Cerity Partners Ocio
$1.7B Assets Reported
27 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 457,873 | $274M | 16.4% |
| XLK | SELECT SECTOR SPDR TR | 1,691,744 | $225M | 13.5% |
| IEF | ISHARES TR | 1,889,214 | $180M | 10.8% |
| BWX | SPDR SERIES TRUST | 7,088,016 | $156M | 9.3% |
| SCHP | SCHWAB STRATEGIC TR | 5,648,682 | $150M | 9.0% |
| IEMG | ISHARES INC | 1,734,899 | $121M | 7.3% |
| GLD | SPDR GOLD TR | 272,262 | $117M | 7.0% |
| VT | VANGUARD INTL EQUITY INDEX F | 839,995 | $116M | 7.0% |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 1,835,297 | $80M | 4.8% |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 2,370,562 | $76M | 4.6% |
Track Cerity Partners Ocio's 13F portfolio: $1.7B in reported holdings, 27 positions. Top holdings, AUM, and quarterly changes on SentiSense.