ARGI Investment Services, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnew york, NY
- CIK0001519611
- Alternate namesCerity Partners OCIO LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
24 | $1.51B | VOO, IEF, SCHP, BWX | 13F-HR | Feb 13, 2025 | 000156647525000004 | ||
24 | $1.24B | IEF, BBJP, SCHP, SPY | 13F-HR | Nov 12, 2024 | 000156647524000026 | ||
27 | $1.31B | IEF, BBJP, SCHP, SHY | 13F-HR | Aug 13, 2024 | 000156647524000009 | ||
428 | $3.13M | QUAL, MTUM, KRE, RODM | 13F-HR | Feb 2, 2023 | 000151961123000003 | ||
417 | $2.87B | KRE, IEI, QUAL, MTUM | 13F-HR | Oct 20, 2022 | 000151961122000010 | ||
419 | $3.01B | RODM, KRE, QUAL, MTUM | 13F-HR | Jul 26, 2022 | 000151961122000008 | ||
421 | $3.32B | KRE, RODM, QUAL, MTUM | 13F-HR | Apr 27, 2022 | 000151961122000005 | ||
418 | $3.43B | KRE, RODM, QUAL, MTUM | 13F-HR | Jan 28, 2022 | 000151961122000002 | ||
409 | $3.16B | KRE, QUAL, MTUM, IEI | 13F-HR | Nov 10, 2021 | 000151961121000011 | ||
390 | $3.08B | KRE, QUAL, MTUM, RODM | 13F-HR | Aug 3, 2021 | 000151961121000009 | ||
376 | $2.81B | KRE, QUAL, RODM, MTUM | 13F-HR | May 6, 2021 | 000151961121000007 | ||
356 | $2.57B | KRE, RODM, QUAL, IEI | RESTATEMENT | Feb 11, 2021 | 000151961121000006 | ||
339 | $2.23B | RODM, KRE, QUAL, IEI | 13F-HR | Nov 4, 2020 | 000151961120000009 | ||
332 | $2.08B | KRE, RODM, QUAL, IEI | 13F-HR | Aug 12, 2020 | 000151961120000007 | ||
296 | $1.78B | KRE, RODM, QUAL, IEI | 13F-HR | May 11, 2020 | 000151961120000005 | ||
333 | $2.16B | KRE, RODM, QUAL, MTUM | 13F-HR | Feb 11, 2020 | 000151961120000004 | ||
315 | $1.95B | JPIN, KRE, QUAL, MTUM | 13F-HR | Nov 13, 2019 | 000151961119000010 | ||
323 | $1.86B | JPIN, KRE, QUAL, MTUM | 13F-HR | Aug 13, 2019 | 000151961119000008 | ||
307 | $1.76B | JPIN, KRE, IEI, QUAL | 13F-HR | May 14, 2019 | 000151961119000006 | ||
305 | $1.56B | IEI, KRE, JPIN, VEA | 13F-HR | Feb 14, 2019 | 000151961119000003 | ||
296 | $1.67B | VEA, KRE, JPIN, IEI | 13F-HR | Nov 14, 2018 | 000151961118000012 | ||
274 | $1.58B | VEA, KRE, IEI, JPIN | RESTATEMENT | Aug 13, 2018 | 000151961118000010 | ||
262 | $1.55B | VEA, IEI, JPIN, KRE | 13F-HR | May 4, 2018 | 000151961118000008 | ||
260 | $1.51B | JPIN, VEA, AGG, IJH | 13F-HR | Feb 14, 2018 | 000151961118000004 | ||
256 | $1.45B | JPIN, VEA, VTI, IJH | 13F-HR | Nov 13, 2017 | 000151961117000011 | ||
251 | $1.33B | JPIN, VEA, IVV, AGG | 13F-HR | Aug 8, 2017 | 000151961117000009 | ||
242 | $1.26B | VEA, JPIN, IVV, AGG | 13F-HR | May 11, 2017 | 000151961117000007 | ||
236 | $1.16B | IVV, VEA, JPIN, VTI | 13F-HR | Feb 14, 2017 | 000151961117000004 | ||
216 | $1.10B | IVV, JPIN, VTI, AGG | 13F-HR | Nov 8, 2016 | 000151961116000017 | ||
205 | $997.80M | IVV, VTI, AGG, JPIN | 13F-HR | Aug 11, 2016 | 000151961116000015 | ||
216 | $969.19M | IVV, VTI, VWO, VEA | 13F-HR | May 6, 2016 | 000151961116000013 | ||
215 | $908.13M | IVV, IEI, DBEF, VTI | 13F-HR | Feb 10, 2016 | 000151961116000010 | ||
224 | $882.49M | IVV, IEI, DBEF, JNK | 13F-HR | Nov 10, 2015 | 000151961115000008 | ||
218 | $919.39M | IVV, IEI, DBEF, JNK | 13F-HR | Aug 12, 2015 | 000151961115000007 | ||
217 | $897.80M | IVV, IEI, JNK, DBEF | 13F-HR | May 15, 2015 | 000151961115000005 | ||
206 | $825.31M | IVV, IEI, 9000050D, RWO | 13F-HR | Feb 9, 2015 | 000151961115000002 | ||
190 | $756.68M | IVV, IEI, 9000050D, AMLP | 13F-HR | Nov 6, 2014 | 000151961114000008 | ||
184 | $713.77M | IVV, IEI, VWO, 9000050D | 13F-HR | Aug 8, 2014 | 000151961114000006 | ||
173 | $629.88M | IVV, STIP, IGIB, VWO | 13F-HR | May 12, 2014 | 000151961114000004 | ||
158 | $581.41M | VWO, STIP, IVV, IGIB | 13F-HR | Feb 12, 2014 | 000139834414000866 |