| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | Reported by Cerity Partners LLC | 13F-NT | 10/16/2026 | 000175496026000897 | ||
| Q2 2026 | Reported by Cerity Partners LLC | 13F-NT | 7/16/2026 | 000175496026000545 | ||
| Q1 2026 | Reported by Cerity Partners LLC | 13F-NT | 4/23/2026 | 000175496026000316 | ||
| Q4 2025 | 135 | 237,654 | DFUS, AVNM, SPY, DUHP | 13F-HR | 1/27/2026 | 000175496026000129 |
| Q3 2025 | 136 | 223,202 | ITOT, SPY, IXUS, DUHP | 13F-HR | 10/31/2025 | 000175496025000740 |
| Q2 2025 | 124 | 189,830 | ITOT, SPY, IXUS, DUHP | 13F-HR | 7/23/2025 | 000175496025000479 |
| Q1 2025 | 101 | 158,429 | ITOT, IXUS, SPY, AGG | 13F-HR | 4/17/2025 | 000106299325007657 |
| Q4 2024 | 92 | 111,937 | SPY, AAPL, DFAC, VUG | 13F-HR | 1/17/2025 | 000106299325000888 |
| Q3 2024 | 93 | 112,806 | SPY, AAPL, VUG, VOO | 13F-HR | 10/25/2024 | 000106299324017949 |
| Q2 2024 | 87 | 96,581 | SPY, AAPL, VUG, VOO | 13F-HR | 2/4/2026 | 000175496026000155 |
| Q1 2024 | 132 | 113,585 | SPY, AAPL, GSLC, VUG | 13F-HR | 4/22/2024 | 000106299324008607 |