Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Advisors as of March 31, 2026

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