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Compare Managers

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

Jones Financial Companies Lllp ⇄ Cerity Partners LLC

60Shared positions
53.6%Name overlap (Jaccard)
15+Only Jones…
15+Only Cerity…

Shared holdings · Q2 2026

SecurityJones Financial… weightCerity Partners LLC weight
VOO Vanguard S&P 500 ETF 5.0% 4.4%
IVV iShares Core S&P 500 ETF 5.7% 2.5%
VUG Vanguard Morningstar… 7.3% 0.6%
SPYM State Street SPDR… 5.8% 0.4%
IEFA iShares Core MSCI EAFE ETF 4.3% 1.4%
AGG iShares Core U.S.… 4.4% 1.2%
IWR iShares Russell Mid-Cap… 4.4% 0.1%
NVDA NVIDIA Corporation 1.2% 3.3%
AAPL Apple Inc. 1.1% 3.4%
VTV Vanguard Morningstar… 3.9% 0.5%
VO Vanguard Morningstar… 3.5% 0.6%
VEA Vanguard FTSE Developed… 1.6% 1.9%
MSFT Microsoft Corporation 0.9% 1.9%
VV Vanguard Morningstar… 2.6% 0.1%
GOOGL Alphabet Inc. 0.9% 1.6%
AMZN Amazon.com, Inc. 0.9% 1.5%
SPY State Street SPDR S&P 500… 0.3% 2.0%
IJR iShares Core S&P… 1.3% 0.6%
AVGO Broadcom Inc. 0.6% 1.4%
IWB iShares Russell 1000 ETF 1.4% 0.4%
GOOG Alphabet Inc. 0.3% 1.5%
SCZ iShares MSCI EAFE… 1.8% 0.0%
IUSB iShares Core Universal… 1.6% 0.1%
USHY iShares Broad USD High… 1.5% 0.1%
AVDV Avantis International… 1.4% 0.2%
LLY Eli Lilly and Company 0.4% 1.1%
IEMG iShares Core MSCI… 0.7% 0.7%
PG The Procter & Gamble… 0.1% 1.1%
META Meta Platforms, Inc. 0.3% 0.9%
VTI Vanguard Morningstar… 0.2% 1.0%
JPM JPMorgan Chase & Co. 0.3% 0.8%
QUAL iShares MSCI USA Quality… 0.0% 1.0%
QQQ Invesco QQQ Trust, Series… 0.2% 0.7%
DFIS Dimensional -… 0.9% 0.1%
IWF iShares Russell 1000… 0.2% 0.7%
IJH iShares Core S&P Mid-Cap… 0.3% 0.6%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.3%
AMD Advanced Micro Devices… 0.3% 0.5%
V Visa Inc. 0.3% 0.5%
RSP Invesco S&P 500 Equal… 0.0% 0.7%
JNJ Johnson & Johnson 0.2% 0.6%
SCHX Schwab U.S. Large-Cap ETF 0.1% 0.7%
TSM Taiwan Semiconductor… 0.3% 0.4%
IDEV iShares Core MSCI… 0.0% 0.7%
BRK-B Berkshire Hathaway Inc. 0.2% 0.5%
VB Vanguard Morningstar… 0.3% 0.3%
MU Micron Technology, Inc. 0.2% 0.4%
COST Costco Wholesale… 0.1% 0.5%
KLAC KLA Corporation 0.2% 0.4%
SGOV iShares 0-3 Month… 0.0% 0.6%
APH Amphenol Corporation 0.2% 0.3%
VEU Vanguard FTSE All-World… 0.1% 0.4%
WMT Walmart Inc. 0.1% 0.4%
IWD iShares Russell 1000… 0.3% 0.2%
PANW Palo Alto Networks, Inc. 0.1% 0.4%
VIG Vanguard Dividend… 0.2% 0.3%
AVEM Avantis Emerging Markets… 0.2% 0.3%
IUSG iShares Core S&P U.S.… 0.5% 0.0%
XONA.DE Exxon Mobil Corporation 0.2% 0.3%
ABBV AbbVie Inc. 0.1% 0.4%

Distinctively Jones Financial…

JGRO JPMorgan Active… 0.1%
HIMU Blackrock ETF Trust… 0.1%
XMHQ Invesco S&P MidCap… 0.0%
ISTB iShares Core 1-5 Year… 0.0%
CGBL Capital Group Core… 0.0%
JBND JPMorgan Active Bond… 0.0%
PVAL Putnam Focused Large… 0.0%
LVHI Franklin… 0.0%
JAVA JPMorgan Active Value… 0.0%
MMIT 0.0%
CGMM Capital Group U.S.… 0.0%
SDVY First Trust SMID Cap… 0.0%
MFSI 0.0%
JIVE JPMorgan… 0.0%
COWG Pacer US Large Cap… 0.0%

Distinctively Cerity Partners LLC

USVM VictoryShares US… 0.2%
SKOR 0.2%
DFLV Dimensional - US… 0.1%
SWAN 0.1%
HONA Honeywell Aerospace… 0.1%
LSGR 0.1%
ISWN 0.0%
BAPR 0.0%
MAGS Roundhill Magnificent… 0.0%
PDO 0.0%
POCT 0.0%
PAXS 0.0%
III 0.0%
DSTL 0.0%
XTEN 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