Instuitional Investor - Modera Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modera Wealth Management, Llc |
| Portfolio Value | $8,281,927,852 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | EQT | 15,352,131 | $707,886,761 | 8.54% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 1,142,980 | $469,124,885 | 5.66% | |
| 3. | Vanguard Tax-Managed Fds | 5,788,877 | $276,824,113 | 3.34% | |
| 4. | Vanguard Index Fds - VALUE ETF | 1,631,057 | $276,137,879 | 3.33% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 1,391,934 | $272,582,501 | 3.29% |
