Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CERITY PARTNERS LLC 01-26-2024 12-31-2023 1853 30,435,498,408
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS EX TRD EQ FD 1 $1,220,430,979 8,877,995 0.00 8,877,995 +Inf 12-31-2023
APPLE INC COM 2 $1,092,418,459 9,430,190 0.00 0.00 3,881,648 69.96 12-31-2023
MICROSOFT CORP Stock 3 $899,849,624 7,004,341 0.00 7,004,341 +Inf 12-31-2023
PROCTER AND GAMBLE CO Stock 4 $898,943,475 6,134,455 0.00 6,134,455 +Inf 12-31-2023
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