Manager record · archived quarter

Cerity Partners LLC

New York, NY · CIK 1566475 · EDGAR filings ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄

$68.62BReported 13F value

6,772Positions

25.1%Top-10 weight

101.40Effective holdings

—Est. turnover

+0New

−0Exits

Reported 13F portfolio value covers U.S. reportable long positions only — not cash, bonds, shorts or non-U.S. holdings. It is not assets under management. No comparable prior filing — change columns unavailable this quarter.

Reported value by quarter Q4 2025 → Q2 2026

Sector exposure

Financial Services 51.4%

Technology 18.2%

Healthcare 6.6%

Consumer Cyclical 5.7%

Communication Services 5.2%

Industrials 4.9%

Consumer Defensive 3.8%

Energy 1.6%

Utilities 1.1%

Basic Materials 0.9%

Real Estate 0.6%

Share of reported common-equity value; (±pp) vs prior quarter.

The portfolio · Q4 2025

#	Security	Weight	Value	Shares	Δ shares		Held
1	VOO Vanguard S&P 500 ETF	4.3%	$2.84B	4.53M	—	n/c	1
2	AAPL Apple Inc.	3.6%	$2.02B	7.42M	—	n/c	1
3	NVDA NVIDIA Corporation	3.4%	$1.89B	10.11M	—	n/c	1
4	IVV iShares Core S&P 500 ETF	2.5%	$1.72B	2.51M	—	n/c	1
5	MSFT Microsoft Corporation	2.7%	$1.44B	2.97M	—	n/c	1
6	SPY State Street SPDR S&P 500…	2.1%	$1.31B	1.92M	—	n/c	1
7	VEA Vanguard FTSE Developed…	1.8%	$1.15B	18.36M	—	n/c	1
8	IEFA iShares Core MSCI EAFE ETF	1.5%	$988.03M	11.04M	—	n/c	1
9	AMZN Amazon.com, Inc.	1.6%	$870.39M	3.77M	—	n/c	1
10	GOOGL Alphabet Inc.	1.6%	$867.61M	2.77M	—	n/c	1
11	GOOG Alphabet Inc.	1.5%	$856.47M	2.73M	—	n/c	1
12	AVGO Broadcom Inc.	1.5%	$853.39M	2.47M	—	n/c	1
13	AGG iShares Core U.S. Aggregate…	1.2%	$753.14M	7.54M	—	n/c	1
14	QUAL iShares MSCI USA Quality…	1.0%	$699.25M	3.52M	—	n/c	1
15	LLY Eli Lilly and Company	1.1%	$667.02M	620.67K	—	n/c	1
16	PG The Procter & Gamble Company	1.3%	$658.73M	4.60M	—	n/c	1
17	VTI Vanguard Morningstar Total…	0.9%	$605.59M	1.81M	—	n/c	1
18	META Meta Platforms, Inc.	1.1%	$586.85M	889.08K	—	n/c	1
19	JPM JPMorgan Chase & Co.	1.0%	$538.16M	1.67M	—	n/c	1
20	SCHX Schwab U.S. Large-Cap ETF	0.7%	$476.38M	17.70M	—	n/c	1
21	IWF iShares Russell 1000 Growth…	0.7%	$450.07M	950.91K	—	n/c	1
22	QQQ Invesco QQQ Trust, Series 1	0.7%	$440.25M	716.66K	—	n/c	1
23	IJR iShares Core S&P Small-Cap…	0.6%	$430.79M	3.58M	—	n/c	1
24	TJX The TJX Companies, Inc.	0.7%	$403.79M	2.63M	—	n/c	1
25	SGOV iShares 0-3 Month Treasury…	0.6%	$375.97M	3.75M	—	n/c	1
26	RSP Invesco S&P 500 Equal…	0.5%	$371.13M	1.94M	—	n/c	1
27	CACC Credit Acceptance…	0.5%	$348.93M	786.83K	—	n/c	1
28	IEMG iShares Core MSCI Emerging…	0.5%	$347.53M	5.17M	—	n/c	1
29	NVDA NVIDIA Corporation	3.4%	$340.01M	1.82M	—	n/c	1
30	IJH iShares Core S&P Mid-Cap ETF	0.5%	$334.07M	5.06M	—	n/c	1
31	AAPL Apple Inc.	3.6%	$333.43M	1.23M	—	n/c	1
32	TSLA Tesla, Inc.	0.7%	$332.60M	739.67K	—	n/c	1
33	JNJ Johnson & Johnson	0.5%	$310.75M	1.50M	—	n/c	1
34	V Visa Inc.	0.6%	$310.08M	884.23K	—	n/c	1
35	BRK-B Berkshire Hathaway Inc.	0.6%	$306.74M	610.25K	—	n/c	1
36	MSFT Microsoft Corporation	2.7%	$303.68M	627.93K	—	n/c	1
37	SPAB State Street SPDR Portfolio…	0.4%	$300.43M	11.67M	—	n/c	1
38	VO Vanguard Morningstar…	0.5%	$298.40M	1.03M	—	n/c	1
39	WMT Walmart Inc.	0.5%	$298.18M	2.68M	—	n/c	1
40	ITOT iShares Core S&P Total U.S.…	0.4%	$290.46M	1.95M	—	n/c	1
41	MTUM iShares MSCI USA Momentum…	0.4%	$288.85M	1.15M	—	n/c	1
42	COST Costco Wholesale Corporation	0.5%	$286.37M	332.08K	—	n/c	1
43	VGSH Vanguard Short-Term…	0.4%	$282.03M	4.80M	—	n/c	1
44	IDEV iShares Core MSCI…	0.4%	$280.22M	3.40M	—	n/c	1
45	VUG Vanguard Morningstar Growth…	0.4%	$269.23M	551.86K	—	n/c	1
46	IWB iShares Russell 1000 ETF	0.4%	$267.35M	715.92K	—	n/c	1
47	IAU iShares Gold Trust	0.4%	$259.29M	3.19M	—	n/c	1
48	VGIT Vanguard Intermediate-Term…	0.4%	$252.63M	4.22M	—	n/c	1
49	VTV Vanguard Morningstar Value…	0.4%	$252.05M	1.32M	—	n/c	1
50	JPST JPMorgan Ultra-Short Income…	0.4%	$245.23M	4.85M	—	n/c	1
51	BSV Vanguard Short-Term Bond ETF	0.4%	$234.27M	2.97M	—	n/c	1
52	IEI iShares 3-7 Year Treasury…	0.3%	$232.61M	1.95M	—	n/c	1
53	VEU Vanguard FTSE All-World…	0.3%	$224.81M	3.06M	—	n/c	1
54	AVEM Avantis Emerging Markets…	0.3%	$222.88M	2.88M	—	n/c	1
55	ABBV AbbVie Inc.	0.4%	$220.83M	966.49K	—	n/c	1
56	IQLT iShares MSCI Intl Quality…	0.3%	$219.85M	4.82M	—	n/c	1
57	SCHP Schwab US TIPS ETF	0.4%	$217.68M	8.22M	—	n/c	1
58	SHY iShares 1-3 Year Treasury…	0.3%	$216.83M	2.62M	—	n/c	1
59	HD The Home Depot, Inc.	0.4%	$213.07M	619.10K	—	n/c	1
60	PG The Procter & Gamble Company	1.3%	$207.43M	1.45M	—	n/c	1
61	XONA.DE Exxon Mobil Corporation	0.4%	$202.75M	1.68M	—	n/c	1
62	ITW Illinois Tool Works Inc.	0.3%	$202.69M	822.92K	—	n/c	1
63	SPYV State Street SPDR Portfolio…	0.3%	$202.61M	3.57M	—	n/c	1
64	VTEB Vanguard Tax-Exempt Bond ETF	0.3%	$201.05M	4.00M	—	n/c	1
65	RTX RTX Corporation	0.3%	$198.44M	1.08M	—	n/c	1
66	AVLV Avantis U.S. Large Cap…	0.3%	$190.20M	2.51M	—	n/c	1
67	BAC Bank of America Corporation	0.3%	$189.77M	3.45M	—	n/c	1
68	MGK Vanguard Morningstar Mega…	0.3%	$185.91M	450.39K	—	n/c	1
69	ORCL Oracle Corporation	0.3%	$184.78M	948.07K	—	n/c	1
70	VIG Vanguard Dividend…	0.3%	$184.24M	838.29K	—	n/c	1
71	TMO Thermo Fisher Scientific…	0.3%	$182.87M	315.59K	—	n/c	1
72	VGT Vanguard Information…	0.3%	$182.28M	241.82K	—	n/c	1
73	VWO Vanguard FTSE Emerging…	0.3%	$180.82M	3.36M	—	n/c	1
74	MA Mastercard Incorporated	0.3%	$179.74M	314.86K	—	n/c	1
75	ABT Abbott Laboratories	0.3%	$174.81M	1.40M	—	n/c	1
76	GOOGL Alphabet Inc.	1.6%	$173.85M	555.43K	—	n/c	1
77	VB Vanguard Morningstar…	0.3%	$172.46M	668.53K	—	n/c	1
78	GLD SPDR Gold Shares	0.3%	$170.93M	431.01K	—	n/c	1
79	AMZN Amazon.com, Inc.	1.6%	$170.43M	738.36K	—	n/c	1
80	VXF Vanguard Extended Market ETF	0.2%	$166.41M	795.78K	—	n/c	1
81	GOOG Alphabet Inc.	1.5%	$161.36M	514.22K	—	n/c	1
82	CSCO Cisco Systems, Inc.	0.3%	$160.52M	2.08M	—	n/c	1
83	PANW Palo Alto Networks, Inc.	0.3%	$159.87M	867.93K	—	n/c	1
84	CVX Chevron Corporation	0.3%	$158.39M	1.04M	—	n/c	1
85	EFA iShares MSCI EAFE ETF	0.2%	$150.17M	1.56M	—	n/c	1
86	RODM Hartford Multifactor…	0.2%	$149.20M	4.04M	—	n/c	1
87	SCHD Schwab U.S. Dividend Equity…	0.2%	$148.88M	5.43M	—	n/c	1
88	DFIV Dimensional - International…	0.2%	$148.51M	2.98M	—	n/c	1
89	DFAC Dimensional - US Core…	0.2%	$146.21M	3.69M	—	n/c	1
90	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$142.30M	4.73M	—	n/c	1
91	BLK BlackRock, Inc.	0.2%	$140.81M	131.56K	—	n/c	1
92	GS The Goldman Sachs Group…	0.2%	$140.01M	159.27K	—	n/c	1
93	TSM Taiwan Semiconductor…	0.2%	$137.12M	451.22K	—	n/c	1
94	CAT Caterpillar Inc.	0.2%	$136.04M	237.37K	—	n/c	1
95	VCSH Vanguard Short-Term…	0.2%	$134.27M	1.68M	—	n/c	1
96	MCD McDonald's Corporation	0.2%	$131.71M	430.95K	—	n/c	1
97	AAPL Apple Inc.	3.6%	$128.52M	472.73K	—	n/c	1
98	USVM VictoryShares US Small Mid…	0.2%	$128.35M	1.41M	—	n/c	1
99	IWM iShares Russell 2000 ETF	0.2%	$127.24M	516.83K	—	n/c	1
100	SCHF Schwab International Equity…	0.2%	$126.95M	5.28M	—	n/c	1
101	AVGO Broadcom Inc.	1.5%	$126.34M	365.05K	—	n/c	1
102	SPEM State Street SPDR Portfolio…	0.2%	$125.74M	2.69M	—	n/c	1
103	AVDV Avantis International Small…	0.2%	$125.08M	1.33M	—	n/c	1
104	AMD Advanced Micro Devices, Inc.	0.2%	$124.77M	582.31K	—	n/c	1
105	TSLA Tesla, Inc.	0.7%	$124.42M	276.66K	—	n/c	1
106	PEP PepsiCo, Inc.	0.2%	$124.34M	866.34K	—	n/c	1
107	DFSV Dimensional - US Small Cap…	0.2%	$124.15M	3.77M	—	n/c	1
108	NVDA NVIDIA Corporation	3.4%	$122.47M	656.65K	—	n/c	1
109	CGXU Capital Group International…	0.2%	$121.79M	4.12M	—	n/c	1
110	CRWD CrowdStrike Holdings, Inc.	0.2%	$121.64M	259.50K	—	n/c	1
111	QQQM Invesco NASDAQ 100 ETF	0.2%	$121.61M	480.82K	—	n/c	1
112	IGM iShares Expanded Tech…	0.2%	$120.27M	931.20K	—	n/c	1
113	CRM Salesforce, Inc.	0.2%	$119.91M	452.66K	—	n/c	1
114	WM Waste Management, Inc.	0.2%	$118.21M	538.05K	—	n/c	1
115	APH Amphenol Corporation	0.3%	$116.91M	865.07K	—	n/c	1
116	MRK Merck & Co., Inc.	0.3%	$115.11M	1.09M	—	n/c	1
117	INTU Intuit Inc.	0.2%	$113.83M	171.84K	—	n/c	1
118	USMV iShares MSCI USA Min Vol…	0.2%	$113.28M	1.20M	—	n/c	1
119	DFUV Dimensional - US Marketwide…	0.2%	$111.78M	2.40M	—	n/c	1
120	KLAC KLA Corporation	0.2%	$110.55M	90.98K	—	n/c	1
121	SKOR FLEXSHARES TR	0.2%	$110.32M	2.25M	—	n/c	1
122	XLK State Street Technology…	0.2%	$109.95M	763.69K	—	n/c	1
123	GE GE Aerospace	0.2%	$108.52M	352.32K	—	n/c	1
124	VYM Vanguard High Dividend…	0.2%	$107.95M	752.18K	—	n/c	1
125	PLTR Palantir Technologies Inc.	0.2%	$107.14M	602.79K	—	n/c	1
126	MUB iShares National Muni Bond…	0.2%	$105.41M	983.92K	—	n/c	1
127	VRTX Vertex Pharmaceuticals…	0.2%	$103.52M	228.34K	—	n/c	1
128	TXN Texas Instruments…	0.2%	$100.55M	579.56K	—	n/c	1
129	SCHG Schwab U.S. Large-Cap…	0.1%	$99.91M	3.06M	—	n/c	1
130	BSX Boston Scientific…	0.2%	$99.87M	1.05M	—	n/c	1
131	AMGN Amgen Inc.	0.2%	$98.63M	301.31K	—	n/c	1
132	VONG Vanguard Russell 1000…	0.1%	$98.25M	807.00K	—	n/c	1
133	ANGL VanEck Fallen Angel High…	0.1%	$97.90M	3.33M	—	n/c	1
134	SYK Stryker Corporation	0.2%	$97.86M	278.43K	—	n/c	1
135	MSFT Microsoft Corporation	2.7%	$97.22M	201.03K	—	n/c	1
136	GLDM SPDR Gold MiniShares Trust	0.1%	$97.11M	1.14M	—	n/c	1
137	META Meta Platforms, Inc.	1.1%	$97.11M	147.11K	—	n/c	1
138	HON Honeywell International Inc.	0.2%	$96.65M	495.41K	—	n/c	1
139	IWD iShares Russell 1000 Value…	0.1%	$93.01M	442.18K	—	n/c	1
140	JPM JPMorgan Chase & Co.	1.0%	$92.61M	287.40K	—	n/c	1
141	DIS The Walt Disney Company	0.2%	$92.20M	810.41K	—	n/c	1
142	EMR Emerson Electric Co.	0.2%	$91.91M	692.50K	—	n/c	1
143	VOO Vanguard S&P 500 ETF	4.3%	$91.52M	145.93K	—	n/c	1
144	URI United Rentals, Inc.	0.1%	$91.15M	112.62K	—	n/c	1
145	NEE NextEra Energy, Inc.	0.2%	$90.99M	1.13M	—	n/c	1
146	IEF iShares 7-10 Year Treasury…	0.1%	$90.96M	945.97K	—	n/c	1
147	IBM International Business…	0.2%	$90.08M	304.12K	—	n/c	1
148	SPY State Street SPDR S&P 500…	2.1%	$89.95M	131.91K	—	n/c	1
149	SCHA Schwab U.S. Small-Cap ETF	0.2%	$88.72M	3.12M	—	n/c	1
150	ACN Accenture plc	0.2%	$88.67M	330.49K	—	n/c	1
151	SPTS State Street SPDR Portfolio…	0.1%	$88.59M	3.03M	—	n/c	1
152	SCHW The Charles Schwab…	0.2%	$88.26M	883.40K	—	n/c	1
153	CB Chubb Limited	0.2%	$88.23M	282.69K	—	n/c	1
154	BIV Vanguard Intermediate-Term…	0.1%	$86.43M	1.11M	—	n/c	1
155	NFLX Netflix, Inc.	0.2%	$85.23M	909.04K	—	n/c	1
156	VT Vanguard Total World Stock…	0.1%	$83.06M	588.83K	—	n/c	1
157	VXUS Vanguard Total…	0.2%	$82.55M	1.09M	—	n/c	1
158	TER Teradyne, Inc.	0.1%	$80.67M	416.75K	—	n/c	1
159	ISRG Intuitive Surgical, Inc.	0.1%	$79.04M	139.55K	—	n/c	1
160	IWR iShares Russell Mid-Cap ETF	0.1%	$78.80M	818.50K	—	n/c	1
161	MDY State Street SPDR S&P…	0.1%	$78.27M	129.73K	—	n/c	1
162	PM Philip Morris International…	0.2%	$76.49M	476.85K	—	n/c	1
163	ASML ASML Holding N.V.	0.1%	$76.26M	71.28K	—	n/c	1
164	PWR Quanta Services, Inc.	0.1%	$74.26M	175.96K	—	n/c	1
165	CPB Campbell Soup Company	0.1%	$73.99M	2.65M	—	n/c	1
166	UNP Union Pacific Corporation	0.1%	$72.79M	314.69K	—	n/c	1
167	HOOD Robinhood Markets, Inc.	0.1%	$72.58M	641.70K	—	n/c	1
168	LRCX Lam Research Corporation	0.1%	$72.25M	422.06K	—	n/c	1
169	UBER Uber Technologies, Inc.	0.1%	$71.57M	875.92K	—	n/c	1
170	BND Vanguard Total Bond Market…	0.1%	$70.60M	953.16K	—	n/c	1
171	HTO H2O America	0.1%	$70.34M	1.44M	—	n/c	1
172	V Visa Inc.	0.6%	$69.88M	199.26K	—	n/c	1
173	POCT INNOVATOR ETFS TRUST	0.1%	$69.23M	1.58M	—	n/c	1
174	SWAN AMPLIFY ETF TR	0.1%	$68.59M	2.11M	—	n/c	1
175	DE Deere & Company	0.1%	$68.33M	146.76K	—	n/c	1
176	AVDE Avantis International…	0.1%	$68.25M	829.05K	—	n/c	1
177	NTRS Northern Trust Corporation	0.1%	$67.89M	497.02K	—	n/c	1
178	LLY Eli Lilly and Company	1.1%	$67.25M	62.58K	—	n/c	1
179	USHY iShares Broad USD High…	0.1%	$65.64M	1.76M	—	n/c	1
180	BRK-B Berkshire Hathaway Inc.	0.6%	$65.09M	129.49K	—	n/c	1
181	VV Vanguard Morningstar…	0.1%	$64.43M	204.68K	—	n/c	1
182	NOW ServiceNow, Inc.	0.1%	$64.19M	419.00K	—	n/c	1
183	SPGI S&P Global Inc.	0.2%	$63.33M	121.19K	—	n/c	1
184	UNH UnitedHealth Group…	0.1%	$63.29M	191.71K	—	n/c	1
185	ADBE Adobe Inc.	0.1%	$63.27M	180.78K	—	n/c	1
186	PCG PG&E Corporation	0.1%	$63.23M	3.93M	—	n/c	1
187	ADI Analog Devices, Inc.	0.1%	$62.85M	231.72K	—	n/c	1
188	DFAT Dimensional - US Targeted…	0.1%	$62.39M	1.03M	—	n/c	1
189	STIP iShares 0-5 Year TIPS Bond…	0.1%	$62.29M	610.11K	—	n/c	1
190	IVW iShares S&P 500 Growth ETF	0.1%	$61.98M	502.80K	—	n/c	1
191	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$61.81M	920.72K	—	n/c	1
192	SCHR Schwab Intermediate-Term…	0.1%	$61.77M	2.46M	—	n/c	1
193	SPTM State Street SPDR Portfolio…	0.1%	$61.53M	745.87K	—	n/c	1
194	C Citigroup Inc.	0.2%	$61.46M	526.68K	—	n/c	1
195	BKNG Booking Holdings Inc.	0.1%	$61.30M	11.45K	—	n/c	1
196	VEA Vanguard FTSE Developed…	1.8%	$61.20M	979.66K	—	n/c	1
197	QCOM QUALCOMM Incorporated	0.1%	$60.46M	353.50K	—	n/c	1
198	DFLV Dimensional - US Large Cap…	0.1%	$59.38M	1.74M	—	n/c	1
199	OAKM HARRIS OAKMARK ETF TRUST	0.1%	$59.37M	2.09M	—	n/c	1
200	PNC The PNC Financial Services…	0.1%	$58.60M	280.74K	—	n/c	1
201	APH Amphenol Corporation	0.3%	$58.42M	432.28K	—	n/c	1
202	GSIE Goldman Sachs ActiveBeta…	0.1%	$58.38M	1.36M	—	n/c	1
203	DHR Danaher Corporation	0.1%	$58.36M	254.95K	—	n/c	1
204	C Citigroup Inc.	0.2%	$58.32M	499.79K	—	n/c	1
205	LMT Lockheed Martin Corporation	0.1%	$58.08M	120.07K	—	n/c	1
206	MMM 3M Company	0.2%	$57.95M	361.93K	—	n/c	1
207	OEF iShares S&P 100 ETF	0.1%	$57.18M	166.72K	—	n/c	1
208	MDT Medtronic plc	0.1%	$56.54M	588.59K	—	n/c	1
209	XLF State Street Financial…	0.1%	$55.96M	1.02M	—	n/c	1
210	MRK Merck & Co., Inc.	0.3%	$55.60M	528.26K	—	n/c	1
211	TDW Tidewater Inc.	0.1%	$55.59M	1.10M	—	n/c	1
212	KO The Coca-Cola Company	0.1%	$55.58M	795.02K	—	n/c	1
213	GOOGL Alphabet Inc.	1.6%	$55.57M	177.54K	—	n/c	1
214	DFAE Dimensional - Emerging Core…	0.1%	$55.37M	1.70M	—	n/c	1
215	CMI Cummins Inc.	0.1%	$55.16M	108.04K	—	n/c	1
216	IBIT iShares Bitcoin Trust ETF	0.1%	$55.07M	1.11M	—	n/c	1
217	SPDW State Street SPDR Portfolio…	0.1%	$54.81M	1.23M	—	n/c	1
218	VBR Vanguard Morningstar…	0.1%	$54.33M	256.50K	—	n/c	1
219	AMZN Amazon.com, Inc.	1.6%	$53.53M	231.93K	—	n/c	1
220	AXP American Express Company	0.1%	$53.14M	143.65K	—	n/c	1
221	ADP Automatic Data Processing…	0.1%	$52.86M	205.51K	—	n/c	1
222	BRK-A Berkshire Hathaway Inc.	0.1%	$52.02M	69	—	n/c	1
223	ROP Roper Technologies, Inc.	0.1%	$51.49M	115.67K	—	n/c	1
224	ECL Ecolab Inc.	0.1%	$51.46M	196.01K	—	n/c	1
225	SCHO Schwab Short-Term U.S.…	0.1%	$51.42M	2.11M	—	n/c	1
226	COST Costco Wholesale Corporation	0.5%	$51.06M	59.21K	—	n/c	1
227	USB U.S. Bancorp	0.1%	$50.92M	954.29K	—	n/c	1
228	WRB W. R. Berkley Corporation	0.1%	$50.79M	724.26K	—	n/c	1
229	ADSK Autodesk, Inc.	0.1%	$50.75M	171.48K	—	n/c	1
230	ETHA iShares Ethereum Trust ETF	0.1%	$50.19M	2.24M	—	n/c	1
231	SCHH Schwab U.S. REIT ETF	0.1%	$49.85M	2.39M	—	n/c	1
232	VIOO Vanguard S&P Small-Cap 600…	0.1%	$49.81M	448.87K	—	n/c	1
233	TJX The TJX Companies, Inc.	0.7%	$49.79M	324.13K	—	n/c	1
234	VONE Vanguard Russell 1000 ETF	0.1%	$49.61M	160.52K	—	n/c	1
235	COF Capital One Financial…	0.1%	$49.60M	204.66K	—	n/c	1
236	SHV iShares Trust iShares 0-1…	0.1%	$49.44M	448.84K	—	n/c	1
237	BX Blackstone Inc.	0.1%	$49.14M	318.78K	—	n/c	1
238	VGK Vanguard FTSE Europe ETF	0.1%	$48.96M	585.62K	—	n/c	1
239	TMO Thermo Fisher Scientific…	0.3%	$48.83M	84.27K	—	n/c	1
240	BMY Bristol-Myers Squibb Company	0.1%	$48.74M	903.66K	—	n/c	1
241	VNQ Vanguard Real Estate ETF	0.1%	$48.47M	547.80K	—	n/c	1
242	VOOG Vanguard S&P 500 Growth ETF	0.1%	$48.28M	108.59K	—	n/c	1
243	IJK iShares S&P Mid-Cap 400…	0.1%	$48.02M	495.66K	—	n/c	1
244	AVGO Broadcom Inc.	1.5%	$47.60M	137.54K	—	n/c	1
245	ABNB Airbnb, Inc.	0.1%	$47.27M	348.31K	—	n/c	1
246	DISV Dimensional - International…	0.1%	$47.17M	1.24M	—	n/c	1
247	XYL Xylem Inc.	0.1%	$46.99M	345.09K	—	n/c	1
248	SUB iShares Short-Term National…	0.1%	$46.96M	440.10K	—	n/c	1
249	USRT iShares Core U.S. REIT ETF	0.1%	$46.75M	820.77K	—	n/c	1
250	JNJ Johnson & Johnson	0.5%	$46.71M	225.71K	—	n/c	1
251	WFC Wells Fargo & Company	0.1%	$46.69M	501.01K	—	n/c	1
252	IGSB iShares 1-5 Year Investment…	0.1%	$46.59M	881.08K	—	n/c	1
253	XLV State Street Health Care…	0.1%	$46.52M	300.51K	—	n/c	1
254	ZM Zoom Communications, Inc.	0.1%	$45.53M	527.66K	—	n/c	1
255	STE STERIS plc	0.1%	$45.02M	177.59K	—	n/c	1
256	AGG iShares Core U.S. Aggregate…	1.2%	$44.99M	450.40K	—	n/c	1
257	MDLZ Mondelez International, Inc.	0.1%	$44.54M	827.34K	—	n/c	1
258	LOW Lowe's Companies, Inc.	0.1%	$44.18M	183.20K	—	n/c	1
259	CL Colgate-Palmolive Company	0.1%	$43.94M	556.12K	—	n/c	1
260	RWL Invesco S&P 500 Revenue ETF	0.1%	$43.94M	383.76K	—	n/c	1
261	MMM 3M Company	0.2%	$43.54M	271.94K	—	n/c	1
262	VZ Verizon Communications Inc.	0.1%	$42.85M	1.05M	—	n/c	1
263	UPS United Parcel Service, Inc.	0.1%	$42.76M	431.07K	—	n/c	1
264	RBLX Roblox Corporation	0.1%	$42.63M	526.06K	—	n/c	1
265	INTC Intel Corp.	0.1%	$42.47M	1.15M	—	n/c	1
266	GEV GE Vernova Inc.	0.1%	$42.14M	64.48K	—	n/c	1
267	CI Cigna Corporation	0.1%	$41.45M	150.60K	—	n/c	1
268	JCPB JPMorgan Core Plus Bond ETF	0.1%	$41.10M	868.01K	—	n/c	1
269	WFC Wells Fargo & Company	0.1%	$40.99M	439.85K	—	n/c	1
270	ETN Eaton Corporation plc	0.1%	$40.77M	127.99K	—	n/c	1
271	LIN Linde plc	0.1%	$40.75M	95.58K	—	n/c	1
272	ABBV AbbVie Inc.	0.4%	$40.55M	177.49K	—	n/c	1
273	IVE iShares S&P 500 Value ETF	0.1%	$40.33M	190.17K	—	n/c	1
274	BNDX Vanguard Total…	0.1%	$40.13M	830.51K	—	n/c	1
275	TMUS T-Mobile US, Inc.	0.1%	$39.93M	196.67K	—	n/c	1
276	DIS The Walt Disney Company	0.2%	$39.60M	348.10K	—	n/c	1
277	VXUS Vanguard Total…	0.2%	$39.41M	522.41K	—	n/c	1
278	WELL Welltower Inc.	0.1%	$39.30M	211.73K	—	n/c	1
279	HD The Home Depot, Inc.	0.4%	$39.25M	114.08K	—	n/c	1
280	PFE Pfizer Inc.	0.1%	$39.04M	1.57M	—	n/c	1
281	IJT iShares S&P Small-Cap 600…	0.1%	$38.95M	275.93K	—	n/c	1
282	SBUX Starbucks Corporation	0.1%	$38.19M	453.04K	—	n/c	1
283	PFE Pfizer Inc.	0.1%	$38.19M	1.53M	—	n/c	1
284	DIA State Street SPDR Dow Jones…	0.1%	$38.13M	79.35K	—	n/c	1
285	MCK McKesson Corporation	0.1%	$38.08M	46.42K	—	n/c	1
286	LSGR NATIXIS ETF TRUST II	0.1%	$37.74M	843.20K	—	n/c	1
287	MA Mastercard Incorporated	0.3%	$37.74M	66.11K	—	n/c	1
288	PAYX Paychex, Inc.	0.1%	$37.72M	336.21K	—	n/c	1
289	ACWI iShares MSCI ACWI ETF	0.1%	$37.59M	265.66K	—	n/c	1
290	DFAS Dimensional - US Small Cap…	0.1%	$37.50M	538.28K	—	n/c	1
291	ATEC Alphatec Holdings, Inc.	0.1%	$37.50M	1.78M	—	n/c	1
292	NSC Norfolk Southern Corporation	0.1%	$37.44M	129.68K	—	n/c	1
293	META Meta Platforms, Inc.	1.1%	$37.07M	56.16K	—	n/c	1
294	XLI State Street Industrial…	0.1%	$36.97M	238.33K	—	n/c	1
295	GOOG Alphabet Inc.	1.5%	$36.82M	117.34K	—	n/c	1
296	ONON On Holding AG	0.1%	$36.78M	791.24K	—	n/c	1
297	BA The Boeing Company	0.1%	$36.66M	168.83K	—	n/c	1
298	SPGI S&P Global Inc.	0.2%	$36.62M	70.07K	—	n/c	1
299	DUK Duke Energy Corporation	0.1%	$36.03M	307.38K	—	n/c	1
300	SNPS Synopsys, Inc.	0.1%	$36.02M	76.69K	—	n/c	1
301	MU Micron Technology, Inc.	0.1%	$35.91M	125.79K	—	n/c	1
302	GLW Corning Inc	0.1%	$35.48M	405.10K	—	n/c	1
303	VPL Vanguard FTSE Pacific ETF	0.1%	$35.42M	391.77K	—	n/c	1
304	UL Unilever PLC	0.1%	$35.28M	539.40K	—	n/c	1
305	XONA.DE Exxon Mobil Corporation	0.4%	$35.11M	291.75K	—	n/c	1
306	BAC Bank of America Corporation	0.3%	$34.94M	635.19K	—	n/c	1
307	AZN AstraZeneca PLC	0.1%	$34.83M	378.86K	—	n/c	1
308	SHW The Sherwin-Williams Company	0.1%	$34.69M	107.06K	—	n/c	1
309	SCHX Schwab U.S. Large-Cap ETF	0.7%	$34.21M	1.27M	—	n/c	1
310	SCHF Schwab International Equity…	0.2%	$34.09M	1.42M	—	n/c	1
311	BDX Becton, Dickinson and…	0.1%	$33.82M	174.28K	—	n/c	1
312	MEDP Medpace Holdings, Inc.	0.1%	$33.62M	59.86K	—	n/c	1
313	MOAT VanEck Morningstar Wide…	0.1%	$33.56M	324.06K	—	n/c	1
314	ORCL Oracle Corporation	0.3%	$33.45M	171.60K	—	n/c	1
315	IQV IQVIA Holdings Inc.	0.1%	$33.16M	146.96K	—	n/c	1
316	EIX Edison International	0.1%	$33.15M	552.38K	—	n/c	1
317	XLE State Street Energy Select…	0.0%	$33.07M	739.71K	—	n/c	1
318	GPIQ Goldman Sachs Nasdaq-100…	0.0%	$33.00M	624.22K	—	n/c	1
319	PGR The Progressive Corporation	0.1%	$32.94M	144.66K	—	n/c	1
320	MS Morgan Stanley	0.1%	$32.64M	183.87K	—	n/c	1
321	PM Philip Morris International…	0.2%	$32.42M	202.10K	—	n/c	1
322	PSX Phillips 66	0.1%	$32.41M	251.13K	—	n/c	1
323	WMT Walmart Inc.	0.5%	$32.10M	288.15K	—	n/c	1
324	ISWN AMPLIFY ETF TR	0.0%	$32.02M	1.49M	—	n/c	1
325	APO Apollo Global Management…	0.1%	$31.91M	220.43K	—	n/c	1
326	AMGN Amgen Inc.	0.2%	$31.62M	96.59K	—	n/c	1
327	VTIP Vanguard Short-Term…	0.0%	$31.35M	633.76K	—	n/c	1
328	CASY Casey's General Stores, Inc.	0.1%	$31.30M	56.63K	—	n/c	1
329	ANET Arista Networks, Inc.	0.1%	$31.16M	237.78K	—	n/c	1
330	CB Chubb Limited	0.2%	$30.82M	98.73K	—	n/c	1
331	PNC The PNC Financial Services…	0.1%	$30.77M	147.42K	—	n/c	1
332	ALC Alcon Inc.	0.1%	$30.64M	388.75K	—	n/c	1
333	ZTS Zoetis Inc.	0.1%	$30.28M	240.65K	—	n/c	1
334	COP ConocoPhillips	0.1%	$30.25M	323.10K	—	n/c	1
335	NFLX Netflix, Inc.	0.2%	$30.07M	320.75K	—	n/c	1
336	JPM JPMorgan Chase & Co.	1.0%	$30.05M	93.25K	—	n/c	1
337	WT WisdomTree, Inc.	0.1%	$30.02M	335.63K	—	n/c	1
338	GE GE Aerospace	0.2%	$29.77M	96.64K	—	n/c	1
339	IJJ iShares S&P Mid-Cap 400…	0.0%	$29.70M	225.71K	—	n/c	1
340	TSLA Tesla, Inc.	0.7%	$29.32M	65.21K	—	n/c	1
341	ICE Intercontinental Exchange…	0.1%	$29.31M	180.96K	—	n/c	1
342	AMAT Applied Materials, Inc.	0.1%	$29.29M	113.97K	—	n/c	1
343	PLTR Palantir Technologies Inc.	0.2%	$28.93M	162.74K	—	n/c	1
344	FIG Figma, Inc.	0.0%	$28.87M	772.52K	—	n/c	1
345	GPIX Goldman Sachs S&P 500…	0.0%	$28.82M	545.92K	—	n/c	1
346	SPYM State Street SPDR Portfolio…	0.0%	$28.63M	356.86K	—	n/c	1
347	SCHB Schwab U.S. Broad Market ETF	0.0%	$28.57M	1.09M	—	n/c	1
348	SCHP Schwab US TIPS ETF	0.4%	$28.46M	1.07M	—	n/c	1
349	CSCO Cisco Systems, Inc.	0.3%	$28.21M	366.18K	—	n/c	1
350	MO Altria Group, Inc.	0.1%	$28.14M	487.96K	—	n/c	1
351	IAGG iShares Core International…	0.0%	$28.00M	559.79K	—	n/c	1
352	IGIB iShares 5-10 Year…	0.0%	$27.87M	517.32K	—	n/c	1
353	VSS Vanguard FTSE All-World…	0.0%	$27.63M	192.79K	—	n/c	1
354	XLY State Street Consumer…	0.0%	$27.54M	230.61K	—	n/c	1
355	GDS GDS Holdings Limited	0.0%	$27.47M	787.10K	—	n/c	1
356	PH Parker-Hannifin Corporation	0.1%	$27.27M	31.03K	—	n/c	1
357	GM General Motors Company	0.1%	$27.20M	334.54K	—	n/c	1
358	SCHV Schwab U.S. Large-Cap Value…	0.0%	$27.08M	914.60K	—	n/c	1
359	ELV Elevance Health Inc.	0.0%	$26.93M	76.81K	—	n/c	1
360	AFL Aflac Incorporated	0.0%	$26.89M	243.92K	—	n/c	1
361	NVS Novartis AG	0.1%	$26.85M	194.72K	—	n/c	1
362	LLY Eli Lilly and Company	1.1%	$26.80M	24.94K	—	n/c	1
363	JMST JPMorgan Ultra-Short…	0.0%	$26.57M	521.67K	—	n/c	1
364	VDC Vanguard Consumer Staples…	0.0%	$26.56M	125.74K	—	n/c	1
365	GEHC GE HealthCare Technologies…	0.0%	$26.56M	323.85K	—	n/c	1
366	MRSH Marsh & McLennan Companies…	0.0%	$26.49M	142.77K	—	n/c	1
367	SLYV State Street SPDR S&P 600…	0.0%	$26.31M	289.19K	—	n/c	1
368	VO Vanguard Morningstar…	0.5%	$26.23M	90.37K	—	n/c	1
369	TXN Texas Instruments…	0.2%	$26.22M	151.14K	—	n/c	1
370	BKLN Invesco Senior Loan ETF	0.0%	$26.21M	1.25M	—	n/c	1
371	III INFORMATION SVCS GROUP INC	0.0%	$26.12M	4.52M	—	n/c	1
372	JEPI JPMorgan Equity Premium…	0.0%	$26.08M	455.56K	—	n/c	1
373	THC Tenet Healthcare Corporation	0.0%	$26.07M	131.20K	—	n/c	1
374	VB Vanguard Morningstar…	0.3%	$26.06M	101.03K	—	n/c	1
375	XYZ Block, Inc.	0.0%	$25.97M	399.05K	—	n/c	1
376	MAGS Roundhill Magnificent Seven…	0.0%	$25.85M	391.95K	—	n/c	1
377	CORT Corcept Therapeutics…	0.0%	$25.85M	742.79K	—	n/c	1
378	COF Capital One Financial…	0.1%	$25.80M	106.45K	—	n/c	1
379	T AT&T Inc.	0.1%	$25.79M	1.04M	—	n/c	1
380	TFC Truist Financial Corporation	0.0%	$25.73M	522.84K	—	n/c	1
381	BSV Vanguard Short-Term Bond ETF	0.4%	$25.27M	320.61K	—	n/c	1
382	MPC Marathon Petroleum…	0.0%	$25.21M	155.00K	—	n/c	1
383	TRV The Travelers Companies…	0.0%	$25.17M	86.79K	—	n/c	1
384	KMB Kimberly-Clark Corporation	0.0%	$25.02M	247.95K	—	n/c	1
385	BABA Alibaba Group Holding…	0.0%	$24.92M	169.98K	—	n/c	1
386	WAB Westinghouse Air Brake…	0.0%	$24.77M	116.07K	—	n/c	1
387	CNC Centene Corp.	0.1%	$24.75M	601.34K	—	n/c	1
388	TSCO Tractor Supply Company	0.0%	$24.64M	492.72K	—	n/c	1
389	ROST Ross Stores, Inc.	0.0%	$24.63M	136.75K	—	n/c	1
390	JVAL J P MORGAN EXCHANGE TRADED F	0.0%	$24.62M	501.72K	—	n/c	1
391	DFAI Dimensional - International…	0.0%	$24.58M	645.05K	—	n/c	1
392	CME CME Group Inc.	0.1%	$24.36M	89.19K	—	n/c	1
393	FDX FedEx Corporation	0.1%	$24.34M	84.25K	—	n/c	1
394	TEAM Atlassian Corporation	0.1%	$24.31M	149.92K	—	n/c	1
395	SPIB State Street SPDR Portfolio…	0.0%	$24.04M	710.92K	—	n/c	1
396	PFF iShares Preferred and…	0.0%	$23.91M	772.37K	—	n/c	1
397	AMP Ameriprise Financial, Inc.	0.1%	$23.81M	48.56K	—	n/c	1
398	FIX Comfort Systems USA, Inc.	0.1%	$23.18M	24.84K	—	n/c	1
399	TGT Target Corporation	0.0%	$23.17M	237.03K	—	n/c	1
400	RH Rh	0.0%	$23.11M	185.15K	—	n/c	1
401	WMT Walmart Inc.	0.5%	$23.10M	207.32K	—	n/c	1
402	CVS CVS Health Corp.	0.1%	$22.96M	289.30K	—	n/c	1
403	MINT PIMCO Enhanced Short…	0.0%	$22.92M	228.42K	—	n/c	1
404	DFUS Dimensional U.S. Equity ETF	0.0%	$22.61M	304.79K	—	n/c	1
405	KMI Kinder Morgan, Inc.	0.0%	$22.43M	816.04K	—	n/c	1
406	XLC State Street Communication…	0.0%	$22.42M	190.46K	—	n/c	1
407	FLG Flagstar Financial, Inc.	0.0%	$22.41M	1.78M	—	n/c	1
408	VTHR Vanguard Russell 3000 ETF	0.0%	$22.40M	74.58K	—	n/c	1
409	KKR KKR & Co. Inc.	0.0%	$22.38M	175.56K	—	n/c	1
410	GD General Dynamics Corporation	0.1%	$22.31M	66.26K	—	n/c	1
411	SHEL Shell plc	0.0%	$22.29M	303.41K	—	n/c	1
412	OTIS Otis Worldwide Corporation	0.0%	$22.18M	253.87K	—	n/c	1
413	IVV iShares Core S&P 500 ETF	2.5%	$22.12M	32.29K	—	n/c	1
414	IWO iShares Russell 2000 Growth…	0.0%	$21.76M	67.33K	—	n/c	1
415	LMBS First Trust Low Duration…	0.0%	$21.75M	435.02K	—	n/c	1
416	BMY Bristol-Myers Squibb Company	0.1%	$21.73M	402.78K	—	n/c	1
417	FTNT Fortinet, Inc.	0.0%	$21.53M	271.13K	—	n/c	1
418	HALO Halozyme Therapeutics, Inc.	0.0%	$21.53M	319.85K	—	n/c	1
419	GWW W.W. Grainger, Inc.	0.0%	$21.52M	21.32K	—	n/c	1
420	CEG Constellation Energy…	0.0%	$21.29M	60.27K	—	n/c	1
421	BRK-B Berkshire Hathaway Inc.	0.6%	$21.27M	42.31K	—	n/c	1
422	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$21.21M	705.22K	—	n/c	1
423	IJS iShares S&P Small-Cap 600…	0.0%	$21.16M	186.02K	—	n/c	1
424	CI Cigna Corporation	0.1%	$21.07M	76.54K	—	n/c	1
425	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$20.99M	173.56K	—	n/c	1
426	IXUS iShares Core MSCI Total…	0.0%	$20.77M	245.37K	—	n/c	1
427	GOVT iShares U.S. Treasury Bond…	0.0%	$20.68M	898.94K	—	n/c	1
428	SPIP SPDR SERIES TRUST	0.0%	$20.60M	793.71K	—	n/c	1
429	SAP SAP SE	0.0%	$20.49M	84.37K	—	n/c	1
430	XLU State Street Utilities…	0.0%	$20.43M	478.50K	—	n/c	1
431	EEM iShares MSCI Emerging…	0.0%	$20.38M	372.48K	—	n/c	1
432	BBY Best Buy Co., Inc.	0.0%	$20.36M	304.23K	—	n/c	1
433	DFIS Dimensional - International…	0.0%	$20.35M	617.86K	—	n/c	1
434	CVX Chevron Corporation	0.3%	$20.34M	133.47K	—	n/c	1
435	NKE NIKE, Inc.	0.0%	$20.13M	315.92K	—	n/c	1
436	IWN iShares Russell 2000 Value…	0.0%	$20.08M	110.79K	—	n/c	1
437	EBAY eBay Inc.	0.0%	$20.00M	229.58K	—	n/c	1
438	NU Nu Holdings Ltd.	0.0%	$19.90M	1.19M	—	n/c	1
439	PSA Public Storage	0.0%	$19.86M	76.53K	—	n/c	1
440	SGOV iShares 0-3 Month Treasury…	0.6%	$19.84M	197.60K	—	n/c	1
441	PYPL PayPal Holdings, Inc.	0.0%	$19.75M	338.30K	—	n/c	1
442	SCHW The Charles Schwab…	0.2%	$19.69M	197.05K	—	n/c	1
443	GILD Gilead Sciences, Inc.	0.0%	$19.61M	159.77K	—	n/c	1
444	NEE NextEra Energy, Inc.	0.2%	$19.52M	243.10K	—	n/c	1
445	EXPE Expedia Group, Inc.	0.0%	$19.48M	68.76K	—	n/c	1
446	DHR Danaher Corporation	0.1%	$19.30M	84.29K	—	n/c	1
447	TXT Textron Inc.	0.0%	$19.08M	218.91K	—	n/c	1
448	DASH DoorDash, Inc.	0.0%	$19.07M	84.18K	—	n/c	1
449	DAL Delta Air Lines, Inc.	0.0%	$18.93M	272.78K	—	n/c	1
450	QQQ Invesco QQQ Trust, Series 1	0.7%	$18.88M	30.73K	—	n/c	1
451	PLD Prologis, Inc.	0.0%	$18.83M	147.46K	—	n/c	1
452	SLV iShares Silver Trust	0.0%	$18.80M	291.79K	—	n/c	1
453	CMCSA Comcast Corporation	0.1%	$18.78M	628.30K	—	n/c	1
454	DSTL ETF SER SOLUTIONS	0.0%	$18.73M	317.95K	—	n/c	1
455	VTI Vanguard Morningstar Total…	0.9%	$18.58M	55.43K	—	n/c	1
456	STT State Street Corporation	0.0%	$18.56M	143.83K	—	n/c	1
457	INTU Intuit Inc.	0.2%	$18.54M	27.99K	—	n/c	1
458	UNH UnitedHealth Group…	0.1%	$18.50M	56.03K	—	n/c	1
459	PCG PG&E Corporation	0.1%	$18.33M	1.14M	—	n/c	1
460	VEEV Veeva Systems Inc.	0.0%	$18.27M	81.86K	—	n/c	1
461	APD Air Products and Chemicals…	0.0%	$18.26M	73.91K	—	n/c	1
462	SCHA Schwab U.S. Small-Cap ETF	0.2%	$18.24M	640.59K	—	n/c	1
463	VCIT Vanguard Intermediate-Term…	0.0%	$18.20M	217.37K	—	n/c	1
464	TT Trane Technologies plc	0.0%	$18.20M	46.75K	—	n/c	1
465	AMAT Applied Materials, Inc.	0.1%	$18.05M	70.25K	—	n/c	1
466	QCOM QUALCOMM Incorporated	0.1%	$18.01M	105.27K	—	n/c	1
467	KR The Kroger Co.	0.0%	$17.99M	287.99K	—	n/c	1
468	CTAS Cintas Corporation	0.0%	$17.86M	94.98K	—	n/c	1
469	DVY iShares Select Dividend ETF	0.0%	$17.76M	125.83K	—	n/c	1
470	LNG Cheniere Energy, Inc.	0.0%	$17.72M	91.14K	—	n/c	1
471	MU Micron Technology, Inc.	0.1%	$17.71M	62.05K	—	n/c	1
472	DOV Dover Corporation	0.0%	$17.69M	90.59K	—	n/c	1
473	HON Honeywell International Inc.	0.2%	$17.62M	90.34K	—	n/c	1
474	ILMN Illumina, Inc.	0.0%	$17.61M	134.23K	—	n/c	1
475	AEP American Electric Power…	0.0%	$17.57M	152.34K	—	n/c	1
476	EXC Exelon Corporation	0.0%	$17.46M	400.65K	—	n/c	1
477	TPR Tapestry, Inc.	0.0%	$17.46M	136.68K	—	n/c	1
478	V Visa Inc.	0.6%	$17.41M	49.64K	—	n/c	1
479	SNOW Snowflake Inc.	0.0%	$17.37M	79.18K	—	n/c	1
480	EMXC iShares MSCI Emerging…	0.0%	$17.35M	238.79K	—	n/c	1
481	BSX Boston Scientific…	0.2%	$17.34M	181.90K	—	n/c	1
482	NTRA Natera, Inc.	0.0%	$17.30M	75.53K	—	n/c	1
483	JBL Jabil Inc.	0.0%	$17.29M	75.81K	—	n/c	1
484	MBB iShares MBS ETF	0.0%	$17.19M	180.54K	—	n/c	1
485	PH Parker-Hannifin Corporation	0.1%	$17.19M	19.55K	—	n/c	1
486	NOW ServiceNow, Inc.	0.1%	$17.03M	111.19K	—	n/c	1
487	GS The Goldman Sachs Group…	0.2%	$17.02M	19.36K	—	n/c	1
488	BP BP p.l.c.	0.0%	$16.97M	488.60K	—	n/c	1
489	LH Labcorp Holdings Inc.	0.0%	$16.96M	67.57K	—	n/c	1
490	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$16.91M	131.26K	—	n/c	1
491	PEP PepsiCo, Inc.	0.2%	$16.88M	117.63K	—	n/c	1
492	ADBE Adobe Inc.	0.1%	$16.84M	48.12K	—	n/c	1
493	ABT Abbott Laboratories	0.3%	$16.83M	134.33K	—	n/c	1
494	CMG Chipotle Mexican Grill, Inc.	0.0%	$16.83M	454.79K	—	n/c	1
495	JBHT J.B. Hunt Transport…	0.0%	$16.76M	86.23K	—	n/c	1
496	GM General Motors Company	0.1%	$16.73M	205.74K	—	n/c	1
497	GIS General Mills, Inc.	0.0%	$16.70M	359.07K	—	n/c	1
498	JLL Jones Lang LaSalle…	0.0%	$16.69M	49.62K	—	n/c	1
499	SO The Southern Company	0.0%	$16.67M	191.16K	—	n/c	1
500	VSGX Vanguard ESG International…	0.0%	$16.65M	232.42K	—	n/c	1

Common-stock (SH) positions only; option lines are in the Options tab and are never netted. ✂ = change computed against split-adjusted prior shares. “Held N+” = held every quarter in our window, possibly longer.

Underlying	Type	Underlying shares	Reported value
SPY	Call	239.30K	$27.63M
TSLA	Call	44.60K	$1.74M
NVDA	Put	52.70K	$797,560
NFLX	Put	42.20K	$662,101
ANET	Call	14.00K	$428,730
SPY	Call	6.40K	$379,472
NVO	Put	18.40K	$322,225
AAPL	Put	56.50K	$303,048
EFA	Call	17.40K	$294,669
META	Put	3.80K	$285,026
NVDA	Call	10.00K	$242,000
ETN	Put	16.30K	$223,310
AMZN	Call	20.00K	$187,500
NVDA	Put	7.40K	$142,080
NFLX	Put	6.10K	$108,922
CRCL	Call	50.00K	$88,015
MSTR	Call	30.00K	$47,908
SPY	Call	200	$45,418
AAPL	Put	21.10K	$35,481
XLU	Call	14.00K	$29,443
NVDA	Call	800	$18,882
EWH	Call	20.00K	$18,490
PYPL	Call	20.00K	$12,166
FUBO	Call	26.40K	$12,025
ASST	Call	270.00K	$5,460
NVTS	Call	10.00K	$1,544
AMZN	Call	200	$820

13Fs report option notional (underlying shares and market value) but not strike, expiry, or whether the option was bought or written — no direction can be inferred. Methodology

Position age

27720–1 quarters

Consecutive quarters each current position has been reported, within our data window.

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Similarity of reported longs only — hedges and non-13F assets are invisible. Methodology

Filing record

Aug 14 2026 13F-HR · period Q2 2026

$82.73B · 8,447 positions · View original SEC filing ↗

May 15 2026 13F-HR · period Q1 2026

$70.83B · 7,531 positions · View original SEC filing ↗

Feb 11 2026 13F-HR · period Q4 2025

$68.62B · 6,772 positions · View original SEC filing ↗

Oct 22 2025 13F-HR · period Q3 2025

$61.67B · 2,739 positions · View original SEC filing ↗

Aug 13 2025 13F-HR · period Q2 2025

$56.08B · 2,626 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: Q4 2025 · latest filing Aug 14, 2026 · Change methodology

☆ Cerity Partners LLC

Cerity Partners LLC