Instuitional Investor - Modera Wealth Management, Llc
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% |