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Home > Institutional Investor > Cerity Partners Retirement Plan Advisors Llc > Profile

Instuitional Investor - Cerity Partners Retirement Plan Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cerity Partners Retirement Plan Advisors Llc
Portfolio Value $195,676,259
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 89,068 $57,924,483 29.6%
2.
Vanguard Index Fds
 146,827 $47,103,570 24.07%
3.
Vanguard Bond Index Funds
 BND 469,254 $34,481,358 17.62%
4.
Vanguard Tax-Managed Fds
 196,556 $12,192,390 6.23%
5.
Vanguard Intl Equity Index Funds
 VWO 197,005 $10,347,882 5.29%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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