Cerity Partners LLC

CIK Number: 0001566475

56.08B
Market Value
2,398
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 30, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
593.75
+1.62% 3.9M +6.91% 2B 443.42 4.06% Share
2 AAPL Apple Inc.
228.44
+1.57% 8.55M +16.47% 1.89B 202.92 3.83% Share
3 MSFT Microsoft Corpo...
509.40
+1.02% 3.62M +15.84% 1.36B 357.31 2.75% Share
4 NVDA NVIDIA Corporat...
178.17
+1.82% 10.81M +16.45% 1.17B 63.95 2.36% Share
5 IVV iShares Core S&...
649.05
+1.62% 2.07M +4.07% 1.16B 458.81 2.35% Share
6 SPY SPDR S&P 500 ET...
645.83
+1.62% 2.25M +1.88% 1.14B 573.5 2.30% Share
7 PG The Procter & G...
158.55
-0.11% 6.5M +0.96% 1.11B 148.07 2.24% Share
8 VEA Vanguard Develo...
59.60
+1.68% 16.63M -0.44% 845.48M 47.51 1.71% Share
9 AMZN Amazon.com, Inc...
227.69
+2.59% 4.23M +16.99% 803.98M 182.99 1.63% Share
10 IEFA iShares Core MS...
87.15
+1.62% 9.83M +9.55% 743.8M 69.87 1.51% Share
11 META Meta Platforms,...
755.79
+2.26% 1.14M +61.88% 658.35M 468.22 1.33% Share
12 AGG iShares Core U....
99.41
+0.56% 6.25M +6.81% 617.88M 98.13 1.25% Share
13 GOOGL Alphabet Inc.
204.54
+2.40% 3.33M +17.38% 514.66M 134.08 1.04% Share
14 LLY Eli Lilly and C...
715.71
+0.83% 600.13K +3.33% 494.06M 529.63 1.00% Share
15 GOOG Alphabet Inc.
205.38
+2.37% 3.17M +33.80% 492.68M 136.12 1.00% Share
16 JPM JPMorgan Chase ...
294.84
+1.16% 2M +21.03% 490.39M 174.18 0.99% Share
17 AVGO Broadcom Inc.
298.91
+3.22% 2.86M +49.67% 478.35M 116.78 0.97% Share
18 QUAL iShares MSCI US...
189.54
+1.60% 2.69M -0.04% 459.68M 138.05 0.93% Share
19 VTI Vanguard Total ...
318.50
+1.84% 1.63M +3.61% 448.23M 254.35 0.91% Share
20 SCHX Schwab U.S. Lar...
25.57
+1.65% 18.68M +1.20% 412.51M 18.99 0.84% Share
21 CACC Credit Acceptan...
503.40
+4.39% 797.51K +0.14% 411.79M 532.71 0.83% Share
22 BRK-B Berkshire Hatha...
487.04
-0.32% 727.19K +14.76% 387.29M 385.34 0.78% Share
23 V Visa Inc.
349.67
+1.74% 1.1M +22.12% 384.03M 265.71 0.78% Share
24 COST Costco Wholesal...
963.00
-0.69% 386.99K +3.99% 366.01M 613.13 0.74% Share
25 IWF iShares Russell...
446.46
+1.83% 930.8K -1.35% 336.1M 270.45 0.68% Share
26 QQQ Invesco QQQ Tru...
573.58
+1.83% 699.18K +2.52% 327.87M 386.81 0.66% Share
27 JNJ Johnson & Johns...
177.61
-0.74% 1.77M +23.07% 293.89M 163.42 0.60% Share
28 IEI iShares 3-7 Yea...
119.26
+0.45% 2.33M +5.47% 275.24M 116.31 0.56% Share
29 HD The Home Depot,...
412.00
+3.60% 726.32K +15.59% 266.19M 332.28 0.54% Share
30 WMT Walmart Inc.
98.23
+0.28% 2.99M +69.22% 262.45M 72.58 0.53% Share
31 IJH iShares Core S&...
65.37
+3.03% 4.49M +13.52% 262.16M 55.18 0.53% Share
32 IJR iShares Core S&...
118.62
+3.94% 2.49M +1.70% 260.32M 107.81 0.53% Share
33 ITOT iShares Core S&...
141.49
+1.84% 2.1M -2.56% 256.3M 92.52 0.52% Share
34 SPAB SPDR Portfolio ...
25.63
+0.56% 9.96M +6.01% 254.37M 25.24 0.52% Share
35 JPST JPMorgan Ultra-...
50.70
+0.11% 4.95M +8.64% 250.7M 50.33 0.51% Share
36 XOM Exxon Mobil Cor...
110.51
+1.17% 2M +100.00% 237.94M 118.93 0.48% Put
37 RSP Invesco S&P 500...
189.54
+1.97% 1.37M +14.20% 237.6M 166.78 0.48% Share
38 UNH UnitedHealth Gr...
306.68
+1.10% 443.06K -7.11% 232.05M 525.15 0.47% Share
39 ITW Illinois Tool W...
268.27
+2.79% 930.04K +2.91% 230.66M 249.52 0.47% Share
40 IWB iShares Russell...
355.02
+1.73% 737.8K -0.03% 226.31M 245.14 0.46% Share
41 IEMG iShares Core MS...
62.87
+1.79% 4.09M +4.22% 220.48M 51.83 0.45% Share
42 MTUM iShares MSCI US...
244.87
+1.38% 1.07M -0.01% 216.5M 145.68 0.44% Share
43 VGSH Vanguard Short-...
58.77
+0.20% 3.67M +5.89% 215.21M 58.18 0.44% Share
44 CVX Chevron Corpora...
157.40
+1.19% 1.25M +3.27% 208.31M 155.26 0.42% Share
45 ABBV AbbVie Inc.
208.51
-0.47% 979.03K +12.03% 205.13M 162.48 0.42% Share
46 VO Vanguard Mid Ca...
291.07
+2.02% 792.55K +9.83% 204.97M 242.49 0.42% Share
47 SHY iShares 1-3 Yea...
82.84
+0.21% 2.47M +3.08% 204.45M 81.79 0.41% Share
48 USMV iShares MSCI US...
94.67
+0.37% 2.18M +3.98% 204.45M 74.95 0.41% Share
49 SCHP Schwab U.S. TIP...
26.85
+0.65% 7.59M -5.17% 204.11M 26.33 0.41% Share
50 VTEB Vanguard Tax-Ex...
49.00
+0.35% 4.11M +2.77% 203.93M 50.52 0.41% Share
51 ABT Abbott Laborato...
132.01
+0.01% 1.51M +49.82% 199.94M 116.19 0.41% Share
52 MA Mastercard Inco...
598.74
+1.15% 362.05K -1.92% 198.45M 367.94 0.40% Share
53 BSV Vanguard Short-...
78.81
+0.32% 2.53M +12.80% 198.37M 77.25 0.40% Share
54 IAU iShares Gold Tr...
63.63
+1.16% 3.26M -0.22% 192.47M 35.67 0.39% Share
55 SCHM Schwab U.S. Mid...
29.64
+2.83% 6.91M +2.89% 181M 25.31 0.37% Share
56 MRK Merck & Co., In...
86.88
+0.93% 1.99M +11.92% 178.28M 108.72 0.36% Share
57 SPYV SPDR Portfolio ...
54.66
+1.42% 3.44M +0.05% 175.6M 42.89 0.36% Share
58 TJX The TJX Compani...
137.00
-0.37% 1.43M +9.99% 174.55M 87.78 0.35% Share
59 BAC Bank of America...
49.30
+2.14% 4.17M +100.00% 174.01M 41.73 0.35% Put
60 RODM Hartford Multif...
35.58
+0.81% 5.39M +1.50% 166.89M 26.42 0.34% Share
61 CRM Salesforce, Inc...
247.17
+0.55% 609.28K +14.28% 163.42M 259.84 0.33% Share
62 SCHD Schwab U.S. Div...
27.93
+1.49% 5.62M -0.26% 157.15M 25.57 0.32% Share
63 IQLT iShares MSCI In...
43.80
+1.55% 3.88M +8.55% 153.95M 37.12 0.31% Share
64 MCD McDonald's Corp...
313.20
-0.01% 491.93K +8.40% 153.66M 270.69 0.31% Share
65 VEU Vanguard FTSE A...
70.39
+1.66% 2.51M +6.74% 152.4M 56.08 0.31% Share
66 CSCO Cisco Systems, ...
67.59
+0.86% 2.47M +3.28% 152.13M 47.81 0.31% Share
67 VGIT Vanguard Interm...
59.86
+0.49% 2.53M +8.47% 150.11M 58.76 0.30% Share
68 VXF Vanguard Extend...
205.57
+3.42% 858.55K +12.72% 147.89M 167.57 0.30% Share
69 RTX RTX Corporation
156.41
+0.06% 1.11M +60.13% 146.88M 112.59 0.30% Share
70 PANW Palo Alto Netwo...
186.25
+1.60% 854.58K +4.29% 145.83M 112.09 0.30% Share
71 PEP PepsiCo, Inc.
149.36
+0.26% 962.26K +7.40% 144.27M 167.95 0.29% Share
72 ORCL Oracle Corporat...
238.22
+2.17% 1.02M +20.43% 142.84M 117.9 0.29% Share
73 VGT Vanguard Inform...
697.06
+2.20% 258.2K -3.16% 140.04M 413.49 0.28% Share
74 DFAC Dimensional U.S...
37.83
+2.09% 4.22M +1.14% 139.35M 25.92 0.28% Share
75 AVEM Avantis Emergin...
72.03
+1.78% 2.3M +4.57% 138.1M 56.03 0.28% Share
76 VWO Vanguard Emergi...
52.10
+1.62% 3.03M -7.76% 137.06M 43.1 0.28% Share
77 VUG Vanguard Growth...
459.44
+1.83% 363.42K +3.34% 134.76M 352.2 0.27% Share
78 SCHF Schwab Internat...
23.07
+1.61% 6.63M +3.12% 131.21M 19.02 0.27% Share
79 BLK BlackRock, Inc.
1152.83
+2.50% 138.21K +13.84% 130.81M 1015.55 0.27% Share
80 BSX Boston Scientif...
106.11
+0.85% 1.29M +102.49% 130.22M 76.69 0.26% Share
81 VTV Vanguard Value ...
183.40
+1.35% 753.03K +21.26% 130.08M 154.79 0.26% Share
82 MGK Vanguard Mega C...
384.88
+1.77% 417.95K +5.92% 129.1M 272.37 0.26% Share
83 VB Vanguard Small ...
253.03
+3.26% 577.43K +37.93% 128.05M 220.06 0.26% Share
84 GLD SPDR Gold Share...
310.88
+1.17% 442.2K +0.50% 127.42M 182.35 0.26% Share
85 AMGN Amgen Inc.
294.72
-0.35% 406.05K +4.35% 126.5M 267.79 0.26% Share
86 BND Vanguard Total ...
73.79
+0.57% 1.68M -4.32% 123.64M 73.62 0.25% Share
87 VRTX Vertex Pharmace...
399.26
+0.45% 252.92K +6.26% 122.62M 399.91 0.25% Share
88 VIG Vanguard Divide...
211.80
+1.33% 631.05K -1.22% 122.42M 158.92 0.25% Share
89 SGOV iShares 0-3 Mon...
100.64
+0.03% 1.18M +5.62% 118.35M 100.69 0.24% Share
90 EFA iShares MSCI EA...
93.28
+1.55% 1.41M +100.00% 114.61M 81.73 0.23% Call
91 IWM iShares Russell...
235.10
+4.04% 570.37K +4.46% 113.78M 195.3 0.23% Share
92 INTU Intuit Inc.
661.20
-5.24% 185.22K +100.00% 113.72M 613.99 0.23% Put
93 TMO Thermo Fisher S...
497.35
+2.81% 226.78K +40.41% 112.85M 524.78 0.23% Share
94 SCHA Schwab U.S. Sma...
27.31
+3.76% 4.78M +2.95% 112.09M 23.74 0.23% Share
95 VCSH Vanguard Short-...
79.77
+0.33% 1.41M +1.80% 110.93M 77.15 0.22% Share
96 DIS The Walt Disney...
119.43
+2.77% 1.12M +11.70% 110.8M 103.47 0.22% Share
97 SPEM SPDR Portfolio ...
44.97
+1.51% 2.77M +24.57% 108.91M 35.89 0.22% Share
98 WM Waste Managemen...
228.04
-0.68% 462.67K +110.00% 107.11M 202.7 0.22% Share
99 FI Fiserv, Inc.
138.81
-0.85% 476.57K +17.21% 105.24M 145.61 0.21% Share
100 HON Honeywell Inter...
221.49
+1.87% 494.42K +13.11% 104.69M 203.64 0.21% Share
101 DFIV Dimensional Int...
46.19
+1.56% 2.66M +3.65% 104.6M 33.56 0.21% Share
102 ACN Accenture plc
260.94
+2.74% 331.75K +14.02% 103.52M 300.95 0.21% Share
103 VXUS Vanguard Total ...
72.38
+1.67% 1.67M +0.65% 103.42M 59.2 0.21% Share
104 NFLX Netflix, Inc.
1210.63
+0.37% 110.18K +32.66% 102.74M 674.46 0.21% Share
105 TSLA Tesla, Inc.
336.49
+5.12% 403.01K +2.35% 101.66M 236.67 0.21% Share
106 SYK Stryker Corpora...
393.24
+2.19% 271.07K +17.38% 100.91M 280.85 0.20% Share
107 ADBE Adobe Inc.
360.62
+2.03% 262.67K -7.55% 100.74M 452.64 0.20% Share
108 DFUV Dimensional US ...
44.32
+1.93% 2.42M -2.73% 99.66M 34.09 0.20% Share
109 CRWD CrowdStrike Hol...
422.60
+2.06% 278.18K +1.20% 98.08M 237.72 0.20% Share
110 CAT Caterpillar Inc...
433.42
+3.72% 294.87K +28.08% 97.25M 296.7 0.20% Share
111 SKOR FlexShares Cred...
49.01
+0.47% 2.01M +3.42% 97.13M 46.7 0.20% Share
112 GS The Goldman Sac...
741.70
+3.60% 177.51K +121.06% 96.97M 491.02 0.20% Share
113 IEF iShares 7-10 Ye...
95.83
+0.61% 1.01M +15.82% 95.94M 96.35 0.19% Share
114 TSM Taiwan Semicond...
233.81
+2.85% 568.71K +13.22% 94.41M 110.73 0.19% Share
115 UNP Union Pacific C...
227.34
+0.91% 397.57K +3.19% 93.92M 240.72 0.19% Share
116 MMM 3M Company
158.28
+2.53% 629.3K -2.09% 92.42M 116.69 0.19% Share
117 NEE NextEra Energy,...
76.24
+0.21% 1.3M +9.63% 92.05M 74.17 0.19% Share
118 AVDV Avantis Interna...
86.17
+2.07% 1.31M +4.00% 91.34M 59.54 0.18% Share
119 QCOM QUALCOMM Incorp...
158.85
+3.06% 584.33K +12.08% 89.76M 147.59 0.18% Share
120 APH Amphenol Corpor...
110.61
+1.65% 1.36M +16.43% 89.01M 63.47 0.18% Share
121 SPGI S&P Global Inc.
557.67
+0.95% 174.44K -2.2% 88.63M 421.97 0.18% Share
122 USVM VictoryShares U...
88.78
+3.05% 1.11M +2.89% 87.78M 67.45 0.18% Share
123 CGXU Capital Group I...
28.28
+1.73% 3.53M +3.08% 86.5M 25.53 0.18% Share
124 CB Chubb Limited
277.86
-0.35% 285.89K +9.98% 86.34M 243.36 0.17% Share
125 DE Deere & Company
496.00
+1.90% 183.89K +65.11% 86.31M 419.18 0.17% Share
126 SCHW The Charles Sch...
94.93
-0.93% 1.11M +2.55% 85.41M 71.6 0.17% Share
127 ANGL VanEck Fallen A...
29.32
+0.69% 2.95M +3.56% 85.16M 27.65 0.17% Share
128 EMR Emerson Electri...
134.11
+3.09% 765.68K +6.38% 83.95M 91.66 0.17% Share
129 SPTS SPDR Portfolio ...
29.28
+0.18% 2.84M -2.57% 83.03M 28.8 0.17% Share
130 IBM International B...
242.76
+1.40% 329.32K +7.37% 81.89M 161.67 0.17% Share
131 VLUE iShares MSCI US...
119.46
+2.30% 767.41K +4.54% 81.84M 94.99 0.17% Share
132 IGM iShares Expande...
117.17
+2.18% 901.61K +0.15% 81.75M 71.21 0.17% Share
133 SJW SJW Group
54.86
-0.67% 1.46M +0.20% 79.97M 80.92 0.16% Share
134 ISRG Intuitive Surgi...
476.81
+1.47% 160.93K -0.9% 79.71M 343.75 0.16% Share
135 MUB iShares Nationa...
104.30
+0.37% 747.72K -1.04% 78.84M 105.88 0.16% Share
136 GE GE Aerospace
270.19
+0.55% 392.18K +24.09% 78.5M 158.76 0.16% Share
137 VYM Vanguard High D...
139.28
+1.52% 607.21K -0.27% 78.31M 112.44 0.16% Share
138 VNQ Vanguard Real E...
92.31
+2.08% 863.75K +0.26% 78.2M 88.45 0.16% Share
139 SCHG Schwab U.S. Lar...
30.58
+1.89% 3.04M +4.28% 76.23M 17.34 0.15% Share
140 LIN Linde plc
481.00
+0.06% 162.88K +11.37% 75.84M 416.29 0.15% Share
141 URI United Rentals,...
930.91
+4.58% 119.63K +11.97% 74.97M 542.57 0.15% Share
142 KO The Coca-Cola C...
70.04
-0.88% 1.04M +12.45% 74.35M 63.04 0.15% Share
143 SLYV SPDR S&P 600 Sm...
88.07
+4.32% 934.93K +1.76% 73.3M 75.91 0.15% Share
144 ADP Automatic Data ...
307.24
+0.75% 238.92K +100.00% 73M 305.53 0.15% Put
145 QQQM Invesco NASDAQ ...
236.13
+1.82% 370.71K -2.64% 71.55M 161.41 0.14% Share
146 JPME JPMorgan Divers...
108.59
+2.30% 702.66K +2.12% 70.67M 88.91 0.14% Share
147 MDY SPDR S&P MIDCAP...
596.90
+3.00% 132.09K +29.99% 70.47M 481.97 0.14% Share
148 CORT Corcept Therape...
70.64
-0.49% 614.79K +1.13% 70.22M 26.89 0.14% Share
149 NOW ServiceNow, Inc...
891.12
+1.61% 87.8K +1.83% 69.9M 726.31 0.14% Share
150 LMT Lockheed Martin...
445.50
-0.38% 156.18K +5.62% 69.77M 463.97 0.14% Share