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CIK: 0001731732
Total reported value
$1.2B
$1.2B
266 檔
9.7%
The Q1 2024 SEC filing reveals that Certified Advisory Corp held a total portfolio value of $1.2B, covering 266 public equity positions.
During Q1 2024, Certified Advisory Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, COWZ, VTV) accounted for 9.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.68% | +0.27% | +0.23% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.37% | -0.29% | +8.08% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.16% | +0.02% | -3.91% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.02% | +0.43% | +12.60% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | -0.10% | +0.68% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.55% | -0.08% | +21.94% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.91% | -0.67% | +163.56% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.87% | -0.03% | +1.38% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.67% | — | +17.73% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.62% | -2.00% | +3572.01% | |
| 11 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.62% | — | -0.08% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.51% | +0.27% | -1.64% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.37% | -0.02% | +418.66% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.36% | — | -8.66% | |
| 15 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.35% | — | +3.30% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.08% | -0.39% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | — | +0.99% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.23% | -0.25% | +2.77% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.10% | +1.42% | |
| 20 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.15% | -0.46% | +2.42% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.10% | +0.08% | +33.52% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.10% | — | +14.72% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.08% | +0.04% | +9.13% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.07% | -0.67% | +53.90% | |
| 25 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.06% | -0.09% | +2.25% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.02% | +0.26% | +19.59% | |
| 27 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.00% | -0.05% | +16.99% | |
| 28 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.93% | -0.83% | EXIT | |
| 29 | IOO | Ishares Global 100 ETF | ETF-Other | 0.92% | +0.04% | +2.63% | |
| 30 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.88% | -0.03% | +91.73% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.08% | +7.45% | |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.84% | +0.04% | +31.58% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.83% | +0.04% | +6.27% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.81% | +0.13% | -7.24% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.01% | +2.93% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.81% | -0.03% | -44.46% | |
| 37 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.80% | -0.09% | +14.26% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.80% | -0.04% | +4.43% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.01% | -0.19% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.05% | +1.48% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.01% | +7.05% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.72% | -0.06% | +3.60% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.71% | +0.09% | +1.81% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.16% | +40.42% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.71% | +1.86% | +10.25% | |
| 46 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.70% | — | +1.79% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.70% | -0.07% | +2.38% | |
| 48 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.68% | -0.03% | +9.83% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | — | -1.62% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | +0.03% | -0.60% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 266 disclosed positions in Q1 2024.
During Q1 2024, Certified Advisory Corp's top holdings by market value included VUG (4.7%)、COWZ (3.4%)、VTV (3.2%). The largest single position, VUG, represented 4.7% of total portfolio value.
In Q1 2024, Certified Advisory Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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