Long-term investor
Cerity Partners Retirement Plan Advisors LLC @ceritypartnersretirement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002128338).
Record
- Tracked since 2026-03-31 (167 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months n/a · 1 year n/a · all +11.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 27.4% · long · since 2026-03-31
- VTI · 20.4% · long · since 2026-03-31
- BND · 11.1% · long · since 2026-03-31
- VWO · 10.1% · long · since 2026-03-31
- IEMG · 9.2% · long · since 2026-06-30
- VEA · 5.6% · long · since 2026-03-31
- GOVT · 3.0% · long · since 2026-06-30
- VOO · 1.9% · long · since 2026-03-31
- AGG · 1.4% · long · since 2026-06-30
- SPYG · 1.4% · long · since 2026-06-30
- CWI · 1.4% · long · since 2026-03-31
- NUDM · 0.9% · long · since 2026-03-31