Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTUS WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 52 | 131,667,792 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $14,210,694 | 28,414 | 0.01 | 0.02 | -18,150 | -38.98 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 2 | $10,591,850 | 89,172 | 0.01 | 0.01 | -5,531 | -5.84 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $9,523,791 | 25,464 | 0.01 | 0.00 | 17,102 | 204.52 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $8,577,985 | 119,056 | 0.01 | 0.01 | -14,323 | -10.74 | 06-30-2024 |
