Instuitional Investor - Modera Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modera Wealth Management, Llc |
| Portfolio Value | $8,644,958,943 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 1,196,788 | $583,865,101 | 6.75% | |
| 2. | Vanguard Tax-Managed Fds | 5,505,632 | $343,936,861 | 3.98% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 1,550,778 | $340,829,893 | 3.94% | |
| 4. | Vanguard Index Fds - VALUE ETF | 1,703,688 | $325,387,378 | 3.76% | |
| 5. | VLUE | 3,503,868 | $313,456,066 | 3.63% |