Certus Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Redwood City, CA
CIK
0001989526
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 52 131,667 VOO, ITOT, VUG, BND 13F-HR 8/2/2024 000176538024000261
Q1 2024 50 125,633 VOO, ITOT, BND, EFV 13F-HR 5/6/2024 000176538024000188
Q4 2023 54 117,885 VOO, ITOT, BND, EFV RESTATEMENT 2/13/2024 000176538024000101
Q3 2023 54 104,580 VOO, BND, ITOT, EFV 13F-HR 11/2/2023 000176538023000193
Q2 2023 60 100,647 VOO, BND, ITOT, AAPL 13F-HR 8/10/2023 000176538023000168
Additional filings from Certus Wealth Management, LLC that have since been restated