Ownership history in Certified Advisory Corp Β· 23 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF (FNDF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Certified Advisory Corp underperformed the S&P 500 by β2.9% annually on this FNDF position. Timing score: 50% (11/22 decisions correct). Average cost basis: $29.27. Maximum drawdown during holding period: β27.3%.
β οΈ Trailed SPY by 2.9% ann. on this position.
22 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 22 add/trim decisions correct
Best entry: $17.26 (2020 Q1) Β· Worst: $45.21 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
18 adds Β· 5 trims. Bought during 6 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.5% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size