Cerity Partners LLC
CIK Number: 0001566475
49.37B
Market Value
2,293
# of Holdings
10 months
Avg. Holding Period
37.51%
Win Rate
119.36%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 3.65M | +4.95% | 1.96B | 438.55 | 4.26% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 7.34M | +0.94% | 1.81B | 199.75 | 3.94% |
| 3 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 3.12M | -2.13% | 1.32B | 354.45 | 2.87% |
| 4 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 9.28M | +3.17% | 1.22B | 56.65 | 2.65% |
| 5 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 2.21M | -1.25% | 1.18B | 573.76 | 2.55% |
| 6 | IVV | iShares Core S&... | 603.05 | +0.54% | 1.99M | +7.80% | 1.17B | 454.61 | 2.54% |
| 7 | PG | The Procter & G... | 160.70 | +0.26% | 6.44M | +1.30% | 1.08B | 147.86 | 2.34% |
| 8 | VEA | Vanguard Develo... | 56.41 | +0.44% | 16.71M | +8.26% | 798.97M | 47.51 | 1.73% |
| 9 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 3.61M | -0.75% | 773.51M | 181.75 | 1.68% |
| 10 | IEFA | iShares Core MS... | 81.91 | -1.35% | 8.98M | +3.02% | 631.01M | 69.32 | 1.37% |
| 11 | AGG | iShares Core U.... | 97.78 | -0.19% | 5.85M | +20.12% | 566.66M | 98.07 | 1.23% |
| 12 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 2.84M | +2.12% | 526.75M | 130.51 | 1.14% |
| 13 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 2.69M | +4.17% | 479.21M | 138.05 | 1.04% |
| 14 | VTI | Vanguard Total ... | 296.15 | +0.88% | 1.57M | +30.26% | 456.16M | 253.61 | 0.99% |
| 15 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 580.82K | +0.05% | 453.2M | 519.78 | 0.98% |
| 16 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 2.37M | -4.39% | 440.19M | 129.33 | 0.95% |
| 17 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 18.46M | +196.90% | 428.58M | 18.95 | 0.93% |
| 18 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 1.91M | -4.61% | 424.52M | 91.62 | 0.92% |
| 19 | META | Meta Platforms,... | 701.33 | +2.70% | 705.64K | -5.69% | 411.44M | 401.31 | 0.89% |
| 20 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 1.65M | -3.69% | 387.34M | 159.22 | 0.84% |
| 21 | IWF | iShares Russell... | 409.82 | +1.05% | 943.52K | +0.97% | 378.83M | 270.45 | 0.82% |
| 22 | CACC | Credit Acceptan... | 495.77 | +2.28% | 796.37K | -0.21% | 373.86M | 532.73 | 0.81% |
| 23 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 681.97K | -0.03% | 348.62M | 384.74 | 0.76% |
| 24 | COST | Costco Wholesal... | 984.10 | -0.62% | 372.15K | -3.13% | 339.57M | 599.86 | 0.74% |
| 25 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 633.68K | +2.05% | 287.77M | 363.62 | 0.62% |
| 26 | IJR | iShares Core S&... | 106.86 | +0.53% | 2.45M | +20.12% | 282.08M | 107.87 | 0.61% |
| 27 | ITOT | iShares Core S&... | 131.11 | +0.61% | 2.16M | -1.37% | 277.28M | 92.52 | 0.60% |
| 28 | V | Visa Inc. | 355.07 | +0.63% | 897.28K | -4.31% | 276.41M | 246.97 | 0.60% |
| 29 | IEI | iShares 3-7 Yea... | 117.61 | -0.12% | 2.21M | +8.50% | 255.25M | 116.21 | 0.55% |
| 30 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 476.99K | -5.93% | 246.68M | 525.15 | 0.54% |
| 31 | IJH | iShares Core S&... | 60.66 | +0.67% | 3.96M | +16.63% | 246.6M | 54.76 | 0.54% |
| 32 | HD | The Home Depot,... | 353.06 | -0.45% | 628.35K | -6.76% | 246.19M | 326.95 | 0.53% |
| 33 | IWB | iShares Russell... | 329.80 | +0.60% | 738.05K | +7.61% | 237.77M | 245.14 | 0.52% |
| 34 | SPAB | SPDR Portfolio ... | 25.21 | -0.22% | 9.39M | +2.47% | 234.77M | 25.22 | 0.51% |
| 35 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 4.56M | +27.66% | 230.33M | 50.3 | 0.50% |
| 36 | ITW | Illinois Tool W... | 244.12 | +1.09% | 903.71K | +263.86% | 229.27M | 249.56 | 0.50% |
| 37 | MTUM | iShares MSCI US... | 231.53 | +0.55% | 1.07M | -0.25% | 221.65M | 145.68 | 0.48% |
| 38 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 1.44M | -1.31% | 211.11M | 162.86 | 0.46% |
| 39 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 1.2M | +34.82% | 210.5M | 165.86 | 0.46% |
| 40 | SCHP | Schwab U.S. TIP... | 26.30 | -0.17% | 8M | +104.05% | 206.75M | 26.33 | 0.45% |
| 41 | IEMG | iShares Core MS... | 58.66 | -0.09% | 3.92M | +3.79% | 204.76M | 51.74 | 0.44% |
| 42 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 1.86M | -1.29% | 201.58M | 103.21 | 0.44% |
| 43 | VGSH | Vanguard Short-... | 58.45 | -0.03% | 3.46M | +2.56% | 201.48M | 58.15 | 0.44% |
| 44 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 4M | +23.58% | 200.46M | 50.55 | 0.43% |
| 45 | SHY | iShares 1-3 Yea... | 82.40 | -0.01% | 2.4M | +4.50% | 196.55M | 81.76 | 0.43% |
| 46 | MA | Mastercard Inco... | 568.14 | +1.09% | 369.15K | -1.18% | 192.93M | 367.94 | 0.42% |
| 47 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 721.6K | +6.89% | 190.6M | 240.9 | 0.41% |
| 48 | USMV | iShares MSCI US... | 92.66 | -0.38% | 2.1M | -1.63% | 186.4M | 74.21 | 0.40% |
| 49 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 6.71M | +196.47% | 186.11M | 25.28 | 0.40% |
| 50 | MRK | Merck & Co., In... | 80.88 | -1.02% | 1.77M | -6.01% | 183.97M | 110.98 | 0.40% |
| 51 | SPYV | SPDR Portfolio ... | 51.52 | +0.58% | 3.44M | +0.05% | 175.75M | 42.89 | 0.38% |
| 52 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 533.15K | -3.7% | 174.94M | 258.62 | 0.38% |
| 53 | CVX | Chevron Corpora... | 146.06 | +0.10% | 1.21M | +4.53% | 174.82M | 154.87 | 0.38% |
| 54 | BSV | Vanguard Short-... | 78.08 | -0.03% | 2.25M | +10.13% | 173.59M | 77.12 | 0.38% |
| 55 | VGT | Vanguard Inform... | 633.02 | +1.56% | 266.61K | -0.98% | 165.77M | 413.49 | 0.36% |
| 56 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 3.27M | +0.84% | 161.98M | 35.67 | 0.35% |
| 57 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 873.92K | +4.73% | 158M | 156.82 | 0.34% |
| 58 | WMT | Walmart Inc. | 94.23 | -0.22% | 1.77M | +1.95% | 157.75M | 62.05 | 0.34% |
| 59 | TJX | The TJX Compani... | 124.16 | +0.20% | 1.3M | -3.32% | 156.9M | 84.38 | 0.34% |
| 60 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 5.64M | +375.98% | 153.99M | 25.57 | 0.33% |
| 61 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 819.4K | +86.82% | 153.03M | 109.57 | 0.33% |
| 62 | RODM | Hartford Multif... | 34.10 | +0.34% | 5.31M | +1.11% | 150.79M | 26.36 | 0.33% |
| 63 | VXF | Vanguard Extend... | 187.50 | +1.15% | 761.65K | +20.02% | 144.69M | 166.97 | 0.31% |
| 64 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 3.28M | +15.26% | 144.59M | 43.1 | 0.31% |
| 65 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 4.18M | -0.33% | 144.46M | 25.84 | 0.31% |
| 66 | VUG | Vanguard Growth... | 423.26 | +1.18% | 351.69K | +62.19% | 144.21M | 351.58 | 0.31% |
| 67 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 393.75K | +1.45% | 143.73M | 236.15 | 0.31% |
| 68 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 848.15K | -4.19% | 141.94M | 113.43 | 0.31% |
| 69 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 2.39M | -2% | 139.51M | 47.36 | 0.30% |
| 70 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 895.93K | -5.19% | 137.81M | 169.28 | 0.30% |
| 71 | MGK | Vanguard Mega C... | 353.82 | +1.25% | 394.57K | +3.19% | 135.5M | 270.21 | 0.29% |
| 72 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 2.35M | +4.04% | 135.13M | 55.77 | 0.29% |
| 73 | VGIT | Vanguard Interm... | 58.98 | -0.14% | 2.33M | +1.68% | 135.13M | 58.71 | 0.29% |
| 74 | IQLT | iShares MSCI In... | 42.72 | -1.16% | 3.57M | -19.32% | 132.64M | 36.9 | 0.29% |
| 75 | MCD | McDonald's Corp... | 295.94 | -1.98% | 453.8K | +1.14% | 132.21M | 267.19 | 0.29% |
| 76 | ADBE | Adobe Inc. | 401.12 | +2.41% | 284.12K | -7% | 130.25M | 452.64 | 0.28% |
| 77 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 2.19M | +2.83% | 129.04M | 55.84 | 0.28% |
| 78 | BND | Vanguard Total ... | 72.56 | -0.19% | 1.76M | +0.79% | 126.51M | 73.62 | 0.27% |
| 79 | VIG | Vanguard Divide... | 200.94 | +0.24% | 638.88K | +9.41% | 125.11M | 158.92 | 0.27% |
| 80 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 121.4K | +100.00% | 124.45M | 1025.11 | 0.27% |
| 81 | IWM | iShares Russell... | 210.52 | +0.78% | 546.01K | +3.49% | 120.65M | 195.11 | 0.26% |
| 82 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 4.65M | +105.56% | 120.19M | 23.75 | 0.26% |
| 83 | BAC | Bank of America... | 44.36 | +0.61% | 2.77M | -5.73% | 119.05M | 35.2 | 0.26% |
| 84 | SCHF | Schwab Internat... | 21.89 | +0.44% | 6.43M | +103.83% | 119.01M | 19 | 0.26% |
| 85 | ABT | Abbott Laborato... | 133.99 | -1.2% | 1.01M | +3.94% | 113.88M | 108 | 0.25% |
| 86 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 1.11M | -5.24% | 111.67M | 100.69 | 0.24% |
| 87 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 1.44M | -2.69% | 108.25M | 83.63 | 0.23% |
| 88 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 1.38M | +8.16% | 107.69M | 77.12 | 0.23% |
| 89 | DIS | The Walt Disney... | 119.45 | +1.28% | 1.01M | -2.08% | 107.39M | 104.03 | 0.23% |
| 90 | AMGN | Amgen Inc. | 295.12 | -0.03% | 389.14K | -1.55% | 107.39M | 265.89 | 0.23% |
| 91 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 440.01K | -0.14% | 106.54M | 181.82 | 0.23% |
| 92 | VTV | Vanguard Value ... | 174.03 | +0.37% | 621.03K | +6.40% | 105.15M | 150.97 | 0.23% |
| 93 | ACN | Accenture plc | 313.78 | +0.66% | 290.94K | -4.33% | 102.42M | 299.4 | 0.22% |
| 94 | DFUV | Dimensional US ... | 41.55 | +0.79% | 2.49M | -0.95% | 101.74M | 34.09 | 0.22% |
| 95 | VB | Vanguard Small ... | 232.08 | +1.04% | 418.63K | +11.18% | 100.58M | 219.41 | 0.22% |
| 96 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 502.29K | +0.15% | 98.03M | 103.42 | 0.21% |
| 97 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 1.65M | +18.22% | 97.51M | 59.19 | 0.21% |
| 98 | VRTX | Vertex Pharmace... | 450.66 | -1.05% | 238.03K | +3.92% | 97.49M | 394.6 | 0.21% |
| 99 | HON | Honeywell Inter... | 223.91 | -0.17% | 437.13K | -7.65% | 96.84M | 202.57 | 0.21% |
| 100 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 274.87K | +0.88% | 93.69M | 236.34 | 0.20% |
| 101 | SKOR | FlexShares Cred... | 48.19 | -0.07% | 1.94M | +2.78% | 92.69M | 46.65 | 0.20% |
| 102 | IGM | iShares Expande... | 107.67 | +1.62% | 900.24K | -9.03% | 91.91M | 71.18 | 0.20% |
| 103 | USVM | VictoryShares U... | 82.52 | +1.31% | 1.08M | -1.45% | 91.25M | 67.12 | 0.20% |
| 104 | DFIV | Dimensional Int... | 43.08 | +0.38% | 2.56M | +3.61% | 90.97M | 33.34 | 0.20% |
| 105 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 178.37K | -1.92% | 90.09M | 421.97 | 0.20% |
| 106 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 161.51K | -10.97% | 88.9M | 535.77 | 0.19% |
| 107 | UNP | Union Pacific C... | 224.53 | +0.52% | 385.28K | -2.86% | 88.73M | 240.86 | 0.19% |
| 108 | EMR | Emerson Electri... | 128.64 | +2.47% | 719.75K | -1.52% | 88.67M | 90.51 | 0.19% |
| 109 | INTU | Intuit Inc. | 767.56 | +1.80% | 140.89K | -8.52% | 88.36M | 494.18 | 0.19% |
| 110 | NEE | NextEra Energy,... | 73.71 | -1.43% | 1.18M | -6.08% | 88.28M | 74.49 | 0.19% |
| 111 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 86.23K | -5.77% | 86.44M | 725.03 | 0.19% |
| 112 | MMM | 3M Company | 144.91 | +1.82% | 642.73K | +5.36% | 85.51M | 116.69 | 0.19% |
| 113 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 2.22M | +5.50% | 85.21M | 35.04 | 0.18% |
| 114 | CGXU | Capital Group I... | 26.77 | +0.81% | 3.43M | +1.82% | 84.58M | 25.56 | 0.18% |
| 115 | SPTS | SPDR Portfolio ... | 29.14 | +0.02% | 2.91M | +2.02% | 84.55M | 28.8 | 0.18% |
| 116 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 162.4K | +16.69% | 84.21M | 343.75 | 0.18% |
| 117 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 230.22K | -1.56% | 84.06M | 287.41 | 0.18% |
| 118 | SYK | Stryker Corpora... | 376.80 | -0.13% | 230.93K | -1.89% | 83.17M | 264.97 | 0.18% |
| 119 | FI | Fiserv, Inc. | 164.84 | +1.12% | 406.59K | -0.67% | 82.86M | 132.66 | 0.18% |
| 120 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 521.37K | -1.8% | 82.18M | 146.86 | 0.18% |
| 121 | AVDV | Avantis Interna... | 78.84 | +0.09% | 1.26M | +5.21% | 81.95M | 59.13 | 0.18% |
| 122 | ANGL | VanEck Fallen A... | 28.86 | +0.31% | 2.85M | +1.67% | 81.69M | 27.61 | 0.18% |
| 123 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 2.92M | +266.67% | 81.37M | 17.01 | 0.18% |
| 124 | MUB | iShares Nationa... | 103.96 | +0.08% | 755.55K | +3.74% | 80.51M | 105.88 | 0.17% |
| 125 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 868.6K | +12.21% | 80.3M | 96.51 | 0.17% |
| 126 | APH | Amphenol Corpor... | 93.22 | +0.79% | 1.17M | -2.95% | 80.22M | 63.12 | 0.17% |
| 127 | SLYV | SPDR S&P 600 Sm... | 78.74 | +1.08% | 918.76K | +1.49% | 80.16M | 75.86 | 0.17% |
| 128 | QQQM | Invesco NASDAQ ... | 219.74 | +1.29% | 380.77K | +12.24% | 80.13M | 161.41 | 0.17% |
| 129 | RTX | RTX Corporation | 146.33 | +0.44% | 692.46K | +1.76% | 79.37M | 100.65 | 0.17% |
| 130 | SCHW | The Charles Sch... | 88.92 | +1.79% | 1.08M | -0.56% | 78.13M | 71.43 | 0.17% |
| 131 | VYM | Vanguard High D... | 131.03 | +0.37% | 608.85K | +7.65% | 77.68M | 112.44 | 0.17% |
| 132 | VLUE | iShares MSCI US... | 109.94 | +0.42% | 734.08K | +0.69% | 77.53M | 94.46 | 0.17% |
| 133 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 861.47K | -0.16% | 76.75M | 88.45 | 0.17% |
| 134 | URI | United Rentals,... | 686.86 | -1.15% | 106.83K | +0.55% | 75.64M | 532.5 | 0.16% |
| 135 | DHR | Danaher Corpora... | 200.98 | +0.15% | 301.7K | -7.11% | 73.31M | 230.51 | 0.16% |
| 136 | TXN | Texas Instrumen... | 199.09 | +2.10% | 383.81K | +1.50% | 72.81M | 173.24 | 0.16% |
| 137 | LMT | Lockheed Martin... | 466.60 | -4.08% | 147.88K | +7.15% | 72.7M | 464.94 | 0.16% |
| 138 | CB | Chubb Limited | 286.06 | -0.25% | 259.95K | -11.9% | 72.65M | 237.51 | 0.16% |
| 139 | JPME | JPMorgan Divers... | 102.81 | +0.95% | 688.07K | -0.61% | 70.51M | 88.66 | 0.15% |
| 140 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 757.72K | -4.16% | 69.27M | 106.03 | 0.15% |
| 141 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 83.05K | -0.5% | 67.66M | 590.17 | 0.15% |
| 142 | IBM | International B... | 281.56 | +1.57% | 306.71K | +2.34% | 67.47M | 155.25 | 0.15% |
| 143 | IWR | iShares Russell... | 89.92 | +0.72% | 736.15K | +6.51% | 65.07M | 74.33 | 0.14% |
| 144 | BX | Blackstone Inc. | 137.85 | +1.06% | 383.14K | +1.04% | 64.03M | 98.46 | 0.14% |
| 145 | SCHH | Schwab U.S. REI... | 21.27 | -0.07% | 2.99M | -9.2% | 62.99M | 20.68 | 0.14% |
| 146 | LIN | Linde plc | 465.93 | -0.01% | 146.25K | -4.27% | 62.9M | 410.68 | 0.14% |
| 147 | SWAN | Amplify BlackSw... | 29.86 | +0.05% | 2.12M | -1.81% | 62.39M | 25.73 | 0.14% |
| 148 | KO | The Coca-Cola C... | 70.46 | -0.79% | 923K | -0.98% | 59.73M | 61.98 | 0.13% |
| 149 | VZ | Verizon Communi... | 42.42 | -1.37% | 1.44M | -1.18% | 59.04M | 42.55 | 0.13% |
| 150 | C | Citigroup Inc. | 77.94 | +2.07% | 883.96K | +2.68% | 58.31M | 61.01 | 0.13% |