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 | ETF | 501 | $24,077,375 | 110,372 | 0.00 | 0.00 | 76,310 | 224.03 | 12-31-2023 |
| VANGUARD BD INDEX FDS | ETF | 502 | $23,997,879 | 756,423 | 0.00 | 0.00 | 583,860 | 338.35 | 12-31-2023 |
| SHERWIN WILLIAMS CO | Equity | 503 | $23,559,378 | 75,533 | 0.00 | 75,533 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | EX TRD EQ FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 107,408 | 228.39 | 12-31-2023 |
