CA
| |
Certified Advisory Corp13F | |
| Certified Advisory Corp | |
| Last update 2025-05-08 | 295 Stocks (10 new) |
| Value $883.00 Mil | Turnover 2 % |
Certified Advisory Corp Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 95,694 | 35,485.2 | -2.11% | 4.020 | -0.09% | 0.030 | -2.67% | -1.35% | 140,915.4 | ||
COWZ | Pacer US Cash Cows 100 ETF | 495,231 | 27,118.8 | -0.73% | 3.070 | -0.02% | 0.120 | -7.55% | -5.26% | 21,116.2 | ||
QQQ | INVESCO QQQ Trust | 55,708 | 26,122.7 | +2.97% | 2.960 | +0.09% | 0.010 | -3.06% | -0.24% | 322,985.5 | ||
VTV | Vanguard Value ETF | 131,584 | 22,729.0 | +0.88% | 2.570 | +0.02% | 0.020 | -3.58% | +0.43% | 131,231.8 | ||
IVV | iShares Core S&P 500 ETF | 35,783 | 20,106.5 | -1.99% | 2.280 | -0.05% | 0.000 | -3.16% | -0.83% | 579,639.5 | ||
FBND | Fidelity Total Bond ETF | 404,011 | 18,443.1 | +1.75% | 2.090 | +0.04% | 0.100 | +0.14% | +1.76% | 18,291.3 | ||
FNDX | Schwab Fundamental U.S. Large Company ETF | 745,779 | 17,607.8 | +4.13% | 1.990 | +0.08% | 0.100 | -4.47% | -0.96% | 17,506.7 | ||
AAPL | Apple Inc | 75,926 | 16,865.4 | -2.43% | 1.910 | -0.05% | 0.000 | -20.37% | -21.83% | 2,916,518.7 | Hardware | |
SCHD | Schwab US Dividend Equity ETF | 569,402 | 15,920.5 | -20.87% | 1.800 | -0.44% | 0.020 | -7.40% | -4.38% | 67,310.1 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 207,880 | 15,917.3 | -7.15% | 1.800 | -0.13% | 0.070 | +1.19% | +2.70% | 22,348.6 |
Certified Advisory Corp's Historical Top Holdings Breakdowns
Certified Advisory Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IQLT | iShares MSCI Intl Quality Factor ETF | 2025-03-31 | Reduce | -0.65% | 36.91 ($39.42) 41.03 | $42.55 | 7.94% | Reduce -77.94% | 45,874 | -162,122 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce | -0.44% | 27.01 ($27.88) 28.54 | $25.89 | -7.14% | Reduce -20.87% | 569,402 | -150,152 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Reduce | -0.38% | 36.64 ($41.46) 45.76 | $38.07 | -8.18% | Reduce -44.24% | 99,462 | -78,900 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce | -0.29% | 102.49 ($112.84) 119.96 | $103.99 | -7.84% | Reduce -28.97% | 56,936 | -23,227 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add | +0.26% | 84.96 ($93.96) 100.71 | $87.11 | -7.29% | Add 34.19% | 104,394 | 26,597 | |
FNDF | Schwab Fundamental International Equity ETF | 2025-03-31 | Reduce | -0.26% | 32.9 ($35.31) 37.45 | $38.67 | 9.52% | Reduce -16.7% | 364,175 | -73,022 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | Add | +0.25% | 63.51 ($67.8) 70.42 | $64.85 | -4.35% | Add 534.24% | 41,213 | 34,715 | |
VONG | Vanguard Russell 1000 Growth Index Fund | 2025-03-31 | Reduce | -0.21% | 92.71 ($101.57) 107.38 | $100.54 | -1.01% | Reduce -29.13% | 44,796 | -18,416 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce | -0.19% | 190.34 ($198.85) 205.23 | $194.33 | -2.27% | Reduce -27.59% | 23,846 | -9,085 | |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 2025-03-31 | Reduce | -0.15% | 41.61 ($43.53) 44.72 | $44.48 | 2.18% | Reduce -32.21% | 68,806 | -32,694 |
Certified Advisory Corp Total Holding History ($B)
Certified Advisory Corp's Asset Allocation
Certified Advisory Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Certified Advisory Corp's Hypothetical Growth since 2025-03-31
Certified Advisory Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Certified Advisory Corp's Holdings Heat Map
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Certified Advisory Corp's Holdings Bubble Chart
Certified Advisory Corp News
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