Cerity Partners LLC
3,101 holdingsFiling period: 2026-03-31Current AUM: $79.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 5.14M | $3.07B | $3.53B | 4.44% | +456.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 9.45M | $2.40B | $2.92B | 3.67% | +256.7K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 13.09M | $2.28B | $2.63B | 3.30% | +429.6K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 2.66M | $1.74B | $2.00B | 2.51% | +113.9K | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 2.40M | $1.56B | $1.79B | 2.25% | +88.7K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 4.11M | $1.52B | $1.91B | 2.40% | +307.9K | 2026-03-31 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 20.42M | $1.31B | $1.44B | 1.81% | +1.08M | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 4.98M | $1.04B | $1.35B | 1.70% | +222.2K | 2026-03-31 |
| 9 | IEFA | ISHARES TR | 11.36M | $1.03B | $1.12B | 1.40% | +142.8K | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 3.55M | $1.02B | $1.26B | 1.59% | +40.8K | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 3.40M | $974.2M | $1.21B | 1.52% | +34.8K | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 3.02M | $935.9M | $1.18B | 1.48% | +55.2K | 2026-03-31 |
| 13 | PG | PROCTER & GAMBLE CO | 6.21M | $896.4M | $896.7M | 1.13% | +88.8K | 2026-03-31 |
| 14 | AGG | ISHARES TR | 8.90M | $883.8M | $866.9M | 1.09% | +911.0K | 2026-03-31 |
| 15 | QUAL | ISHARES TR | 4.00M | $767.3M | $877.4M | 1.10% | +472.8K | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 1.21M | $690.3M | $671.7M | 0.84% | +110.1K | 2026-03-31 |
| 17 | LLY | ELI LILLY & CO | 732.8K | $674.0M | $841.9M | 1.06% | +24.7K | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 1.98M | $637.0M | $731.1M | 0.92% | +108.2K | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 2.10M | $617.2M | $738.2M | 0.93% | +47.5K | 2026-03-31 |
| 20 | QQQ | INVESCO QQQ TR | 960.6K | $494.2M | $589.1M | 0.74% | +209.4K | 2026-03-31 |
| 21 | SCHX | SCHWAB STRATEGIC TR | 19.18M | $491.9M | $564.8M | 0.71% | +194.2K | 2026-03-31 |
| 22 | IWF | ISHARES TR | 1.14M | $485.8M | $539.2M | 0.68% | +175.0K | 2026-03-31 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | 2.38M | $457.0M | $512.0M | 0.64% | +418.0K | 2026-03-31 |
| 24 | IDEV | ISHARES TR | 5.46M | $456.2M | $494.0M | 0.62% | +1.98M | 2026-03-31 |
| 25 | JNJ | JOHNSON & JOHNSON | 1.85M | $451.7M | $473.7M | 0.60% | +41.1K | 2026-03-31 |
← Scroll →
Page 1 of 125