Cerity Partners Retirement Plan Advisors LLC - Portfolio overview

Cerity Partners Retirement Plan Advisors LLC has 31 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds.

Its largest classified sector exposures are Real Estate.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 29.60%
2. VTI - VANGUARD INDEX FDS, 24.07%
3. BND - VANGUARD BD INDEX FDS, 17.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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