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CIK: 0001731732
Total reported value
$1.2B
$1.2B
288 檔
10.3%
At the close of Q2 2024, Certified Advisory Corp disclosed equity holdings valued at approximately $1.2B, spread across 288 reported holdings.
During Q2 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, QQQ) accounted for 10.3% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.61% | +0.27% | +0.85% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.13% | -0.29% | +10.20% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.10% | +0.43% | +5.57% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.64% | +0.02% | -5.59% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | -0.10% | +2.22% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.34% | -0.08% | +5.74% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.04% | — | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.80% | -0.03% | +8.64% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.61% | +0.25% | — | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.55% | -0.67% | -9.51% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.51% | -2.00% | +4.95% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.51% | — | +13.14% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.48% | +0.26% | +62.25% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.46% | +0.27% | -2.05% | |
| 15 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.35% | — | +0.13% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.33% | -0.03% | +69.31% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.27% | +0.08% | +17.14% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.27% | -0.67% | +33.00% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.23% | -0.25% | +14.25% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.21% | -0.02% | +1.84% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.21% | — | +1.11% | |
| 22 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.16% | — | +0.21% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | -0.08% | +3.77% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | — | -0.31% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.10% | -3.12% | |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.02% | -0.09% | +8.50% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | +0.04% | +3.55% | |
| 28 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.99% | -0.46% | +0.20% | |
| 29 | IOO | Ishares Global 100 ETF | ETF-Other | 0.99% | +0.04% | +11.08% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.98% | — | +0.79% | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.96% | +0.04% | +20.05% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.88% | -0.05% | -1.27% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.08% | +2.97% | |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.86% | -0.83% | EXIT | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.84% | -0.09% | +17.05% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.16% | +22.40% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | -0.01% | +1010.91% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.05% | +9.23% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.76% | +0.13% | +0.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.01% | +8.37% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.01% | +0.22% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.01% | +1.56% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.74% | +0.04% | +3.54% | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.74% | -0.03% | +11.95% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.10% | +8.84% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.72% | +1.86% | +13.50% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.72% | -0.03% | -0.65% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.72% | +0.04% | +39.68% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.66% | +0.13% | +17.73% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.65% | +0.09% | -0.39% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 288 disclosed positions in Q2 2024.
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During Q2 2024, Certified Advisory Corp's top holdings by market value included VUG (4.6%)、COWZ (3.1%)、QQQ (3.1%). The largest single position, VUG, represented 4.6% of total portfolio value.
In Q2 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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