本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Certus Wealth Management, LLC (CIK 1989526) reported $167.1M across 58 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: VOO ($16.1M, 9.61%), VUG ($11.2M, 6.68%), EFV ($9.7M, 5.82%), DYNF ($9.4M, 5.62%), BND ($8.7M, 5.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $16.1M | 9.61% | 26,212 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $11.2M | 6.68% | 23,268 | Trimmed |
| 3 | EFV | ISHARES TR | $9.7M | 5.82% | 143,330 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $9.4M | 5.62% | 158,695 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $8.7M | 5.24% | 117,640 | Trimmed |
| 6 | IVV | ISHARES TR | $8.2M | 4.89% | 12,217 | Trimmed |
| 7 | ITOT | ISHARES TR | $8.1M | 4.83% | 55,420 | Trimmed |
| 8 | QUAL | ISHARES TR | $7.7M | 4.61% | 39,619 | Trimmed |
| 9 | CMF | ISHARES TR | $7.3M | 4.34% | 127,232 | Trimmed |
| 10 | OEF | ISHARES TR | $6.8M | 4.05% | 20,350 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $6.7M | 4.03% | 36,071 | Added |
| 12 | AAPL | APPLE INC | $6.6M | 3.93% | 25,807 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $5.6M | 3.33% | 102,798 | Added |
| 14 | EFG | ISHARES TR | $3.6M | 2.17% | 31,902 | Trimmed |
| 15 | TLH | ISHARES TR | $3.2M | 1.93% | 31,268 | Added |
| 16 | THRO | BLACKROCK ETF TRUST | $3.2M | 1.92% | 84,708 | Added |
| 17 | ORCL | ORACLE CORP | $3.1M | 1.88% | 11,142 | Hold |
| 18 | BAI | BLACKROCK ETF TRUST | $2.9M | 1.75% | 85,374 | Added |
| 19 | IAU | ISHARES GOLD TR | $2.5M | 1.47% | 33,867 | Added |
| 20 | VMBS | VANGUARD SCOTTSDALE FDS | $2.5M | 1.47% | 52,333 | Added |
| 21 | IEFA | ISHARES TR | $2.2M | 1.30% | 24,852 | Trimmed |
| 22 | BINC | BLACKROCK ETF TRUST II | $2.1M | 1.26% | 39,389 | Added |
| 23 | EMXC | ISHARES INC | $2.0M | 1.19% | 29,489 | Trimmed |
| 24 | VFMO | VANGUARD WELLINGTON FD | $1.7M | 1.04% | 9,080 | Trimmed |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $1.7M | 1.02% | 34,428 | Added |
来源：SEC 13F 申报文件 · 截至 2025-09-30