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 SCOTTSDALE FDS ETF 151 $90,188,461 1,165,677 0.00 0.00 -14,607 -1.24 12-31-2023
FLEXSHARES TR CR SCD US BD 152 $89,396,190 1,863,795 0.00 0.00 621,119 49.98 12-31-2023
UNION PAC CORP Stock 153 $87,763,256 1,143,298 0.00 1,143,298 +Inf 12-31-2023
ABBVIE INC Equities Liquidated $0 0 0.00 0.00 102,968 18.84 12-31-2023
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