CP

Cerity Partners OCIO LLC

13F
Cerity Partners OCIO LLC
Last update 2025-04-30 24 Stocks (4 new)
Value $1.77 Bil Turnover 22 %
Countries:
Top Holdings: VOO(33.52%)IEF(15.51%)SCHP(8.69%)VT(8.20%)BWX(6.23%)
Summary Stock Picks Current Portfolio
Cerity Partners OCIO LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
1,152,620
592,342.9
+20.58%
33.520
+5.72%
0.100
+19.59%
+7.78%
660,834.1
 
IEF
iShares 7-10 Year Treasury Bond ETF
2,873,480
274,043.8
+16.28%
15.510
+2.17%
0.790
+0.68%
+4.07%
34,824.0
 
SCHP
Schwab U.S. Tips ETF
5,711,924
153,593.6
+13.85%
8.690
+1.06%
1.180
+1.83%
+4.64%
13,056.1
 
VT
Vanguard Total World Stock ETF
1,249,347
144,861.8
+112.23%
8.200
+4.34%
0.360
+17.37%
+11.44%
45,977.1
 
BWX
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
5,034,498
110,054.1
+9.58%
6.230
+0.54%
7.990
+0.03%
+8.02%
1,514.0
 
GLD
SPDR Gold Shares ETF
330,877
95,338.9
-3.42%
5.390
-0.19%
0.100
+0.74%
+27.37%
101,985.4
 
VWO
Vanguard FTSE Emerging Markets ETF
1,990,580
90,093.6
+252.26%
5.100
+3.65%
0.110
+16.94%
+15.09%
86,951.2
 
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
1,894,186
71,013.0
+47.69%
4.020
+1.30%
2.190
+5.02%
+7.52%
3,285.6
 
EIPX
FT Energy Income Partners Strategy ETF
FT Energy Income Partners Strategy ETF
2,400,565
62,534.7
0%
3.540
0%
16.330
+7.12%
+6.80%
375.9
 
PABU
iShares Paris-Aligned Climate MSCI USA ETF) ETF
iShares Paris-Aligned Climate MSCI USA ETF) ETF
634,069
37,993.4
-28.19%
2.150
-1.07%
1.940
+20.25%
+4.42%
2,201.6
 

Cerity Partners OCIO LLC's Historical Top Holdings Breakdowns

Cerity Partners OCIO LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+5.72%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 20.58%
1,152,620
196,741
VT
Vanguard Total World Stock ETF
2025-03-31
Add
Add
+4.34%
●
115.08 ($119.66) 123.97
$129.87
8.53%
Add 112.23%
1,249,347
660,678
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
2025-03-31
Sold Out
Sold Out
-4.00%
●
19.66 ($20.88) 21.64
$21.42
2.59%
Sold Out
0
-3,053,424
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+3.65%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Add 252.26%
1,990,580
1,425,498
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Sold Out
Sold Out
-2.64%
●
190.34 ($198.85) 205.23
$206.10
3.65%
Sold Out
0
-203,026
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+2.17%
●
91.17 ($93.56) 95.39
$94.40
0.90%
Add 16.28%
2,873,480
402,205
MBB
iShares MBS ETF
2025-03-31
New Buy
New Buy
+1.71%
●
90.37 ($92.49) 94.08
$92.80
0.34%
New holding
321,567
321,567
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
2025-03-31
Add
Add
+1.30%
●
35.79 ($37.01) 38.28
$37.72
1.92%
Add 47.69%
1,894,186
611,628
PABU
iShares Paris-Aligned Climate MSCI USA ETF) ETF
iShares Paris-Aligned Climate MSCI USA ETF) ETF
2025-03-31
Reduce
Reduce
-1.07%
●
59.33 ($63.95) 66.86
$67.77
5.97%
Reduce -28.19%
634,069
-248,929
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+1.06%
●
25.69 ($26.29) 26.89
$26.58
1.10%
Add 13.85%
5,711,924
694,844

Cerity Partners OCIO LLC Total Holding History ($B)

To

Cerity Partners OCIO LLC's Asset Allocation

To

Cerity Partners OCIO LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cerity Partners OCIO LLC's Hypothetical Growth since 2025-03-31

Cerity Partners OCIO LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cerity Partners OCIO LLC's Holdings Heat Map

Size field:

Cerity Partners OCIO LLC's Holdings Bubble Chart

Cerity Partners OCIO LLC News

  • 1

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