Instuitional Investor - Modera Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modera Wealth Management, Llc |
| Portfolio Value | $7,392,328,495 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 1,178,843 | $437,138,639 | 5.91% | |
| 2. | Vanguard Tax-Managed Fds | 5,676,812 | $288,552,357 | 3.9% | |
| 3. | Vanguard Index Fds - VALUE ETF | 1,662,744 | $287,222,356 | 3.89% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 1,477,951 | $286,707,727 | 3.88% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 3,503,273 | $265,022,590 | 3.59% |
