Certus Wealth Management, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Certus Wealth Management, LLC opened 23 positions, added to 123, reduced 137 and sold out of 23.
- Q3 2025: Stock SHLD; Country of operation —; Class DEFENSE TECH ETF; Shares before 0.
- Q3 2025: Stock HIMU; Country of operation —; Class ISHARES HIGH YIE; Shares before 0.
- Q3 2025: Stock STIP; Country of operation —; Class 0-5 YR TIPS ETF; Shares before 0.
- Q3 2025: Stock MTUM; Country of operation —; Class MSCI USA MMENTM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1989526), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | SHLD
GLOBAL X FDS | | DEFENSE TECH ETF | 0 | 23,007 | +23,007 | $0 | $1,616,012 | +$1,616,012 | 2025-11-07 |
|---|
| Q3 2025 | HIMU
BLACKROCK ETF TRUST II | | ISHARES HIGH YIE | 0 | 10,134 | +10,134 | $0 | $498,491 | +$498,491 | 2025-11-07 |
|---|
| Q3 2025 | STIP
ISHARES TR | | 0-5 YR TIPS ETF | 0 | 2,062 | +2,062 | $0 | $213,128 | +$213,128 | 2025-11-07 |
|---|
| Q3 2025 | MTUM
ISHARES TR | | MSCI USA MMENTM | 0 | 816 | +816 | $0 | $209,263 | +$209,263 | 2025-11-07 |
|---|
| Q2 2025 | THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 0 | 78,328 | +78,328 | $0 | $2,786,910 | +$2,786,910 | 2025-07-24 |
|---|
| Q2 2025 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 0 | 29,989 | +29,989 | $0 | $1,484,755 | +$1,484,755 | 2025-07-24 |
|---|
| Q2 2025 | BAI
BLACKROCK ETF TRUST | | ISHARES A I INNO | 0 | 50,898 | +50,898 | $0 | $1,468,407 | +$1,468,407 | 2025-07-24 |
|---|
| Q2 2025 | PWZ
INVESCO EXCH TRADED FD TR II | | CALIF AMT MUN | 0 | 17,309 | +17,309 | $0 | $403,992 | +$403,992 | 2025-07-24 |
|---|
| Q4 2024 | DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 0 | 130,395 | +130,395 | $0 | $6,930,494 | +$6,930,494 | 2025-02-11 |
|---|
| Q4 2024 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 0 | 33,695 | +33,695 | $0 | $1,766,629 | +$1,766,629 | 2025-02-11 |
|---|
| Q4 2024 | VFMO
VANGUARD WELLINGTON FD | | US MOMENTUM | 0 | 8,375 | +8,375 | $0 | $1,472,325 | +$1,472,325 | 2025-02-11 |
|---|
| Q4 2024 | TLH
ISHARES TR | | 10-20 YR TRS ETF | 0 | 2,028 | +2,028 | $0 | $205,315 | +$205,315 | 2025-02-11 |
|---|
| Q4 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 0 | 824 | +824 | $0 | $204,517 | +$204,517 | 2025-02-11 |
|---|
| Q3 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 0 | 13,596 | +13,596 | $0 | $2,680,723 | +$2,680,723 | 2024-11-12 |
|---|
| Q3 2024 | IXUS
ISHARES TR | | CORE MSCI TOTAL | 0 | 15,812 | +15,812 | $0 | $1,148,426 | +$1,148,426 | 2024-11-12 |
|---|
| Q3 2024 | IGEB
ISHARES TR | | INVESTMENT GRADE | 0 | 7,892 | +7,892 | $0 | $366,741 | +$366,741 | 2024-11-12 |
|---|
| Q3 2024 | MBB
ISHARES TR | | MBS ETF | 0 | 3,812 | +3,812 | $0 | $365,228 | +$365,228 | 2024-11-12 |
|---|
| Q2 2024 | HEFA
ISHARES TR | | HDG MSCI EAFE | 0 | 33,507 | +33,507 | $0 | $1,191,342 | +$1,191,342 | 2024-08-02 |
|---|
| Q2 2024 | TIP
ISHARES TR | | TIPS BD ETF | 0 | 8,007 | +8,007 | $0 | $854,987 | +$854,987 | 2024-08-02 |
|---|
| Q2 2024 | INCE
FRANKLIN TEMPLETON ETF TR | | INCOME EQT FOCUS | 0 | 8,101 | +8,101 | $0 | $436,198 | +$436,198 | 2024-08-02 |
|---|
| Q2 2024 | MTUM
ISHARES TR | | MSCI USA MMENTM | 0 | 1,036 | +1,036 | $0 | $201,885 | +$201,885 | 2024-08-02 |
|---|
| Q1 2024 | DYNF
BLACKROCK ETF TRUST | | US EQT FACTOR | 0 | 44,400 | +44,400 | $0 | $1,926,516 | +$1,926,516 | 2024-05-06 |
|---|
| Q1 2024 | BINC
BLACKROCK ETF TRUST II | | FLEXIBLE INCOME | 0 | 4,168 | +4,168 | $0 | $216,569 | +$216,569 | 2024-05-06 |
|---|
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