HoldingsChannel.com
Modera Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (STIP) 1,181,291 +16,667 $118,968
     STIP1,181,291+16,667$118,968
JP MORGAN EXCHANGE TRADED FD (JPUS) 861,461 +92,482 $68,624
     JPUS861,461+92,482$68,624
ISHARES INC (IEMG) 931,238 +18,163 $50,063
     IEMG931,238+18,163$50,063
ISHARES TR (IJH) 224,005 -5,542 $46,105
     IJH224,005-5,542$46,105
ISHARES TR (EMB) 384,660 +6,994 $44,067
     EMB384,660+6,994$44,067
ISHARES TR (SCZ) 564,116 +2,629 $35,133
     SCZ564,116+2,629$35,133
VANGUARD INDEX FDS (VTV) 222,529 -7,506 $26,670
     VTV222,529-7,506$26,670
VANGUARD MALVERN FDS (VTIP) 499,479 -8,006 $24,614
     VTIP499,479-8,006$24,614
VANGUARD INTL EQUITY INDEX F (VWO) 419,407 -11,370 $18,651
     VWO419,407-11,370$18,651
VANGUARD INDEX FDS (VBR) 127,845 -2,882 $17,524
     VBR127,845-2,882$17,524
ISHARES TR (IWB) 90,641 -3,611 $16,172
     IWB90,641-3,611$16,172
ISHARES TR (IEFA) 247,757 -413 $16,164
     IEFA247,757-413$16,164
ISHARES TR (IVV) 44,297 +107 $14,319
     IVV44,297+107$14,319
ISHARES TR (IWN) 101,580 +676 $13,061
     IWN101,580+676$13,061
VANGUARD GROUP (VIG) 75,957 -97 $9,469
     VIG75,957-97$9,469
APPLE INC 18,642 -352 $5,474
     AAPL18,642-352$5,474
MICROSOFT CORP 33,257 -459 $5,245
     MSFT33,257-459$5,245
SPDR SERIES TRUST (SLYV) 77,894 -619 $5,118
     SLYV77,894-619$5,118
SPDR S&P MIDCAP 400 ETF TR (MDY) 13,513 -25 $5,073
     MDY13,513-25$5,073
SPDR INDEX SHS FDS (RWO) 94,287 +928 $4,858
     RWO94,287+928$4,858
EATON VANCE CORP 88,296 -19,192 $4,123
     EV88,296-19,192$4,123
VANGUARD WHITEHALL FDS INC (VWOB) 47,111 -641 $3,835
     VWOB47,111-641$3,835
ISHARES TR (IWF) 18,102 -845 $3,185
     IWF18,102-845$3,185
SPDR S&P 500 ETF TR (SPY) 8,484 -49 $2,731
     SPY8,484-49$2,731
3M CO 13,848 -445 $2,443
     MMM13,848-445$2,443
JOHNSON & JOHNSON 16,312 +1,515 $2,379
     JNJ16,312+1,515$2,379
EXXON MOBIL CORP 31,944 +1,030 $2,229
     XOM31,944+1,030$2,229
MERCK & CO INC 22,380 +161 $2,035
     MRK22,380+161$2,035
PEPSICO INC 14,872 +637 $2,033
     PEP14,872+637$2,033
BANK AMER CORP 51,023 UNCH $1,797
     BAC51,023UNCH$1,797
VANGUARD INDEX FDS (VO) 10,026 -333 $1,786
     VO10,026-333$1,786
SPDR SERIES TRUST (CWB) 32,092 -1,348 $1,781
     CWB32,092-1,348$1,781
VANGUARD INDEX FDS (VTI) 10,097 -188 $1,652
     VTI10,097-188$1,652
LOCKHEED MARTIN CORP 4,127 -66 $1,607
     LMT4,127-66$1,607
BERKSHIRE HATHAWAY INC DEL      $1,593
     BRK.B7,033+143$1,593
AMERICAN EXPRESS CO 12,770 UNCH $1,590
     AXP12,770UNCH$1,590
AT&T INC 39,677 +4,974 $1,551
     T39,677+4,974$1,551
PROCTER & GAMBLE CO 11,717 +519 $1,463
     PG11,717+519$1,463
INTEL CORP 23,224 +1,134 $1,390
     INTC23,224+1,134$1,390
VERIZON COMMUNICATIONS INC 22,399 +970 $1,375
     VZ22,399+970$1,375
INTERNATIONAL BUSINESS MACHS 9,401 -34 $1,260
     IBM9,401-34$1,260
UNION PACIFIC CORP 6,965 -150 $1,259
     UNP6,965-150$1,259
HONEYWELL INTL INC 6,686 UNCH $1,183
     HON6,686UNCH$1,183
ISHARES TR (IWD) 8,559 -289 $1,168
     IWD8,559-289$1,168
PFIZER INC 29,786 -500 $1,167
     PFE29,786-500$1,167
HOME DEPOT INC 5,279 +344 $1,153
     HD5,279+344$1,153
TRUIST FINL CORP 19,610 +19,610 $1,104
     TFC19,610+19,610$1,104
AFLAC INC 20,772 UNCH $1,099
     AFL20,772UNCH$1,099
UNITED TECHNOLOGIES CORP 6,922 -150 $1,037
     UTX6,922-150$1,037
ISHARES TR (IJT) 5,360 -17 $1,036
     IJT5,360-17$1,036

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 12/31/2019: $639,862
At 09/30/2019: $601,855

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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