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Cerity Partners LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Apple Inc. AAPLCommon5,548,5425,548,5421,076,250,941,0001,076,250,941,0004.19  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon2,053,181484,921807,599,066,000123,365,701,0003.14  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOETF1,945,5441,945,544792,448,764,000792,448,764,0003.09  Hist 06/30/2023
MICROSOFT CORP MSFTCommon2,279,046109,574776,106,063,000-401,445,415,0003.020.03 Hist 06/30/2023
iSHARES TRUST IVVCommon1,582,111314,709705,162,414,000175,595,559,0002.75  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD11,897,8452,252,145549,441,669,000112,561,082,0002.14  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon3,181,44996,071482,752,867,000408,457,0001.880.13 Hist 06/30/2023
CREDIT ACCEPTANCE CORP CACCCommon887,219276450,645,148,00063,902,522,0001.75  Hist 06/30/2023
iSHARES TRUST IEFACommon6,035,772195,816407,414,543,0002,778,840,0001.59  Hist 06/30/2023
iSHARES TRUST QUALCommon2,545,8172,055,458343,354,388,000282,852,128,0001.34  Hist 06/30/2023
AMAZON COM INC AMZNCommon2,235,13885,573291,372,150,000-25,133,676,0001.13  Hist 06/30/2023
ILLINOIS TOOL WORKS INC ITWCommon1,066,03811,257266,684,871,0008,612,798,0001.04  Hist 06/30/2023
JPS INDUSTRIES INC JPSTCommon5,164,8751,620,208258,967,132,00080,590,348,0001.01  Hist 06/30/2023
Alphabet Inc. GOOGLCOM2,053,22610,421245,811,818,000-30,234,692,0000.96  Hist 06/30/2023
iSHARES TRUST ICSHCommon4,705,1941,629,206236,671,221,00082,102,809,0000.92  Hist 06/30/2023
iSHARES TRUST IWFCommon819,081244,755225,394,457,00044,635,542,0000.88  Hist 06/30/2023
iSHARES TRUST ISICommon2,278,720484,647222,949,933,00060,521,144,0000.87  Hist 06/30/2023
Alphabet Inc. GOOGCOM1,736,344100,059209,940,047,000-72,000,968,0000.82  Hist 06/30/2023
NVIDIA CORP NVDACOM481,416481,416203,648,237,000203,648,237,0000.79  Hist 06/30/2023
iSHARES TRUST SHVCommon1,833,140612,938202,470,351,00067,638,091,0000.79  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon915,884522,823201,750,655,00041,742,004,0000.79  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon397,96212,748191,276,731,0005,491,436,0000.740.04 Hist 06/30/2023
HOME DEPOT, INC. HDCommon601,40815,160186,822,103,000-9,016,404,0000.730.06 Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon1,105,666154,730183,009,770,000-1,516,450,172,0000.71  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon1,240,11776,401180,362,172,00018,542,517,0000.70  Hist 06/30/2023
iSHARES TRUST MTUMCommon1,240,7231,237,401178,974,273,000178,512,381,0000.70  Hist 06/30/2023
Lattice Strategies Trust RODMCommon6,757,6136,757,613177,860,379,000177,860,379,0000.69  Hist 06/30/2023
SPDR SERIES TRUST BNDSCommon7,001,4156,991,377177,625,895,000177,367,021,0000.69  Hist 06/30/2023
iSHARES TRUST IWBCommon715,866-1,440174,485,089,00010,139,183,0000.68  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHPCommon3,112,206292,997163,172,919,00012,035,152,0000.64  Hist 06/30/2023
CHEVRON CORP CVXCommon1,006,37112,518158,351,900,000-66,118,846,0000.620.05 Hist 06/30/2023
VISA INC. VCL A648,16016,723153,924,702,000-5,244,206,0000.60  Hist 06/30/2023
iSHARES TRUST IJHCommon562,165262,143146,995,157,00072,155,564,0000.57  Hist 06/30/2023
iSHARES TRUST IEISTOCK1,273,9361,261,780146,833,870,000145,403,715,0000.57  Hist 06/30/2023
PEPSICO INC PEPCommon762,79539,970141,284,166,000-8,302,195,0000.55  Hist 06/30/2023
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