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Certus Wealth Management

Latest statistics and disclosures from Certus Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, ITOT, BND, EFV, CMF, and represent 44.58% of Certus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTV, CMF, DYNF, BND, IEF, EMXC, EFG, EFV, SUB, OEF.
Started 3 new stock positions in DYNF, MSFT, BINC.
Reduced shares in these 10 stocks: QUAL, LQD, IEFA, TFLO, VUG, VOO, USMV, ESGU, VB, TIP.
Sold out of its positions in TIP, LQD, IYH, IJR, MTUM, VIGI, VB.
Certus Wealth Management was a net buyer of stock by $3.5M.
Certus Wealth Management has $126M in assets under management (AUM), dropping by 6.57%.
Central Index Key (CIK): 0001989526

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Positions held by Certus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Certus Wealth Management

Certus Wealth Management holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	17.4	$22M	-2%	47k	469.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	8.5	$11M		95k	112.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.6	$9.5M	+13%	133k	71.35	View chart
Ishares Tr Eafe Value Etf (EFV)	5.9	$7.4M	+11%	135k	54.56	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	5.2	$6.6M	+57%	116k	56.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.7	$6.0M		12k	513.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.5	$5.6M	+18%	55k	101.14	View chart
Apple (AAPL)	3.8	$4.8M	+4%	26k	183.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$3.8M	-29%	24k	159.19	View chart
Vanguard Index Fds Value Etf (VTV)	2.9	$3.6M	+233%	23k	157.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.8	$3.6M	-12%	32k	112.40	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.4	$3.1M	-9%	69k	44.75	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$2.8M	-16%	8.4k	338.99	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.1	$2.7M	+56%	29k	92.46	View chart
Ishares Tr S&p 100 Etf (OEF)	1.9	$2.4M	+18%	9.9k	243.74	View chart
Ishares Tr Global Tech Etf (IXN)	1.8	$2.3M	+7%	31k	72.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$2.0M	-25%	28k	73.37	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.6	$2.0M	+45%	19k	104.50	View chart
Ishares Msci Emrg Chn (EMXC)	1.6	$2.0M	+86%	35k	57.70	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.5	$1.9M	NEW	44k	43.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$1.4M	-20%	32k	43.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$1.4M	-10%	15k	89.84	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.0	$1.3M	-33%	26k	50.50	View chart
Oracle Corporation (ORCL)	1.0	$1.3M		11k	115.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$1.1M	-32%	14k	81.11	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$1.0M		23k	44.82	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$894k	-28%	17k	53.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$805k	-17%	36k	22.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$804k	+7%	16k	49.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$801k	+3%	6.1k	132.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$795k		3.1k	253.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$791k	+14%	14k	58.64	View chart
Ishares Tr Global Energ Etf (IXC)	0.6	$790k	+30%	18k	42.88	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.6	$758k	-6%	27k	27.74	View chart
Lockheed Martin Corporation (LMT)	0.6	$753k		1.6k	461.91	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$655k	-22%	17k	37.63	View chart
Ishares Tr Us Infrastruc (IFRA)	0.5	$612k	-5%	14k	42.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$596k		12k	50.04	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$586k		5.5k	106.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$575k		1.1k	511.29	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$506k	+8%	5.7k	88.58	View chart
Ishares Tr Msci Usa Value (VLUE)	0.4	$452k	-26%	4.5k	101.44	View chart
Tesla Motors (TSLA)	0.3	$435k	-18%	2.4k	181.19	View chart
Franklin Templeton Etf Tr Us Low Volatilit (FLLV)	0.3	$426k		8.1k	52.52	View chart
Microsoft Corporation (MSFT)	0.3	$348k	NEW	854.00	406.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$292k	-2%	6.5k	45.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$245k		739.00	331.50	View chart
Ford Motor Company (F)	0.2	$243k	+15%	20k	12.43	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$217k	NEW	4.2k	51.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$211k	-54%	2.3k	92.57	View chart

Past Filings by Certus Wealth Management

SEC 13F filings are viewable for Certus Wealth Management going back to 2023

Certus Wealth Management 2024 Q1 filed May 6, 2024
Certus Wealth Management 2023 Q4 filed Feb. 9, 2024
Certus Wealth Management 2023 Q3 filed Nov. 2, 2023

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