	$102.16	-1.5%
9	—	BERKSHIRE HATHAWAY INC DEL CL B NEW	—	985.0	$493K	0.30%	-850.0	-46.3%	$500.39	—
10	IEFA	ISHARES CORE MSCI EAFE ETF	—	4,539.0	$438K	0.27%	-7K	-61.3%	$96.58	+4.0%
11	TMO	THERMO FISHER SCIENTIFIC INC COM	Healthcare	707.0	$354K	0.21%	-189.0	-21.1%	$501.36	+24.1%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 37.3%

Healthcare 20.5%

Consumer Defensive 8.7%

Utilities 7.9%

Industrials 7.2%

Financial Services 6.6%

Consumer Cyclical 5.6%

Communication Services 4.8%

Energy 1.4%