StockDriftsStockDriftsTop 50 Cerity Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 4.36% | 5.14M | $3.07B | +9.74%(+456.13K) | $465.94(+45.82%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.37% | 9.37M | $2.38B | +2.76%(+251.64K) | $183.45(+63.66%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.22% | 13.02M | $2.27B | +3.46%(+435.16K) | $83.40(+170.16%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.46% | 2.66M | $1.74B | +4.47%(+113.91K) | $488.55(+51.97%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.15% | 4.10M | $1.52B | +7.86%(+298.89K) | $357.38(+18.06%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.98% | 2.15M | $1.40B | +4.23%(+87.32K) | $464.11(+59.27%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.86% | 20.42M | $1.31B | +5.57%(+1.08M) | $49.18(+40.47%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.46% | 4.96M | $1.03B | +4.56%(+216.10K) | $161.55(+63.50%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.46% | 11.36M | $1.03B | +1.27%(+142.85K) | $70.49(+35.06%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.44% | 3.54M | $1.02B | +0.91%(+32.06K) | $142.04(+179.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.00% | +60.18% |
| Top 20 Holdings Unweighted | +18.76% | +67.51% |
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