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
+23.09%
+5.90%
651,674.4
 
IEF
iShares 7-10 Year Treasury Bond ETF
2,873,480
274,043.8
+16.28%
15.510
+2.17%
0.790
-1.00%
+2.17%
34,554.8
 
SCHP
Schwab U.S. Tips ETF
5,711,924
153,593.6
+13.85%
8.690
+1.06%
1.180
-0.26%
+2.52%
13,417.4
 
VT
Vanguard Total World Stock ETF
1,249,347
144,861.8
+112.23%
8.200
+4.34%
0.360
+23.15%
+9.47%
45,306.5
 
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
+5.26%
+8.56%
1,518.3
 
GLD
SPDR Gold Shares ETF
330,877
95,338.9
-3.42%
5.390
-0.19%
0.100
+12.30%
+26.94%
102,386.4
 
VWO
Vanguard FTSE Emerging Markets ETF
1,990,580
90,093.6
+252.26%
5.100
+3.65%
0.110
+22.26%
+12.24%
84,357.9
 
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
+9.34%
+4.12%
3,250.0
 
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
+11.49%
+4.12%
372.6
 
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
+23.59%
+2.71%
2,177.7
 

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
$570.61
5.56%
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
$128.61
7.48%
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
$20.91
0.14%
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
$49.43
9.82%
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
$206.49
3.84%
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
$94.46
0.96%
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
$92.78
0.31%
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
$37.12
0.30%
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
$66.80
4.46%
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
$26.48
0.72%
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

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Cerity Partners OCIO LLC's Holdings Bubble Chart

Cerity Partners OCIO LLC News

  • 1

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