Portfolio (Quarterly)
Guide ↗
VERITY Wealth Advisors
· CIK 0001763138| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 1,893.0 | $201K | 0.13% | +10.0 | +0.5% | $106.14 | -2.0% |
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
31.1%
Healthcare
19.9%
Consumer Defensive
10.6%
Industrials
8.4%
Utilities
7.5%
Financial Services
6.6%
Consumer Cyclical
6.0%
Communication Services
5.6%
Energy
4.3%