Cerity Partners

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$227.97M38545,946-52.15%-$248.42M0.62
Credit Acceptance Corporation
CACC
$440.32M6.59798,324-9.99%-$48.89M1.19
The Procter & Gamble Company
PG
$1.02B0.276.28M+2.36%+$23.53M2.77
Costco Wholesale Corporation
COST
$242.92M0.08331,807+21.86%+$43.58M0.66
Adobe Inc.
ADBE
$162.58M0.07322,245+27.45%+$35.01M0.44
Merck & Co., Inc.
MRK
$238.61M0.071.81M+49.27%+$78.75M0.65
The Home Depot, Inc.
HD
$255.63M0.07669,061+19.31%+$41.37M0.69
Chevron Corporation
CVX
$176.61M0.061.11M-26.05%-$62.21M0.48
Eli Lilly and Company
LLY
$425.11M0.06547,270-6.09%-$27.57M1.15
JPMorgan Chase & Co.
JPM
$325M0.061.62M-27.7%-$124.52M0.88
Johnson & Johnson
JNJ
$214.35M0.061.36M-14.65%-$36.8M0.58
Apple Inc.
AAPL
$1.12B0.046.53M-30.79%-$496.59M3.03
UnitedHealth Group Incorporated
UNH
$195.98M0.04396,184-4.7%-$9.66M0.53
Broadcom Inc.
AVGO
$248.23M0.04187,295+19.49%+$40.49M0.67
Mastercard Incorporated
MA
$174.26M0.04363,758+10.8%+$16.98M0.47
Microsoft Corporation
MSFT
$1.23B0.042.93M-58.16%-$1.71B3.33
Visa Inc.
V
$213.25M0.04765,433-31.98%-$100.27M0.58
Exxon Mobil Corporation
XOM
$165.39M0.031.42M-9.9%-$18.17M0.45
Amazon.com, Inc.
AMZN
$581.71M0.033.24MNew+$581.71M1.58
NVIDIA Corporation
NVDA
$698.14M0.03773,047-40.39%-$473.09M1.89
Meta Platforms, Inc.
META
$273.28M0.02564,529-82.11%-$1.25B0.74
Alphabet Inc.
GOOGL
$392.16M0.022.59M-36.62%-$226.55M1.06
Alphabet Inc.
GOOG
$353M0.022.31M-40.48%-$240.09M0.96
Vanguard Tax-Exempt Bond Index Fund
VTEB
$157.8M<0.013.13M+8.61%+$12.5M0.43
iShares Core S&P Mid-Cap ETF
IJH
$192.75M<0.013.17M+190.93%+$126.5M0.52
Schwab U.S. TIPS ETF
SCHP
$164.59M<0.013.16M-76.42%-$533.53M0.45
Vanguard 500 Index Fund
VOO
$1.58B<0.013.31M-62.74%-$2.67B4.29
iShares Core MSCI Emerging Markets ETF
IEMG
$167.23M<0.013.24M+1.65%+$2.71M0.45
Schwab U.S. Mid-Cap ETF
SCHM
$161.59M<0.011.98M-89.53%-$1.38B0.44
JPMorgan Ultra-Short Income ETF
JPST
$169.06M<0.013.35M-26%-$59.41M0.46
Vanguard Short-Term Treasury Index Fund
VGSH
$170.67M<0.012.94M+72.69%+$71.84M0.46
iShares 3-7 Year Treasury Bond ETF
IEI
$286.26M<0.012.47M+10.87%+$28.07M0.78
iShares MSCI USA Quality Factor ETF
QUAL
$388.35M<0.012.36M-0.72%-$2.82M1.05
iShares Core U.S. Aggregate Bond ETF
AGG
$184.99M<0.011.89M+51.36%+$62.77M0.5
Vanguard Developed Markets Index Fund
VEA
$664.11M<0.0113.25M-30.14%-$286.47M1.8
iShares Core MSCI EAFE ETF
IEFA
$592.45M<0.018.02M+6.81%+$37.77M1.61
Invesco QQQ Trust
QQQ
$263.44M<0.01593,988-29.53%-$110.39M0.71
iShares Russell 1000 Growth ETF
IWF
$279.98M<0.01830,954+0.12%+$339,634.110.76
iShares MSCI USA Min Vol Factor ETF
USMV
$175.01M<0.012.09M-1.8%-$3.21M0.47
iShares Russell 1000 ETF
IWB
$194.95M<0.01676,854-4.01%-$8.15M0.53
iShares MSCI USA Momentum Factor ETF
MTUM
$197.56M<0.011.05M-7.79%-$16.7M0.54
iShares Core S&P 500 ETF
IVV
$908.88M<0.011.73M+1%+$9.02M2.46
SPDR S&P 500 ETF Trust
SPY
$967.97M<0.012.05M-76.92%-$3.23B2.62
iShares Core S&P Total U.S. Stock Market ETF
ITOT
$254.2M<0.012.2M-2.34%-$6.1M0.69
SPDR Portfolio Aggregate Bond ETF
SPAB
$217M<0.018.58M+2.82%+$5.95M0.59
iShares MSCI Intl Quality Factor ETF
IQLT
$159.9M<0.014.03M+130.97%+$90.67M0.43
iShares 1-3 Year Treasury Bond ETF
SHY
$194.02M<0.012.37M-3.11%-$6.24M0.53
Vanguard Total Stock Market Index Fund
VTI
$276.6M<0.011.07M-80.66%-$1.15B0.75
iShares Core S&P Small-Cap ETF
IJR
$198.99M<0.011.8M+14.71%+$25.52M0.54
Schwab U.S. Large-Cap ETF
SCHX
$339.69M<0.015.48M-80.65%-$1.42B0.92