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Certified Advisory Corp

Portfolio Manager
Certified Advisory Corp
Performance
-1.85% (2026 Q1)
AUM (13F)
$1.12B
# of Holdings
318
Performance Rank
Allocation (Top 20)
38.68%

Certified Advisory Corp Holdings Map

Top 50 Certified Advisory Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
3.76%96.1K$42.0M
+3.06%(+2.85K)
2025-Q1: 95.7K shares2025-Q2: 96.2K shares2025-Q3: 92.6K shares2025-Q4: 93.2K shares2026-Q1: 96.1K shares
$37.69(+123.71%)
2026-03-31
QQQ
INVESCO QQQ TR
3.19%61.7K$35.6M
+1.70%(+1.03K)
2025-Q1: 55.7K shares2025-Q2: 57.1K shares2025-Q3: 59.7K shares2025-Q4: 60.7K shares2026-Q1: 61.7K shares
$323.48(+110.71%)
2026-03-31
COWZ
PACER FDS TR
2.54%452.6K$28.3M
-7.03%(-34.23K)
2025-Q1: 495.2K shares2025-Q2: 495.3K shares2025-Q3: 490.7K shares2025-Q4: 486.8K shares2026-Q1: 452.6K shares
$47.82(+33.13%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
2.2%882.3K$24.6M
+5.47%(+45.72K)
2025-Q1: 745.8K shares2025-Q2: 793.3K shares2025-Q3: 808.3K shares2025-Q4: 836.6K shares2026-Q1: 882.3K shares
$21.88(+37.95%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.11%120.1K$23.6M
-9.78%(-13.02K)
2025-Q1: 131.6K shares2025-Q2: 133.7K shares2025-Q3: 132.5K shares2025-Q4: 133.1K shares2026-Q1: 120.1K shares
$118.37(+74.47%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
2.08%507.7K$23.2M
+10.26%(+47.25K)
2025-Q1: 404.0K shares2025-Q2: 419.9K shares2025-Q3: 440.4K shares2025-Q4: 460.4K shares2026-Q1: 507.7K shares
$45.73(-0.39%)
2026-03-31
IVV
ISHARES TR
1.99%33.9K$22.2M
-2.53%(-880)
2025-Q1: 35.8K shares2025-Q2: 35.7K shares2025-Q3: 35.5K shares2025-Q4: 34.8K shares2026-Q1: 33.9K shares
$394.63(+84.22%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
1.95%472.5K$21.8M
+8.70%(+37.83K)
2025-Q1: 326.7K shares2025-Q2: 341.6K shares2025-Q3: 416.5K shares2025-Q4: 434.6K shares2026-Q1: 472.5K shares
$45.76(+0.46%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
1.92%277.0K$21.4M
+11.02%(+27.50K)
2025-Q1: 207.9K shares2025-Q2: 219.1K shares2025-Q3: 231.1K shares2025-Q4: 249.5K shares2026-Q1: 277.0K shares
$77.45(-0.98%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
1.79%181.0K$20.0M
+32.75%(+44.66K)
2025-Q1: 104.4K shares2025-Q2: 114.0K shares2025-Q3: 117.9K shares2025-Q4: 136.4K shares2026-Q1: 181.0K shares
$91.44(+31.41%)
2026-03-31

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