Certus Wealth Management, LLC Portfolio Holdings
Certus Wealth Management, LLC
- $127 Million
- Q1 2024
Certus Wealth Management, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $127 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $22.4M, Ishares Core S&P Total U.S. St with a value of $10.9M, Vanguard Bd Index Fd Inc Total with a value of $9.69M, Msci Eafe Value ETF with a value of $7.35M, and Ishares California Muni Bond E with a value of $6.65M.
Examining the 13F form we can see an increase of $9.43M in the current position value, from $117M to 127M.
Certus Wealth Management, LLC is based out at Redwood City, CA
Below you can find more details about Certus Wealth Management, LLC portfolio as well as his latest detailed transactions.