VERITY Wealth Advisors
SAUSALITO X1 · SEC CIK 0001763138
$1.66亿2026Q2 申报市值
81持仓数
68.9%前十大占比 · 第一大 27.8%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHF 加仓+$57.27万
XOM 新建仓+$31.09万
VEU 加仓+$30.19万
IGOV 加仓+$28.90万
MRK 新建仓+$23.41万
2026Q2 卖出最多 按季末市值估算
STIP 减仓-$74.15万
VTI 减仓-$69.83万
IEFA 减仓-$69.44万
DFUV 清仓-$61.91万
VGT 清仓-$55.12万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $0 | 0.00% | 0 | -12,775 | -100.0% | -$61.91万 | 清仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $0 | 0.00% | 0 | -6,320 | -100.0% | -$55.12万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,274 | -100.0% | -$38.58万 | 清仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $0 | 0.00% | 0 | -6,771 | -100.0% | -$35.74万 | 清仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $0 | 0.00% | 0 | -503 | -100.0% | -$32.71万 | 清仓 |
| FIG | FIGMA INC CLASS A COM STK | $18.09万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $20.53万 | 0.12% | 1,908 | 15 | 0.8% | $1,614 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $20.56万 | 0.12% | 8,815 | 8,815 | — | $20.56万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $21.39万 | 0.13% | 4,601 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $21.54万 | 0.13% | 10,408 | 446 | 4.5% | $9,232 | 加仓 |
| ABBV | ABBVIE INC COM | $21.94万 | 0.13% | 872 | 872 | — | $21.94万 | 新建仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $22.22万 | 0.13% | 4,062 | 4,062 | — | $22.22万 | 新建仓 |
| MRK | MERCK & CO INC | $23.41万 | 0.14% | 1,822 | 1,822 | — | $23.41万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $24.24万 | 0.15% | 5,726 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALL-CAP FUND | $24.32万 | 0.15% | 1,640 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $26.52万 | 0.16% | 5,267 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $27.12万 | 0.16% | 5,383 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | $27.34万 | 0.17% | 2,568 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $27.98万 | 0.17% | 13,654 | 17 | 0.1% | $348 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $28.97万 | 0.17% | 820 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $30.02万 | 0.18% | 840 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETF | $30.57万 | 0.18% | 5,740 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $30.76万 | 0.19% | 10,620 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $31.09万 | 0.19% | 2,274 | 2,274 | — | $31.09万 | 新建仓 |
| VB | VANGUARD SMALL-CAP ETF | $31.37万 | 0.19% | 1,035 | 20 | 2.0% | $6,062 | 加仓 |
| GEV | GE VERNOVA INC COM | $31.49万 | 0.19% | 268 | 35 | 15.0% | $4.11万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $34.16万 | 0.21% | 6,801 | 2,562 | 60.4% | $12.87万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $34.87万 | 0.21% | 933 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $35.45万 | 0.21% | 707 | -189 | -21.1% | -$9.48万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $39.84万 | 0.24% | 5,996 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID CAP | $40.63万 | 0.25% | 5,043 | -685 | -12.0% | -$5.52万 | 减仓 |
| AMZN | AMAZON COM INC COM | $42.42万 | 0.26% | 1,780 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $43.84万 | 0.26% | 4,539 | -7,190 | -61.3% | -$69.44万 | 减仓 |
| CPNG | COUPANG INC CL A | $45.90万 | 0.28% | 26,425 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $46.77万 | 0.28% | 500 | 0 | 0.0% | — | 不变 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $47.81万 | 0.29% | 5,786 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $49.29万 | 0.30% | 985 | -850 | -46.3% | -$42.53万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $58.83万 | 0.36% | 12,147 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $61.44万 | 0.37% | 3,225 | 75 | 2.4% | $1.43万 | 加仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $65.78万 | 0.40% | 26,322 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $67.07万 | 0.41% | 2,318 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $67.25万 | 0.41% | 6,583 | -7,258 | -52.4% | -$74.15万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $67.44万 | 0.41% | 5,338 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR S&P 1500 INDEX FD | $68.42万 | 0.41% | 4,165 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $70.40万 | 0.43% | 1,651 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $73.42万 | 0.44% | 3,860 | -1,083 | -21.9% | -$20.60万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $76.09万 | 0.46% | 9,767 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $76.40万 | 0.46% | 7,432 | 97 | 1.3% | $9,972 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $78.29万 | 0.47% | 3,448 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $79.77万 | 0.48% | 4,690 | -934 | -16.6% | -$15.89万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $81.23万 | 0.49% | 10,611 | 0 | 0.0% | — | 不变 |
| PICB | INVESCO INTERNATIONAL CORPORATE BOND ETF | $82.89万 | 0.50% | 35,790 | 3,359 | 10.4% | $7.78万 | 加仓 |
| STT | STATE STR CORP COM | $84.19万 | 0.51% | 4,964 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $86.29万 | 0.52% | 37,305 | 2,998 | 8.7% | $6.93万 | 加仓 |
| ICF | ISHARES COHEN & STEERS REIT ETF | $90.11万 | 0.54% | 13,323 | 40 | 0.3% | $2,705 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $90.49万 | 0.55% | 6,355 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $91.07万 | 0.55% | 6,726 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $93.26万 | 0.56% | 12,225 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | $97.33万 | 0.59% | 13,109 | 2,918 | 28.6% | $21.66万 | 加仓 |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $103.58万 | 0.63% | 25,245 | 7,043 | 38.7% | $28.90万 | 加仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $108.08万 | 0.65% | 13,676 | 36 | 0.3% | $2,845 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $110.28万 | 0.67% | 15,022 | -516 | -3.3% | -$3.79万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $113.60万 | 0.69% | 13,428 | 92 | 0.7% | $7,783 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $114.80万 | 0.69% | 12,028 | 884 | 7.9% | $8.44万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $116.74万 | 0.71% | 12,102 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $121.27万 | 0.73% | 8,685 | 237 | 2.8% | $3.31万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $131.81万 | 0.80% | 15,912 | 60 | 0.4% | $4,970 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $136.33万 | 0.82% | 1,985 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $144.04万 | 0.87% | 7,795 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $147.43万 | 0.89% | 25,331 | -1,371 | -5.1% | -$7.98万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $154.27万 | 0.93% | 18,045 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $161.06万 | 0.97% | 43,719 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $176.86万 | 1.07% | 6,964 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $183.81万 | 1.11% | 26,467 | 231 | 0.9% | $1.60万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $187.70万 | 1.13% | 40,000 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $221.99万 | 1.34% | 23,020 | 172 | 0.8% | $1.66万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $239.93万 | 1.45% | 6,432 | 153 | 2.4% | $5.71万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $258.98万 | 1.56% | 87,999 | -2,162 | -2.4% | -$6.36万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $353.02万 | 2.13% | 127,443 | 20,674 | 19.4% | $57.27万 | 加仓 |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | $358.95万 | 2.17% | 23,263 | -291 | -1.2% | -$4.49万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX US | $430.08万 | 2.60% | 56,508 | 165 | 0.3% | $1.26万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $448.96万 | 2.71% | 63,012 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $506.98万 | 3.06% | 84,936 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $1,382.61万 | 8.35% | 165,088 | 3,605 | 2.2% | $30.19万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,829.00万 | 17.09% | 37,776 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4,605.22万 | 27.81% | 124,452 | -1,887 | -1.5% | -$69.83万 | 减仓 |