Certus Wealth Management

Certus Wealth Management as of June 30, 2025

Portfolio Holdings for Certus Wealth Management

Certus Wealth Management holds 56 positions in its portfolio as reported in the June 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) 9.8 $15M 27k 568.03
Vanguard Index Fds Growth Etf (VUG) 6.7 $10M 24k 438.40
Ishares Tr Eafe Value Etf (EFV) 6.5 $10M 159k 63.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.2 $9.6M 130k 73.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.1 $7.9M 43k 182.82
Ishares Tr Calif Mun Bd Etf (CMF) 5.1 $7.9M 142k 55.74
Ishares Tr Core S&p500 Etf (IVV) 5.0 $7.8M 13k 620.90
Ishares Tr Core S&p Ttl Stk (ITOT) 4.9 $7.6M 56k 135.04
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.6 $7.2M 132k 54.46
Ishares Tr Eafe Grwth Etf (EFG) 4.1 $6.4M 57k 112.00
Vanguard Index Fds Value Etf (VTV) 3.9 $6.1M 34k 176.74
Apple (AAPL) 3.4 $5.3M 26k 205.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $4.6M 93k 49.46
Ishares Tr S&p 100 Etf (OEF) 2.6 $4.1M 13k 304.35
Ishares Tr U.s. Tech Etf (IYW) 1.9 $2.9M 17k 173.27
Blackrock Etf Trust Ishares Us Thema (THRO) 1.8 $2.8M 78k 35.58
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.6 $2.5M 25k 101.60
Oracle Corporation (ORCL) 1.6 $2.4M 11k 218.63
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.2M 26k 83.48
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $2.2M 47k 46.34
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.3 $2.0M 21k 95.77
Ishares Msci Emrg Chn (EMXC) 1.3 $2.0M 31k 63.14
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.2 $1.8M 34k 52.84
Vanguard Wellington Us Momentum (VFMO) 1.1 $1.6M 9.5k 172.52
Ishares Tr Global Tech Etf (IXN) 1.0 $1.5M 16k 92.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $1.5M 30k 49.51
Blackrock Etf Trust Ishares A I Inno (BAI) 0.9 $1.5M 51k 28.85
Ishares Gold Tr Ishares New (IAU) 0.8 $1.3M 21k 62.36
Ishares Tr Core Msci Total (IXUS) 0.8 $1.3M 17k 77.31
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.2M 54k 22.98
Ishares Tr Core Total Usd (IUSB) 0.8 $1.2M 26k 46.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.1M 11k 106.34
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.1M 11k 93.87
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.0M 21k 49.03
Tesla Motors (TSLA) 0.5 $812k 2.6k 317.66
Spdr Series Trust Portfli Intrmdit (SPTI) 0.5 $762k 27k 28.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $695k 1.1k 617.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $689k 2.3k 303.86
Lockheed Martin Corporation (LMT) 0.4 $680k 1.5k 463.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $657k 7.1k 92.62
Ishares Tr National Mun Etf (MUB) 0.4 $604k 5.8k 104.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $601k 4.4k 135.30
Ishares Tr Msci Usa Value (VLUE) 0.3 $505k 4.5k 113.21
Ishares Core Msci Emkt (IEMG) 0.3 $428k 7.1k 60.03
Microsoft Corporation (MSFT) 0.3 $409k 821.00 497.66
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.3 $404k 17k 23.34
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $375k 9.9k 37.96
Meta Platforms Cl A (META) 0.2 $329k 445.00 738.09
Ishares Tr Mbs Etf (MBB) 0.2 $316k 3.4k 93.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $314k 739.00 424.58
Ishares Tr Global Energ Etf (IXC) 0.2 $299k 7.6k 39.29
Netflix (NFLX) 0.2 $285k 213.00 1339.13
Ishares Tr Investment Grade (IGEB) 0.2 $273k 6.0k 45.44
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $269k 12k 23.24
Amazon (AMZN) 0.1 $220k 1.0k 219.39
Ford Motor Company (F) 0.1 $181k 17k 10.85