Cerity Partners LLC

CIK Number: 0001566475

49.37B
Market Value
2,291
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VOO Vanguard 500 In...
564.28
+0.81% 3.65M +4.95% 1.96B 438.55 4.26%
2 AAPL Apple Inc.
201.21
-0.18% 7.34M +0.94% 1.81B 199.75 3.94%
3 MSFT Microsoft Corpo...
497.50
+1.06% 3.12M -2.13% 1.32B 354.45 2.87%
4 NVDA NVIDIA Corporat...
155.10
+0.51% 9.28M +3.17% 1.22B 56.65 2.65%
5 SPY SPDR S&P 500 ET...
611.96
+0.80% 2.21M -1.25% 1.18B 573.76 2.55%
6 IVV iShares Core S&...
614.96
+0.82% 1.99M +7.80% 1.17B 454.61 2.54%
7 PG The Procter & G...
158.66
-0.19% 6.44M +1.30% 1.08B 147.86 2.34%
8 VEA Vanguard Develo...
56.48
+1.10% 16.71M +8.26% 798.97M 47.51 1.73%
9 AMZN Amazon.com, Inc...
217.26
+2.49% 3.61M -0.75% 773.51M 181.75 1.68%
10 IEFA iShares Core MS...
82.55
+1.22% 8.98M +3.02% 631.01M 69.32 1.37%
11 AGG iShares Core U....
99.08
+0.28% 5.85M +20.12% 566.66M 98.07 1.23%
12 GOOGL Alphabet Inc.
173.50
+1.65% 2.84M +2.12% 526.75M 130.51 1.14%
13 QUAL iShares MSCI US...
180.45
+0.60% 2.69M +4.17% 479.21M 138.05 1.04%
14 VTI Vanguard Total ...
302.04
+0.90% 1.57M +30.26% 456.16M 253.61 0.99%
15 LLY Eli Lilly and C...
795.71
+0.43% 580.82K +0.05% 453.2M 519.78 0.98%
16 GOOG Alphabet Inc.
174.38
+1.69% 2.37M -4.39% 440.19M 129.33 0.95%
17 SCHX Schwab U.S. Lar...
24.23
+0.81% 18.46M +196.90% 428.58M 18.95 0.93%
18 AVGO Broadcom Inc.
270.21
+2.10% 1.91M -4.61% 424.52M 91.62 0.92%
19 META Meta Platforms,...
726.45
+2.51% 705.64K -5.69% 411.44M 401.31 0.89%
20 JPM JPMorgan Chase ...
288.83
+1.68% 1.65M -3.69% 387.34M 159.22 0.84%
21 IWF iShares Russell...
419.42
+0.96% 943.52K +0.97% 378.83M 270.45 0.82%
22 CACC Credit Acceptan...
509.08
-0.03% 796.37K -0.21% 373.86M 532.73 0.81%
23 QQQ Invesco QQQ Tru...
546.29
+0.95% 681.97K -0.03% 348.62M 384.74 0.76%
24 COST Costco Wholesal...
983.03
-0.36% 372.15K -3.13% 339.57M 599.86 0.74%
25 BRK-B Berkshire Hatha...
485.71
-0.1% 633.68K +2.05% 287.77M 363.62 0.62%
26 IJR iShares Core S&...
109.20
+1.52% 2.45M +20.12% 282.08M 107.87 0.61%
27 ITOT iShares Core S&...
133.78
+0.92% 2.16M -1.37% 277.28M 92.52 0.60%
28 V Visa Inc.
346.26
+0.29% 897.28K -4.31% 276.41M 246.97 0.60%
29 IEI iShares 3-7 Yea...
119.01
+0.24% 2.21M +8.50% 255.25M 116.21 0.55%
30 UNH UnitedHealth Gr...
302.52
+0.17% 476.99K -5.93% 246.68M 525.15 0.54%
31 IJH iShares Core S&...
61.88
+1.38% 3.96M +16.63% 246.6M 54.76 0.54%
32 HD The Home Depot,...
363.71
+0.51% 628.35K -6.76% 246.19M 326.95 0.53%
33 IWB iShares Russell...
336.34
+0.86% 738.05K +7.61% 237.77M 245.14 0.52%
34 SPAB SPDR Portfolio ...
25.56
+0.31% 9.39M +2.47% 234.77M 25.22 0.51%
35 JPST JPMorgan Ultra-...
50.65
+0.07% 4.56M +27.66% 230.33M 50.3 0.50%
36 ITW Illinois Tool W...
246.95
+0.51% 903.71K +263.86% 229.27M 249.56 0.50%
37 MTUM iShares MSCI US...
237.23
+0.86% 1.07M -0.25% 221.65M 145.68 0.48%
38 JNJ Johnson & Johns...
152.17
-0.07% 1.44M -1.31% 211.11M 162.86 0.46%
39 RSP Invesco S&P 500...
180.32
+0.81% 1.2M +34.82% 210.5M 165.86 0.46%
40 SCHP Schwab U.S. TIP...
26.64
+0.30% 8M +104.05% 206.75M 26.33 0.45%
41 IEMG iShares Core MS...
59.96
+0.69% 3.92M +3.79% 204.76M 51.74 0.44%
42 XOM Exxon Mobil Cor...
110.07
+1.57% 1.86M -1.29% 201.58M 103.21 0.44%
43 VGSH Vanguard Short-...
58.76
+0.10% 3.46M +2.56% 201.48M 58.15 0.44%
44 VTEB Vanguard Tax-Ex...
48.95
+0.09% 4M +23.58% 200.46M 50.55 0.43%
45 SHY iShares 1-3 Yea...
82.83
+0.11% 2.4M +4.50% 196.55M 81.76 0.43%
46 MA Mastercard Inco...
546.24
-0.63% 369.15K -1.18% 192.93M 367.94 0.42%
47 VO Vanguard Mid Ca...
277.93
+0.78% 721.6K +6.89% 190.6M 240.9 0.41%
48 USMV iShares MSCI US...
92.69
+0.37% 2.1M -1.63% 186.4M 74.21 0.40%
49 SCHM Schwab U.S. Mid...
27.86
+1.18% 6.71M +196.47% 186.11M 25.28 0.40%
50 MRK Merck & Co., In...
78.92
-0.94% 1.77M -6.01% 183.97M 110.98 0.40%
51 SPYV SPDR Portfolio ...
51.93
+0.56% 3.44M +0.05% 175.75M 42.89 0.38%
52 CRM Salesforce, Inc...
270.60
+1.06% 533.15K -3.7% 174.94M 258.62 0.38%
53 CVX Chevron Corpora...
144.42
+0.83% 1.21M +4.53% 174.82M 154.87 0.38%
54 BSV Vanguard Short-...
78.66
+0.17% 2.25M +10.13% 173.59M 77.12 0.38%
55 VGT Vanguard Inform...
656.89
+0.75% 266.61K -0.98% 165.77M 413.49 0.36%
56 IAU iShares Gold Tr...
62.80
-0.09% 3.27M +0.84% 161.98M 35.67 0.35%
57 ABBV AbbVie Inc.
186.97
+0.85% 873.92K +4.73% 158M 156.82 0.34%
58 WMT Walmart Inc.
96.16
-1.13% 1.77M +1.95% 157.75M 62.05 0.34%
59 TJX The TJX Compani...
122.30
-0.15% 1.3M -3.32% 156.9M 84.38 0.34%
60 SCHD Schwab U.S. Div...
26.39
+0.71% 5.64M +375.98% 153.99M 25.57 0.33%
61 PANW Palo Alto Netwo...
202.23
-1.01% 819.4K +86.82% 153.03M 109.57 0.33%
62 RODM Hartford Multif...
33.80
+1.18% 5.31M +1.11% 150.79M 26.36 0.33%
63 VXF Vanguard Extend...
191.48
+1.16% 761.65K +20.02% 144.69M 166.97 0.31%
64 VWO Vanguard Emergi...
49.45
+0.69% 3.28M +15.26% 144.59M 43.1 0.31%
65 DFAC Dimensional U.S...
35.55
+1.01% 4.18M -0.33% 144.46M 25.84 0.31%
66 VUG Vanguard Growth...
433.78
+0.82% 351.69K +62.19% 144.21M 351.58 0.31%
67 TSLA Tesla, Inc.
326.14
-0.43% 393.75K +1.45% 143.73M 236.15 0.31%
68 ORCL Oracle Corporat...
213.02
+1.09% 848.15K -4.19% 141.94M 113.43 0.31%
69 CSCO Cisco Systems, ...
68.97
+1.15% 2.39M -2% 139.51M 47.36 0.30%
70 PEP PepsiCo, Inc.
128.20
+0.14% 895.93K -5.19% 137.81M 169.28 0.30%
71 MGK Vanguard Mega C...
362.58
+0.87% 394.57K +3.19% 135.5M 270.21 0.29%
72 VEU Vanguard FTSE A...
66.77
+0.98% 2.35M +4.04% 135.13M 55.77 0.29%
73 VGIT Vanguard Interm...
59.74
+0.23% 2.33M +1.68% 135.13M 58.71 0.29%
74 IQLT iShares MSCI In...
42.80
+0.93% 3.57M -19.32% 132.64M 36.9 0.29%
75 MCD McDonald's Corp...
285.78
+0.08% 453.8K +1.14% 132.21M 267.19 0.29%
76 ADBE Adobe Inc.
385.00
-0.66% 284.12K -7% 130.25M 452.64 0.28%
77 AVEM Avantis Emergin...
68.37
+0.62% 2.19M +2.83% 129.04M 55.84 0.28%
78 BND Vanguard Total ...
73.52
+0.29% 1.76M +0.79% 126.51M 73.62 0.27%
79 VIG Vanguard Divide...
203.59
+0.62% 638.88K +9.41% 125.11M 158.92 0.27%
80 BLK BlackRock, Inc.
1031.27
+1.30% 121.4K +100.00% 124.45M 1025.11 0.27%
81 IWM iShares Russell...
215.50
+1.67% 546.01K +3.49% 120.65M 195.11 0.26%
82 SCHA Schwab U.S. Sma...
25.27
+1.59% 4.65M +105.56% 120.19M 23.75 0.26%
83 BAC Bank of America...
47.51
+1.40% 2.77M -5.73% 119.05M 35.2 0.26%
84 SCHF Schwab Internat...
21.89
+1.08% 6.43M +103.83% 119.01M 19 0.26%
85 ABT Abbott Laborato...
133.70
-2.69% 1.01M +3.94% 113.88M 108 0.25%
86 SGOV iShares 0-3 Mon...
100.66
+0.01% 1.11M -5.24% 111.67M 100.69 0.24%
87 EFA iShares MSCI EA...
88.55
+1.13% 1.44M -2.69% 108.25M 83.63 0.23%
88 VCSH Vanguard Short-...
79.41
+0.18% 1.38M +8.16% 107.69M 77.12 0.23%
89 DIS The Walt Disney...
121.64
+1.86% 1.01M -2.08% 107.39M 104.03 0.23%
90 AMGN Amgen Inc.
279.05
-0.47% 389.14K -1.55% 107.39M 265.89 0.23%
91 GLD SPDR Gold Share...
306.79
-0.11% 440.01K -0.14% 106.54M 181.82 0.23%
92 VTV Vanguard Value ...
176.23
+0.72% 621.03K +6.40% 105.15M 150.97 0.23%
93 ACN Accenture plc
296.02
+0.48% 290.94K -4.33% 102.42M 299.4 0.22%
94 DFUV Dimensional US ...
42.08
+0.97% 2.49M -0.95% 101.74M 34.09 0.22%
95 VB Vanguard Small ...
237.05
+1.40% 418.63K +11.18% 100.58M 219.41 0.22%
96 TSM Taiwan Semicond...
224.01
+0.57% 502.29K +0.15% 98.03M 103.42 0.21%
97 VXUS Vanguard Total ...
68.64
+1.01% 1.65M +18.22% 97.51M 59.19 0.21%
98 VRTX Vertex Pharmace...
443.42
-0.54% 238.03K +3.92% 97.49M 394.6 0.21%
99 HON Honeywell Inter...
226.44
+2.10% 437.13K -7.65% 96.84M 202.57 0.21%
100 CRWD CrowdStrike Hol...
505.58
+2.33% 274.87K +0.88% 93.69M 236.34 0.20%
101 SKOR FlexShares Cred...
48.70
+0.26% 1.94M +2.78% 92.69M 46.65 0.20%
102 IGM iShares Expande...
111.17
+1.10% 900.24K -9.03% 91.91M 71.18 0.20%
103 USVM VictoryShares U...
83.67
+1.25% 1.08M -1.45% 91.25M 67.12 0.20%
104 DFIV Dimensional Int...
42.48
+1.11% 2.56M +3.61% 90.97M 33.34 0.20%
105 SPGI S&P Global Inc.
515.63
-1.09% 178.37K -1.92% 90.09M 421.97 0.20%
106 TMO Thermo Fisher S...
411.91
+0.31% 161.51K -10.97% 88.9M 535.77 0.19%
107 UNP Union Pacific C...
229.69
+1.27% 385.28K -2.86% 88.73M 240.86 0.19%
108 EMR Emerson Electri...
132.87
+2.65% 719.75K -1.52% 88.67M 90.51 0.19%
109 INTU Intuit Inc.
773.08
+2.01% 140.89K -8.52% 88.36M 494.18 0.19%
110 NEE NextEra Energy,...
71.02
+0.97% 1.18M -6.08% 88.28M 74.49 0.19%
111 NOW ServiceNow, Inc...
1012.00
+0.68% 86.23K -5.77% 86.44M 725.03 0.19%
112 MMM 3M Company
150.88
+2.12% 642.73K +5.36% 85.51M 116.69 0.19%
113 SPEM SPDR Portfolio ...
42.67
+0.85% 2.22M +5.50% 85.21M 35.04 0.18%
114 CGXU Capital Group I...
27.18
+1.38% 3.43M +1.82% 84.58M 25.56 0.18%
115 SPTS SPDR Portfolio ...
29.29
+0.12% 2.91M +2.02% 84.55M 28.8 0.18%
116 ISRG Intuitive Surgi...
534.45
+2.46% 162.4K +16.69% 84.21M 343.75 0.18%
117 CAT Caterpillar Inc...
382.01
+2.81% 230.22K -1.56% 84.06M 287.41 0.18%
118 SYK Stryker Corpora...
390.56
-0.43% 230.93K -1.89% 83.17M 264.97 0.18%
119 FI Fiserv, Inc.
171.40
+0.61% 406.59K -0.67% 82.86M 132.66 0.18%
120 QCOM QUALCOMM Incorp...
158.18
+1.44% 521.37K -1.8% 82.18M 146.86 0.18%
121 AVDV Avantis Interna...
78.47
+1.83% 1.26M +5.21% 81.95M 59.13 0.18%
122 ANGL VanEck Fallen A...
29.14
+0.41% 2.85M +1.67% 81.69M 27.61 0.18%
123 SCHG Schwab U.S. Lar...
28.88
+0.87% 2.92M +266.67% 81.37M 17.01 0.18%
124 MUB iShares Nationa...
104.33
+0.13% 755.55K +3.74% 80.51M 105.88 0.17%
125 IEF iShares 7-10 Ye...
95.64
+0.35% 868.6K +12.21% 80.3M 96.51 0.17%
126 APH Amphenol Corpor...
97.03
+0.01% 1.17M -2.95% 80.22M 63.12 0.17%
127 SLYV SPDR S&P 600 Sm...
79.92
+1.59% 918.76K +1.49% 80.16M 75.86 0.17%
128 QQQM Invesco NASDAQ ...
224.86
+0.96% 380.77K +12.24% 80.13M 161.41 0.17%
129 RTX RTX Corporation
142.71
+0.94% 692.46K +1.76% 79.37M 100.65 0.17%
130 SCHW The Charles Sch...
89.52
-0.32% 1.08M -0.56% 78.13M 71.43 0.17%
131 VYM Vanguard High D...
132.15
+0.88% 608.85K +7.65% 77.68M 112.44 0.17%
132 VLUE iShares MSCI US...
112.45
+0.93% 734.08K +0.69% 77.53M 94.46 0.17%
133 VNQ Vanguard Real E...
88.31
-1.01% 861.47K -0.16% 76.75M 88.45 0.17%
134 URI United Rentals,...
743.84
+1.04% 106.83K +0.55% 75.64M 532.5 0.16%
135 DHR Danaher Corpora...
201.71
+0.35% 301.7K -7.11% 73.31M 230.51 0.16%
136 TXN Texas Instrumen...
206.37
+0.48% 383.81K +1.50% 72.81M 173.24 0.16%
137 LMT Lockheed Martin...
458.13
-0.06% 147.88K +7.15% 72.7M 464.94 0.16%
138 CB Chubb Limited
283.91
+0.39% 259.95K -11.9% 72.65M 237.51 0.16%
139 JPME JPMorgan Divers...
102.93
+0.68% 688.07K -0.61% 70.51M 88.66 0.15%
140 NVO Novo Nordisk A/...
67.75
+0.60% 757.72K -4.16% 69.27M 106.03 0.15%
141 NFLX Netflix, Inc.
1306.80
+2.47% 83.05K -0.5% 67.66M 590.17 0.15%
142 IBM International B...
292.32
+0.43% 306.71K +2.34% 67.47M 155.25 0.15%
143 IWR iShares Russell...
91.43
+0.95% 736.15K +6.51% 65.07M 74.33 0.14%
144 BX Blackstone Inc.
148.20
+3.22% 383.14K +1.04% 64.03M 98.46 0.14%
145 SCHH Schwab U.S. REI...
20.98
-0.07% 2.99M -9.2% 62.99M 20.68 0.14%
146 LIN Linde plc
464.83
+1.01% 146.25K -4.27% 62.9M 410.68 0.14%
147 SWAN Amplify BlackSw...
30.59
+0.71% 2.12M -1.81% 62.39M 25.73 0.14%
148 KO The Coca-Cola C...
69.48
-0.21% 923K -0.98% 59.73M 61.98 0.13%
149 VZ Verizon Communi...
42.13
+0.01% 1.44M -1.18% 59.04M 42.55 0.13%
150 C Citigroup Inc.
84.42
+2.17% 883.96K +2.68% 58.31M 61.01 0.13%