Instuitional Investor - Certus Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Certus Wealth Management, Llc |
| Portfolio Value | $155,311,025 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 26,762 | $15,201,619 | 9.79% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 23,720 | $10,398,848 | 6.7% | |
| 3. | Ishares Tr - EAFE VALUE ETF | 158,625 | $10,069,515 | 6.48% | |
| 4. | BND | 129,905 | $9,564,905 | 6.16% | |
| 5. | Ishares Tr - MSCI USA QLT FCT | 43,402 | $7,934,754 | 5.11% |
