Cerity Partners OCIO LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$1.2B

Holdings

24

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
IEFISHARES TR
2,448,307$240.2T19319480.17%
2
BBJPJ P MORGAN EXCHANGE TRADED F
2,496,205$148.0T11900370.10%
3
SCHPSCHWAB STRATEGIC TR
2,508,540$134.5T10819342.01%
4
SPYSPDR S&P 500 ETF TR
226,259$129.8T10440184.04%
5
BWXSPDR SER TR
4,097,800$95.7T7698313.96%
6
GQ9SPDR GOLD TR
350,859$85.3T6858326.24%
7
VTVANGUARD INTL EQUITY INDEX F
571,594$68.4T5502421.17%
8
BCIABRDN ETFS
3,053,424$62.4T5019263.84%
9
EIPXFIRST TR EXCHANGE-TRADED FD
2,424,815$58.6T4715273.89%
10
PABUISHARES TR
796,045$50.5T4060091.97%
11
EMLPFIRST TR EXCHANGE-TRADED FD
1,282,558$43.1T3465678.77%
12
TLTISHARES TR
305,789$30.0T2412475.46%
13
SHYISHARES TR
276,754$23.0T1850666.57%
14
MOOVANECK ETF TRUST
281,732$21.3T1710852.88%
15
AQLTISHARES TR
469,919$11.0T886212.54%
16
XLESELECT SECTOR SPDR TR
117,719$10.3T831214.47%
17
VNQVANGUARD INDEX FDS
93,792$9.1T734828.45%
18
VEAVANGUARD TAX-MANAGED FDS
133,940$7.1T568850.91%
19
VWOVANGUARD INTL EQUITY INDEX F
105,598$5.1T406358.77%
20
AGGISHARES TR
48,675$4.9T396423.01%
21
VNQIVANGUARD INTL EQUITY INDEX F
63,054$3.0T237875.70%
22
IGOVISHARES TR
27,093$1.1T91119.86%
23
NUDMNUSHARES ETF TR
16,678$561.3B45137.36%
24
BSMBLACK STONE MINERALS L P
170$364.1B29280.73%