Certified Advisory Corp
CIK: 0001731732SEC EDGAR →
Portfolio Value
$819K
Holdings
317
As of
Q4 2025
New Positions
22
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 93,213 | $45K | 5.49% |
| 2 | PACER FDS TR | 486,798 | $29K | 3.54% |
| 3 | VANGUARD INDEX FDS | 133,139 | $25K | 3.05% |
| 4 | SCHWAB STRATEGIC TR | 836,554 | $22K | 2.69% |
| 5 | FIDELITY MERRIMACK STR TR | 460,405 | $21K | 2.56% |
| 6 | APPLE INC | 73,590 | $20K | 2.44% |
| 7 | J P MORGAN EXCHANGE TRADED F | 434,639 | $20K | 2.44% |
| 8 | VANGUARD BD INDEX FDS | 249,490 | $19K | 2.32% |
| 9 | ISHARES TR | 175,551 | $17K | 2.08% |
| 10 | VANGUARD WHITEHALL FDS | 117,350 | $16K | 1.95% |
Quarterly Changes
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 201 | $707K | 86.3% |
| Technology | 25 | $44K | 5.4% |
| Unknown | 19 | $22K | 2.7% |
| Consumer Cyclical | 6 | $12K | 1.5% |
| Communication Services | 6 | $12K | 1.5% |
| Consumer Defensive | 7 | $5K | 0.6% |
| Industrials | 20 | $5K | 0.6% |
| Energy | 7 | $5K | 0.6% |
| Healthcare | 14 | $4K | 0.5% |
| Utilities | 6 | $3K | 0.4% |
| Real Estate | 4 | $0 | 0.0% |
| Basic Materials | 2 | $0 | 0.0% |