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CIK: 0001989526
Total reported value
$167.1M
$167.1M
57 檔
35.5%
At the close of Q4 2024, Certus Wealth Management, LLC disclosed equity holdings valued at approximately $167.1M, spread across 57 reported holdings.
During Q4 2024, Certus Wealth Management, LLC'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 VOO, VUG, BND) accounted for 35.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.98% | -4.41% | +0.93% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.07% | -0.33% | -0.53% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.74% | -1.11% | -15.68% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.50% | +0.77% | +0.31% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.37% | -2.03% | +13.98% | |
| 6 | CMF | Ishares California Muni Bond | ETF-Other | 5.34% | -1.02% | +9.53% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.27% | -0.17% | +3.68% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.14% | -0.18% | -0.24% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.64% | +0.96% | +4.49% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.58% | -0.49% | +1.35% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.93% | +0.24% | +0.81% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.65% | -1.21% | +8.35% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.79% | -2.73% | EXIT | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.74% | -1.31% | -2.77% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.60% | -0.60% | -0.23% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.47% | +0.09% | +1.20% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +1.33% | -0.60% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.34% | — | -0.10% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.33% | +0.69% | +0.03% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.18% | +0.08% | +2.98% | |
| 21 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.99% | +0.01% | — | |
| 22 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.96% | +0.03% | +1.08% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.94% | +2.00% | +9.72% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.92% | — | +9.62% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | +3.18% | -1.88% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.80% | -0.18% | +5.46% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.78% | -0.18% | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | -0.39% | +59.57% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.76% | -0.26% | -10.69% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.73% | +0.01% | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.66% | — | -1.86% | |
| 32 | IFRA | Ishares US Infrastructure | ETF-Other | 0.60% | — | -3.95% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.13% | -2.93% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.51% | -0.10% | +6.87% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.01% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | -6.35% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.44% | — | -9.99% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | +0.70% | — | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.43% | +0.01% | -3.75% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | +0.20% | -35.93% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | — | — | |
| 42 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.33% | — | — | |
| 43 | IXC | Ishares Global Energy ETF | ETF-Other | 0.28% | -0.13% | +21.17% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | — | -10.79% | |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.25% | — | +8.18% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.02% | -3.86% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | — | +1.14% | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.20% | -0.75% | +44.13% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | — | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.19% | -0.19% | EXIT |
According to official SEC Form 13F filings, Certus Wealth Management, LLC reported a total U.S. public equity portfolio value of $167.1M across 57 disclosed positions in Q4 2024.
During Q4 2024, Certus Wealth Management, LLC's top holdings by market value included VOO (15.0%)、VUG (7.1%)、BND (6.7%). The largest single position, VOO, represented 15.0% of total portfolio value.
In Q4 2024, Certus Wealth Management, 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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