HoldingsChannel.com
Modera Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
J P MORGAN EXCHANGE TRADED F (JPUS) 1,426,262 +564,801 $83,636
     JPUS1,426,262+564,801$83,636
ISHARES INC (IEMG) 972,368 +41,130 $39,352
     IEMG972,368+41,130$39,352
ISHARES TR (EMB) 377,192 -7,468 $36,467
     EMB377,192-7,468$36,467
ISHARES TR (IJH) 220,381 -3,624 $31,704
     IJH220,381-3,624$31,704
ISHARES TR (SCZ) 567,874 +3,758 $25,458
     SCZ567,874+3,758$25,458
ISHARES TR (IEFA) 495,070 +247,313 $24,699
     IEFA495,070+247,313$24,699
BERKSHIRE HATHAWAY INC DEL      $20,578
     BRK.B87,260+80,227$15,954
     BRK.A17+17$4,624
VANGUARD INDEX FDS (VTV) 196,492 -26,037 $17,500
     VTV196,492-26,037$17,500
VANGUARD SPECIALIZED FUNDS (VIG) 163,841 +87,884 $16,939
     VIG163,841+87,884$16,939
VANGUARD INTL EQUITY INDEX F (VWO) 448,677 +29,270 $15,053
     VWO448,677+29,270$15,053
ISHARES TR (IWB) 86,097 -4,544 $12,185
     IWB86,097-4,544$12,185
ISHARES TR (IVV) 44,228 -69 $11,428
     IVV44,228-69$11,428
VANGUARD INDEX FDS (VBR) 115,678 -12,167 $10,272
     VBR115,678-12,167$10,272
ISHARES TR (IWN) 117,069 +15,489 $9,603
     IWN117,069+15,489$9,603
SPDR INDEX SHS FDS (RWO) 177,539 +83,252 $6,391
     RWO177,539+83,252$6,391
MICROSOFT CORP 34,620 +1,363 $5,460
     MSFT34,620+1,363$5,460
APPLE INC 19,918 +1,276 $5,065
     AAPL19,918+1,276$5,065
SPDR SER TR (SLYV) 89,600 +11,706 $3,661
     SLYV89,600+11,706$3,661
SPDR S&P MIDCAP 400 ETF TR (MDY) 13,295 -218 $3,495
     MDY13,295-218$3,495
HOME DEPOT INC 18,649 +13,370 $3,482
     HD18,649+13,370$3,482
SPDR SER TR (CWB) 70,257 +38,165 $3,363
     CWB70,257+38,165$3,363
VANGUARD INDEX FDS (VTI) 24,115 +14,018 $3,109
     VTI24,115+14,018$3,109
VANGUARD WHITEHALL FDS (VWOB) 42,364 -4,747 $2,982
     VWOB42,364-4,747$2,982
WORKDAY INC 22,425 +22,425 $2,920
     WDAY22,425+22,425$2,920
ISHARES TR (IWF) 19,354 +1,252 $2,916
     IWF19,354+1,252$2,916
EATON VANCE CORP 88,296 UNCH $2,848
     EV88,296UNCH$2,848
ISHARES TR (STIP) 24,902 -1,156,389 $2,488
     STIP24,902-1,156,389$2,488
ISHARES TR (IWM) 21,160 +19,054 $2,422
     IWM21,160+19,054$2,422
SPDR S&P 500 ETF TR (SPY) 9,247 +763 $2,383
     SPY9,247+763$2,383
JOHNSON & JOHNSON 15,356 -956 $2,014
     JNJ15,356-956$2,014
PEPSICO INC 15,881 +1,009 $1,907
     PEP15,881+1,009$1,907
3M CO 13,874 +26 $1,894
     MMM13,874+26$1,894
MERCK & CO. INC 22,426 +46 $1,725
     MRK22,426+46$1,725
VANGUARD INDEX FDS (VO) 11,322 +1,296 $1,491
     VO11,322+1,296$1,491
PROCTER & GAMBLE CO 13,496 +1,779 $1,485
     PG13,496+1,779$1,485
LOCKHEED MARTIN CORP 4,117 -10 $1,396
     LMT4,117-10$1,396
ISHARES TR (EFA) 26,088 +19,915 $1,395
     EFA26,088+19,915$1,395
VANGUARD INTL EQUITY INDEX F (VT) 21,399 +18,086 $1,344
     VT21,399+18,086$1,344
VANGUARD SCOTTSDALE FDS (VGSH) 21,277 +21,277 $1,326
     VGSH21,277+21,277$1,326
INTEL CORP 24,142 +918 $1,307
     INTC24,142+918$1,307
EXXON MOBIL CORP 34,333 +2,389 $1,304
     XOM34,333+2,389$1,304
LOWES COS INC 14,875 +11,021 $1,280
     LOW14,875+11,021$1,280
BK OF AMERICA CORP 58,314 +7,291 $1,238
     BAC58,314+7,291$1,238
VERIZON COMMUNICATIONS INC 22,487 +88 $1,208
     VZ22,487+88$1,208
AT&T INC 40,394 +717 $1,177
     T40,394+717$1,177
AMERICAN EXPRESS CO 13,591 +821 $1,164
     AXP13,591+821$1,164
AMAZON COM INC 562 +133 $1,096
     AMZN562+133$1,096
ISHARES TR (IWD) 10,833 +2,274 $1,074
     IWD10,833+2,274$1,074
UNION PAC CORP 7,555 +590 $1,066
     UNP7,555+590$1,066
INTERNATIONAL BUSINESS MACHS 9,602 +201 $1,065
     IBM9,602+201$1,065

See Full List: All Stocks Held By Modera Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Modera Wealth Management LLC

Size ($ in 1000's)
At 03/31/2020: $476,953
At 12/31/2019: $639,862

Modera Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Modera Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Modera Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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