StockDriftsStockDriftsTop 50 Certus Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.61% | 26.2K | $16.1M | -2.06%(-550) | $426.70(+48.78%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.68% | 23.3K | $11.2M | -1.91%(-452) | $324.68(+52.48%) | 2025-09-30 | |
| EFV | ISHARES TR | 5.82% | 143.3K | $9.7M | -9.64%(-15.29K) | $54.47(+31.55%) | 2025-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.62% | 158.7K | $9.4M | +20.01%(+26.46K) | $46.89(+31.36%) | 2025-09-30 | |
| BND | VANGUARD BD INDEX FDS | 5.24% | 117.6K | $8.7M | -9.44%(-12.27K) | $73.29(+1.23%) | 2025-09-30 | |
| IVV | ISHARES TR | 4.89% | 12.2K | $8.2M | -2.75%(-346) | $452.05(+53.36%) | 2025-09-30 | |
| ITOT | ISHARES TR | 4.83% | 55.4K | $8.1M | -1.56%(-879) | $94.05(+60.17%) | 2025-09-30 | |
| QUAL | ISHARES TR | 4.61% | 39.6K | $7.7M | -8.72%(-3.78K) | $148.47(+35.40%) | 2025-09-30 | |
| CMF | ISHARES TR | 4.34% | 127.2K | $7.3M | -10.41%(-14.79K) | $56.77(+1.04%) | 2025-09-30 | |
| OEF | ISHARES TR | 4.05% | 20.4K | $6.8M | +52.80%(+7.03K) | $281.28(+23.28%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.01% | +39.67% |
| Top 20 Holdings Unweighted | +15.13% | +37.30% |
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