Certus Wealth Management, LLC
- SEC CIK
- 0001989526
- 最新申報
- 2025/11/7
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/10 申報。只含多頭部位。
- 持股檔數
- 60
- 2023 年第 1 季沒有申報
- 總值
- $1.01 億
- 2023 年第 1 季沒有申報
Certus Wealth Management, LLC 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 36,016 | $1,467 萬 | 14.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 123,415 | $897.1 萬 | 8.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 89,634 | $877.0 萬 | 8.7% | – | – | – |
| AAPLApple Inc. | Stock | 27,551 | $534.4 萬 | 5.3% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 73,337 | $495.0 萬 | 4.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,533 | $424.9 萬 | 4.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 34,002 | $331.4 萬 | 3.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 27,218 | $259.7 萬 | 2.6% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 113,398 | $259.7 萬 | 2.6% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 53,245 | $244.9 萬 | 2.4% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 17,652 | $238.1 萬 | 2.4% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 47,535 | $232.6 萬 | 2.3% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 70,244 | $198.7 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,382 | $180.6 萬 | 1.8% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 30,403 | $173.1 萬 | 1.7% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 27,723 | $172.4 萬 | 1.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,003 | $156.1 萬 | 1.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,561 | $150.6 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,179 | $142.8 萬 | 1.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 34,993 | $142.4 萬 | 1.4% | – | – | – |
| ORCLOracle Corp | Stock | 11,899 | $141.7 萬 | 1.4% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,888 | $137.1 萬 | 1.4% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 12,786 | $119.9 萬 | 1.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,928 | $116.6 萬 | 1.2% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 23,868 | $108.5 萬 | 1.1% | – | – | – |
| iShares Tr46432F370 | MSCI USA SZE FT | 8,826 | $108.3 萬 | 1.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 9,508 | $102.3 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,855 | $97.4 萬 | 1.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 20,873 | $96.4 萬 | 1.0% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 25,410 | $87.4 萬 | 0.9% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 34,327 | $87.1 萬 | 0.9% | – | – | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 24,833 | $81.2 萬 | 0.8% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 30,411 | $79.0 萬 | 0.8% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,693 | $77.9 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,389 | $76.9 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 2,932 | $76.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,106 | $71.3 萬 | 0.7% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,255 | $70.1 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,067 | $67.6 萬 | 0.7% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,007 | $57.7 萬 | 0.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,085 | $55.0 萬 | 0.5% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,881 | $42.3 萬 | 0.4% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,779 | $41.4 萬 | 0.4% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 1,339 | $37.5 萬 | 0.4% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 3,330 | $36.9 萬 | 0.4% | – | – | – |
| Franklin Templeton ETF Tr35473P504 | LIBERTY US ETF | 7,159 | $35.0 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 728 | $32.3 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,440 | $31.8 萬 | 0.3% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 6,643 | $30.7 萬 | 0.3% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 7,104 | $30.4 萬 | 0.3% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,987 | $28.7 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 834 | $28.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 6,825 | $28.3 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,696 | $26.9 萬 | 0.3% | – | – | – |
| iShares Tr46435U713 | US INFRASTRUC | 6,746 | $26.4 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 5,060 | $26.0 萬 | 0.3% | – | – | – |
| FFord Motor Co | Stock | 16,902 | $25.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,591 | $21.1 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,700 | $20.3 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 739 | $20.3 萬 | 0.2% | – | – | – |