13F 机构持仓

Cerity Partners Retirement Plan Advisors LLC

NEW YORK NY · SEC CIK 0002128338

2026Q22026Q1 更早 9 个季度 🔒
$1.96亿2026Q1 申报市值
31持仓数
90.0%前十大占比 · 第一大 29.6%
0 / 0新建仓 / 清仓
申报市值走势$2.39亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 29.6%
VTI 24.1%
BND 17.6%
VEA 6.2%
VWO 5.3%
VOO 2.0%
IJH 1.4%
IJR 1.3%
CWI 1.3%
BSV 1.3%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
SPY STATE STR SPDR S&P 500 ETF T $5,792.45万29.60%89,068 —— — —
VTI VANGUARD INDEX FDS $4,710.36万24.07%146,827 —— — —
BND VANGUARD BD INDEX FDS $3,448.14万17.62%469,254 —— — —
VEA VANGUARD TAX-MANAGED FDS $1,219.24万6.23%196,556 —— — —
VWO VANGUARD INTL EQUITY INDEX F $1,034.79万5.29%197,005 —— — —
VOO VANGUARD INDEX FDS $392.83万2.01%6,574 —— — —
IJH ISHARES TR $265.92万1.36%40,542 —— — —
IJR ISHARES TR $253.69万1.30%20,408 —— — —
CWI SPDR INDEX SHS FDS $252.02万1.29%70,205 —— — —
BSV VANGUARD BD INDEX FDS $248.74万1.27%31,768 —— — —
SPYM SPDR SERIES TRUST $201.87万1.03%26,374 —— — —
NUDM NUSHARES ETF TR $187.99万0.96%53,941 —— — —
VNQ VANGUARD INDEX FDS $153.55万0.78%17,550 —— — —
VB VANGUARD INDEX FDS $143.17万0.73%5,466 —— — —
AOA ISHARES TR $133.63万0.68%15,504 —— — —
VO VANGUARD INDEX FDS $133.51万0.68%4,649 —— — —
BNDX VANGUARD CHARLOTTE FDS $125.26万0.64%26,210 —— — —
BIV VANGUARD BD INDEX FDS $121.81万0.62%15,836 —— — —
VT VANGUARD INTL EQUITY INDEX F $118.18万0.60%8,513 —— — —
BLV VANGUARD BD INDEX FDS $107.76万0.55%15,727 —— — —
IJK ISHARES TR $73.29万0.37%7,380 —— — —
NUEM NUSHARES ETF TR $67.84万0.35%19,239 —— — —
VYM VANGUARD WHITEHALL FDS $63.45万0.32%4,284 —— — —
IEI ISHARES TR $60.87万0.31%5,135 —— — —
AOR ISHARES TR $46.89万0.24%7,429 —— — —
JSTC TIDAL TRUST I $45.95万0.23%24,224 —— — —
VBR VANGUARD INDEX FDS $43.28万0.22%1,992 —— — —
VOE VANGUARD INDEX FDS $42.78万0.22%2,348 —— — —
HYG ISHARES TR $32.21万0.16%4,074 —— — —
LQD ISHARES TR $23.10万0.12%2,132 —— — —
VBK VANGUARD INDEX FDS $23.09万0.12%764 —— — —