CW
| |
Certus Wealth Management, LLC13F | |
| Certus Wealth Management, LLC | |
| Last update 2025-05-13 | 53 Stocks (0 new) |
| Value $147.00 Mil | Turnover 6 % |
Certus Wealth Management, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 38,546 | 20,657.6 | -4.19% | 14.020 | -0.63% | 0.000 | +17.21% | +7.08% | 654,655.2 | ||
VUG | Vanguard Growth ETF | 25,547 | 10,319.2 | +2.25% | 7.010 | +0.15% | 0.010 | +22.75% | +7.86% | 164,480.8 | ||
BND | Vanguard Total Bond Market ETF | 129,247 | 9,347.1 | -7.16% | 6.350 | -0.48% | 0.010 | +2.07% | +3.20% | 126,972.4 | ||
CMF | iShares California Muni Bond ETF | 142,020 | 7,902.0 | +1.44% | 5.360 | +0.08% | 0.220 | +2.31% | -1.61% | 3,569.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 42,603 | 7,512.6 | +14.77% | 5.100 | +0.66% | 0.010 | +12.73% | +3.71% | 53,264.3 | ||
IVV | iShares Core S&P 500 ETF | 12,744 | 7,464.3 | +0.93% | 5.070 | +0.05% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
EFV | iShares MSCI EAFE Value ETF | 120,481 | 7,439.7 | -18.07% | 5.050 | -0.99% | 0.030 | +14.89% | +23.93% | 26,094.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 57,746 | 7,362.0 | -2.34% | 5.000 | -0.12% | 0.010 | +17.94% | +6.66% | 70,941.5 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 134,058 | 6,866.4 | +2.81% | 4.660 | +0.13% | 0.040 | +17.88% | +7.74% | 19,221.7 | ||
EFG | iShares MSCI EAFE Growth ETF | 57,818 | 6,181.3 | -26.17% | 4.200 | -1.41% | 0.050 | +14.55% | +15.32% | 13,003.6 |
Certus Wealth Management, LLC's Historical Top Holdings Breakdowns
Certus Wealth Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -1.41% | 96.1 ($101.94) 106.32 | $110.58 | 8.47% | Reduce -26.17% | 57,818 | -20,493 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +1.14% | 97.25 ($101.36) 104.79 | $99.28 | -2.05% | Add 835.06% | 18,963 | 16,935 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Add Add | +1.14% | 268.35 ($287.14) 300.35 | $307.11 | 6.95% | Add 124.54% | 10,670 | 5,918 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Reduce Reduce | -0.99% | 51.88 ($56.57) 60.73 | $63.64 | 12.50% | Reduce -18.07% | 120,481 | -26,570 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.96% | 185.78 ($193.5) 198.58 | $197.89 | 2.27% | Add 54.02% | 21,143 | 7,416 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.92% | 85.29 ($89.02) 92.57 | $85.79 | -3.63% | Sold Out | 0 | -15,493 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | Add Add | +0.83% | 34.83 ($36.45) 37.46 | $37.58 | 3.10% | Add 389.19% | 40,808 | 32,466 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.66% | 168.16 ($179.03) 186.21 | $183.86 | 2.70% | Add 14.77% | 42,603 | 5,482 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.63% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Reduce -4.19% | 38,546 | -1,687 | |
IFRA | iShares U.S. Infrastructure ETF | 2025-03-31 | Sold Out Sold Out | -0.60% | 44.8 ($46.64) 49.25 | $50.67 | 8.64% | Sold Out | 0 | -18,765 |
Certus Wealth Management, LLC Total Holding History ($B)
Certus Wealth Management, LLC's Asset Allocation
Certus Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Certus Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Certus Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Certus Wealth Management, LLC's Holdings Heat Map
Size field:
Certus Wealth Management, LLC's Holdings Bubble Chart
Certus Wealth Management, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers