HoldingsChannel.com
Modera Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (STIP) 1,134,761 +23,967 $114,134
     STIP1,134,761+23,967$114,134
ISHARES INC (IEMG) 905,719 +7,991 $46,590
     IEMG905,719+7,991$46,590
ISHARES TR (IJH) 227,365 -1,557 $44,168
     IJH227,365-1,557$44,168
ISHARES TR (EMB) 354,717 +9,830 $40,186
     EMB354,717+9,830$40,186
ISHARES TR (SCZ) 541,778 +23,915 $31,098
     SCZ541,778+23,915$31,098
VANGUARD INDEX FDS (VTV) 247,253 -1,955 $27,425
     VTV247,253-1,955$27,425
VANGUARD MALVERN FDS (VTIP) 513,555 -6,893 $25,329
     VTIP513,555-6,893$25,329
VANGUARD INTL EQUITY INDEX F (VWO) 426,914 +10,864 $18,157
     VWO426,914+10,864$18,157
VANGUARD INDEX FDS (VBR) 133,622 -2,702 $17,443
     VBR133,622-2,702$17,443
ISHARES TR (IWB) 96,309 -4,032 $15,678
     IWB96,309-4,032$15,678
ISHARES TR (IVV) 45,305 -614 $13,354
     IVV45,305-614$13,354
ISHARES TR (IEFA) 216,417 +18,224 $13,288
     IEFA216,417+18,224$13,288
ISHARES TR (IWN) 108,819 +6,867 $13,113
     IWN108,819+6,867$13,113
VANGUARD GROUP (VIG) 77,821 -1,722 $8,962
     VIG77,821-1,722$8,962
SPDR SERIES TRUST (SLYV) 83,695 +5,989 $5,079
     SLYV83,695+5,989$5,079
SPDR INDEX SHS FDS (RWO) 100,706 -1,655 $5,025
     RWO100,706-1,655$5,025
SPDR S&P MIDCAP 400 ETF TR (MDY) 13,538 -68 $4,800
     MDY13,538-68$4,800
AMGEN INC 25,665 +2,239 $4,730
     AMGN25,665+2,239$4,730
EATON VANCE CORP 107,488 UNCH $4,636
     EV107,488UNCH$4,636
MICROSOFT CORP 33,135 +1,222 $4,439
     MSFT33,135+1,222$4,439
VANGUARD WHITEHALL FDS INC (VWOB) 47,556 +159 $3,824
     VWOB47,556+159$3,824
APPLE INC 19,174 -49 $3,795
     AAPL19,174-49$3,795
ISHARES TR (IWF) 19,197 -405 $3,020
     IWF19,197-405$3,020
ISHARES TR (SHV) 26,061 UNCH $2,884
     SHV26,061UNCH$2,884
SPDR S&P 500 ETF TR (SPY) 8,976 -21 $2,630
     SPY8,976-21$2,630
3M CO 14,327 +506 $2,483
     MMM14,327+506$2,483
EXXON MOBIL CORP 29,916 +2,184 $2,292
     XOM29,916+2,184$2,292
JOHNSON & JOHNSON 14,754 -3,830 $2,055
     JNJ14,754-3,830$2,055
PEPSICO INC 14,295 +23 $1,875
     PEP14,295+23$1,875
MERCK & CO INC 22,217 +337 $1,863
     MRK22,217+337$1,863
VANGUARD INDEX FDS (VO) 10,666 -203 $1,783
     VO10,666-203$1,783
SPDR SERIES TRUST (CWB) 31,675 +654 $1,675
     CWB31,675+654$1,675
AMERICAN EXPRESS CO 12,805 UNCH $1,581
     AXP12,805UNCH$1,581
LOCKHEED MARTIN CORP 4,230 +13 $1,538
     LMT4,230+13$1,538
VANGUARD INDEX FDS (VTI) 9,771 -51 $1,467
     VTI9,771-51$1,467
BERKSHIRE HATHAWAY INC DEL      $1,437
     BRK.B6,740+323$1,437
BANK AMER CORP 48,761 -300 $1,414
     BAC48,761-300$1,414
PFIZER INC 30,684 +2,306 $1,329
     PFE30,684+2,306$1,329
INTERNATIONAL BUSINESS MACHS 9,274 -6,808 $1,279
     IBM9,274-6,808$1,279
PROCTER AND GAMBLE CO 11,469 +710 $1,258
     PG11,469+710$1,258
VERIZON COMMUNICATIONS INC 21,536 -1,904 $1,230
     VZ21,536-1,904$1,230
HONEYWELL INTL INC 6,951 +5 $1,214
     HON6,951+5$1,214
UNION PACIFIC CORP 6,907 +1,833 $1,168
     UNP6,907+1,833$1,168
AFLAC INC 20,772 UNCH $1,139
     AFL20,772UNCH$1,139
AT&T INC 33,583 -5,953 $1,125
     T33,583-5,953$1,125
INTEL CORP 22,705 +1,072 $1,087
     INTC22,705+1,072$1,087
ISHARES TR (IJT) 5,909 -143 $1,078
     IJT5,909-143$1,078
ISHARES TR (IWD) 8,424 -56 $1,072
     IWD8,424-56$1,072
BOEING CO 2,772 +194 $1,009
     BA2,772+194$1,009
HOME DEPOT INC 4,828 -52 $1,004
     HD4,828-52$1,004

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 06/30/2019: $547,820
At 03/31/2019: $534,006

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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