Cerity Partners LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$46.1B
Holdings
2,415
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (2,415 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 3,646,211 | $2.0T | 4261.47% | |
| 2 | AAPLAPPLE INC | 7,339,778 | $1.8T | 3935.17% | |
| 3 | MSFTMICROSOFT CORP | 3,122,622 | $1.3T | 2864.99% | |
| 4 | NVDANVIDIA CORPORATION | 9,279,637 | $1.2T | 2651.31% | |
| 5 | SPYSPDR S&P 500 ETF TR | 2,206,917 | $1.2T | 2550.10% | |
| 6 | IVVISHARES TR | 1,987,322 | $1.2T | 2537.91% | |
| 7 | PGPROCTER AND GAMBLE CO | 6,439,118 | $1.1T | 2343.70% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 16,706,732 | $799.0B | 1733.28% | |
| 9 | AMZNAMAZON COM INC | 3,612,090 | $773.5B | 1678.04% | |
| 10 | AQLTISHARES TR | 8,975,341 | $631.0B | 1368.90% | |
| 11 | AGGISHARES TR | 5,847,781 | $566.7B | 1229.31% | |
| 12 | GOOGLALPHABET INC | 2,835,419 | $526.8B | 1142.73% | |
| 13 | QUALISHARES TR | 2,690,956 | $479.2B | 1039.58% | |
| 14 | VTIVANGUARD INDEX FDS | 1,574,001 | $456.2B | 989.59% | |
| 15 | LLYELI LILLY & CO | 580,815 | $453.2B | 983.16% | |
| 16 | GOOGALPHABET INC | 2,371,758 | $440.2B | 954.95% | |
| 17 | SCHXSCHWAB STRATEGIC TR | 18,460,760 | $428.6B | 929.76% | |
| 18 | AVGOBROADCOM INC | 1,908,930 | $424.5B | 920.95% | |
| 19 | METAMETA PLATFORMS INC | 705,638 | $411.4B | 892.58% | |
| 20 | JPMJPMORGAN CHASE & CO. | 1,651,743 | $387.3B | 840.29% | |
| 21 | IWFISHARES TR | 943,518 | $378.8B | 821.82% | |
| 22 | CACCCREDIT ACCEP CORP MICH | 796,373 | $373.9B | 811.05% | |
| 23 | NDQINVESCO QQQ TR | 681,967 | $348.6B | 756.28% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 372,150 | $339.6B | 736.65% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 633,681 | $287.8B | 624.29% | |
| 26 | IJRISHARES TR | 2,447,744 | $282.1B | 611.95% | |
| 27 | ITOTISHARES TR | 2,155,823 | $277.3B | 601.53% | |
| 28 | VVISA INC | 897,281 | $276.4B | 599.65% | |
| 29 | IEIISHARES TR | 2,209,001 | $255.3B | 553.73% | |
| 30 | UNHUNITEDHEALTH GROUP INC | 476,992 | $246.7B | 535.15% | |
| 31 | IJHISHARES TR | 3,957,615 | $246.6B | 534.97% | |
| 32 | HDHOME DEPOT INC | 628,351 | $246.2B | 534.09% | |
| 33 | IWBISHARES TR | 738,053 | $237.8B | 515.82% | |
| 34 | SPABSPDR SER TR | 9,394,590 | $234.8B | 509.31% | |
| 35 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,557,975 | $230.3B | 499.66% | |
| 36 | ITWILLINOIS TOOL WKS INC | 903,710 | $229.3B | 497.37% | |
| 37 | MTUMISHARES TR | 1,071,198 | $221.7B | 480.85% | |
| 38 | JNJJOHNSON & JOHNSON | 1,439,967 | $211.1B | 457.98% | |
| 39 | RSPINVESCO EXCHANGE TRADED FD T | 1,201,016 | $210.5B | 456.65% | |
| 40 | SCHPSCHWAB STRATEGIC TR | 8,004,393 | $206.8B | 448.53% | |
| 41 | IEMGISHARES INC | 3,919,736 | $204.8B | 444.19% | |
| 42 | XOMEXXON MOBIL CORP | 1,855,958 | $201.6B | 437.30% | |
| 43 | VGSHVANGUARD SCOTTSDALE FDS | 3,463,004 | $201.5B | 437.09% | |
| 44 | VTEBVANGUARD MUN BD FDS | 3,998,830 | $200.5B | 434.88% | |
| 45 | SHYISHARES TR | 2,397,520 | $196.6B | 426.39% | |
| 46 | MAMASTERCARD INCORPORATED | 369,151 | $192.9B | 418.54% | |
| 47 | VOVANGUARD INDEX FDS | 721,597 | $190.6B | 413.47% | |
| 48 | USMVISHARES TR | 2,099,340 | $186.4B | 404.37% | |
| 49 | SCHMSCHWAB STRATEGIC TR | 6,714,292 | $186.1B | 403.74% | |
| 50 | MRKMERCK & CO INC | 1,774,281 | $184.0B | 399.10% | |
| 51 | SPYVSPDR SER TR | 3,436,633 | $175.8B | 381.27% | |
| 52 | CRMSALESFORCE INC | 533,151 | $174.9B | 379.51% | |
| 53 | CVXCHEVRON CORP NEW | 1,205,747 | $174.8B | 379.25% | |
| 54 | BSVVANGUARD BD INDEX FDS | 2,246,483 | $173.6B | 376.58% | |
| 55 | VGTVANGUARD WORLD FD | 266,611 | $165.8B | 359.61% | |
| 56 | IAU*ISHARES GOLD TR | 3,271,594 | $162.0B | 351.40% | |
| 57 | ABBVABBVIE INC | 873,918 | $158.0B | 342.76% | |
| 58 | WMTWALMART INC | 1,767,365 | $157.7B | 342.22% | |
| 59 | TJXTJX COS INC NEW | 1,302,915 | $156.9B | 340.37% | |
| 60 | SCHDSCHWAB STRATEGIC TR | 5,635,367 | $154.0B | 334.07% | |
| 61 | PANWPALO ALTO NETWORKS INC | 819,398 | $153.0B | 331.98% | |
| 62 | RODMLATTICE STRATEGIES TR | 5,305,626 | $150.8B | 327.11% | |
| 63 | VXFVANGUARD INDEX FDS | 761,649 | $144.7B | 313.90% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 3,283,155 | $144.6B | 313.68% | |
| 65 | DFACDIMENSIONAL ETF TRUST | 4,176,321 | $144.5B | 313.38% | |
| 66 | VUGVANGUARD INDEX FDS | 351,687 | $144.2B | 312.84% | |
| 67 | TSLATESLA INC | 393,754 | $143.7B | 311.81% | |
| 68 | ORCLORACLE CORP | 848,151 | $141.9B | 307.92% | |
| 69 | CSCOCISCO SYS INC | 2,387,046 | $139.5B | 302.65% | |
| 70 | PEPPEPSICO INC | 895,928 | $137.8B | 298.96% | |
| 71 | MGKVANGUARD WORLD FD | 394,571 | $135.5B | 293.95% | |
| 72 | VEUVANGUARD INTL EQUITY INDEX F | 2,353,732 | $135.1B | 293.14% | |
| 73 | VGITVANGUARD SCOTTSDALE FDS | 2,329,765 | $135.1B | 293.14% | |
| 74 | IQLTISHARES TR | 3,573,299 | $132.6B | 287.75% | |
| 75 | MCDMCDONALDS CORP | 453,804 | $132.2B | 286.81% | |
| 76 | ADBEADOBE INC | 284,118 | $130.3B | 282.56% | |
| 77 | AVEMAMERICAN CENTY ETF TR | 2,194,942 | $129.0B | 279.94% | |
| 78 | BNDVANGUARD BD INDEX FDS | 1,759,344 | $126.5B | 274.46% | |
| 79 | VIGVANGUARD SPECIALIZED FUNDS | 638,877 | $125.1B | 271.41% | |
| 80 | BLKBLACKROCK INC | 121,403 | $124.5B | 269.98% | |
| 81 | IWMISHARES TR | 546,009 | $120.6B | 261.73% | |
| 82 | SCHASCHWAB STRATEGIC TR | 4,646,799 | $120.2B | 260.74% | |
| 83 | BACBANK AMERICA CORP | 2,766,900 | $119.1B | 258.27% | |
| 84 | SCHFSCHWAB STRATEGIC TR | 6,433,068 | $119.0B | 258.18% | |
| 85 | ABTABBOTT LABS | 1,006,068 | $113.9B | 247.04% | |
| 86 | SGOVISHARES TR | 1,113,167 | $111.7B | 242.26% | |
| 87 | EFAISHARES TR | 1,440,275 | $108.3B | 234.84% | |
| 88 | VCSHVANGUARD SCOTTSDALE FDS | 1,380,432 | $107.7B | 233.63% | |
| 89 | DISDISNEY WALT CO | 1,005,008 | $107.4B | 232.98% | |
| 90 | AMGNAMGEN INC | 389,138 | $107.4B | 232.97% | |
| 91 | GQ9SPDR GOLD TR | 440,013 | $106.5B | 231.13% | |
| 92 | VTVVANGUARD INDEX FDS | 621,027 | $105.2B | 228.12% | |
| 93 | ACNACCENTURE PLC IRELAND | 290,943 | $102.4B | 222.19% | |
| 94 | DFUVDIMENSIONAL ETF TRUST | 2,486,370 | $101.7B | 220.72% | |
| 95 | VBVANGUARD INDEX FDS | 418,630 | $100.6B | 218.21% | |
| 96 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 502,286 | $98.0B | 212.67% | |
| 97 | VXUSVANGUARD STAR FDS | 1,654,670 | $97.5B | 211.54% | |
| 98 | VRTXVERTEX PHARMACEUTICALS INC | 238,029 | $97.5B | 211.50% | |
| 99 | HONHONEYWELL INTL INC | 437,128 | $96.8B | 210.08% | |
| 100 | CRWDCROWDSTRIKE HLDGS INC | 274,868 | $93.7B | 203.26% |
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