The Analysis of Certus Wealth Management, LLC's Holdings
Currently, Certus Wealth Management, LLC holds 58 types of securities in its portfolio with a total value $167.1M. In the most recent quarter, they have increased their positions in OEF (+7.0K shares, valued at $2.3M), SHLD (+23.0K shares, valued at $1.6M), DYNF (+26.5K shares, valued at $1.6M); decreased their positions in EFG (-24.8K shares, valued at $2.8M), IYW (-11.8K shares, valued at $2.3M), EFV (-15.3K shares, valued at $1.0M); initiated new positions in SHLD (+23.0K shares, valued at $1.6M), HIMU (+10.1K shares, valued at $498.5K), STIP (+2.1K shares, valued at $213.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS26.2K shares-2.06%2025-09-302025-11-07
VUG VANGUARD INDEX FDS23.3K shares-1.91%2025-09-302025-11-07 EFV ISHARES TR143.3K shares-9.64%2025-09-302025-11-07 DYNF BLACKROCK ETF TRUST158.7K shares20.01%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS117.6K shares-9.44%2025-09-302025-11-07 IVV ISHARES TR12.2K shares-2.75%2025-09-302025-11-07 ITOT ISHARES TR55.4K shares-1.56%2025-09-302025-11-07 QUAL ISHARES TR39.6K shares-8.72%2025-09-302025-11-07 CMF ISHARES TR127.2K shares-10.41%2025-09-302025-11-07 OEF ISHARES TR20.4K shares52.80%2025-09-302025-11-07 VTV VANGUARD INDEX FDS36.1K shares4.98%2025-09-302025-11-07 AAPL APPLE INC25.8K shares-0.02%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F102.8K shares10.21%2025-09-302025-11-07 EFG ISHARES TR31.9K shares-43.76%2025-09-302025-11-07 TLH ISHARES TR31.3K shares25.63%2025-09-302025-11-07 THRO BLACKROCK ETF TRUST84.7K shares8.15%2025-09-302025-11-07 ORCL ORACLE CORP11.1K shares0.00%2025-09-302025-11-07 BAI BLACKROCK ETF TRUST85.4K shares67.74%2025-09-302025-11-07 IAU ISHARES GOLD TR33.9K shares60.58%2025-09-302025-11-07 VMBS VANGUARD SCOTTSDALE FDS52.3K shares11.28%2025-09-302025-11-07 IEFA ISHARES TR24.9K shares-5.39%2025-09-302025-11-07 BINC BLACKROCK ETF TRUST II39.4K shares14.93%2025-09-302025-11-07 EMXC ISHARES INC29.5K shares-5.20%2025-09-302025-11-07 VFMO VANGUARD WELLINGTON FD9.1K shares-4.23%2025-09-302025-11-07 BNDX VANGUARD CHARLOTTE FDS34.4K shares14.80%2025-09-302025-11-07 IEF ISHARES TR17.3K shares-16.85%2025-09-302025-11-07 SHLD GLOBAL X FDS23.0K sharesnew addition2025-09-302025-11-07 IXN ISHARES TR15.1K shares-6.10%2025-09-302025-11-07 PWZ INVESCO EXCH TRADED FD TR II65.2K shares276.71%2025-09-302025-11-07 IXUS ISHARES TR17.1K shares2.44%2025-09-302025-11-07 TSLA TESLA INC2.6K shares0.00%2025-09-302025-11-07 GOVT ISHARES TR46.8K shares-13.74%2025-09-302025-11-07 USMV ISHARES TR10.8K shares-4.40%2025-09-302025-11-07 IUSB ISHARES TR21.9K shares-15.07%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS20.4K shares-1.79%2025-09-302025-11-07 IYW ISHARES TR4.9K shares-70.77%2025-09-302025-11-07 SUB ISHARES TR8.1K shares-25.03%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-09-302025-11-07 VTI VANGUARD INDEX FDS2.3K shares0.00%2025-09-302025-11-07 EMB ISHARES TR7.8K shares9.51%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP1.5K shares0.00%2025-09-302025-11-07 SPTI SPDR SERIES TRUST23.6K shares-10.74%2025-09-302025-11-07 ESGU ISHARES TR4.3K shares-4.30%2025-09-302025-11-07 MUB ISHARES TR4.7K shares-18.01%2025-09-302025-11-07 HIMU BLACKROCK ETF TRUST II10.1K sharesnew addition2025-09-302025-11-07 VLUE ISHARES TR3.9K shares-11.69%2025-09-302025-11-07 HEFA ISHARES TR12.3K shares24.23%2025-09-302025-11-07 IEMG ISHARES INC7.0K shares-1.67%2025-09-302025-11-07 MSFT MICROSOFT CORP859 shares4.63%2025-09-302025-11-07 IWF ISHARES TR739 shares0.00%2025-09-302025-11-07 META META PLATFORMS INC445 shares0.00%2025-09-302025-11-07 MBB ISHARES TR3.1K shares-8.80%2025-09-302025-11-07 IGEB ISHARES TR6.2K shares3.30%2025-09-302025-11-07 NFLX NETFLIX INC213 shares0.00%2025-09-302025-11-07 IXC ISHARES TR5.4K shares-29.58%2025-09-302025-11-07 STIP ISHARES TR2.1K sharesnew addition2025-09-302025-11-07 MTUM ISHARES TR816 sharesnew addition2025-09-302025-11-07 F FORD MTR CO16.7K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available