Trade Filings

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Gestor A Gestor B

Captrust Financial Advisors ⇄ Cerity Partners LLC

60Posições compartilhadas

64.7%Sobreposição de nomes (Jaccard)

15+Apenas Captrust…

15+Apenas Cerity…

Holdings compartilhadas · Q2 2026

Valor mobiliário	Captrust Financial… peso	Cerity Partners LLC peso
IVV iShares Core S&P 500 ETF	5.3%	2.5%
AAPL Apple Inc.	3.6%	3.4%
NVDA NVIDIA Corporation	2.7%	3.3%
VOO Vanguard S&P 500 ETF	1.3%	4.4%
VEA Vanguard FTSE Developed…	3.3%	1.9%
MSFT Microsoft Corporation	2.1%	1.9%
GOOGL Alphabet Inc.	1.9%	1.6%
SPY State Street SPDR S&P 500…	0.9%	2.0%
SHY iShares 1-3 Year Treasury…	2.7%	0.2%
AMZN Amazon.com, Inc.	1.4%	1.5%
VTV Vanguard Morningstar…	2.3%	0.5%
AVGO Broadcom Inc.	1.2%	1.4%
AGG iShares Core U.S.…	1.0%	1.2%
GOOG Alphabet Inc.	0.7%	1.5%
IEMG iShares Core MSCI…	1.2%	0.7%
VB Vanguard Morningstar…	1.4%	0.3%
VUG Vanguard Morningstar…	1.1%	0.6%
LLY Eli Lilly and Company	0.6%	1.1%
IXUS iShares Core MSCI Total…	1.6%	0.0%
SCHX Schwab U.S. Large-Cap ETF	0.9%	0.7%
IEFA iShares Core MSCI EAFE ETF	0.2%	1.4%
JPM JPMorgan Chase & Co.	0.7%	0.8%
IEI iShares 3-7 Year Treasury…	1.2%	0.3%
VTI Vanguard Morningstar…	0.5%	1.0%
PG The Procter & Gamble…	0.4%	1.1%
META Meta Platforms, Inc.	0.6%	0.9%
FNDX Schwab Fundamental U.S.…	1.4%	0.0%
BRK-B Berkshire Hathaway Inc.	0.8%	0.5%
QQQ Invesco QQQ Trust, Series…	0.5%	0.7%
IWB iShares Russell 1000 ETF	0.8%	0.4%
BSV Vanguard Short-Term Bond…	0.9%	0.3%
QUAL iShares MSCI USA Quality…	0.1%	1.0%
IWF iShares Russell 1000…	0.4%	0.7%
ABBV AbbVie Inc.	0.7%	0.4%
PANW Palo Alto Networks, Inc.	0.6%	0.4%
IEF iShares 7-10 Year…	0.8%	0.1%
V Visa Inc.	0.4%	0.5%
SGOV iShares 0-3 Month…	0.4%	0.6%
CSCO Cisco Systems, Inc.	0.5%	0.4%
MGK Vanguard Morningstar Mega…	0.6%	0.3%
JNJ Johnson & Johnson	0.3%	0.6%
LRCX Lam Research Corporation	0.6%	0.3%
IJR iShares Core S&P…	0.2%	0.6%
IJH iShares Core S&P Mid-Cap…	0.3%	0.6%
COST Costco Wholesale…	0.3%	0.5%
TSM Taiwan Semiconductor…	0.4%	0.4%
RSP Invesco S&P 500 Equal…	0.1%	0.7%
IDEV iShares Core MSCI…	0.1%	0.7%
MA Mastercard Incorporated	0.5%	0.2%
CAT Caterpillar Inc.	0.4%	0.4%
ITOT iShares Core S&P Total…	0.4%	0.4%
VO Vanguard Morningstar…	0.2%	0.6%
VIG Vanguard Dividend…	0.4%	0.3%
AMD Advanced Micro Devices…	0.2%	0.5%
WMT Walmart Inc.	0.3%	0.4%
VEU Vanguard FTSE All-World…	0.3%	0.4%
CVX Chevron Corporation	0.4%	0.3%
MTUM iShares MSCI USA Momentum…	0.2%	0.5%
MRK Merck & Co., Inc.	0.4%	0.2%
BAC Bank of America…	0.4%	0.3%

Distintivamente Captrust Financial…

JGRO JPMorgan Active…	0.7%
JBND JPMorgan Active Bond…	0.5%
SECU	0.1%
AGM Federal Agricultural…	0.1%
BILZ	0.1%
CGCB Capital Group Core…	0.1%
JMTG JPMorgan…	0.1%
BKGI	0.1%
TMSL T. Rowe Price…	0.1%
CGMM Capital Group U.S.…	0.1%
IBDS iShares iBonds Dec…	0.1%
IBDR iShares iBonds Dec…	0.1%
JPUS	0.1%
FSV FirstService…	0.0%
ZALT	0.0%

Distintivamente Cerity Partners LLC

XONA.DE Exxon Mobil…	0.3%
DFSV Dimensional - US…	0.2%
USVM VictoryShares US…	0.2%
SKOR	0.2%
SWAN	0.1%
LSGR	0.1%
CORO iShares International…	0.1%
GPIQ Goldman Sachs…	0.1%
IAGG iShares Core…	0.0%
ISWN	0.0%
GDS GDS Holdings Limited	0.0%
ESGV Vanguard ESG U.S.…	0.0%
XLSR	0.0%
BLCR iShares Large Cap…	0.0%
SPIP	0.0%

Proveniência: Sobreposição calculada em tempo real a partir das posições em ações ordinárias de ambos os gestores para Q2 2026. Apenas posições compradas reportadas — hedges e ativos fora do 13F são invisíveis. Metodologia

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Captrust Financial Advisors ⇄ Cerity Partners LLC

Holdings compartilhadas · Q2 2026

Distintivamente Captrust Financial…

Distintivamente Cerity Partners LLC