Cerity Partners LLC
3,298 holdingsFiling period: 2026-06-30Current AUM: $84.78Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 5.30M | $3.63B | $3.74B | 4.41% | +159.2K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 9.69M | $2.80B | $3.36B | 3.97% | +233.4K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 13.66M | $2.73B | $2.98B | 3.51% | +572.7K | 2026-06-30 |
| 4 | IVV | iShares TR | 2.80M | $2.10B | $2.17B | 2.56% | +142.1K | 2026-06-30 |
| 5 | SPY | State Str Spdr S&P 500 ETF T | 2.51M | $1.85B | $1.90B | 2.24% | +114.5K | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 4.16M | $1.55B | $2.21B | 2.60% | +44.2K | 2026-06-30 |
| 7 | VEA | Vanguard Tax-Managed Fds | 21.44M | $1.53B | $1.50B | 1.77% | +1.02M | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 3.60M | $1.28B | $1.15B | 1.36% | +50.0K | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 3.46M | $1.22B | $1.10B | 1.29% | +65.3K | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 5.10M | $1.22B | $1.29B | 1.52% | +117.2K | 2026-06-30 |
| 11 | AVGO | Broadcom Inc | 3.06M | $1.16B | $1.05B | 1.24% | +37.9K | 2026-06-30 |
| 12 | IEFA | iShares TR | 11.60M | $1.12B | $1.12B | 1.32% | +244.8K | 2026-06-30 |
| 13 | AGG | iShares TR | 9.92M | $982.1M | $953.4M | 1.12% | +1.02M | 2026-06-30 |
| 14 | PG | Procter & Gamble Co | 6.20M | $908.6M | $986.6M | 1.16% | -9,760 | 2026-06-30 |
| 15 | LLY | Eli Lilly & Co | 751.5K | $901.4M | $963.4M | 1.14% | +18.7K | 2026-06-30 |
| 16 | QUAL | iShares TR | 3.85M | $845.8M | $860.2M | 1.01% | -146,068 | 2026-06-30 |
| 17 | VTI | Vanguard Index Fds | 2.42M | $828.0M | $845.7M | 1.00% | +432.4K | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 1.26M | $711.3M | $783.1M | 0.92% | +56.3K | 2026-06-30 |
| 19 | JPM | JPMorgan Chase & Co | 2.13M | $698.0M | $716.0M | 0.84% | +34.1K | 2026-06-30 |
| 20 | QQQ | Invesco Qqq TR | 834.6K | $614.5M | $601.9M | 0.71% | -126,000 | 2026-06-30 |
| 21 | RSP | Invesco Exchange Traded FD T | 2.80M | $596.6M | $610.0M | 0.72% | +422.7K | 2026-06-30 |
| 22 | IEMG | iShares Inc | 7.03M | $582.2M | $535.4M | 0.63% | +749.2K | 2026-06-30 |
| 23 | IDEV | iShares TR | 6.38M | $567.5M | $571.0M | 0.67% | +917.1K | 2026-06-30 |
| 24 | IWF | iShares TR | 4.56M | $566.3M | $557.5M | 0.66% | +3.42M | 2026-06-30 |
| 25 | SCHX | Schwab Strategic TR | 18.50M | $544.6M | $560.5M | 0.66% | -680,811 | 2026-06-30 |
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