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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, BND, VUG, EFV, CMF, and represent 41.02% of Certus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$6.0M), EFV, BND, IVE, IYW, IVV, IXUS, VWO, EMXC, IGEB.
Started 4 new stock positions in IGEB, IVE, MBB, IXUS.
Reduced shares in these 10 stocks: ITOT, ESGU, VTV, OEF, IXN, HEFA, TIP, VEA, VEU, .
Sold out of its positions in INCE, TIP, SPEM, VEA, VEU.
Certus Wealth Management was a net buyer of stock by $5.1M.
Certus Wealth Management has $144M in assets under management (AUM), dropping by 9.12%.
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 51 positions in its portfolio as reported in the September 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)	14.6	$21M	+40%	40k	527.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.6	$12M	+38%	165k	75.11	View chart
Vanguard Index Fds Growth Etf (VUG)	6.7	$9.6M		25k	383.93	View chart
Ishares Tr Eafe Value Etf (EFV)	5.9	$8.4M	+70%	147k	57.53	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	5.2	$7.4M		128k	58.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	5.1	$7.4M		69k	107.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.1	$7.3M	+21%	13k	576.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	5.0	$7.2M	-36%	57k	125.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.6	$6.6M	+4%	37k	179.30	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	4.3	$6.2M	+5%	125k	49.47	View chart
Apple (AAPL)	4.2	$6.0M		26k	233.00	View chart
Ishares Msci Emrg Chn (EMXC)	2.7	$3.9M	+15%	64k	61.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$2.7M	NEW	14k	197.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.8	$2.5M		26k	98.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$2.5M	+169%	16k	151.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$2.2M	-8%	48k	47.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$2.2M	+47%	47k	47.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$2.1M	-2%	27k	78.05	View chart
Oracle Corporation (ORCL)	1.3	$1.9M		11k	170.40	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.2	$1.8M	+9%	33k	53.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.0	$1.4M		14k	98.10	View chart
Ishares Tr Global Tech Etf (IXN)	0.9	$1.4M	-46%	16k	82.53	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$1.3M	-8%	12k	106.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.2M	-67%	7.1k	174.57	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$1.2M		26k	47.12	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$1.2M	-52%	4.3k	276.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$1.2M	+19%	50k	23.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$1.1M	NEW	16k	72.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$981k		19k	51.12	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$980k	-2%	11k	91.31	View chart
Lockheed Martin Corporation (LMT)	0.7	$953k		1.6k	584.56	View chart
Ishares Tr Us Infrastruc (IFRA)	0.6	$918k	+3%	20k	46.97	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$744k	-6%	26k	29.06	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$727k	+3%	6.7k	108.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$683k	+9%	7.3k	93.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$682k	-21%	2.4k	283.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$645k		1.1k	573.76	View chart
Tesla Motors (TSLA)	0.4	$599k		2.3k	261.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$567k	-83%	4.5k	126.18	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$486k		4.5k	109.04	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$457k	-49%	8.0k	57.41	View chart
Microsoft Corporation (MSFT)	0.3	$368k		854.00	430.51	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$367k	NEW	7.9k	46.47	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$365k	NEW	3.8k	95.81	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$346k	+9%	8.5k	40.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$291k		6.1k	47.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$277k		739.00	375.38	View chart
Meta Platforms Cl A (META)	0.2	$252k		440.00	572.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$215k	+2%	1.1k	202.76	View chart
Ford Motor Company (F)	0.1	$207k		20k	10.56	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$205k	-82%	5.8k	35.42	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 Q3 filed Nov. 12, 2024
Certus Wealth Management 2024 Q2 filed Aug. 2, 2024
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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