Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CERITY PARTNERS LLC 05-14-2024 03-31-2024 2286 37,863,906,887
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS Stock 1 $1,584,422,493 3,307,620 0.00 3,307,620 +Inf 03-31-2024
MICROSOFT CORP Stock 2 $1,227,574,943 2,930,862 0.00 0.00 -4,073,479 -58.16 03-31-2024
VANGUARD INDEX FDS EX TRD EQ FD Liquidated $0 0 0.00 8,877,995 +Inf 03-31-2024
APPLE INC Stock 4 $1,116,238,151 6,526,624 0.00 6,526,624 +Inf 03-31-2024
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