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Home > Institutional Investor > Verity Wealth Advisors > Profile

Instuitional Investor - Verity Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Verity Wealth Advisors
Portfolio Value $116,338,178
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf
 120,957 $28,693,306 24.66%
2.
Ishares Trust
 IEF 38,094 $18,194,780 15.63%
3.
Vanguard Intl Equity Index Funds
 VWO 148,409 $8,331,709 7.16%
4.
Vanguard Intl Equity Index Funds
 VWO 84,150 $3,458,565 2.97%
5.
Microsoft Corp
 MSFT 8,829 $3,320,057 2.85%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)