Certus Wealth Management

Certus Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Certus Wealth Management

Certus Wealth Management holds 57 positions in its portfolio as reported in the December 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) 15.0 $22M 40k 556.15
Vanguard Index Fds Growth Etf (VUG) 7.1 $11M 25k 422.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.7 $10M 139k 72.36
Ishares Tr Eafe Value Etf (EFV) 5.5 $8.2M 147k 55.89
Ishares Tr Eafe Grwth Etf (EFG) 5.4 $8.0M 78k 102.37
Ishares Tr Calif Mun Bd Etf (CMF) 5.3 $8.0M 140k 56.98
Ishares Tr Core S&p Ttl Stk (ITOT) 5.3 $7.9M 59k 133.05
Ishares Tr Core S&p500 Etf (IVV) 5.1 $7.7M 13k 607.75
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.6 $6.9M 130k 53.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.6 $6.8M 37k 184.25
Apple (AAPL) 3.9 $5.9M 26k 227.65
Ishares Msci Emrg Chn (EMXC) 2.7 $4.0M 70k 57.00
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $2.7M 14k 195.30
Ishares Tr U.s. Tech Etf (IYW) 1.7 $2.6M 16k 162.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $2.4M 26k 93.12
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.5 $2.2M 48k 45.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $2.1M 47k 45.33
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.0M 27k 74.47
Oracle Corporation (ORCL) 1.3 $2.0M 11k 178.92
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $1.8M 34k 52.43
Vanguard Wellington Us Momentum (VFMO) 1.0 $1.5M 8.4k 175.80
Ishares Tr Global Tech Etf (IXN) 1.0 $1.4M 17k 85.87
Ishares Tr S&p 100 Etf (OEF) 0.9 $1.4M 4.8k 295.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.4M 16k 89.00
Vanguard Index Fds Value Etf (VTV) 0.8 $1.2M 7.0k 176.85
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.2M 53k 22.59
Ishares Tr Core Total Usd (IUSB) 0.8 $1.2M 26k 45.46
Ishares Tr National Mun Etf (MUB) 0.8 $1.1M 11k 106.72
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $1.1M 11k 105.88
Ishares Tr Core Msci Total (IXUS) 0.7 $1.1M 16k 69.44
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $981k 11k 93.10
Ishares Tr Us Infrastruc (IFRA) 0.6 $897k 19k 47.81
Tesla Motors (TSLA) 0.5 $779k 2.2k 350.73
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $766k 27k 28.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $680k 1.1k 604.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $677k 2.3k 299.96
Lockheed Martin Corporation (LMT) 0.4 $658k 1.5k 448.22
Ishares Gold Tr Ishares New (IAU) 0.4 $649k 12k 54.88
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $637k 7.0k 90.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $617k 12k 50.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $596k 4.5k 132.57
Ishares Tr Msci Usa Value (VLUE) 0.3 $490k 4.5k 109.87
Ishares Tr Global Energ Etf (IXC) 0.3 $416k 10k 40.26
Ishares Core Msci Emkt (IEMG) 0.3 $385k 7.1k 54.22
Ishares Tr Mbs Etf (MBB) 0.3 $380k 4.1k 92.20
Microsoft Corporation (MSFT) 0.2 $339k 821.00 412.43
Meta Platforms Cl A (META) 0.2 $319k 445.00 717.40
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $306k 8.3k 36.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $305k 739.00 412.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $280k 12k 22.83
Amazon (AMZN) 0.2 $234k 1.0k 233.14
Ishares Tr Investment Grade (IGEB) 0.2 $226k 5.1k 44.59
Netflix (NFLX) 0.1 $219k 213.00 1027.60
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $206k 905.00 227.08
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $205k 2.0k 101.24
Vanguard Index Fds Small Cp Etf (VB) 0.1 $205k 824.00 248.20
Ford Motor Company (F) 0.1 $181k 20k 9.24