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CIK: 0002128338
Total reported value
$239.4M
$239.4M
31 檔
67.7%
At the close of Q1 2026, Cerity Partners Retirement Plan Advisors LLC disclosed equity holdings valued at approximately $239.4M, spread across 31 reported holdings.
During Q1 2026, Cerity Partners Retirement Plan Advisors 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 29.60% | -2.15% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.07% | -3.62% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 17.62% | -6.53% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.23% | -0.62% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.29% | +4.79% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | -0.13% | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | -1.36% | EXIT | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | -1.30% | EXIT | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.29% | +0.11% | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.27% | -1.27% | EXIT | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -1.03% | EXIT | |
| 12 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.96% | -0.06% | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.78% | -0.78% | EXIT | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.73% | EXIT | |
| 15 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.68% | +0.03% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | -0.68% | EXIT | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.64% | -0.64% | EXIT | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.62% | -0.62% | EXIT | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.60% | -0.60% | EXIT | |
| 20 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.55% | -0.55% | EXIT | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.37% | +0.03% | — | |
| 22 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.35% | -0.01% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | -0.32% | EXIT | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.31% | -0.01% | — | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.24% | +0.01% | — | |
| 26 | JSTC | Adasina Social Justice Glb | ETF-Other | 0.23% | — | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.22% | -0.22% | EXIT | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.22% | -0.22% | EXIT | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.16% | — | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.12% | — | — | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.12% | -0.12% | EXIT |
According to official SEC Form 13F filings, Cerity Partners Retirement Plan Advisors LLC reported a total U.S. public equity portfolio value of $239.4M across 31 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, BND) accounted for 67.7% of total reported equity market value during Q1 2026.
During Q1 2026, Cerity Partners Retirement Plan Advisors LLC's top holdings by market value included SPY (29.6%)、VTI (24.1%)、BND (17.6%). The largest single position, SPY, represented 29.6% of total portfolio value.
In Q1 2026, Cerity Partners Retirement Plan Advisors 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.
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