StockDriftsStockDriftsTop 31 Cerity Partners Retirement Plan Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 29.6% | 89.1K | $57.9M | new | $666.13(+11.81%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 24.07% | 146.8K | $47.1M | new | $328.04(+12.41%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 17.62% | 469.3K | $34.5M | new | $73.85(-1.01%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.23% | 196.6K | $12.2M | new | $63.28(+11.91%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.29% | 197.0K | $10.3M | new | $53.90(+9.53%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.01% | 6.6K | $3.9M | new | $612.34(+11.84%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.36% | 40.5K | $2.7M | new | $66.76(+13.97%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.3% | 20.4K | $2.5M | new | $122.24(+19.82%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 1.29% | 70.2K | $2.5M | new | $36.25(+10.91%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 1.27% | 31.8K | $2.5M | new | $78.61(-1.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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