Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,853 positions
VANGUARD S&P500 INDEX ETF | 8.9M | $1.2B | 4.0% | $414.59 | +1.84% | 21 qtrssince 2018-Q4 | Increased 94 |
Apple Inc | 9.4M | $1.1B | 3.6% | $190.61 | -0.21% | 3 qtrssince 2023-Q2 | Increased 94 |
Microsoft Corp | 7M | $899.8M | 3.0% | $334.05 | +10.22% | 21 qtrssince 2018-Q4 | Increased 88 |
Procter & Gamble Co/The | 6.1M | $898.9M | 3.0% | $134.91 | +1.01% | 21 qtrssince 2018-Q4 | Increased 88 |
SPDR S&P 500 ETF Trust | 8.9M | $892.6M | 2.9% | $446.71 | +3.03% | 6 qtrssince 2022-Q3 | Increased 88 |
iShares Core S&P 500 ETF | 1.7M | $818.4M | 2.7% | $414.43 | +11.33% | 21 qtrssince 2018-Q4 | Increased 63 |
VANGUARD FTSE DEV MKT ETF | 19M | $637.4M | 2.1% | $42.26 | +5.03% | 21 qtrssince 2018-Q4 | Increased 79 |
ISHARES CORE MSCI EAFE ETF | 7.5M | $528.3M | 1.7% | $62.15 | +5.54% | 21 qtrssince 2018-Q4 | Increased 80 |
Credit Acceptance Corp | 886,970 | $472.5M | 1.6% | $532.73 | 0.00% | 1 qtr | New 71 |
Amazon.com Inc | 7M | $386.3M | 1.3% | — | — | — | New — |
iShares Edge MSCI USE Quality Factor ETF | 2.4M | $350.3M | 1.2% | $127.94 | +12.02% | 12 qtrssince 2021-Q1 | Increased 50 |
NVIDIA Corp | 1.3M | $301M | 1.0% | $39.90 | +23.76% | 21 qtrssince 2018-Q4 | Increased 70 |
Schwab US Large-Cap ETF | 28.3M | $298.6M | 1.0% | $17.93 | +1.78% | 13 qtrssince 2020-Q4 | Increased 70 |
Alphabet Inc | 4.1M | $292.5M | 1.0% | $122.94 | +12.56% | 4 qtrssince 2023-Q1 | Increased 70 |
Alphabet Inc | 3.9M | $264.6M | 0.9% | $123.46 | +13.08% | 21 qtrssince 2018-Q4 | Increased 70 |
iShares 3-7 Year Treasury Bond ETF | 2.2M | $261.1M | 0.9% | $105.42 | +1.76% | 13 qtrssince 2020-Q4 | Increased 66 |
iShares Russell 1000 Growth ETF | 829,946 | $251.6M | 0.8% | $62.70 | +19.48% | 21 qtrssince 2018-Q4 | Increased 46 |
VANGUARD TOTAL STOCK MARKET ETF | 5.5M | $242.7M | 0.8% | $225.44 | +1.71% | 21 qtrssince 2018-Q4 | Increased 70 |
iShares Core S&P Total US Stock Market ETF | 2.3M | $237.6M | 0.8% | $88.37 | +15.29% | 15 qtrssince 2020-Q2 | Increased 44 |
Invesco QQQ Trust Series 1 | 842,894 | $233.8M | 0.8% | $362.56 | +11.72% | 4 qtrssince 2023-Q1 | Increased 66 |
Cerity Partners LLC manages $30.4B across 1853 positions as of Q4 2023. Top holdings: VOO (4.0%), AAPL (3.6%), MSFT (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 519 new positions, 60 exits, 999 increased. Top move: VOO (INCREASED, conviction 94). Portfolio: $30.4B across 1853 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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