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CIK: 0002055620
Total reported value
$182.5M
$182.5M
118 檔
14.5%
At the close of Q4 2024, Certior Financial Group, LLC disclosed equity holdings valued at approximately $182.5M, spread across 118 reported holdings.
During Q4 2024, Certior Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.01% | +0.53% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.89% | +0.06% | — | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.74% | -5.12% | — | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 4.31% | +0.32% | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.91% | -0.31% | — | |
| 6 | FSK | Fs Kkr Capital CORP | Stock-Financials | 3.89% | -0.25% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.05% | — | |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 2.81% | -0.77% | — | |
| 9 | MSTR | Strategy Inc | Stock-Tech | 2.52% | -0.33% | — | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.48% | -0.10% | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.28% | -0.02% | — | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.25% | +1.11% | NEW | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 1.89% | +0.03% | — | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.83% | -0.21% | — | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.82% | +0.53% | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.82% | +0.36% | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.70% | — | — | |
| 18 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 1.61% | -0.22% | — | |
| 19 | ARCC | Ares Capital CORP | Stock-Financials | 1.30% | +0.19% | — | |
| 20 | INDA | Ishares Msci India ETF | ETF-Other | 1.27% | — | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.19% | -0.03% | — | |
| 22 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.19% | — | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.17% | -0.11% | — | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.13% | -0.26% | — | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.12% | -0.08% | — | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.10% | — | — | |
| 27 | PECO | Phillips Edison & Company In | Stock-Real Estate | 1.10% | -0.08% | — | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | — | — | |
| 29 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.01% | -0.08% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | -0.02% | — | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.89% | -0.09% | — | |
| 32 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.88% | -0.01% | — | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.83% | -0.19% | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.13% | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | +0.14% | — | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.76% | -0.15% | — | |
| 37 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.76% | -0.14% | — | |
| 38 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.73% | — | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +1.35% | — | |
| 40 | CGUS | Cap Group Core Equity | ETF-Other | 0.68% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.26% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.14% | — | |
| 43 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.54% | +0.24% | — | |
| 44 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.53% | -0.07% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | — | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.52% | -0.01% | — | |
| 47 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.52% | +0.01% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.02% | — | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.50% | +0.01% | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | — | — |
According to official SEC Form 13F filings, Certior Financial Group, LLC reported a total U.S. public equity portfolio value of $182.5M across 118 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, IVV, BIL) accounted for 14.5% of total reported equity market value during Q4 2024.
During Q4 2024, Certior Financial Group, LLC's top holdings by market value included SCHG (5.0%)、IVV (4.9%)、BIL (4.7%). The largest single position, SCHG, represented 5.0% of total portfolio value.
In Q4 2024, Certior Financial Group, LLC 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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