Instuitional Investor - Certus Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Certus Wealth Management, Llc |
| Portfolio Value | $149,402,505 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 40,233 | $22,375,583 | 14.97% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 24,985 | $10,561,909 | 7.06% | |
| 3. | BND | 139,214 | $10,073,525 | 6.74% | |
| 4. | Ishares Tr - EAFE VALUE ETF | 147,051 | $8,218,680 | 5.5% | |
| 5. | Ishares Tr - EAFE GRWTH ETF | 78,311 | $8,016,697 | 5.36% |
