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Home > Institutional Investor > Certus Wealth Management, Llc > Profile

Instuitional Investor - Certus Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Certus Wealth Management, Llc
Portfolio Value $117,885,069
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 47,735 $20,850,648 17.68%
2.
Ishares Trust
 IEF 94,852 $9,981,276 8.46%
3.
Vanguard Bond Index Funds
 BND 117,759 $8,661,174 7.34%
4.
Ishares Tr
 120,812 $6,294,305 5.33%
5.
Ishares Trust
 IEF 11,404 $5,446,893 4.62%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)