Cerity Partners Retirement Plan Advisors LLC: 13F holdings
CIK 21283382026Q2
| Positions | 34 |
|---|
| Reported value | $239.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 34 (+3 vs prior quarter) |
|---|
| Reported value | $239.4m (+22.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 88,678 | $65.7m | 27.4% |
| VTI VANGUARD INDEX FDS | 133,330 | $48.9m | 20.4% |
| BND VANGUARD BD INDEX FDS | 360,195 | $26.5m | 11.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 407,830 | $24.1m | 10.1% |
| IEMG ISHARES INC | 265,723 | $22.0m | 9.2% |
| VEA VANGUARD TAX-MANAGED FDS | 189,205 | $13.4m | 5.6% |
| GOVT ISHARES TR | 309,532 | $7.1m | 3.0% |
| VOO VANGUARD INDEX FDS | 6,595 | $4.5m | 1.9% |
| AGG ISHARES TR | 34,949 | $3.5m | 1.4% |
| SPYG SPDR SERIES TRUST | 28,172 | $3.4m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2128338")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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