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Cerity Partners Retirement Plan Advisors LLC 13F holdings

Filed 2026-08-14 · Cerity Partners Retirement Plan Advisors LLC · 34 positions · $239.4M

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Ticker	Company	Shares	Value	% of portfolio
SPY	STATE STR SPDR S&P 500 ETF T	88.7K	$65.7M	27.4%
VTI	VANGUARD INDEX FDS	133.3K	$48.9M	20.4%
BND	VANGUARD BD INDEX FDS	360.2K	$26.5M	11.1%
VWO	VANGUARD INTL EQUITY INDEX F	407.8K	$24.1M	10.1%
ACWI	ISHARES INC	265.7K	$22.0M	9.2%
VEA	VANGUARD TAX-MANAGED FDS	189.2K	$13.4M	5.6%
GOVT	ISHARES TR	309.5K	$7.1M	3.0%
VOO	VANGUARD INDEX FDS	6.6K	$4.5M	1.9%
AGG	ISHARES TR	34.9K	$3.5M	1.4%
SPYG	SPDR SERIES TRUST	28.2K	$3.4M	1.4%
CWI	SPDR INDEX SHS FDS	82.7K	$3.4M	1.4%
NUDM	NUSHARES ETF TR	53.9K	$2.1M	0.9%
AOA	ISHARES TR	17.5K	$1.7M	0.7%
IVV	ISHARES TR	2.3K	$1.7M	0.7%
IDEV	ISHARES TR	17.7K	$1.6M	0.7%
IJK	ISHARES TR	8.1K	$949,721	0.4%
QUAL	ISHARES TR	4.0K	$884,125	0.4%
SPAB	SPDR SERIES TRUST	32.2K	$822,883	0.3%
NUEM	NUSHARES ETF TR	19.2K	$816,428	0.3%
IEI	ISHARES TR	6.2K	$722,270	0.3%
MTUM	ISHARES TR	1.8K	$601,644	0.3%
AOR	ISHARES TR	8.5K	$586,978	0.2%
—	TIDAL TRUST I	24.2K	$554,243	0.2%
BIL	SPDR SERIES TRUST	5.4K	$497,093	0.2%
ANGL	VANECK ETF TRUST	15.2K	$445,711	0.2%
AVLV	AMERICAN CENTY ETF TR	4.6K	$418,931	0.2%
IQLT	ISHARES TR	8.1K	$401,355	0.2%
RODM	LATTICE STRATEGIES TR	9.7K	$393,256	0.2%
HYG	ISHARES TR	4.9K	$390,181	0.2%
LQD	ISHARES TR	2.6K	$287,683	0.1%
USVM	VICTORY PORTFOLIOS II	2.6K	$284,874	0.1%
DFSV	DIMENSIONAL ETF TRUST	7.1K	$276,728	0.1%
AVEM	AMERICAN CENTY ETF TR	2.2K	$216,716	0.1%
DFAE	DIMENSIONAL ETF TRUST	5.3K	$212,243	0.1%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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