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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, IVV, and represent 43.46% of Certus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO, OEF, CMF, EMXC, ITOT, IXC, IVV, IEF, LQD, QUAL.
Started 5 new stock positions in VIGI, OEF, EMXC, IXC, IWF.
Reduced shares in these 10 stocks: BND, EFG, IJH, TIP, SPTI, USMV, IEFA, IYE, COMT, FALN.
Sold out of its positions in IJH, IYE, IEI, COMT, FALN.
Certus Wealth Management was a net buyer of stock by $4.1M.
Certus Wealth Management has $118M in assets under management (AUM), dropping by 12.72%.
Central Index Key (CIK): 0001989526

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Portfolio Holdings for Certus Wealth Management

Certus Wealth Management holds 54 positions in its portfolio as reported in the December 2023 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)	17.7	$21M	+12%	48k	436.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	8.5	$10M	+8%	95k	105.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.3	$8.7M	-14%	118k	73.55	View chart
Ishares Tr Eafe Value Etf (EFV)	5.3	$6.3M		121k	52.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$5.4M	+10%	11k	477.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.2	$5.0M	+6%	34k	147.14	View chart
Apple (AAPL)	4.1	$4.8M	-4%	25k	192.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.8	$4.5M	-16%	47k	96.85	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	3.6	$4.2M	+46%	73k	57.94	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.2	$3.8M	+4%	36k	104.92	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.0	$3.5M		76k	46.36	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$3.1M	+4%	10k	310.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$2.6M	-13%	37k	70.35	View chart
Ishares Tr Global Tech Etf (IXN)	1.7	$2.0M	+10%	29k	68.18	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.7	$2.0M		39k	50.47	View chart
Ishares Tr S&p 100 Etf (OEF)	1.6	$1.9M	NEW	8.4k	223.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$1.8M	+33%	19k	96.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$1.7M		41k	41.10	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$1.7M	+6%	17k	98.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.4	$1.6M	-20%	20k	78.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.2	$1.4M	+23%	13k	105.43	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.2M	-13%	24k	50.58	View chart
Oracle Corporation (ORCL)	1.0	$1.2M		11k	105.43	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$1.2M	+35%	11k	110.66	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$1.1M	-3%	23k	46.07	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$1.0M	NEW	19k	55.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.0M		6.9k	149.50	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$1.0M	-15%	44k	23.04	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.7	$838k	-33%	29k	28.56	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$794k	-5%	22k	35.41	View chart
Lockheed Martin Corporation (LMT)	0.6	$745k		1.6k	453.24	View chart
Tesla Motors (TSLA)	0.6	$732k		2.9k	248.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$731k		3.1k	237.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$720k	-2%	15k	47.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$717k	+48%	5.8k	122.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$661k		12k	56.14	View chart
Ishares Tr Msci Usa Value (VLUE)	0.5	$613k	-10%	6.1k	101.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$609k		12k	51.05	View chart
Ishares Tr Us Infrastruc (IFRA)	0.5	$606k	+2%	15k	40.27	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$595k	+14%	5.5k	108.41	View chart
Ishares Tr Global Energ Etf (IXC)	0.5	$552k	NEW	14k	39.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$534k		1.1k	475.31	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$470k	+8%	5.3k	89.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$434k	-15%	2.0k	213.33	View chart
Franklin Templeton Etf Tr Us Low Volatilit (FLLV)	0.4	$425k	+2%	8.2k	51.67	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$421k	-17%	5.0k	83.84	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$396k	-58%	3.7k	107.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$366k		2.3k	156.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$308k		6.6k	46.62	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$285k	-47%	997.00	286.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$282k		2.6k	108.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$224k	NEW	739.00	303.17	View chart
Ford Motor Company (F)	0.2	$206k		17k	12.19	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$202k	NEW	2.5k	79.34	View chart

Past Filings by Certus Wealth Management

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

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

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