StockDriftsStockDriftsTop 50 Verity Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 27.07% | 126.3K | $40.5M | -3.00%(-3.91K) | $155.71(+129.26%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 16.48% | 37.8K | $24.7M | -0.20%(-74) | $190.22(+282.18%) | 2026-03-31 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | 8.1% | 161.5K | $12.1M | -1.24%(-2.03K) | $50.87(+59.73%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 3.07% | 84.9K | $4.6M | -1.37%(-1.18K) | $49.60(+19.68%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.7% | 63.0K | $4.0M | -7.24%(-4.92K) | $39.33(+75.38%) | 2026-03-31 | |
| ACWX | ISHARES MSCI ACWI EX US | 2.58% | 56.3K | $3.9M | +0.00%(+0) | $45.31(+63.25%) | 2026-03-31 | |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 2.08% | 23.6K | $3.1M | +0.00%(+0) | $55.14(+167.10%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 1.76% | 106.8K | $2.6M | +0.00%(+0) | $15.53(+71.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.55% | 6.3K | $2.3M | +0.00%(+0) | $132.36(+210.80%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.54% | 90.2K | $2.3M | -30.97%(-40.45K) | $11.66(+144.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.47% | +46.09% |
| Top 20 Holdings Unweighted | +9.82% | +32.46% |
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