Cerity Partners Retirement Plan Advisors LLC

NEW YORK, NY · CIK 2128338 · 13F filing filed 2026-08-14

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.

$239.4m reported value +22.3% vs Q1 2026

34positions

91.5%in top 10

18 new 9 added 4 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	88,678	$65.7m27.45%	27.45%	Reduced -390	-390 -0.4%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	133,330	$48.9m20.45%	20.45%	Reduced -13.5k	-13,497 -9.2%
3	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	360,195	$26.5m11.09%	11.09%	Reduced -109.1k	-109,059 -23.2%
4	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	407,830	$24.1m10.08%	10.08%	Added +210.8k	+210,825 107.0%
5	ISHARES INC CORE MSCI EMKT IEMG	IEMG	265,723	$22.0m9.20%	9.20%	New
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	189,205	$13.4m5.61%	5.61%	Reduced -7.4k	-7,351 -3.7%
7	ISHARES TR US TREAS BD ETF GOVT	GOVT	309,532	$7.1m2.96%	2.96%	New
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,595	$4.5m1.88%	1.88%	Added +21	+21 0.3%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	34,949	$3.5m1.45%	1.45%	New
10	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	28,172	$3.4m1.40%	1.40%	New
11	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	82,743	$3.4m1.40%	1.40%	Added +12.5k	+12,538 17.9%
12	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	53,941	$2.1m0.90%	0.90%	Unchanged
13	ISHARES TR AGGRES ALLOC ETF AOA	AOA	17,546	$1.7m0.71%	0.71%	Added +2.0k	+2,042 13.2%
14	ISHARES TR CORE S&P500 ETF IVV	IVV	2,271	$1.7m0.71%	0.71%	New
15	ISHARES TR CORE MSCI INTL IDEV	IDEV	17,698	$1.6m0.66%	0.66%	New
16	ISHARES TR S&P MC 400GR ETF IJK	IJK	8,083	$949.7k0.40%	0.40%	Added +703	+703 9.5%
17	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	4,029	$884.1k0.37%	0.37%	New
18	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	32,245	$822.9k0.34%	0.34%	New
19	NUSHARES ETF TR NUVEEN ESG EMRGN NUEM	NUEM	19,239	$816.4k0.34%	0.34%	Unchanged
20	ISHARES TR 3 7 YR TREAS BD IEI	IEI	6,150	$722.3k0.30%	0.30%	Added +1.0k	+1,015 19.8%
21	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,755	$601.6k0.25%	0.25%	New
22	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	8,469	$587.0k0.25%	0.25%	Added +1.0k	+1,040 14.0%
23	TIDAL ETF TR ADASINA SOCIAL JSTC	JSTC	24,224	$554.2k0.23%	0.23%	Unchanged
24	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	5,425	$497.1k0.21%	0.21%	New
25	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	15,243	$445.7k0.19%	0.19%	New
26	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	4,593	$418.9k0.18%	0.18%	New
27	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	8,100	$401.4k0.17%	0.17%	New
28	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	9,732	$393.3k0.16%	0.16%	New
29	ISHARES TR IBOXX HI YD ETF HYG	HYG	4,877	$390.2k0.16%	0.16%	Added +803	+803 19.7%
30	ISHARES TR IBOXX INV CP ETF LQD	LQD	2,624	$287.7k0.12%	0.12%	Added +492	+492 23.1%
31	VICTORY PORTFOLIOS II USAA MSCI USA SM USVM	USVM	2,594	$284.9k0.12%	0.12%	New
32	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		7,134	$276.7k0.12%	0.12%	New
33	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	2,246	$216.7k0.09%	0.09%	New
34	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	5,278	$212.2k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IJH	IJH	40,542	$2.7m40.5k shares
ISHARES TR IJR	IJR	20,408	$2.5m20.4k shares
VANGUARD BD INDEX FDS BSV	BSV	31,768	$2.5m31.8k shares
SPDR SERIES TRUST SPYM	SPYM	26,374	$2.0m26.4k shares
VANGUARD INDEX FDS VNQ	VNQ	17,550	$1.5m17.6k shares
VANGUARD INDEX FDS VB	VB	5,466	$1.4m5.5k shares
VANGUARD INDEX FDS VO	VO	18,596	$1.3m18.6k shares
VANGUARD CHARLOTTE FDS BNDX	BNDX	26,210	$1.3m26.2k shares
VANGUARD BD INDEX FDS BIV	BIV	15,836	$1.2m15.8k shares
VANGUARD INTL EQUITY INDEX F VT	VT	8,513	$1.2m8.5k shares
VANGUARD BD INDEX FDS BLV	BLV	15,727	$1.1m15.7k shares
VANGUARD WHITEHALL FDS VYM	VYM	4,284	$634.5k4.3k shares
VANGUARD INDEX FDS VBR	VBR	1,992	$432.8k2.0k shares
VANGUARD INDEX FDS VOE	VOE	2,348	$427.8k2.3k shares
VANGUARD INDEX FDS VBK	VBK	764	$230.9k764 shares