Instuitional Investor - Moneta Group Investment Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Moneta Group Investment Advisors Llc |
| Portfolio Value | $13,288,317,125 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 3,006,863 | $1,796,751,157 | 13.52% | |
| 2. | SCHD | 37,368,877 | $958,138,006 | 7.21% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 9,946,833 | $714,132,864 | 5.37% | |
| 4. | Vanguard Tax-Managed Fds | 10,948,174 | $701,558,988 | 5.28% | |
| 5. | Vanguard Index Fds - VALUE ETF | 3,371,516 | $661,491,488 | 4.98% |