Instuitional Investor - Modera Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Modera Wealth Management, Llc
Portfolio Value $8,644,958,943
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%