13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001519611
Total reported value
$2.0B
$2.0B
24 檔
53.4%
In Q4 2024, Cerity Partners OCIO LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 24 disclosed stock positions.
During Q4 2024, Cerity Partners OCIO LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 34.15% | -8.48% | — | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 15.15% | -2.12% | +0.94% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 8.59% | -1.48% | +100.00% | |
| 4 | BWX | State Street Spdr Bloomberg | ETF-Other | 6.52% | -0.76% | +12.11% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 5.50% | -2.02% | -2.36% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.59% | -0.01% | +2.99% | |
| 7 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.00% | — | — | |
| 8 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 3.90% | -0.87% | -1.00% | |
| 9 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 3.81% | -0.22% | +10.92% | |
| 10 | EMLP | First Trust North American E | ETF-Other | 3.03% | -1.22% | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.64% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.65% | -0.20% | +435.13% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.33% | — | -24.98% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.25% | +0.42% | -17.16% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.75% | -0.18% | +5.07% | |
| 16 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.75% | — | -38.09% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 0.67% | -0.19% | — | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | — | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.15% | +37.06% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.36% | — | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.17% | — | — | |
| 22 | IGOV | Ishares International Treasu | ETF-Other | 0.13% | -0.07% | +93.02% | |
| 23 | BSM | Black Stone Minerals LP | Stock-Other | 0.02% | — | -2.35% | |
| 24 | OLOGBX | Olo Inc - Class A | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Cerity Partners OCIO LLC reported a total U.S. public equity portfolio value of $2.0B across 24 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IEF, SCHP) accounted for 53.4% of total reported equity market value during Q4 2024.
During Q4 2024, Cerity Partners OCIO LLC's top holdings by market value included VOO (34.1%)、IEF (15.2%)、SCHP (8.6%). The largest single position, VOO, represented 34.1% of total portfolio value.
In Q4 2024, Cerity Partners OCIO LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.