Cerity Partners Retirement Plan Advisors LLC

Est. AUM

$195.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$57.9M	89068	29.60%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$47.1M	146827	24.07%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$34.5M	469254	17.62%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.2M	196556	6.23%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.3M	197005	5.29%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.9M	6574	2.01%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$2.7M	40542	1.36%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$2.5M	20408	1.30%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$2.5M	70205	1.29%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.5M	31768	1.27%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	26374	1.03%	SOLE
12	NUSHARES ETF TR	NUVEEN ESG INTL	$1.9M	53941	0.96%	SOLE
13	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	17550	0.78%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	5466	0.73%	SOLE
15	ISHARES TR	CORE 80/20 AGGRE	$1.3M	15504	0.68%	SOLE
16	VANGUARD INDEX FDS	MID CAP ETF	$1.3M	4649	0.68%	SOLE
17	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.3M	26210	0.64%	SOLE
18	VANGUARD BD INDEX FDS	INTERMED TERM	$1.2M	15836	0.62%	SOLE
19	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.2M	8513	0.60%	SOLE
20	VANGUARD BD INDEX FDS	LONG TERM BOND	$1.1M	15727	0.55%	SOLE
21	ISHARES TR	S&P MC 400GR ETF	$733K	7380	0.37%	SOLE
22	NUSHARES ETF TR	NUVEEN ESG EMRGN	$678K	19239	0.35%	SOLE
23	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$634K	4284	0.32%	SOLE
24	ISHARES TR	3 7 YR TREAS BD	$609K	5135	0.31%	SOLE
25	ISHARES TR	CORE 60/40 BALAN	$469K	7429	0.24%	SOLE
26	TIDAL TRUST I	ADASINA SOCIAL	$460K	24224	0.24%	SOLE
27	VANGUARD INDEX FDS	SM CP VAL ETF	$433K	1992	0.22%	SOLE
28	VANGUARD INDEX FDS	MCAP VL IDXVIP	$428K	2348	0.22%	SOLE
29	ISHARES TR	IBOXX HI YD ETF	$322K	4074	0.16%	SOLE
30	ISHARES TR	IBOXX INV CP ETF	$231K	2132	0.12%	SOLE
31	VANGUARD INDEX FDS	SML CP GRW ETF	$231K	764	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.