ARGI Investment Services, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    new york, NY
  • CIK
    0001519611
  • Alternate names
    Cerity Partners OCIO LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

24

$1.77 B
VOO, IEF, SCHP, VT
13F-HR
Apr 30, 2025
000151961125000004

24

$1.51 B
VOO, IEF, SCHP, BWX
13F-HR
Feb 13, 2025
000156647525000004

24

$1.24 B
IEF, BBJP, SCHP, SPY
13F-HR
Nov 12, 2024
000156647524000026

27

$1.31 B
IEF, BBJP, SCHP, SHY
13F-HR
Aug 13, 2024
000156647524000009

428

$3.13 M
QUAL, MTUM, KRE, RODM
13F-HR
Feb 2, 2023
000151961123000003

417

$2.87 B
KRE, IEI, QUAL, MTUM
13F-HR
Oct 20, 2022
000151961122000010

419

$3.01 B
RODM, KRE, QUAL, MTUM
13F-HR
Jul 26, 2022
000151961122000008

421

$3.32 B
KRE, RODM, QUAL, MTUM
13F-HR
Apr 27, 2022
000151961122000005

418

$3.43 B
KRE, RODM, QUAL, MTUM
13F-HR
Jan 28, 2022
000151961122000002

409

$3.16 B
KRE, QUAL, MTUM, IEI
13F-HR
Nov 10, 2021
000151961121000011

390

$3.08 B
KRE, QUAL, MTUM, RODM
13F-HR
Aug 3, 2021
000151961121000009

376

$2.81 B
KRE, QUAL, RODM, MTUM
13F-HR
May 6, 2021
000151961121000007

356

$2.57 B
KRE, RODM, QUAL, IEI
RESTATEMENT
Feb 11, 2021
000151961121000006

339

$2.23 B
RODM, KRE, QUAL, IEI
13F-HR
Nov 4, 2020
000151961120000009

332

$2.08 B
KRE, RODM, QUAL, IEI
13F-HR
Aug 12, 2020
000151961120000007

296

$1.78 B
KRE, RODM, QUAL, IEI
13F-HR
May 11, 2020
000151961120000005

333

$2.16 B
KRE, RODM, QUAL, MTUM
13F-HR
Feb 11, 2020
000151961120000004

315

$1.95 B
JPIN, KRE, QUAL, MTUM
13F-HR
Nov 13, 2019
000151961119000010

323

$1.86 B
JPIN, KRE, QUAL, MTUM
13F-HR
Aug 13, 2019
000151961119000008

307

$1.76 B
JPIN, KRE, IEI, QUAL
13F-HR
May 14, 2019
000151961119000006

305

$1.56 B
IEI, KRE, JPIN, VEA
13F-HR
Feb 14, 2019
000151961119000003

296

$1.67 B
VEA, KRE, JPIN, IEI
13F-HR
Nov 14, 2018
000151961118000012

274

$1.58 B
VEA, KRE, IEI, JPIN
RESTATEMENT
Aug 13, 2018
000151961118000010

262

$1.55 B
VEA, IEI, JPIN, KRE
13F-HR
May 4, 2018
000151961118000008

260

$1.51 B
JPIN, VEA, AGG, IJH
13F-HR
Feb 14, 2018
000151961118000004

256

$1.45 B
JPIN, VEA, VTI, IJH
13F-HR
Nov 13, 2017
000151961117000011

251

$1.33 B
JPIN, VEA, IVV, AGG
13F-HR
Aug 8, 2017
000151961117000009

242

$1.26 B
VEA, JPIN, IVV, AGG
13F-HR
May 11, 2017
000151961117000007

236

$1.16 B
IVV, VEA, JPIN, VTI
13F-HR
Feb 14, 2017
000151961117000004

216

$1.10 B
IVV, JPIN, VTI, AGG
13F-HR
Nov 8, 2016
000151961116000017

205

$997.80 M
IVV, VTI, AGG, JPIN
13F-HR
Aug 11, 2016
000151961116000015

216

$969.19 M
IVV, VTI, VWO, VEA
13F-HR
May 6, 2016
000151961116000013

215

$908.13 M
IVV, IEI, DBEF, VTI
13F-HR
Feb 10, 2016
000151961116000010

224

$882.49 M
IVV, IEI, DBEF, JNK
13F-HR
Nov 10, 2015
000151961115000008

218

$919.39 M
IVV, IEI, DBEF, JNK
13F-HR
Aug 12, 2015
000151961115000007

217

$897.80 M
IVV, IEI, JNK, DBEF
13F-HR
May 15, 2015
000151961115000005

206

$825.31 M
IVV, IEI, 9000050D, RWO
13F-HR
Feb 9, 2015
000151961115000002

190

$756.68 M
IVV, IEI, 9000050D, AMLP
13F-HR
Nov 6, 2014
000151961114000008

184

$713.77 M
IVV, IEI, VWO, 9000050D
13F-HR
Aug 8, 2014
000151961114000006

173

$629.88 M
IVV, STIP, IGIB, VWO
13F-HR
May 12, 2014
000151961114000004

158

$581.41 M
VWO, STIP, IVV, IGIB
13F-HR
Feb 12, 2014
000139834414000866