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The Analysis of Cerity Partners Retirement Plan Advisors LLC's Holdings & P&L

Currently, Cerity Partners Retirement Plan Advisors LLC holds 31 types of securities in its portfolio with a total value $195.7M. In the most recent quarter, they have increased their positions in SPY (+89.1K shares, valued at $57.9M), VTI (+146.8K shares, valued at $47.1M), BND (+469.3K shares, valued at $34.5M); initiated new positions in SPY (+89.1K shares, valued at $57.9M), VTI (+146.8K shares, valued at $47.1M), BND (+469.3K shares, valued at $34.5M).

1M P&L

-814.7K-0.38%

3M P&L

+4.2M+2.03%

HY P&L

+4.8M+2.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.7M

100.0%

Top Industries by Stock Count

1N/A30 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T89.1K sharesnew addition2026-03-312026-05-15

VTI VANGUARD INDEX FDS146.8K sharesnew addition2026-03-312026-05-15

BND VANGUARD BD INDEX FDS469.3K sharesnew addition2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS196.6K sharesnew addition2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F197.0K sharesnew addition2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS6.6K sharesnew addition2026-03-312026-05-15

IJH ISHARES TR40.5K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR20.4K sharesnew addition2026-03-312026-05-15

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CWI SPDR INDEX SHS FDS70.2K sharesnew addition2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS31.8K sharesnew addition2026-03-312026-05-15

SPYM SPDR SERIES TRUST26.4K sharesnew addition2026-03-312026-05-15

NUDM NUSHARES ETF TR53.9K sharesnew addition2026-03-312026-05-15

VNQ VANGUARD INDEX FDS17.6K sharesnew addition2026-03-312026-05-15

VB VANGUARD INDEX FDS5.5K sharesnew addition2026-03-312026-05-15

AOA ISHARES TR15.5K sharesnew addition2026-03-312026-05-15

VO VANGUARD INDEX FDS4.6K sharesnew addition2026-03-312026-05-15

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BNDX VANGUARD CHARLOTTE FDS26.2K sharesnew addition2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS15.8K sharesnew addition2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F8.5K sharesnew addition2026-03-312026-05-15

BLV VANGUARD BD INDEX FDS15.7K sharesnew addition2026-03-312026-05-15

IJK ISHARES TR7.4K sharesnew addition2026-03-312026-05-15

NUEM NUSHARES ETF TR19.2K sharesnew addition2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS4.3K sharesnew addition2026-03-312026-05-15

IEI ISHARES TR5.1K sharesnew addition2026-03-312026-05-15

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AOR ISHARES TR7.4K sharesnew addition2026-03-312026-05-15

JSTC TIDAL TRUST I24.2K sharesnew addition2026-03-312026-05-15

VBR VANGUARD INDEX FDS2.0K sharesnew addition2026-03-312026-05-15

VOE VANGUARD INDEX FDS2.3K sharesnew addition2026-03-312026-05-15

HYG ISHARES TR4.1K sharesnew addition2026-03-312026-05-15

LQD ISHARES TR2.1K sharesnew addition2026-03-312026-05-15

VBK VANGUARD INDEX FDS764 sharesnew addition2026-03-312026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares89.1K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

New

Shares146.8K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

New

Shares469.3K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

New

Shares196.6K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares197.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares6.6K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

New

Shares40.5K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

New

Shares20.4K

Event2026-03-31

Filed2026-05-15

CWI

SPDR INDEX SHS FDS

New

Shares70.2K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

New

Shares31.8K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

New

Shares26.4K

Event2026-03-31

Filed2026-05-15

NUDM

NUSHARES ETF TR

New

Shares53.9K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

New

Shares17.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares5.5K

Event2026-03-31

Filed2026-05-15

AOA

ISHARES TR

New

Shares15.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares4.6K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

New

Shares26.2K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

New

Shares15.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

New

Shares8.5K

Event2026-03-31

Filed2026-05-15

BLV

VANGUARD BD INDEX FDS

New

Shares15.7K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-15

NUEM

NUSHARES ETF TR

New

Shares19.2K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

New

Shares4.3K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

New

Shares5.1K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-15

JSTC

TIDAL TRUST I

New

Shares24.2K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

New

Shares764

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available