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Certified Advisory Corp

All holdings · as of Dec 31, 2025

317 positions

CompanyClassValueShares% of portfolio
VANGUARD TAX-MANAGED FDS$6.61M105,7630.6%
ISHARES TR$6.46M53,7150.6%
ISHARES TR$6.36M79,6720.6%
COSTCO WHOLESALE CORP /NEW$6.17M7,1530.6%
VANGUARD INDEX FDS$6.12M23,7280.6%
INNOVATOR ETFS TRUST$6.06M137,9950.6%
Alphabet Inc.$5.94M18,9830.5%
SCHWAB STRATEGIC TR$5.85M213,1400.5%
JPMORGAN CHASE & CO$5.85M18,1410.5%
AMERICAN CENTY ETF TR$5.76M69,9980.5%
SPDR SERIES TRUST$5.75M223,4190.5%
PIMCO ETF TR$5.55M105,9780.5%
VANGUARD SCOTTSDALE FDS$5.28M43,3450.5%
SPDR GOLD TR$5.18M13,0790.5%
VANGUARD MALVERN FDS$5.16M104,2960.5%
Alphabet Inc.$5.09M16,2260.5%
AFLAC INC$4.65M42,1850.4%
ISHARES TR$4.26M76,7760.4%
VANGUARD WORLD FD$4.16M20,0600.4%
VANGUARD INDEX FDS$4.12M12,2920.4%
FRANKLIN TEMPLETON ETF TR$4.12M73,1780.4%
ISHARES TR$4.01M29,2680.4%
FIDELITY COVINGTON TRUST$4.00M75,2340.4%
VANGUARD WHITEHALL FDS$3.86M42,8330.4%
VANGUARD INTL EQUITY INDEX F$3.81M26,6120.3%
ISHARES TR$3.74M7,8960.3%
SELECT SECTOR SPDR TR$3.73M24,0720.3%
J P MORGAN EXCHANGE TRADED F$3.73M73,6580.3%
PACER FDS TR$3.68M82,8460.3%
ELI LILLY & Co$3.59M3,3390.3%
JOHNSON & JOHNSON$3.53M17,0420.3%
INNOVATOR ETFS TRUST$3.44M74,0540.3%
DIMENSIONAL ETF TRUST$3.39M57,0200.3%
Tesla Inc$3.39M7,5400.3%
Visa Inc$3.38M9,6460.3%
PROSHARES TR$3.36M42,8910.3%
VANGUARD WORLD FD$3.21M15,1770.3%
ISHARES TR$3.01M14,0160.3%
ISHARES TR$3.00M24,3340.3%
S&P Global Inc.$2.97M5,6860.3%
VANGUARD SCOTTSDALE FDS$2.96M35,3360.3%
Palo Alto Networks Inc$2.91M15,8210.3%
WISDOMTREE TR$2.89M34,0280.3%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$2.86M89,3440.3%
SELECT SECTOR SPDR TR$2.79M62,4730.3%
SELECT SECTOR SPDR TR$2.75M23,0140.3%
FRANKLIN TEMPLETON ETF TR$2.71M108,9240.2%
VANGUARD INDEX FDS$2.68M9,2390.2%
DBX ETF TR$2.66M55,2630.2%
VANGUARD SPECIALIZED FUNDS$2.64M12,0010.2%
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