Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Advisors as of June 30, 2026

Portfolio Holdings for Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Advisors holds 34 positions in its portfolio as reported in the June 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) 27.4 $66M 89k 740.84
Vanguard Index Fds Total Stk Mkt (VTI) 20.4 $49M 133k 367.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.1 $27M 360k 73.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 10.1 $24M 408k 59.16
Ishares Core Msci Emkt (IEMG) 9.2 $22M 266k 82.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $13M 189k 70.92
Ishares Tr Us Treas Bd Etf (GOVT) 3.0 $7.1M 310k 22.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $4.5M 6.6k 680.82
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $3.5M 35k 98.98
Spdr Series Trust ST STR P500GRW (SPYG) 1.4 $3.4M 28k 118.99
Spdr Index Shs Fds St Str Acwi Etf (CWI) 1.4 $3.4M 83k 40.49
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.9 $2.1M 54k 39.72
Ishares Tr Core 80 20 Etf (AOA) 0.7 $1.7M 18k 97.34
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.7M 2.3k 749.00
Ishares Tr Core Msci Intl (IDEV) 0.7 $1.6M 18k 89.01
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $950k 8.1k 117.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $884k 4.0k 219.44
Spdr Series Trust St Str Aggre Etf (SPAB) 0.3 $823k 32k 25.52
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.3 $816k 19k 42.44
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $722k 6.2k 117.44
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $602k 1.8k 342.82
Ishares Tr Core 60 Bala Etf (AOR) 0.2 $587k 8.5k 69.31
Tidal Trust I Adasina Social (JSTC) 0.2 $554k 24k 22.88
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.2 $497k 5.4k 91.63
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $446k 15k 29.24
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $419k 4.6k 91.21
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $401k 8.1k 49.55
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.2 $393k 9.7k 40.41
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $390k 4.9k 80.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $288k 2.6k 109.64
Victory Portfolios Ii Usaa Msci Usa Sm (USVM) 0.1 $285k 2.6k 109.82
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $277k 7.1k 38.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $217k 2.2k 96.49
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $212k 5.3k 40.21