The Analysis of Cerity Partners OCIO LLC's Holdings


Currently, Cerity Partners OCIO LLC holds 25 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in VT (+431.3K shares, valued at $59.4M), IEF (+198.0K shares, valued at $19.1M), VEA (+128.2K shares, valued at $7.7M); decreased their positions in TLH (-113.8K shares, valued at $11.7M), BWX (-297.4K shares, valued at $6.8M), NUEM (-90.1K shares, valued at $3.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS975.8K shares0.41%2025-09-302025-10-22history
IEF ISHARES TR2.8M shares7.68%2025-09-302025-10-22history
VT VANGUARD INTL EQUITY INDEX F1.5M shares39.52%2025-09-302025-10-22history
BWX SPDR SERIES TRUST7.7M shares-3.73%2025-09-302025-10-22history
SCHP SCHWAB STRATEGIC TR5.5M shares0.00%2025-09-302025-10-22history
GLD SPDR GOLD TR294.9K shares-2.26%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F1.9M shares1.52%2025-09-302025-10-22history
EMLP FIRST TR EXCHANGE-TRADED FD1.9M shares-2.07%2025-09-302025-10-22history
Sponsored
TLH ISHARES TR650.9K shares-14.89%2025-09-302025-10-22history
EIPX FIRST TR EXCHANGE-TRADED FD2.4M shares-1.57%2025-09-302025-10-22history
MBB ISHARES TR375.2K shares16.69%2025-09-302025-10-22history
TLT ISHARES TR250.2K shares15.50%2025-09-302025-10-22history
PABU ISHARES TR222.7K shares17.74%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS262.2K shares95.73%2025-09-302025-10-22history
GOVT ISHARES TR534.2K shares4.35%2025-09-302025-10-22history
XLE SELECT SECTOR SPDR TR117.7K shares0.00%2025-09-302025-10-22history
Sponsored
AGG ISHARES TR103.1K shares2.37%2025-09-302025-10-22history
SHY ISHARES TR88.4K shares37.68%2025-09-302025-10-22history
VNQ VANGUARD INDEX FDS70.3K shares0.00%2025-09-302025-10-22history
NULG NUSHARES ETF TR59.8K shares-25.19%2025-09-302025-10-22history
IGOV ISHARES TR85.0K shares38.24%2025-09-302025-10-22history
NUDM NUSHARES ETF TR70.2K shares479.63%2025-09-302025-10-22history
NUEM NUSHARES ETF TR73.8K shares-54.99%2025-09-302025-10-22history
VNQI VANGUARD INTL EQUITY INDEX F14.7K shares0.00%2025-09-302025-10-22history
Sponsored
BSM BLACK STONE MINERALS L P154 shares-1.91%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available