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  Name: Certus Wealth Management LLC
  City: REDWOOD CITY
  State: CA
  Zip: 94065
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $125,636,000
  Total Value Change : $7,752,000
  Securities Held Change : -4
   
All Securities Held : 50
  New Positions : 3
  Closed Positions : 7
  Increased Positions : 20
  Unchanged Positions : 5
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 20 New $45.17 $1,927,000 44,400 1.53% 1,927,000 44,400 0.493    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 45 New $420.21 $347,000 854 0.28% 347,000 854 0    Application Software
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 49 New $0.00 $217,000 4,168 0.17% 217,000 4,168 0.005    N/A
      3 Records Found
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