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| Name: |
Certus Wealth Management LLC |
| City: |
REDWOOD CITY |
| State: |
CA |
| Zip: |
94065 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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Closed Positions |
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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 |
|
TIP |
iShares Lehman TIPS Bond |
52 |
Closed |
$106.58 |
$0 |
0 |
0% |
-396,000 |
-3,685 |
0 |
Closed - End Fund - E... |
|
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VIGI |
Vanguard International Divi... |
51 |
Closed |
$81.54 |
$0 |
0 |
0% |
-202,000 |
-2,548 |
0 |
N/A |
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VB |
Vanguard Small Cap VIPERS |
57 |
Closed |
$225.56 |
$0 |
0 |
0% |
-434,000 |
-2,035 |
0 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
56 |
Closed |
$110.39 |
$0 |
0 |
0% |
-282,000 |
-2,603 |
0 |
Closed - End Fund - E... |
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IYH |
iShares Dow Jones US Health... |
55 |
Closed |
$61.34 |
$0 |
0 |
0% |
-285,000 |
-997 |
0 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
54 |
Closed |
$107.19 |
$0 |
0 |
0% |
-1,169,000 |
-10,562 |
0 |
Closed - End Fund - E... |
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MTUM |
Ishares Msci Usa Momentum F... |
53 |
Closed |
$0.00 |
$0 |
0 |
0% |
-366,000 |
-2,330 |
0 |
N/A |
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