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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 $239,369,762
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 88,678 $65,696,167 27.45%
2.
Vanguard Index Fds
 133,330 $48,948,110 20.45%
3.
Vanguard Bond Index Funds
 BND 360,195 $26,549,973 11.09%
4.
Vanguard Intl Equity Index Funds
 VWO 407,830 $24,127,207 10.08%
5.
Ishares Inc - CORE MSCI EMKT
 265,723 $22,012,472 9.2%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.