Certus Wealth Management, LLC 13F Holdings
CIK 0001989526 · REDWOOD CITY, CA
As of Sep 30, 2025, Certus Wealth Management, LLC reported 58 positions worth
CIK 0001989526 · REDWOOD CITY, CA
As of Sep 30, 2025, Certus Wealth Management, LLC reported 58 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 26,212 | 6.1M | 9.61% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 23,268 | 1.2M | 6.68% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 143,330 | $9.7M | 5.82% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 158,695 | $9.4M | 5.62% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 117,640 | $8.7M | 5.24% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,217 | $8.2M | 4.89% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 55,420 | $8.1M | 4.83% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 39,619 | $7.7M | 4.61% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 127,232 | $7.3M | 4.34% |
| ISHARES S&P 100 ETF | OEF | — | 20,350 | $6.8M | 4.05% |
| VANGUARD VALUE INDEX FUND | VTV | — | 36,071 | $6.7M | 4.03% |
| APPLE INC | AAPL | Technology | 25,807 | $6.6M | 3.93% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 102,798 | $5.6M | 3.33% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 31,902 | $3.6M | 2.17% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 31,268 | $3.2M | 1.93% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 84,708 | $3.2M | 1.92% |
| ORACLE CORP | ORCL | Technology | 11,142 | $3.1M | 1.88% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 85,374 | $2.9M | 1.75% |
| ISHARES GOLD TRUST | IAU | — | 33,867 | $2.5M | 1.47% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 52,333 | $2.5M | 1.47% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 24,852 | $2.2M | 1.30% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 39,389 | $2.1M | 1.26% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 29,489 | $2.0M | 1.19% |
| VANGUARD US MOMENTUM FACTOR ETF | VFMO | — | 9,080 | .7M | 1.04% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 34,428 | .7M | 1.02% |