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Value $
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$149M
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Signature - Title
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Michelle McCarthy - Compliance Consultant
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Location
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Redwood City, CA
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Summary
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This page shows a list of all the recent 13F filings made by Certus Wealth Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Certus Wealth Management, LLC reported 57 stock holdings with total value $149M as of Q4 2024. Top holdings included VOO, VUG, BND, EFV, and EFG.