Certus Wealth Management, LLC Portfolio Holdings by Sector

Certus Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO ITOT VUG BND CMF EFG QUAL IVV 42 stocks	$119,696 92.32% of portfolio	20	19	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5,495 4.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$1,956 1.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$825 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$761 0.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$697 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$221 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Certus Wealth Management, LLC with notifications on news.