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Cerity Partners Retirement Plan Advisors

Latest statistics and disclosures from Cerity Partners Retirement Plan Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002128338

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Positions held by Cerity Partners Retirement Plan Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Advisors holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	29.6	$58M	89k	650.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	24.1	$47M	147k	320.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	17.6	$35M	469k	73.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.2	$12M	197k	62.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.3	$10M	197k	52.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$3.9M	6.6k	597.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$2.7M	41k	65.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$2.5M	20k	124.31	View chart
Spdr Index Shs Fds State Street Spd (CWI)	1.3	$2.5M	70k	35.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$2.5M	32k	78.30	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$2.0M	26k	76.54	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	1.0	$1.9M	54k	34.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.5M	18k	87.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.4M	5.5k	261.92	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.7	$1.3M	16k	86.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.3M	4.6k	287.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.3M	26k	47.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$1.2M	16k	76.92	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.2M	8.5k	138.82	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$1.1M	16k	68.52	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$733k	7.4k	99.31	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.3	$678k	19k	35.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$635k	4.3k	148.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$609k	5.1k	118.53	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$469k	7.4k	63.12	View chart
Tidal Trust I Adasina Social (JSTC)	0.2	$460k	24k	18.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$433k	2.0k	217.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$428k	2.3k	182.19	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$322k	4.1k	79.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$231k	2.1k	108.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$231k	764.00	302.25	View chart

Past Filings by Cerity Partners Retirement Plan Advisors

SEC 13F filings are viewable for Cerity Partners Retirement Plan Advisors going back to 2026

Cerity Partners Retirement Plan Advisors 2026 Q1 filed May 15, 2026

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