HoldingsChannel.com
Moneta Group Investment Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 3,311,374 +944,324 $102,189
     IDV3,311,374+944,324$102,189
ISHARES CORE MSCI EMERGING MKTS (IEMG) 1,710,114 +399,149 $88,430
     IEMG1,710,114+399,149$88,430
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 1,010,376 -33,410 $58,036
     SCZ1,010,376-33,410$58,036
SPDR S&P DIVIDEND ETF (SDY) 503,088 -7,211 $50,012
     SDY503,088-7,211$50,012
ISHARES RUSSELL 2000 VALUE (IWN) 351,143 -17,687 $42,102
     IWN351,143-17,687$42,102
ISHARES RUSSELL 2000 ETF (IWM) 241,564 -1,632 $36,981
     IWM241,564-1,632$36,981
VANGUARD GLOBAL EX U.S. REAL ESTATE ETF (VNQI) 401,595 +111,688 $23,923
     VNQI401,595+111,688$23,923
ISHARES DJ SELECT DIVIDEND (DVY) 225,738 -1,403 $22,163
     DVY225,738-1,403$22,163
ISHARES CORE S&P 500 (IVV) 77,119 +3,286 $21,945
     IVV77,119+3,286$21,945
SPDR S&P 500 ETF (SPY) 74,996 +15,137 $21,185
     SPY74,996+15,137$21,185
ISHARES S&P SMALLCAP 600 ETF (IJR) 257,602 +11,555 $19,874
     IJR257,602+11,555$19,874
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 97,137 -2,423 $19,103
     IWO97,137-2,423$19,103
SCH US REIT ETF (SCHH) 406,977 +7,341 $18,082
     SCHH406,977+7,341$18,082
BERKSHIRE HATHAWAY INC DEL CL B NEW      $16,945
     BRK.B69,356-1,111$13,933
     BRK.A10UNCH$3,012
RED HAT INC. 89,918 +72,980 $16,428
     RHT89,918+72,980$16,428
ISHARES MSCI EAFE ETF (EFA) 236,725 -21,594 $15,354
     EFA236,725-21,594$15,354
VANGUARD VALUE ETF (VTV) 139,236 +11,702 $14,986
     VTV139,236+11,702$14,986
VANGUARD GROWTH ETF (VUG) 95,602 +8,153 $14,954
     VUG95,602+8,153$14,954
ISHARES CORE MSCI EAFE (IEFA) 212,588 +16,824 $12,919
     IEFA212,588+16,824$12,919
JOHNSON & JOHNSON COM 71,064 +3,633 $9,934
     JNJ71,064+3,633$9,934
BAXTER INTL INC COM 117,599 +111,233 $9,562
     BAX117,599+111,233$9,562
LINCOLN NATL CORP IND COM 156,593 -4 $9,192
     LNC156,593-4$9,192
ISHARES S&P 500 GROWTH ETF (IVW) 53,069 -24,246 $9,147
     IVW53,069-24,246$9,147
VANGUARD SMALL CAP VALUE ETF (VBR) 67,979 +3,495 $8,751
     VBR67,979+3,495$8,751
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 277,324 +15,455 $8,683
     SCHF277,324+15,455$8,683
ON SEMICONDUCTOR CORP COM 401,507 +296 $8,259
     ON401,507+296$8,259
VANGUARD MID CAP GROWTH ETF (VOT) 57,526 +1,222 $8,213
     VOT57,526+1,222$8,213
VANGUARD SMALL CAP GROWTH ETF (VBK) 45,332 +1,026 $8,147
     VBK45,332+1,026$8,147
VANGUARD MID CAP VALUE ETF (VOE) 69,503 +4,722 $7,498
     VOE69,503+4,722$7,498
ISHARES S&P 500 VALUE ETF (IVE) 63,979 -33,035 $7,213
     IVE63,979-33,035$7,213
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF (SPYD) 166,993 +8,261 $6,319
     SPYD166,993+8,261$6,319
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 152,970 -76 $5,692
     SPYG152,970-76$5,692
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 35,606 +164 $5,589
     IJJ35,606+164$5,589
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY) 111,439 -7,122 $5,553
     AGGY111,439-7,122$5,553
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 54,846 -1,724 $5,467
     STIP54,846-1,724$5,467
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD (SPSB) 178,789 -13,562 $5,462
     SPSB178,789-13,562$5,462
PEPSICO INC COM 41,975 -5,246 $5,144
     PEP41,975-5,246$5,144
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 164,307 +5,354 $4,967
     SPSM164,307+5,354$4,967
SPDR PORTFOLIO MID CAP ETF (SPMD) 148,185 +6,649 $4,939
     SPMD148,185+6,649$4,939
APPLE INC 25,122 -4,103 $4,772
     AAPL25,122-4,103$4,772
ISHARES COHEN & STEERS REIT ETF (ICF) 42,167 +3,839 $4,689
     ICF42,167+3,839$4,689
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) 156,522 +5,482 $4,572
     SPDW156,522+5,482$4,572
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 63,082 +21,608 $4,265
     SCHX63,082+21,608$4,265
COMMERCE BANCSHARES INC COM (CBSH) 73,407 +5,782 $4,262
     CBSH73,407+5,782$4,262
INTEL CORP COM 73,985 +5,330 $3,973
     INTC73,985+5,330$3,973
ISHARES 0 5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) 84,821 +3,243 $3,962
     SHYG84,821+3,243$3,962
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 17,873 -1 $3,916
     IJK17,873-1$3,916
SCHWAB INTL SMALL CAP ETF (SCHC) 117,426 +11,825 $3,787
     SCHC117,426+11,825$3,787
LOWES COS INC COM 34,092 -284 $3,732
     LOW34,092-284$3,732
VANGUARD RUSSELL 3000 ETF (VTHR) 28,247 -7 $3,656
     VTHR28,247-7$3,656

See Full List: All Stocks Held By Moneta Group Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Moneta Group Investment Advisors LLC

Size ($ in 1000's)
At 03/31/2019: $956,930
At 12/31/2018: $838,534

Moneta Group Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moneta Group Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Moneta Group Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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