account_balance
Investment manager · 13F filer · SEC CIK 2128338
Cerity Partners Retirement Plan Advisors LLC
Reported value$470Mas of Sep 30, 2026
Positions67 38 new, 5 sold out
Top 10 weight76.5%SPY alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
14.3%
VTIVanguard Index FDS
11.6%Added +9%
VOOVanguard Index FDS
11.4%Added +1060%
BNDVanguard Bd Index FDS
9.1%Added +68%
VWOVanguard Intl Equity Index F
6.8%Added +33%
AGGiShares Tr
5.3%Added +659%
CGXUCapital Group Intl Focus Eqt
5.1%New
ACWIiShares Tr
4.8%New
IEMGiShares Inc
4.5%
VEAVanguard Tax-Managed FDS
3.5%
IGMiShares Tr
3.1%New
VTVVanguard Index FDS
2.9%New
SPYSPDR S&P 500 ETF Trust
14.3%
VTIVanguard Index FDS
11.6%Added +9%
VOOVanguard Index FDS
11.4%+1060%
BNDVanguard Bd Index FDS
9.1%+68%
VWOVanguard Intl Equity Index F
6.8%+33%
AGGiShares Tr
5.3%
CGXUCapital Group Intl Focus Eqt
5.1%
ACWIiShares Tr
4.8%
IEMG4.5%
VEA3.5%
IGM
VTV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 14.3% Held
VTI Vanguard Index FDS 11.6% Added +9%
VOO Vanguard Index FDS 11.4% Added +1060%
BND Vanguard Bd Index FDS 9.1% Added +68%
VWO Vanguard Intl Equity Index F 6.8% Added +33%
AGG iShares Tr 5.3% Added +659%
CGXU Capital Group Intl Focus Eqt 5.1% New
ACWI iShares Tr 4.8% New
IEMG iShares Inc 4.5% Held
VEA Vanguard Tax-Managed FDS 3.5% Added +23%
IGM iShares Tr 3.1% New
VTV Vanguard Index FDS 2.9% New
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- CGXU $23.9M
- ACWI $22.8M
- IGM $14.5M
- VTV $13.8M
arrow_upwardAdded
- VOO +1060%
- AGG +659%
- IDEV +489%
- IVV +122%
arrow_downwardTrimmed
- CWI −26%
- SPYG −26%
- AOA −19%
- NUDM −6%
remove_circleSold out
- MTUM $602K
- RODM $393K
- LQD $288K
- USVM $285K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.