Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERITY WEALTH ADVISORS | 10-26-2023 | 09-30-2023 | 66 | 106,268,632 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 1 | $25,559,926 | 120,333 | 0.02 | 0.02 | -822 | -0.68 | 09-30-2023 |
| ISHARES CORE S&P 500 ETF | ETF | 2 | $16,425,217 | 38,249 | 0.02 | 0.02 | 74 | 0.19 | 09-30-2023 |
| VANGUARD FTSE ALL-WORLD EX-US | ETF | 3 | $7,602,487 | 146,568 | 0.01 | 0.01 | 4,495 | 3.16 | 09-30-2023 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 4 | $3,154,484 | 80,451 | 0.00 | 0.00 | 39 | 0.05 | 09-30-2023 |
