Cerity Partners LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$45.2M

Holdings

2,526

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (2,526 positions)

StockValue
VOOVANGUARD INDEX FDS
$1.8M
AAPLAPPLE INC
$1.7M
MSFTMICROSOFT CORP
$1.4M
SPYSPDR S&P 500 ETF TR
$1.2M
PGPROCTER AND GAMBLE CO
$1.1M
NVDANVIDIA CORPORATION
$1.1M
IVVISHARES TR
$1.1M
VEAVANGUARD TAX-MANAGED FDS
$815K
AQLTISHARES TR
$680K
AMZNAMAZON COM INC
$678K
LLYELI LILLY & CO
$513K
AGGISHARES TR
$493K
QUALISHARES TR
$463K
GOOGLALPHABET INC
$461K
METAMETA PLATFORMS INC
$428K
SCHXSCHWAB STRATEGIC TR
$422K
GOOGALPHABET INC
$415K
JPMJPMORGAN CHASE & CO.
$362K
CACCCREDIT ACCEP CORP MICH
$354K
IWFISHARES TR
$351K
AVGOBROADCOM INC
$345K
VTIVANGUARD INDEX FDS
$342K
COSTCOSTCO WHSL CORP NEW
$341K
NDQINVESCO QQQ TR
$333K
UNHUNITEDHEALTH GROUP INC
$296K
BRK/BBERKSHIRE HATHAWAY INC DEL
$286K
ITOTISHARES TR
$275K
HDHOME DEPOT INC
$273K
VVISA INC
$258K
IEIISHARES TR
$244K
SPABSPDR SER TR
$240K
IJRISHARES TR
$238K
JNJJOHNSON & JOHNSON
$236K
XOMEXXON MOBIL CORP
$220K
MTUMISHARES TR
$218K
IEMGISHARES INC
$217K
IWBISHARES TR
$216K
MRKMERCK & CO INC
$214K
IJHISHARES TR
$211K
SCHPSCHWAB STRATEGIC TR
$210K
VGSHVANGUARD SCOTTSDALE FDS
$199K
USMVISHARES TR
$195K
SHYISHARES TR
$191K
SCHMSCHWAB STRATEGIC TR
$188K
MAMASTERCARD INCORPORATED
$184K
IQLTISHARES TR
$184K
SPYVSPDR SER TR
$182K
JPSTJ P MORGAN EXCHANGE TRADED F
$181K
VOVANGUARD INDEX FDS
$178K
CVXCHEVRON CORP NEW
$170K
VTEBVANGUARD MUN BD FDS
$165K
ABBVABBVIE INC
$165K
IAU*ISHARES GOLD TR
$161K
PEPPEPSICO INC
$161K
BSVVANGUARD BD INDEX FDS
$161K
RODMLATTICE STRATEGIES TR
$160K
RSPINVESCO EXCHANGE TRADED FD T
$160K
TJXTJX COS INC NEW
$158K
ADBEADOBE INC
$158K
VGTVANGUARD WORLD FD
$158K
CRMSALESFORCE INC
$152K
ORCLORACLE CORP
$151K
PANWPALO ALTO NETWORKS INC
$150K
DFACDIMENSIONAL ETF TRUST
$144K
VEUVANGUARD INTL EQUITY INDEX F
$143K
WMTWALMART INC
$140K
VGITVANGUARD SCOTTSDALE FDS
$138K
AVEMAMERICAN CENTY ETF TR
$138K
MCDMCDONALDS CORP
$137K
VWOVANGUARD INTL EQUITY INDEX F
$136K
BNDVANGUARD BD INDEX FDS
$131K
SCHFSCHWAB STRATEGIC TR
$130K
CSCOCISCO SYS INC
$130K
AMGNAMGEN INC
$127K
BLKCHFBLACKROCK INC
$126K
MGKVANGUARD WORLD FD
$123K
EFAISHARES TR
$123K
SGOVISHARES TR
$118K
IWMISHARES TR
$117K
BACBANK AMERICA CORP
$116K
SCHASCHWAB STRATEGIC TR
$116K
VIGVANGUARD SPECIALIZED FUNDS
$116K
VXFVANGUARD INDEX FDS
$115K
TMOTHERMO FISHER SCIENTIFIC INC
$112K
ICSHISHARES TR
$112K
ABTABBOTT LABS
$110K
ACNACCENTURE PLC IRELAND
$107K
GQ9SPDR GOLD TR
$107K
NEENEXTERA ENERGY INC
$107K
VRTXVERTEX PHARMACEUTICALS INC
$107K
DFUVDIMENSIONAL ETF TRUST
$105K
VTVVANGUARD INDEX FDS
$102K
TSLATESLA INC
$102K
VCSHVANGUARD SCOTTSDALE FDS
$101K
SCHDSCHWAB STRATEGIC TR
$100K
DISDISNEY WALT CO
$99K
HONHONEYWELL INTL INC
$98K
UNPUNION PAC CORP
$98K
INTUINTUIT
$96K
IGMISHARES TR
$95K
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