| |
|
|
| Name: |
Certus Wealth Management LLC |
| City: |
REDWOOD CITY |
| State: |
CA |
| Zip: |
94065 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
5 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ORCL |
Oracle Corp |
24 |
- |
$123.74 |
$1,292,000 |
11,161 |
1.03% |
115,000 |
0 |
0 |
Application Software |
|
|
IUSB |
Ishares Core Total Usd Bond... |
26 |
- |
$0.00 |
$1,035,000 |
23,087 |
0.82% |
-29,000 |
0 |
0.001 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
38 |
- |
$49.55 |
$596,000 |
11,919 |
0.47% |
-12,000 |
0 |
0.001 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
40 |
- |
$526.10 |
$575,000 |
1,124 |
0.46% |
41,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
47 |
- |
$345.96 |
$245,000 |
739 |
0.2% |
21,000 |
0 |
0 |
Closed - End Fund - E... |
|
