Vault-13

Cerity Partners Retirement Plan Advisors LLC

NEW YORK, NY · CIK 2128338 · 13F filing filed 2026-05-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$195.7m reported value
31positions
90.0%in top 10
—no comparable previous quarter

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SPDR S&P 500 ETF TR TR UNIT SPY SPY 89,068 $57.9m29.60% 29.60% First filing
2 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 146,827 $47.1m24.07% 24.07% First filing
3 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 469,254 $34.5m17.62% 17.62% First filing
4 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 196,556 $12.2m6.23% 6.23% First filing
5 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 197,005 $10.3m5.29% 5.29% First filing
6 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 6,574 $3.9m2.01% 2.01% First filing
7 ISHARES TR CORE S&P MCP ETF IJH IJH 40,542 $2.7m1.36% 1.36% First filing
8 ISHARES TR CORE S&P SCP ETF IJR IJR 20,408 $2.5m1.30% 1.30% First filing
9 SPDR INDEX SHS FDS MSCI ACWI EXUS CWI CWI 70,205 $2.5m1.29% 1.29% First filing
10 VANGUARD BD INDEX FDS SHORT TRM BOND BSV BSV 31,768 $2.5m1.27% 1.27% First filing
11 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 26,374 $2.0m1.03% 1.03% First filing
12 NUSHARES ETF TR NUVEEN ESG INTL NUDM NUDM 53,941 $1.9m0.96% 0.96% First filing
13 VANGUARD INDEX FDS REAL ESTATE ETF VNQ VNQ 17,550 $1.5m0.78% 0.78% First filing
14 VANGUARD INDEX FDS SMALL CP ETF VB VB 5,466 $1.4m0.73% 0.73% First filing
15 ISHARES TR AGGRES ALLOC ETF AOA AOA 15,504 $1.3m0.68% 0.68% First filing
16 VANGUARD INDEX FDS MID CAP ETF VO VO 4,649 $1.3m0.68% 0.68% First filing
17 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX BNDX 26,210 $1.3m0.64% 0.64% First filing
18 VANGUARD BD INDEX FDS INTERMED TERM BIV BIV 15,836 $1.2m0.62% 0.62% First filing
19 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT VT 8,513 $1.2m0.60% 0.60% First filing
20 VANGUARD BD INDEX FDS LONG TERM BOND BLV BLV 15,727 $1.1m0.55% 0.55% First filing
21 ISHARES TR S&P MC 400GR ETF IJK IJK 7,380 $732.9k0.37% 0.37% First filing
22 NUSHARES ETF TR NUVEEN ESG EMRGN NUEM NUEM 19,239 $678.4k0.35% 0.35% First filing
23 VANGUARD WHITEHALL FDS HIGH DIV YLD VYM VYM 4,284 $634.5k0.32% 0.32% First filing
24 ISHARES TR 3 7 YR TREAS BD IEI IEI 5,135 $608.7k0.31% 0.31% First filing
25 ISHARES TR GRWT ALLOCAT ETF AOR AOR 7,429 $468.9k0.24% 0.24% First filing
26 TIDAL ETF TR ADASINA SOCIAL JSTC JSTC 24,224 $459.5k0.23% 0.23% First filing
27 VANGUARD INDEX FDS SM CP VAL ETF VBR VBR 1,992 $432.8k0.22% 0.22% First filing
28 VANGUARD INDEX FDS MCAP VL IDXVIP VOE VOE 2,348 $427.8k0.22% 0.22% First filing
29 ISHARES TR IBOXX HI YD ETF HYG HYG 4,074 $322.1k0.16% 0.16% First filing
30 ISHARES TR IBOXX INV CP ETF LQD LQD 2,132 $231.0k0.12% 0.12% First filing
31 VANGUARD INDEX FDS SML CP GRW ETF VBK VBK 764 $230.9k0.12% 0.12% First filing