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CIK: 0001519611
Total reported value
$2.0B
$2.0B
24 檔
64.5%
The Q1 2025 SEC filing reveals that Cerity Partners OCIO LLC held a total portfolio value of $2.0B, covering 24 public equity positions.
In Q1 2025, Cerity Partners OCIO LLC displayed an active expansion posture, initiating 24 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IEF, SCHP) accounted for 64.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 33.52% | -8.48% | +20.58% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 15.51% | -2.12% | +16.28% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 8.69% | -1.48% | +13.85% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 8.20% | -0.01% | +112.23% | |
| 5 | BWX | State Street Spdr Bloomberg | ETF-Other | 6.23% | -0.76% | +9.58% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 5.39% | -2.02% | -3.42% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.10% | -0.20% | +252.26% | |
| 8 | EMLP | First Trust North American E | ETF-Other | 4.02% | -1.22% | +47.69% | |
| 9 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 3.54% | -0.87% | — | |
| 10 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 2.15% | -0.22% | -28.19% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.71% | — | — | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.06% | — | -9.96% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.97% | +0.42% | -9.66% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.67% | -0.18% | +3.61% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 0.62% | -0.19% | — | |
| 16 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.55% | +0.10% | — | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | — | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.36% | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.15% | +1.88% | |
| 20 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.35% | — | — | |
| 21 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.20% | -0.13% | — | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.14% | — | — | |
| 23 | IGOV | Ishares International Treasu | ETF-Other | 0.12% | -0.07% | — | |
| 24 | BSM | Black Stone Minerals LP | Stock-Other | 0.02% | — | -2.41% |
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 Q1 2025.
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Top New Position Initiated
VOO
市值: $592.3M
During Q1 2025, Cerity Partners OCIO LLC's top holdings by market value included VOO (33.5%)、IEF (15.5%)、SCHP (8.7%). The largest single position, VOO, represented 33.5% of total portfolio value.
In Q1 2025, Cerity Partners OCIO LLC made 24 total portfolio adjustments, initiating 24 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.
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