Instuitional Investor - Modera Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modera Wealth Management, Llc |
| Portfolio Value | $6,044,406,135 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 922,643 | $286,831,340 | 4.74% | |
| 2. | Vanguard Tax-Managed Fds | 5,829,771 | $279,246,060 | 4.61% | |
| 3. | Vanguard Specialized Funds | 1,192,270 | $203,162,779 | 3.36% | |
| 4. | Vanguard Index Fds | 1,320,158 | $197,363,556 | 3.26% | |
| 5. | AAPL | 898,229 | $172,936,058 | 2.86% |
