Certus Wealth Management

Certus Wealth Management as of March 31, 2025

Portfolio Holdings for Certus Wealth Management

Certus Wealth Management holds 53 positions in its portfolio as reported in the March 2025 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) 14.0 $21M 39k 535.92
Vanguard Index Fds Growth Etf (VUG) 7.0 $10M 26k 403.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.3 $9.3M 129k 72.32
Ishares Tr Calif Mun Bd Etf (CMF) 5.4 $7.9M 142k 55.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.1 $7.5M 43k 176.34
Ishares Tr Core S&p500 Etf (IVV) 5.1 $7.5M 13k 585.71
Ishares Tr Eafe Value Etf (EFV) 5.1 $7.4M 121k 61.75
Ishares Tr Core S&p Ttl Stk (ITOT) 5.0 $7.4M 58k 127.49
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.7 $6.9M 134k 51.22
Ishares Tr Eafe Grwth Etf (EFG) 4.2 $6.2M 58k 106.91
Apple (AAPL) 3.7 $5.4M 26k 210.79
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $4.0M 21k 190.25
Ishares Msci Emrg Chn (EMXC) 2.4 $3.5M 60k 59.14
Ishares Tr S&p 100 Etf (OEF) 2.1 $3.0M 11k 283.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.9M 62k 47.29
Ishares Tr U.s. Tech Etf (IYW) 1.9 $2.8M 18k 155.26
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $2.4M 25k 93.75
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.1M 27k 80.30
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $2.0M 45k 45.50
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.3 $1.9M 19k 99.37
Oracle Corporation (ORCL) 1.2 $1.8M 11k 157.22
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $1.7M 33k 52.03
Ishares Tr Hdg Msci Eafe (HEFA) 1.0 $1.5M 41k 37.58
Vanguard Wellington Us Momentum (VFMO) 1.0 $1.5M 9.4k 160.93
Ishares Tr Global Tech Etf (IXN) 0.9 $1.3M 16k 83.33
Vanguard Index Fds Value Etf (VTV) 0.8 $1.2M 7.3k 171.54
Ishares Tr Core Msci Total (IXUS) 0.8 $1.2M 17k 73.95
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.2M 54k 22.63
Ishares Tr Core Total Usd (IUSB) 0.8 $1.2M 26k 45.41
Ishares Gold Tr Ishares New (IAU) 0.8 $1.1M 19k 61.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $1.1M 11k 105.46
Ishares Tr National Mun Etf (MUB) 0.7 $1.0M 9.8k 104.21
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $973k 11k 92.84
Tesla Motors (TSLA) 0.6 $814k 2.6k 318.38
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $749k 27k 28.30
Lockheed Martin Corporation (LMT) 0.5 $695k 1.5k 473.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $655k 1.1k 582.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $648k 2.3k 287.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $632k 7.0k 90.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $602k 12k 48.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $573k 4.5k 127.51
Ishares Tr Msci Usa Value (VLUE) 0.3 $482k 4.5k 108.06
Ishares Core Msci Emkt (IEMG) 0.3 $414k 7.3k 56.75
Ishares Tr Global Energ Etf (IXC) 0.3 $390k 10k 38.64
Microsoft Corporation (MSFT) 0.3 $369k 821.00 449.49
Ishares Tr Mbs Etf (MBB) 0.2 $310k 3.4k 92.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $289k 739.00 390.74
Meta Platforms Cl A (META) 0.2 $285k 445.00 639.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $280k 12k 22.83
Ishares Tr Investment Grade (IGEB) 0.2 $267k 6.0k 44.34
Netflix (NFLX) 0.2 $236k 213.00 1110.00
Amazon (AMZN) 0.1 $210k 1.0k 208.64
Ford Motor Company (F) 0.1 $176k 17k 10.55