Instuitional Investor - Moneta Group Investment Advisors Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 38,698,661 | $1,138,901,586 | 8.43% | |
| 2. | Vanguard Index Fds - MID CAP ETF | 10,059,496 | $810,493,630 | 6% | |
| 3. | Vanguard Tax-Managed Fds | 10,957,948 | $780,753,799 | 5.78% | |
| 4. | Vanguard Index Fds - VALUE ETF | 3,442,447 | $750,212,539 | 5.55% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 8,638,955 | $744,159,610 | 5.51% |
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