HoldingsChannel.com
Modera Wealth Management LLC Top Holdings
As of  09/30/2022, below is a summary of the Modera Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Modera Wealth Management LLC. In the Modera Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Modera Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Modera Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 1,141,313 -85,940 $140,929
     VTV1,141,313-85,940$140,929
VANGUARD INDEX FDS (VUG) 657,872 -2,206 $140,752
     VUG657,872-2,206$140,752
VANGUARD SPECIALIZED FUNDS (VIG) 1,020,493 +77,173 $137,930
     VIG1,020,493+77,173$137,930
DIMENSIONAL ETF TRUST (DFUV) 2,786,651 -225,006 $82,513
     DFUV2,786,651-225,006$82,513
ISHARES TR (IEFA) 1,528,022 +305,898 $80,481
     IEFA1,528,022+305,898$80,481
ISHARES TR (IWF) 309,808 -36,686 $65,184
     IWF309,808-36,686$65,184
ISHARES TR (SCZ) 1,183,482 +138,998 $57,730
     SCZ1,183,482+138,998$57,730
ISHARES TR (IWM) 347,748 +70,244 $57,351
     IWM347,748+70,244$57,351
ISHARES INC (IEMG) 1,273,644 -5,023 $54,741
     IEMG1,273,644-5,023$54,741
ISHARES TR (EMB) 677,353 +20,045 $53,782
     EMB677,353+20,045$53,782
DIMENSIONAL ETF TRUST (DFIV) 1,836,072 -89,268 $47,297
     DFIV1,836,072-89,268$47,297
ISHARES TR (EFV) 1,169,575 +182,973 $45,064
     EFV1,169,575+182,973$45,064
DIMENSIONAL ETF TRUST (DFUS) 1,131,517 -29,399 $43,925
     DFUS1,131,517-29,399$43,925
J P MORGAN EXCHANGE TRADED F (JPUS) 502,472 -47,213 $42,961
     JPUS502,472-47,213$42,961
DIMENSIONAL ETF TRUST (DFAC) 1,735,956 +53,172 $38,608
     DFAC1,735,956+53,172$38,608
DIMENSIONAL ETF TRUST (DFAT) 976,848 -150,055 $38,068
     DFAT976,848-150,055$38,068
ISHARES TR (IWD) 270,711 +92,110 $36,814
     IWD270,711+92,110$36,814
ISHARES TR (EFA) 643,384 -208,679 $36,036
     EFA643,384-208,679$36,036
ISHARES TR (IVW) 585,123 +108,808 $33,849
     IVW585,123+108,808$33,849
VANGUARD INTL EQUITY INDEX F (VWO) 834,930 -47,684 $30,467
     VWO834,930-47,684$30,467
VANGUARD BD INDEX FDS (BIV) 395,508 -1,961 $29,062
     BIV395,508-1,961$29,062
VANGUARD INDEX FDS (VBR) 195,486 -1,661 $28,033
     VBR195,486-1,661$28,033
VANGUARD TAX MANAGED FDS (VEA) 743,609 +131,249 $27,038
     VEA743,609+131,249$27,038
BERKSHIRE HATHAWAY INC DEL      $26,590
     BRK.B73,703-375$19,680
     BRK.A17UNCH$6,910
ISHARES TR (IWN) 199,824 +53,888 $25,763
     IWN199,824+53,888$25,763
ISHARES TR (IJH) 116,856 -6,137 $25,622
     IJH116,856-6,137$25,622
APPLE INC 182,870 -4,809 $25,273
     AAPL182,870-4,809$25,273
AMERICAN CENTY ETF TR (AVUS) 358,544 +94,653 $22,355
     AVUS358,544+94,653$22,355
DIMENSIONAL ETF TRUST (DFAS) 460,023 -71,777 $21,400
     DFAS460,023-71,777$21,400
MICROSOFT CORP 83,098 -2,644 $19,353
     MSFT83,098-2,644$19,353
ISHARES TR (IUSG) 222,202 +15,458 $17,816
     IUSG222,202+15,458$17,816
SPDR INDEX SHS FDS (RWO) 417,459 +46,972 $16,151
     RWO417,459+46,972$16,151
VANGUARD MUN BD FDS (VTEB) 326,242 -11,661 $15,705
     VTEB326,242-11,661$15,705
ISHARES TR (IVV) 41,191 -413 $14,773
     IVV41,191-413$14,773
ISHARES TR (SUB) 128,212 -13,176 $13,162
     SUB128,212-13,176$13,162
VANGUARD INTL EQUITY INDEX F (VSS) 139,648 +15,575 $12,961
     VSS139,648+15,575$12,961
ISHARES TR (IWB) 63,674 -1,002 $12,565
     IWB63,674-1,002$12,565
AMAZON COM INC 98,840 -720 $11,169
     AMZN98,840-720$11,169
VANGUARD WHITEHALL FDS (VWOB) 187,113 +32,835 $10,757
     VWOB187,113+32,835$10,757
VANGUARD BD INDEX FDS (BSV) 126,224 -87,009 $9,444
     BSV126,224-87,009$9,444
ISHARES TR (MUB) 85,522 -4,986 $8,773
     MUB85,522-4,986$8,773
ISHARES TR (IVE) 67,901 -150 $8,727
     IVE67,901-150$8,727
HOME DEPOT INC 28,401 -514 $7,837
     HD28,401-514$7,837
ISHARES TR (IJS) 94,441 -1,711 $7,787
     IJS94,441-1,711$7,787
SPDR SER TR (CWB) 119,007 -1,573 $7,533
     CWB119,007-1,573$7,533
VANGUARD INDEX FDS (VNQ) 84,316 -14,117 $6,760
     VNQ84,316-14,117$6,760
DIMENSIONAL ETF TRUST (DFAX) 351,643 -37,272 $6,643
     DFAX351,643-37,272$6,643
JOHNSON & JOHNSON 37,451 -24 $6,118
     JNJ37,451-24$6,118
VANGUARD INDEX FDS (VTI) 31,412 -2,829 $5,637
     VTI31,412-2,829$5,637
PEPSICO INC 31,491 -896 $5,141
     PEP31,491-896$5,141

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 09/30/2022: $1,974,175
At 06/30/2022: $2,099,410

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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