HPM Partners

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

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Positions held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cerity Partners

Cerity Partners holds 1389 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Cerity Partners has 1389 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (Principal) (AAPL) 3.4 $702M -26% 4.1M 171.21
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Ishares Tr Ex Trd Eq Fd (IVV) 3.1 $634M -6% 1.5M 430.38
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Microsoft Corporation (MSFT) 2.8 $586M -18% 1.9M 315.75
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $527M -28% 1.5M 359.91
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Vanguard Tax-managed Fds Ex Trd Eq Fd (VEA) 2.5 $507M -2% 12M 43.72
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Procter & Gamble Company (PG) 2.1 $434M -6% 3.0M 145.86
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Vanguard Index Fds Etf (VOO) 1.8 $367M -51% 935k 392.77
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Ishares Tr Ex Trd Eq Fd (QUAL) 1.5 $308M -8% 2.3M 132.01
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J P Morgan Exchange Traded F Ex Td Bd (JPST) 1.2 $249M -3% 5.0M 50.18
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Ishares Tr Core Msci Eafe (IEFA) 1.1 $234M -39% 3.6M 64.35
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Amazon (AMZN) 1.1 $233M -18% 1.8M 127.12
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Alphabet Inc Class A cs (GOOGL) 1.1 $232M -13% 1.8M 130.88
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Schwab Strategic Tr Ex Trd Eq Fd (SCHX) 1.1 $232M +580% 4.6M 50.60
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $210M -3% 788k 266.47
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.0 $209M +20% 8.1M 25.65
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Ishares Tr Ex Trd Eq Fd (ITOT) 1.0 $209M -3% 2.2M 94.63
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Ishares Tr Blackrock Ultra (ICSH) 1.0 $207M -12% 4.1M 50.38
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $201M +17% 8.3M 24.34
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $189M +282% 1.9M 100.67
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Vanguard Index Fds Ex Trd Eq Fd (VTI) 0.9 $179M -7% 844k 212.41
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Alphabet Stock (GOOG) 0.8 $171M -25% 1.3M 131.78
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Invesco Qqq Tr Ex Trd Eq Fd (QQQ) 0.8 $171M +35% 476k 358.45
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Unitedhealth Group Equities (UNH) 0.8 $170M -15% 338k 504.19
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Ishares Tr Equities (MTUM) 0.8 $163M -5% 1.2M 139.70
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NVIDIA Corporation (NVDA) 0.8 $161M -23% 370k 434.11
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Schwab Strategic Tr Equities (SCHP) 0.8 $158M 3.1M 50.49
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Chevron Corporation (CVX) 0.8 $158M -7% 935k 168.62
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Ishares Tr Msci Usa Min Vol (USMV) 0.7 $146M +30% 2.0M 72.38
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Ishares Tr Equities (IEI) 0.7 $144M 1.3M 113.16
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Johnson & Johnson (JNJ) 0.7 $142M -17% 910k 155.75
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Ishares Tr Rus 1000 Etf (IWB) 0.7 $140M -17% 594k 234.97
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Ishares Tr Call (SHY) 0.7 $138M +177% 1.7M 80.97
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Ishares Tr Ex Trd Eq Fd (IJH) 0.7 $136M -3% 545k 250.08
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Home Depot (HD) 0.7 $136M -25% 449k 302.16
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JPMorgan Chase & Co. (JPM) 0.6 $128M -29% 880k 145.02
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $123M 3.0M 41.26
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Eli Lilly & Co Equities (LLY) 0.6 $122M -12% 227k 537.13
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MasterCard Incorporated (MA) 0.6 $121M -11% 305k 395.91
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Costco Whsl Corp Equities (COST) 0.6 $119M -17% 211k 564.96
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $114M -11% 1.2M 94.39
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Visa Equities (V) 0.5 $110M -26% 479k 230.01
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Ishares Gold Tr Equities (IAU) 0.5 $108M +26% 3.1M 34.99
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Ishares Tr Short Treas Bd (SHV) 0.5 $107M -47% 968k 110.47
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Pepsi (PEP) 0.5 $106M -18% 623k 169.44
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Dimensional Etf Trust Equities (DFAC) 0.5 $105M 4.0M 26.20
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Cisco Systems (CSCO) 0.5 $98M -22% 1.8M 53.76
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Vanguard World Fds Inf Tech Etf (VGT) 0.5 $97M -7% 234k 414.92
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Sjw Group Equities (SJW) 0.5 $97M 1.6M 60.11
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Adobe Systems Incorporated (ADBE) 0.5 $95M -19% 187k 509.90
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Broadcom (AVGO) 0.5 $95M -21% 114k 830.58
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Exxon Mobil Corp Equities (XOM) 0.5 $94M -27% 802k 117.58
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Merck & Co (MRK) 0.4 $90M -20% 871k 103.21
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $89M +124% 2.6M 33.96
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Flexshares Tr Cr Scd Us Bd (SKOR) 0.4 $87M +52% 1.9M 46.01
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $87M +55% 924k 94.04
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $87M NEW 1.6M 52.79
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $86M +12% 413k 208.24
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Mcdonalds Corp Equities (MCD) 0.4 $86M -13% 325k 263.44
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $85M -8% 2.2M 39.21
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $85M +127% 1.6M 51.87
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Schwab Strategic Tr Etf (SCHA) 0.4 $81M +222% 2.0M 41.42
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.4 $80M +929% 806k 99.43
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Wisdomtree Tr Etf (USFR) 0.4 $80M NEW 1.6M 50.32
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Schwab Strategic Tr Etf (SCHM) 0.4 $80M -3% 1.2M 67.68
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Vanguard Specialized Funds Ex Trd Eq Fd (VIG) 0.4 $78M +29% 503k 155.45
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $78M +49% 2.9M 27.06
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Vanguard Star Fds Equities (VXUS) 0.4 $76M +75% 1.4M 53.52
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Victory Portfolios Ii Usaa Msci Usa Sm (USVM) 0.4 $76M -13% 1.2M 65.54
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Abbott Labs Equities (ABT) 0.4 $76M -13% 784k 96.85
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Vanguard Mun Bd Fds Equities (VTEB) 0.4 $76M +5% 1.6M 48.10
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Spdr Ser Tr Equities (SPTS) 0.4 $76M -4% 2.6M 28.72
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Ishares Tr Equities (STIP) 0.4 $75M +77% 777k 96.70
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Dimensional Etf Trust Etf (DFUV) 0.4 $75M -5% 2.2M 34.02
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Berkshire Hathaway Inc Del Equities (BRK.B) 0.4 $74M -38% 212k 350.30
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Ishares Tr Equities (IEF) 0.4 $74M -15% 808k 91.59
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Ishares Core Msci Emkt (IEMG) 0.4 $74M -37% 1.5M 47.59
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Abbvie Equities (ABBV) 0.4 $74M -24% 493k 149.06
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $73M +3% 1.0M 70.76
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Wal-Mart Stores (WMT) 0.3 $70M -9% 436k 159.93
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Invesco Exchange Traded Fd T Etf (RSP) 0.3 $69M +213% 485k 141.69
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Accenture (ACN) 0.3 $69M -19% 224k 307.11
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Invesco Exch Trd Slf Idx Etf (OMFL) 0.3 $68M NEW 1.5M 45.84
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Amgen Equities (AMGN) 0.3 $65M -13% 243k 268.76
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Ishares Tr Msci Usa Value (VLUE) 0.3 $65M -11% 720k 90.72
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TJX Companies (TJX) 0.3 $65M -19% 727k 88.88
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Blackrock Equities (BLK) 0.3 $64M -15% 99k 646.50
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Select Sector Spdr Tr Equities (XLE) 0.3 $63M +54% 696k 90.39
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Ishares Tr Equities (MUB) 0.3 $62M +106% 605k 102.54
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Amplify Etf Tr Blackswan Grwt (SWAN) 0.3 $62M -8% 2.6M 23.88
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Dimensional Etf Trust Etf (DFIV) 0.3 $61M 1.9M 32.62
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Meta Platforms Cl A (META) 0.3 $61M -28% 203k 300.21
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Iqvia Hldgs Equities (IQV) 0.3 $60M -7% 303k 196.75
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American Centy Etf Tr Etf (AVDV) 0.3 $60M +161% 1.0M 57.85
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $60M -10% 306k 194.66
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.3 $57M -13% 684k 83.65
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Ishares Tr Msci Intl Qualty (IQLT) 0.3 $56M +98% 1.7M 33.61
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $55M +5% 1.6M 33.57
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Palo Alto Networks Equities (PANW) 0.3 $54M -2% 232k 234.44
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Thermo Fisher Scientific Equities (TMO) 0.3 $54M -49% 107k 506.17
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Union Pacific Corporation (UNP) 0.3 $54M -30% 265k 203.63
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CVS Caremark Corporation (CVS) 0.3 $54M -31% 768k 69.82
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United Parcel Service Equities (UPS) 0.3 $53M -7% 343k 155.87
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Spdr Ser Tr Ex Trd Eq Fd (SLYV) 0.3 $53M 734k 72.37
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Salesforce Equities (CRM) 0.3 $52M -14% 257k 202.78
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Spdr Gold Tr Ex Trd Eq Fd (GLD) 0.2 $50M -24% 293k 171.45
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Charles Schwab Corporation (SCHW) 0.2 $50M -10% 911k 54.90
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Emerson Electric (EMR) 0.2 $50M -16% 518k 96.57
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Stryker Corporation Stock (SYK) 0.2 $49M -15% 179k 273.35
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Walt Disney Company (DIS) 0.2 $48M -40% 594k 81.05
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Vanguard Index Fds Equities (VB) 0.2 $48M +20% 252k 189.07
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Intuit (INTU) 0.2 $47M -21% 92k 510.94
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Vanguard Index Fds Etf (VNQ) 0.2 $47M -22% 622k 75.68
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Analog Devices Equities (ADI) 0.2 $47M -8% 267k 175.09
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $46M -51% 260k 177.29
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $46M +74% 320k 143.34
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $45M -24% 439k 102.86
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New Mountain Finance Corp (NMFC) 0.2 $45M -7% 3.5M 12.95
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Lockheed Martin Corporation (LMT) 0.2 $44M -10% 107k 408.96
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Ishares Tr Etf (TFLO) 0.2 $43M +389% 849k 50.74
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Danaher Corporation Equities (DHR) 0.2 $41M -39% 167k 248.10
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Texas Instruments Incorporated (TXN) 0.2 $41M -16% 259k 159.01
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Advanced Micro Devices Equities (AMD) 0.2 $41M -6% 400k 102.82
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Pfizer Equities (PFE) 0.2 $41M -19% 1.2M 33.17
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $41M -14% 395k 103.32
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Vanguard Malvern Fds Etf (VTIP) 0.2 $40M +163% 855k 47.28
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Ishares Tr Ex Trd Eq Fd (EFA) 0.2 $40M -55% 597k 67.11
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Fortinet Equities (FTNT) 0.2 $40M +31% 677k 58.68
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Bank of America Corporation (Principal) (BAC) 0.2 $40M -23% 1.5M 27.38
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Schwab Strategic Tr Equities (SCHH) 0.2 $40M -2% 2.2M 17.75
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Honeywell International (HON) 0.2 $39M -31% 213k 184.74
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Tesla Equities (TSLA) 0.2 $38M -24% 153k 250.22
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Nike Equities (NKE) 0.2 $38M -10% 401k 95.65
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Rtx Corporation Equities (RTX) 0.2 $38M -35% 529k 71.97
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Caterpillar (CAT) 0.2 $38M -14% 139k 273.00
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Invesco Exch Traded Fd Tr Ii Etf (QQQM) 0.2 $38M +156% 255k 147.41
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Schwab Strategic Tr Equities (SCHG) 0.2 $36M +12% 495k 72.72
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Nextera Energy (NEE) 0.2 $36M -20% 621k 57.29
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Wisdomtree Tr Ex Trd Eq Fd (DGS) 0.2 $35M 765k 46.26
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Comcast Corporation (CMCSA) 0.2 $34M -2% 773k 44.34
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Pioneer Natural Resources (PXD) 0.2 $34M 147k 229.55
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Amplify Etf Tr Blackswan Iswn (ISWN) 0.2 $33M +24% 1.9M 17.60
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Spdr S&p Midcap 400 Etf Tr Ex Trd Eq Fd (MDY) 0.2 $33M -24% 71k 457.35
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $33M +33% 841k 38.65
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $32M -63% 429k 75.15
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Verizon Communications (VZ) 0.2 $32M -19% 990k 32.41
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Vaneck Etf Trust Etf (GDX) 0.2 $31M NEW 1.1M 26.91
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $31M +217% 587k 52.49
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Tractor Supply Equities (TSCO) 0.1 $31M +3% 150k 203.05
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Automatic Data Processing In Equities (ADP) 0.1 $31M -13% 127k 240.90
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Fiserv Equities (FI) 0.1 $31M +4% 270k 112.96
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Oracle Corporation (ORCL) 0.1 $30M -44% 287k 105.92
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Blackstone Equities (BX) 0.1 $30M -14% 280k 107.14
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Ishares Tr Ex Trd Eq Fd (IJK) 0.1 $30M +3% 412k 72.50
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Taiwan Semiconductor Mfg Equities (TSM) 0.1 $29M -2% 332k 86.90
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Five Below (FIVE) 0.1 $28M -11% 176k 160.90
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Intel Corporation (INTC) 0.1 $28M -23% 786k 35.55
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Edwards Lifesciences (EW) 0.1 $27M -11% 394k 69.28
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Coca Cola Equities (KO) 0.1 $27M -18% 484k 56.10
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Intuitive Surgical Equities (ISRG) 0.1 $27M -10% 93k 292.29
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Monster Beverage Corp (MNST) 0.1 $27M -6% 511k 52.95
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $27M -27% 386k 69.55
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Linde Equities (LIN) 0.1 $26M 70k 372.35
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S&p Global Equities (SPGI) 0.1 $25M -12% 69k 365.41
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Align Technology Equities (ALGN) 0.1 $25M +2% 83k 305.32
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Ishares Tr Ex Trd Eq Fd (IJT) 0.1 $25M +4% 228k 110.06
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Vertex Pharmaceuticals Equities (VRTX) 0.1 $25M +47% 72k 347.74
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Ishares Tr Ex Trd Eq Fd (IJJ) 0.1 $25M -11% 243k 101.48
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Lowe's Companies (LOW) 0.1 $25M -9% 118k 207.84
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Starbucks Corp Stock (SBUX) 0.1 $24M -27% 266k 91.27
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International Business Machs Put (IBM) 0.1 $24M -15% 173k 140.30
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J P Morgan Exchange Traded F Ex Td Bd (JMST) 0.1 $24M -18% 475k 50.45
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Deere & Co Equities (DE) 0.1 $23M -43% 62k 377.53
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Waste Management (WM) 0.1 $23M 153k 152.44
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Dimensional Etf Trust Equities (DFAT) 0.1 $23M -3% 502k 45.69
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Air Prods & Chems Equities (APD) 0.1 $23M -13% 81k 283.45
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Mondelez Intl Equities (MDLZ) 0.1 $23M -27% 324k 69.47
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Paychex (PAYX) 0.1 $22M -44% 191k 115.33
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Norfolk Southn Corp Equities (NSC) 0.1 $22M -20% 110k 196.93
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Ishares Tr Equities (GOVT) 0.1 $22M -12% 974k 22.04
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Boston Scientific Corporation (BSX) 0.1 $21M -15% 406k 52.80
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Trex Company (TREX) 0.1 $21M 344k 61.63
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Discover Financial Services (DFS) 0.1 $21M -12% 243k 86.63
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Vanguard Index Fds Equities (VBR) 0.1 $21M -41% 132k 159.49
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Autodesk Equities (ADSK) 0.1 $21M -17% 102k 206.91
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Chubb Equities (CB) 0.1 $21M -30% 99k 208.39
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Ishares Tr Equities (ISTB) 0.1 $21M +5% 442k 46.38
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United Rentals Equities (URI) 0.1 $20M 46k 444.57
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Qualcomm (QCOM) 0.1 $20M -50% 184k 111.06
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Novo-nordisk A S Adr (NVO) 0.1 $20M +150% 219k 90.94
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Roper Industries (ROP) 0.1 $20M -10% 41k 484.29
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $20M -8% 280k 69.78
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J P Morgan Exchange Traded F Equities (JVAL) 0.1 $20M 562k 34.64
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Servicenow (NOW) 0.1 $19M -32% 35k 558.95
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Novartis Adr (NVS) 0.1 $19M -16% 189k 101.86
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Booking Holdings Equities (BKNG) 0.1 $19M -13% 6.2k 3083.95
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Vanguard Intl Equity Index F Equities (VT) 0.1 $19M +46% 204k 93.18
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Genuine Parts Equities (GPC) 0.1 $19M -25% 131k 144.50
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Constellation Brands Cl A (STZ) 0.1 $19M +4% 75k 251.33
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Information Services (III) 0.1 $19M -9% 4.3M 4.38
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Elevance Health Equities (ELV) 0.1 $19M -14% 43k 435.43
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Bristol Myers Squibb (BMY) 0.1 $19M -47% 321k 58.04
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $19M +52% 750k 24.84
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Kla Corp Com New (KLAC) 0.1 $19M +21% 41k 458.66
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Duke Energy Corp Equities (DUK) 0.1 $19M -5% 210k 88.26
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $18M -23% 243k 75.84
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ConocoPhillips (COP) 0.1 $18M 153k 119.83
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3M Equities (MMM) 0.1 $18M -9% 191k 93.62
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Brown Forman Corp Stock (BF.B) 0.1 $18M -3% 309k 57.69
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Semler Scientific Stock (SMLR) 0.1 $18M 701k 25.37
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Spdr Ser Tr Equities (SDY) 0.1 $18M +16% 153k 115.01
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Lam Research Corporation (LRCX) 0.1 $18M -16% 28k 628.17
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Ishares Tr Ex Trd Eq Fd (IJS) 0.1 $17M -3% 194k 89.30
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Morgan Stanley Call (MS) 0.1 $17M -2% 210k 81.67
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Kimberly-Clark Corporation (KMB) 0.1 $17M -15% 140k 121.67
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Marathon Pete Corp Equities (MPC) 0.1 $17M -20% 113k 151.34
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $17M -38% 112k 152.16
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Target Corporation (TGT) 0.1 $17M +26% 152k 110.57
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Epam Sys Equities (EPAM) 0.1 $17M -20% 66k 253.05
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Corning Incorporated (GLW) 0.1 $17M +9% 549k 30.47
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Cummins Stock (CMI) 0.1 $16M 70k 228.46
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First Tr Exchange-traded Etf (FTSM) 0.1 $16M NEW 268k 59.42
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Tetra Tech Stock (TTEK) 0.1 $16M 103k 152.03
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $16M -6% 228k 68.44
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $16M -10% 503k 31.01
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $16M -7% 424k 36.66
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Crowdstrike Hldgs Equities (CRWD) 0.1 $16M 93k 167.38
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Illinois Tool Wks Equities (ITW) 0.1 $16M -93% 67k 230.38
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $15M -34% 145k 106.20
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $15M -11% 321k 48.07
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Ishares Silver Tr Equities (SLV) 0.1 $15M +265% 758k 20.34
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Ishares Tr Mbs Etf (MBB) 0.1 $15M +326% 174k 88.80
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Eastman Chemical Company (EMN) 0.1 $15M 199k 77.48
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $15M -4% 304k 50.55
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Assetmark Finl Hldgs Stock (AMK) 0.1 $15M 606k 25.08
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Paycom Software (PAYC) 0.1 $15M -3% 58k 259.27
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Pimco Etf Tr Ex Td Bd (LDUR) 0.1 $15M +7% 160k 93.74
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Cigna Corp (CI) 0.1 $15M -22% 52k 286.08
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Dimensional Etf Trust Etf (DISV) 0.1 $15M 619k 23.78
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Truist Finl Corp Equities (TFC) 0.1 $15M -25% 510k 28.61
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Pimco Etf Tr Ex Td Bd (MINT) 0.1 $15M -30% 145k 100.14
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Boeing Equities (BA) 0.1 $15M -50% 76k 191.69
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Shenandoah Telecommunications Company (SHEN) 0.1 $14M -50% 698k 20.61
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Vanguard Bd Index Fds Etf (BSV) 0.1 $14M +9% 189k 75.17
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General Electric Equities (GE) 0.1 $14M -21% 127k 110.56
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.1 $14M +4774% 601k 23.19
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Corcept Therapeutics Stock (CORT) 0.1 $14M NEW 510k 27.25
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Kkr & Co Equities (KKR) 0.1 $14M -3% 222k 61.60
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $14M +97% 187k 72.31
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Vanguard Index Fds Ex Trd Eq Fd (VV) 0.1 $13M +99% 68k 195.69
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Ishares Tr Select Divid Etf (DVY) 0.1 $13M 123k 107.85
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Past Filings by Cerity Partners

SEC 13F filings are viewable for Cerity Partners going back to 2016

View all past filings