Instuitional Investor - Modera Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modera Wealth Management, Llc |
| Portfolio Value | $8,077,379,378 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 1,195,224 | $523,986,925 | 6.49% | |
| 2. | Vanguard Tax-Managed Fds | 5,697,243 | $324,799,836 | 4.02% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 1,547,972 | $316,823,599 | 3.92% | |
| 4. | Vanguard Index Fds - VALUE ETF | 1,651,080 | $291,813,852 | 3.61% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 3,450,389 | $288,038,508 | 3.57% |
