test

Robert Oliver

@Verity Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$142.234MTotal holdings73
Assets growth rate6.55%Assets growth rate (2-Q avg)4.49%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Verity Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Verity Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 142.234M in assets, with a quarterly growth rate of 6.55% and a 2-quarter average growth rate of 4.49%. The portfolio is managed by Robert Oliver, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 0.54%
26.64%
$37.89M
133,810 shares@ $283.17 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -0.17%
15.37%
$21.852M
37,884 shares@ $576.82 avg price
VEUVanguard Ftse All-world Ex-us
Recent Activity
Increased 0.23%
6.82%
$9.697M
153,914 shares@ $63.0 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Increased 0.49%
2.86%
$4.068M
85,007 shares@ $47.86 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 2.24%
2.83%
$4.021M
9,345 shares@ $430.31 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 2.56%
2.44%
$3.469M
65,695 shares@ $52.82 avg price
ACWXIshares Msci Acwi Ex Us
Recent Activity
2.25%
$3.187M
55,693 shares@ $57.22 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
2.15%
$3.048M
44,917 shares@ $67.85 avg price
HEFAIshares Currency Hedged Msci Eafe Etf
Recent Activity
Increased 0.29%
2.02%
$2.87M
81,026 shares@ $35.43 avg price
SUSAIshares Msci Usa Esg Select Etf
Recent Activity
2%
$2.835M
23,554 shares@ $120.38 avg price