All Stocks Held By Certus Wealth Management LLC

As of 03/31/2024, we find all stocks held by Certus Wealth Management LLC to be as follows, presented in the table below with each row detailing each Certus Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Certus Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Certus Wealth Management LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD INDEX FDS (VOO)	46,564	-1,171	$21,884
VOO	46,564	-1,171	$21,884
ISHARES TR (ITOT)	94,703	-149	$10,651
ITOT	94,703	-149	$10,651
VANGUARD BD INDEX FDS (BND)	133,379	+15,620	$9,517
BND	133,379	+15,620	$9,517
ISHARES TR (EFV)	135,043	+14,231	$7,369
EFV	135,043	+14,231	$7,369
ISHARES TR (CMF)	115,626	+42,392	$6,585
CMF	115,626	+42,392	$6,585
ISHARES TR (IVV)	11,592	+188	$5,956
IVV	11,592	+188	$5,956
ISHARES TR (EFG)	55,394	+8,834	$5,603
EFG	55,394	+8,834	$5,603
APPLE INC	26,091	+1,065	$4,785
AAPL	26,091	+1,065	$4,785
ISHARES TR (QUAL)	23,838	-10,160	$3,795
QUAL	23,838	-10,160	$3,795
VANGUARD INDEX FDS (VTV)	22,880	+16,025	$3,610
VTV	22,880	+16,025	$3,610
ISHARES TR (ESGU)	31,733	-4,593	$3,567
ESGU	31,733	-4,593	$3,567
VANGUARD SCOTTSDALE FDS (VMBS)	68,463	-7,174	$3,064
VMBS	68,463	-7,174	$3,064
VANGUARD INDEX FDS (VUG)	8,362	-1,683	$2,835
VUG	8,362	-1,683	$2,835
ISHARES TR (IEF)	29,038	+10,501	$2,685
IEF	29,038	+10,501	$2,685
ISHARES TR (OEF)	9,876	+1,522	$2,407
OEF	9,876	+1,522	$2,407
ISHARES TR (IXN)	30,961	+2,262	$2,256
IXN	30,961	+2,262	$2,256
ISHARES TR (IEFA)	27,604	-9,647	$2,025
IEFA	27,604	-9,647	$2,025
ISHARES TR (SUB)	19,325	+6,029	$2,019
SUB	19,325	+6,029	$2,019
ISHARES INC (EMXC)	34,707	+16,063	$2,003
EMXC	34,707	+16,063	$2,003
BLACKROCK ETF TRUST (DYNF)	44,400	+44,400	$1,927
DYNF	44,400	+44,400	$1,927
VANGUARD INTL EQUITY INDEX F (VWO)	32,240	-8,373	$1,407
VWO	32,240	-8,373	$1,407
ISHARES TR (TLT)	15,080	-1,710	$1,355
TLT	15,080	-1,710	$1,355
ISHARES TR (TFLO)	25,663	-13,010	$1,296
TFLO	25,663	-13,010	$1,296
ORACLE CORP	11,161	UNCH	$1,292
ORCL	11,161	UNCH	$1,292
ISHARES TR (USMV)	13,811	-6,629	$1,120
USMV	13,811	-6,629	$1,120
ISHARES TR (IUSB)	23,087	UNCH	$1,035
IUSB	23,087	UNCH	$1,035
ISHARES INC (IEMG)	16,732	-6,739	$894
IEMG	16,732	-6,739	$894
ISHARES TR (GOVT)	36,044	-7,748	$805
GOVT	36,044	-7,748	$805
VANGUARD TAX MANAGED FDS (VEA)	16,213	+1,184	$804
VEA	16,213	+1,184	$804
ISHARES TR (IYW)	6,059	+216	$801
IYW	6,059	+216	$801
VANGUARD INDEX FDS (VTI)	3,137	+54	$795
VTI	3,137	+54	$795
VANGUARD INTL EQUITY INDEX F (VEU)	13,493	+1,723	$791
VEU	13,493	+1,723	$791
ISHARES TR (IXC)	18,422	+4,322	$790
IXC	18,422	+4,322	$790
SPDR SER TR (SPTI)	27,310	-2,022	$758
SPTI	27,310	-2,022	$758
LOCKHEED MARTIN CORP	1,631	-12	$753
LMT	1,631	-12	$753
SPDR INDEX SHS FDS (SPEM)	17,417	-5,001	$655
SPEM	17,417	-5,001	$655
ISHARES TR (IFRA)	14,252	-801	$612
IFRA	14,252	-801	$612
VANGUARD MUN BD FDS (VTEB)	11,919	UNCH	$596
VTEB	11,919	UNCH	$596
ISHARES TR (MUB)	5,492	+8	$586
MUB	5,492	+8	$586
SPDR S&P 500 ETF TR (SPY)	1,124	UNCH	$575
SPY	1,124	UNCH	$575
ISHARES TR (EMB)	5,710	+428	$506
EMB	5,710	+428	$506
ISHARES TR (VLUE)	4,458	-1,603	$452
VLUE	4,458	-1,603	$452
TESLA INC	2,400	-547	$435
TSLA	2,400	-547	$435
FRANKLIN TEMPLETON ETF TR (FLLV)	8,101	-131	$425
FLLV	8,101	-131	$425
MICROSOFT CORP	854	+854	$347
MSFT	854	+854	$347
SCHWAB STRATEGIC TR	6,459	-140	$292
SCHZ	6,459	-140	$292
ISHARES TR (IWF)	739	UNCH	$245
IWF	739	UNCH	$245
FORD MTR CO DEL	19,562	+2,660	$243
F	19,562	+2,660	$243
BLACKROCK ETF TRUST II (BINC)	4,168	+4,168	$217
BINC	4,168	+4,168	$217
SELECT SECTOR SPDR TR (XLE)	2,279	-2,746	$211
XLE	2,279	-2,746	$211
ISHARES TR			$0 (exited)
IJR	0	-2,603	$0
ISHARES TR			$0 (exited)
IYH	0	-997	$0
ISHARES TR			$0 (exited)
LQD	0	-10,562	$0
ISHARES TR			$0 (exited)
MTUM	0	-2,330	$0
ISHARES TR			$0 (exited)
TIP	0	-3,685	$0
VANGUARD INDEX FDS			$0 (exited)
VB	0	-2,035	$0
VANGUARD WHITEHALL FDS	0	-2,548	$0 (exited)
VIGI	0	-2,548	$0

See Summary: Certus Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Certus Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DYNF	+44,400	+$1,927
MSFT	+854	+$347
BINC	+4,168	+$217

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
LQD	-10,562	-$1,169
VB	-2,035	-$434
TIP	-3,685	-$396
MTUM	-2,330	-$366
IYH	-997	-$285
IJR	-2,603	-$282
VIGI	-2,548	-$202

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
CMF	+42,392	+$2,342
EMXC	+16,063	+$970
VTV	+16,025	+$2,585
BND	+15,620	+$856
EFV	+14,231	+$1,075
IEF	+10,501	+$898
EFG	+8,834	+$1,094
SUB	+6,029	+$617
IXC	+4,322	+$239
F	+2,660	+$37

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
TFLO	-13,010	-$656
QUAL	-10,160	-$1,207
IEFA	-9,647	-$596
VWO	-8,373	-$262
GOVT	-7,748	-$204
VMBS	-7,174	-$443
IEMG	-6,739	-$293
USMV	-6,629	-$475
SPEM	-5,001	-$139

Certus Wealth Management LLC Info

Size ($ in 1000's)
At 03/31/2024: $125,636
At 12/31/2023: $117,884

Certus Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Certus Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

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