Instuitional Investor - Modera Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modera Wealth Management, Llc |
| Portfolio Value | $8,629,993,118 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 1,218,854 | $584,575,245 | 6.77% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 1,595,966 | $344,393,703 | 3.99% | |
| 3. | Vanguard Tax-Managed Fds | 5,612,340 | $336,291,418 | 3.9% | |
| 4. | Vanguard Index Fds - VALUE ETF | 1,702,382 | $317,479,198 | 3.68% | |
| 5. | VLUE | 3,538,473 | $308,944,111 | 3.58% |