VERITY Wealth Advisors
SAUSALITO X1 · SEC CIK 0001763138
$1.50亿2026Q1 申报市值
81持仓数
66.9%前十大占比 · 第一大 27.1%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 加仓+$69.52万
VXUS 加仓+$51.17万
ISHG 加仓+$35.56万
IGOV 加仓+$35.32万
PICB 加仓+$34.98万
2026Q1 卖出最多 按季末市值估算
HEFA 减仓-$138.90万
VTI 减仓-$125.53万
SCHB 减仓-$114.12万
OEF 清仓-$106.82万
SCHX 减仓-$103.72万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4,053.09万 | 27.07% | 126,339 | -3,913 | -3.0% | -$125.53万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,467.56万 | 16.48% | 37,776 | -74 | -0.2% | -$4.83万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $1,212.74万 | 8.10% | 161,483 | -2,026 | -1.2% | -$15.22万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $459.08万 | 3.07% | 84,936 | -1,181 | -1.4% | -$6.38万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $403.78万 | 2.70% | 63,012 | -4,920 | -7.2% | -$31.53万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX US | $385.78万 | 2.58% | 56,343 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | $311.15万 | 2.08% | 23,554 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $264.25万 | 1.76% | 106,769 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $232.43万 | 1.55% | 6,279 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $231.17万 | 1.54% | 90,161 | -40,452 | -31.0% | -$103.72万 | 减仓 |
| VNQ | VANGUARD REIT INDEX ETF | $202.66万 | 1.35% | 22,848 | -1,864 | -7.5% | -$16.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $170.23万 | 1.14% | 6,964 | -101 | -1.4% | -$2.47万 | 减仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $169.98万 | 1.14% | 40,000 | -32,685 | -45.0% | -$138.90万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $156.31万 | 1.04% | 26,702 | 1,054 | 4.1% | $6.17万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $148.51万 | 0.99% | 43,719 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $144.82万 | 0.97% | 26,236 | 205 | 0.8% | $1.13万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $143.16万 | 0.96% | 13,841 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $139.15万 | 0.93% | 18,045 | 6,636 | 58.2% | $51.17万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $118.61万 | 0.79% | 1,985 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $114.42万 | 0.76% | 15,538 | -570 | -3.5% | -$4.20万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $112.23万 | 0.75% | 12,102 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $110.57万 | 0.74% | 15,852 | 3,726 | 30.7% | $25.99万 | 加仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $108.13万 | 0.72% | 13,640 | 22 | 0.2% | $1,744 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $106.18万 | 0.71% | 11,729 | 7,679 | 189.6% | $69.52万 | 加仓 |
| PEP | PEPSICO INC COM | $104.45万 | 0.70% | 6,726 | -111 | -1.6% | -$1.72万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $100.62万 | 0.67% | 13,336 | 70 | 0.5% | $5,281 | 加仓 |
| QCOM | QUALCOMM INC | $100.38万 | 0.67% | 7,795 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $96.55万 | 0.64% | 11,144 | 258 | 2.4% | $2.24万 | 加仓 |
| CTAS | CINTAS CORP | $95.12万 | 0.64% | 5,624 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $87.93万 | 0.59% | 1,835 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $87.73万 | 0.59% | 12,225 | -4,218 | -25.7% | -$30.27万 | 减仓 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $83.47万 | 0.56% | 4,943 | -3,955 | -44.4% | -$66.78万 | 减仓 |
| ICF | ISHARES COHEN & STEERS REIT ETF | $82.21万 | 0.55% | 13,283 | 22 | 0.2% | $1,362 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $79.66万 | 0.53% | 34,307 | -1,607 | -4.5% | -$3.73万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $78.89万 | 0.53% | 10,611 | -24 | -0.2% | -$1,784 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $77.02万 | 0.51% | 6,355 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $76.58万 | 0.51% | 9,767 | -4,815 | -33.0% | -$37.75万 | 减仓 |
| ISHG | ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | $75.60万 | 0.50% | 10,191 | 4,793 | 88.8% | $35.56万 | 加仓 |
| PICB | INVESCO INTERNATIONAL CORPORATE BOND ETF | $74.92万 | 0.50% | 32,431 | 15,142 | 87.6% | $34.98万 | 加仓 |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $74.74万 | 0.50% | 18,202 | 8,601 | 89.6% | $35.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $74.40万 | 0.50% | 5,338 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $72.80万 | 0.49% | 3,448 | -4 | -0.1% | -$845 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $70.14万 | 0.47% | 7,335 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $65.98万 | 0.44% | 26,322 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $62.82万 | 0.42% | 4,964 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $61.91万 | 0.41% | 12,775 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $61.20万 | 0.41% | 1,651 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR S&P 1500 INDEX FD | $59.32万 | 0.40% | 4,165 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $58.83万 | 0.39% | 2,318 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $58.37万 | 0.39% | 12,147 | 6,016 | 98.1% | $28.91万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $55.12万 | 0.37% | 790 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $49.89万 | 0.33% | 26,425 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $49.82万 | 0.33% | 500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $44.04万 | 0.29% | 896 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $41.86万 | 0.28% | 3,150 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID CAP | $41.12万 | 0.27% | 1,432 | 4 | 0.3% | $1,149 | 加仓 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $39.43万 | 0.26% | 5,786 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $38.58万 | 0.26% | 2,274 | -5,666 | -71.4% | -$96.13万 | 减仓 |
| INTC | INTEL CORP COM | $37.28万 | 0.25% | 8,448 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $37.07万 | 0.25% | 1,780 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $35.74万 | 0.24% | 6,771 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE U.S. REIT ETF | $35.49万 | 0.24% | 5,996 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $32.71万 | 0.22% | 503 | 503 | — | $32.71万 | 新建仓 |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETF | $30.50万 | 0.20% | 5,740 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $28.88万 | 0.19% | 9,962 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $28.74万 | 0.19% | 5,726 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | $27.35万 | 0.18% | 2,568 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $27.10万 | 0.18% | 5,383 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $26.66万 | 0.18% | 10,620 | -45,468 | -81.1% | -$114.12万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $26.58万 | 0.18% | 1,015 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $26.51万 | 0.18% | 5,267 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $26.48万 | 0.18% | 933 | -2,800 | -75.0% | -$79.46万 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $24.94万 | 0.17% | 13,637 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $24.16万 | 0.16% | 840 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $23.64万 | 0.16% | 4,601 | 4,601 | — | $23.64万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $23.52万 | 0.16% | 820 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $21.17万 | 0.14% | 4,239 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $21.14万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALL-CAP FUND | $20.39万 | 0.14% | 1,640 | 1,640 | — | $20.39万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $20.34万 | 0.14% | 233 | -700 | -75.0% | -$61.10万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $20.09万 | 0.13% | 1,893 | 10 | 0.5% | $1,061 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $0 | 0.00% | 0 | -3,114 | -100.0% | -$106.82万 | 清仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $0 | 0.00% | 0 | -10,915 | -100.0% | -$62.72万 | 清仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $0 | 0.00% | 0 | -17,878 | -100.0% | -$55.35万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$10.06万 | 清仓 |