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Arthur I. Prostick

Cerity Partners Retirement Plan Advisors Llc

Assets Managed
$195.676M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cerity Partners Retirement Plan Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Cerity Partners Retirement Plan Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 195.676M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Arthur I. Prostick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
29.61%
$57.924M
89,068 shares@ $650.34 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
New Position
24.08%
$47.104M
146,827 shares@ $320.82 avg price
BND
Vanguard Total Bond Market
Recent Activity
New Position
17.63%
$34.481M
469,254 shares@ $73.49 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
6.24%
$12.192M
196,556 shares@ $62.04 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
New Position
5.29%
$10.348M
197,005 shares@ $52.53 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
2.01%
$3.928M
6,574 shares@ $597.56 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
New Position
1.36%
$2.659M
40,542 shares@ $65.6 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
New Position
1.3%
$2.537M
20,408 shares@ $124.31 avg price
CWI
Spdr Msci Acwi Ex-us
Recent Activity
New Position
1.29%
$2.52M
70,205 shares@ $35.9 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
New Position
1.28%
$2.487M
31,768 shares@ $78.3 avg price

1-10 of 31