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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Assetmark, Inc ⇄ Cerity Partners LLC

60Shared positions
57.5%Name overlap (Jaccard)
15+Only Assetmark, Inc
15+Only Cerity…

Shared holdings · Q2 2026

SecurityAssetmark, Inc weightCerity Partners LLC weight
VOO Vanguard S&P 500 ETF 4.8% 4.4%
MGK Vanguard Morningstar Mega… 6.4% 0.3%
NVDA NVIDIA Corporation 2.1% 3.3%
AAPL Apple Inc. 1.5% 3.4%
MGV Vanguard Morningstar Mega… 4.5% 0.1%
IVV iShares Core S&P 500 ETF 1.0% 2.5%
GOOGL Alphabet Inc. 1.7% 1.6%
MSFT Microsoft Corporation 1.3% 1.9%
IEFA iShares Core MSCI EAFE ETF 1.6% 1.4%
VEA Vanguard FTSE Developed… 0.7% 1.9%
AVGO Broadcom Inc. 1.0% 1.4%
AMZN Amazon.com, Inc. 0.8% 1.5%
VBR Vanguard Morningstar… 2.0% 0.1%
IEMG iShares Core MSCI… 1.4% 0.7%
SPY State Street SPDR S&P 500… 0.0% 2.0%
VTI Vanguard Morningstar… 0.8% 1.0%
GOOG Alphabet Inc. 0.3% 1.5%
MINT PIMCO Enhanced Short… 1.8% 0.0%
META Meta Platforms, Inc. 1.0% 0.9%
VOE Vanguard Morningstar… 1.5% 0.0%
PG The Procter & Gamble… 0.4% 1.1%
AGG iShares Core U.S.… 0.3% 1.2%
JPM JPMorgan Chase & Co. 0.5% 0.8%
VTV Vanguard Morningstar… 0.7% 0.5%
LLY Eli Lilly and Company 0.1% 1.1%
VOT Vanguard Morningstar… 1.1% 0.0%
MTUM iShares MSCI USA Momentum… 0.7% 0.5%
GOVT iShares U.S. Treasury… 1.1% 0.0%
MU Micron Technology, Inc. 0.7% 0.4%
IEI iShares 3-7 Year Treasury… 0.8% 0.3%
VUG Vanguard Morningstar… 0.5% 0.6%
JNK State Street SPDR… 1.0% 0.0%
QUAL iShares MSCI USA Quality… 0.0% 1.0%
VBK Vanguard Morningstar… 1.0% 0.0%
BND Vanguard Total Bond… 0.9% 0.1%
SCHX Schwab U.S. Large-Cap ETF 0.3% 0.7%
KLAC KLA Corporation 0.6% 0.4%
SHYG iShares 0-5 Year High… 1.0% 0.0%
HYG iShares iBoxx $ High… 0.9% 0.0%
SPTM State Street SPDR… 0.9% 0.1%
IDEV iShares Core MSCI… 0.3% 0.7%
IJR iShares Core S&P… 0.3% 0.6%
USIG iShares Broad USD… 0.9% 0.0%
SHY iShares 1-3 Year Treasury… 0.6% 0.2%
VXF Vanguard Extended Market… 0.6% 0.3%
TSM Taiwan Semiconductor… 0.5% 0.4%
SPYM State Street SPDR… 0.5% 0.4%
QQQ Invesco QQQ Trust, Series… 0.0% 0.7%
BIL State Street SPDR… 0.7% 0.0%
MUB iShares National Muni… 0.6% 0.1%
IGIB iShares 5-10 Year… 0.7% 0.0%
RSP Invesco S&P 500 Equal… 0.0% 0.7%
BRK-B Berkshire Hathaway Inc. 0.2% 0.5%
BNDX Vanguard Total… 0.6% 0.1%
VMBS Vanguard Mortgage-Backed… 0.7% 0.0%
VO Vanguard Morningstar… 0.2% 0.6%
VB Vanguard Morningstar… 0.4% 0.3%
AMAT Applied Materials, Inc. 0.5% 0.2%
IWF iShares Russell 1000… 0.0% 0.7%
AMD Advanced Micro Devices… 0.2% 0.5%

Distinctively Assetmark, Inc

EWC iShares MSCI Canada… 0.2%
BBUS JPMorgan BetaBuilders… 0.1%
USDU 0.1%
VRIG Invesco Variable Rate… 0.1%
IGLB iShares 10+ Year… 0.1%
IPAC iShares Core MSCI… 0.1%
HYD VanEck High Yield… 0.1%
SPBO 0.1%
EMHY 0.1%
CGGE Capital Group Global… 0.1%
LVHI Franklin… 0.1%
SPMB State Street SPDR… 0.1%
CGMM Capital Group U.S.… 0.1%
XEMD 0.1%
BBIN JPMorgan BetaBuilders… 0.1%

Distinctively Cerity Partners LLC

DFSV Dimensional - US… 0.2%
SKOR 0.2%
DFLV Dimensional - US… 0.1%
OAKM 0.1%
HTO H2O America 0.1%
SWAN 0.1%
LSGR 0.1%
ISWN 0.0%
BAPR 0.0%
MAGS Roundhill Magnificent… 0.0%
XLSR 0.0%
PDO 0.0%
VSGX Vanguard ESG… 0.0%
TSLX 0.0%
PAXS 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology